In-Depth Analysis of USDG Investment Potential: What Does the Future Hold for the Global Dollar Stablecoin?

From the 1 dollar peg, looking at the core value of USDG

When discussing “What is Global Dollar”, we must first understand the meaning of its “1 dollar peg”. USDG aims to ensure that each USDG can be exchanged for 1 dollar, issued by Paxos, which provides transparent reserve reports. This mechanism allows USDG to serve as an “anchor” in the turbulent cryptocurrency market, acting as a tool for users to transfer assets and avoid volatility.

Network Ecology: The Expansion and Cooperation of the Global Dollar Network

According to The Block, GDN has added 19 new members, promoting the use of USDG in the Solana ecosystem and other scenarios. In addition, GDN is attracting traditional financial institutions to join, as reported by Coindesk: “Banks and large traditional financial companies are preparing to join GDN, alongside Robinhood, Galaxy, Anchorage Digital, and others.” For investors, this means that USDG is evolving from a “niche stablecoin” to a project with “financial infrastructure potential.”

Launch platform highlights: Ink Blockchain, Kraken, etc.

In May 2025, USDG officially launched on the Ink Blockchain. At the same time, large trading platforms like Kraken also support the exchange and trading of USDG. Data shows: 1 USDG ≈ 1 USD. These platforms support further enhancing the liquidity and accessibility of USDG.

Current market performance: Price, Circulation, Ranking

Currently, the market data for USDG is as follows:

• The price is approximately 1.00 USD.
• Market capitalization of approximately 1 billion USD, with a circulating supply of about 1 billion coins.

From the perspective of stablecoins, USDG has reached a certain scale, but compared to stablecoins with higher market share (such as USDT, USDC), there is still room for growth.

Investment Perspective: Who is it suitable for? What should be noted?

Target audience for investment:

• People who hope to configure stablecoins to avoid risks during fluctuations in the cryptocurrency market.
• Those who are optimistic about the infrastructure of stablecoins and their expansion in payments/remittances/DeFi.
• People who want to participate in early-stage projects that are already of a certain scale and have compliance backing.

Important considerations:

• Although the price is stable, stablecoins may still face compliance/regulatory risks.
• Stablecoins cannot generate high returns like volatile tokens; their value mainly lies in “stability” and “use cases.”
• It is necessary to verify the security of the wallet and platform held, as well as the qualifications of the issuer, to reduce risks.

Future Outlook: Can USDG become one of the mainstream stablecoins?

Considering the advantages of USDG: compliance background (issued by Paxos), multi-chain support (Ethereum, Solana, Ink), and partner ecosystem expansion (GDN) — these all provide the conditions for it to become “one of the mainstream stablecoins.”

But the challenges are also present: the stablecoin market is highly competitive, with the existing USDT and USDC occupying the majority share. For USDG to stand out, it needs to further break through in user recognition, circulation, and application scenarios. If in the future more traditional financial institutions and cross-border payment platforms use USDG, its value will not be limited to “pegged to the US dollar,” but will instead become a global payment and storage tool.

Conclusion: Should you consider adding USDG to your investment portfolio?

Returning to the fundamental question of “What is Global Dollar”: USDG is a stablecoin anchored to the US dollar, equipped with compliance and technical support, dedicated to expanding its application scenarios. If you value asset stability and foresee the role expansion of stablecoins in the digital economy, then USDG is worth considering. But remember: even stablecoins should be part of an overall asset allocation, not the entirety. Effective risk management, clear usage, and reasonable distribution are key.