- Tether is quietly building a national standard financial balance sheet with over 100,000 BTC
- As yields increase, USDT's strategy shifts from passive income to active cryptocurrency accumulation
Tether [USDT] has long been a reliable stablecoin in the cryptocurrency market.
It is the top choice for safe haven during volatility and the most important liquidity source people can rely on. With a market share of over 61% of the total stablecoin supply, this position is entirely deserved.
Recently, Tether's role in the Bitcoin [BTC] ecosystem is rapidly developing.
With a reserve of over 100,000 BTC, Tether is clearly implementing a long-term strategic move. According to TinTucBitcoin, this is only the first step for a major upcoming change.
Tether Surpasses Germany in Holding U.S. Treasury Bonds
To understand better, U.S. Treasury bonds are bonds issued by the U.S. Treasury Department, paying a fixed interest rate in exchange for investment capital.
Currently, Tether has joined the elite group previously considered only for large countries. Tether holds bonds worth up to $120 billion, surpassing Germany's $111.4 billion.
This makes Tether the 19th largest holder of U.S. government debt in the world. Why is this important? The interest earned from these bonds helps strengthen Tether's financial balance sheet.
For example, in May, short-term bond yields increased nearly 5% after the 90-day tax deferral announcement, while 10-year bond yields soared to 18%.
Source: Trading Economics
This increase stimulated capital flow back to risky assets, significantly increasing Tether's profits from its massive bond portfolio.
Not stopping there, USDT's market capitalization increased by $5 billion in just one month, currently at $153.7 billion. A larger market cap means abundant liquidity and smoother transactions, helping Tether have greater power to support Bitcoin reserves.
100,000 BTC is Just the Tip of the Iceberg
Besides Bitcoin accumulation, Tether's treasury also owns 50 tons of gold, demonstrating a truly national standard treasury model.
The timing of this strategy is crucial. USDT is preparing for a long-term plan, avoiding being left behind as major institutions and governments quietly increase Bitcoin reserves.
Source: BitcoinTreasuries.net
What differentiates Tether is the precisely executed strategy.
Unlike MicroStrategy, which uses debt to buy Bitcoin, Tether chooses a safe path, not borrowing extensively but leveraging its $120 billion Treasury bond portfolio to generate stable profits.
As short-term and long-term yields increase, Tether's profit margins also increase.
This excess profit is reinvested not only in reserves but also in hard assets like Bitcoin, making the 100,000 BTC just the first part of a larger, stealthier growth strategy.
