Stablecoins are having a real moment, and it makes sense. This is infrastructure maturing, not some magic overnight reset.

@Roy at Breez put it plainly, “They’ve grown from practically nothing at the turn of the decade to a market cap in the mid-12 digits and monthly transaction volumes in excess of $1 trillion. Citigroup expects the aggregate stablecoin market cap to hit around $2 trillion by the end of the decade.”

That’s the macro story.

And if you’re building in AI right now, you’ve felt the other side of that story too.

The capital moats have already formed around the most crowded AI sectors.

As a founder, trying to break into a brigade of “good enough” clones can feel like running through the walls of Troy in the dead of night.

The gates are unguarded, the courtyard is packed, and every path looks like it’s already been staked a claim.

The concepts are new, but the expectations are brutal.

You’re asked to ship, differentiate, and find product fast inside a market that moves quicker than it can monetize.

And as capital moves downstream from pure infrastructure into 2026, the pressure shifts from “can you build it” to “can you turn it into real revenue with real customers” on terrain that still feels artificial and unsettled.

That can sound like bad news.

But at PlebLab we believe that it’s usually the opposite.

Because the main gate is where everyone is fighting, and the edges are where builders actually win.

Real innovation doesn’t announce itself from the center of the city.
It shows up in the blind spots, always shows itself around the edges, the places that are unclaimed.

Because here’s the shift a lot of people still haven’t internalized...

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