What is a Stablecoin?

A stablecoin is a cryptocurrency designed to maintain a stable value relative to a reference asset, typically the US dollar. While Bitcoin can swing 10% in a day, stablecoins aim to always equal $1.

Why Stablecoins Exist

Use Cases

  • Trading pairs - Trade crypto without converting to fiat
  • Safe haven - Park funds during volatility
  • Payments - Send “dollars” globally, 24/7
  • DeFi - Lending, borrowing, yield
  • Remittances - Cheap international transfers

Types of Stablecoins

Fiat-Backed (Centralized)

Backed 1:1 by real dollars in bank accounts.

Examples:

  • USDT (Tether)
  • USDC (Circle)

Pros:

  • Simple mechanism
  • Proven stability
  • High liquidity

Cons:

  • Centralized
  • Require trust in issuer
  • Can be frozen/blacklisted

Crypto-Backed (Decentralized)

Backed by cryptocurrency collateral, overcollateralized.

Example:

  • DAI (MakerDAO)

How it works:

  • Deposit $150 ETH
  • Borrow $100 DAI
  • Liquidated if collateral drops

Pros:

  • Decentralized
  • Transparent
  • Censorship resistant

Cons:

  • Capital inefficient
  • Complex
  • Risk during market crashes

Algorithmic

Use algorithms to maintain peg without collateral.

Examples (Historical):

  • UST (failed spectacularly)

Cons:

  • High risk
  • Many have failed
  • Death spiral potential

Major Stablecoins

StablecoinTypeMarket CapIssuer
USDTFiat-backed$110B+Tether
USDCFiat-backed$30B+Circle
DAICrypto-backed$5B+MakerDAO
FDUSDFiat-backed$3B+First Digital

USDT (Tether)

Overview

  • Largest stablecoin
  • Most traded crypto
  • Available on all exchanges

Concerns

  • Reserve composition questions
  • Regulatory scrutiny
  • Never fully audited (attestations only)

Usage

  • Primary trading pair
  • Most liquid
  • Available on Binance, all exchanges

USDC

Overview

  • Second largest
  • Issued by Circle
  • More regulated

Benefits

  • Regular attestations
  • US-based company
  • Trusted by institutions

Usage

  • Preferred by US users
  • DeFi standard
  • Available on Coinbase

DAI

Overview

  • Decentralized stablecoin
  • Governed by MakerDAO
  • Crypto collateralized

How It Works

  1. Lock ETH/crypto in Maker vault
  2. Borrow DAI against it
  3. Pay stability fee (interest)
  4. Return DAI to unlock collateral

Benefits

  • No central authority
  • Transparent
  • Can’t be frozen

Stablecoin Risks

De-Peg Risk

Can temporarily lose $1 peg:

  • Market panic
  • Reserve concerns
  • Technical issues

Centralization Risk

Fiat-backed stablecoins can:

  • Freeze addresses
  • Block transactions
  • Be seized by authorities

Reserve Risk

If reserves aren’t actually there:

  • Bank run potential
  • Collapse like UST

Smart Contract Risk

For crypto-backed:

  • Code vulnerabilities
  • Oracle failures
  • Cascade liquidations

UST Collapse (May 2022)

What Happened

  • Algorithmic stablecoin lost peg
  • Death spiral: depeg → selling → further depeg
  • $40B wiped out
  • Luna went to near zero

Lessons

  • Algorithmic stablecoins are risky
  • “Stable” doesn’t mean safe
  • Research the mechanism

Using Stablecoins

On Exchanges

  • USDT pairs most common
  • USDC increasingly available
  • Often zero-fee stablecoin trading

In DeFi

  • Lending for yield
  • Liquidity provision
  • Collateral for loans

For Payments

  • Send globally
  • Faster than bank wire
  • 24/7 availability

Stablecoin Yield

Where Yields Come From

  • Lending to traders
  • Liquidity provision
  • Protocol incentives

Risk vs Reward

Higher yield = higher risk

  • 3-5% - Lower risk
  • 10%+ - Higher risk
  • 20%+ - Very high risk (careful!)

Tax Considerations

Generally

  • Not taxed for holding
  • Taxed when converted to/from crypto
  • Same as other crypto for taxes

Record Keeping

  • Track cost basis (usually $1)
  • Note any gains/losses from de-pegs
  • Keep transaction records