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SIX MONTHS AGO I DIDN’T THINK A STABLECOIN COULD BE MORE THAN JUST A DIGITAL DOLLAR STBL is doing something different • They’re not just making another coin • They’re building a system where the yield actually goes to you, not the issuer How it works: > RXUSD was the first [Spoken audio]: Welcome back to Market Movers The Opening Bell. The stablecoin market is undergoing a revolution as institutional capital demands more than just traditional fiatback tokens. Now stable the global infrastructure platform recently launched USST on the Stellar Network. It's a new institutional grade stablecoin backed entirely by tokenized financial assets including money market funds and with $3 million already minted right out of the gate. U S S T does deploy a unique architecture that completely separates the underlying asset yield from the payment coin itself. Well joining us this morning to wait in is Joe Vellano, Chief Commercial Officer at Stable Joe. Happy Friday. Good morning. And thank you so much for joining us. There have been a lot of headlines regarding stable coins recently. So when it comes to U S S T, what is the competitive advantage here? Sure. Good morning, Remi. Great to be with you. USST is part of what we call Stablecoin 2.0, and what that means, Stablecoin 1.0 was essentially putting the dollar on chain and proving, validating, that there's massive demand for digital dollars. Stablecoin 2.0 is about changing who owns the economics. So for the past decade, there's essentially been one business model for stablecoin issuers, And that is the user provides the value and the issuer captures all of the yield. And that's worked very well, especially for the centralized issuers. However, the economics have been one-sided. And our view is simple. The users, the ecosystems creating the value should be able to participate in the value. So if a bank is using a stablecoin for their customers, or if an exchange is using it to support transactions or a layer one for DeFi protocols, why should all that value flow to a third-party issuer? And so this is the paradigm shift behind STBL. We are moving from issuer-owned money to ecosystem-owned money. And the way we do that is with our native, our core asset, our stablecoin, USST. We have developed an innovative yield separating strategy that it essentially isolates the yield component of tokenized treasuries and money market funds and allows the dollar exposure, the principle, to move freely as a stable coin. So an example would be an ecosystem, an enterprise, a crypto native, a bank, a corporate treasury could use the protocol to mint against tokenized treasuries and money market funds, a selection that we have approved. They get their dollar equivalent stable coin the form of USST, and they also get an NFT. And the NFT is their yield accrual right to their underlying collateral. So this separation is very powerful. What we've done is we've isolated the securities component to enable the dollar to move freely, just like any other stablecoin. And that yield is infinitely composable. So an ecosystem can decide how they wanna allocate it. They can use it to incentivize different customer behaviors or roll out new products, or simply use it for corporate treasury management. We think in a post-clarity act environment where yield solely as a function of holding is prohibited, as the language currently is written, we think this yield structure will be very interesting in a compliant yield strategy. So this is what we're building. Ultimately, we're building what we call money as a service, where anybody can come in, mint their own stable coins, keep their yields and importantly, get the data on how this value is moving through that ecosystem. That's something they've never had access to before and that's something they get with STBL. Yeah, and when it comes to stablecoin 2.0, yield is a key part of the equation here and given the fact that we're heading into the second half of 2026, we're continuing to monitor the regulatory landscape here in the US, but when it comes to stablecoins, especially stablecoin 2.0, how critical are some of these big name partnerships here and why? Well, I mean, I think, you know, the network effects of stablecoins are very important and that's why the incumbents that have dominated market share for so long or so well placed at the moment. However, I think what wins in the long run is the technology. At the end of the day, people aren't gonna care about whether they're holding a stablecoin from one third party issuer or another. They're going to care that they're getting the best experience and the best asset for their own purposes. And the best technology wins that race in every vertical, in every industry. So we think our strategy is very well placed because it puts the mentor at the center of the ecosystem. And that has not been done before. The market structures have evolved, the technology has evolved, these assets are coming on chain. Depending on methodology, you'll see studies that are saying anywhere from $2 trillion to $30 trillion worth of tokenized assets are coming on chain between now and 2030. We think it's probably somewhere in the middle, but there's no reason why the model that has existed to date should be the dominant model in the future. and yes, partnerships are key and we have many household names that we really value those partnerships and I'll tell you about some of them here on the discussion. They're key to especially building and beginning to build and establishing your credibility and reaching that center of gravity where you have vertical sort of takeoff. And that's where we are as a company with USST now is we're starting to scale this asset in the secondary market. And Joe, we are counting down to the opening bell here all Wall Street, so we have about 60 seconds in terms of your response. I know you mentioned the $3 million in U.S.S. team right out of the gate, but what does this early demand tell you and what can we expect when it comes to the next wave of stablecoin adoption? Yeah, so just one update. It's now $5 million in U.S.S.T., so there is clear market demand. We're thrilled to be launched on the Stellar network. We're going to be working with a a lot of volt curators and D5 protocols there. They are the biggest sort of home port for Franklin Templeton's Benji, which is our group collateral. And we're really excited to be there. Now, this is the first beachhead of many. We're gonna be going multi-chain with USST. We've got a roadmap where we're rolling out to different L1s and we've got a big pipeline of different announcements forthcoming with some of those big names like, well, OKAX is one of the partners we're launching on X Layer with. We've got other companies in the gaming space and many more to follow. So we're really excited about the next wave of innovation in our own growth and journey. Well Joe, we will have to leave it there for today, but thank you so much for joining us. Always great talking to you. Have a great weekend. Thanks for having you too. Well, ringing the opening bell here at the New York Stock Exchange on this Friday morning is
