Decoding Tether's "Four Stable" Vision and 14 Billion Investment Blueprint

In an era where stablecoins are gradually penetrating the global economy and AI intersects with blockchain technology, Tether is quietly building its "infinite funding gap" strategy. Tether CEO Paolo Ardoino recently gave an interview, sharing Tether's on-chain layout ideas, investment directions worth billions of dollars, a systematic strategy for AI and energy, and the long-term ambition of establishing an open brain-computer interface system.

From Tech Geek to Stablecoin Helmsman

Paolo claims to be a tech fanatic, having been coding since he was young for 32 years now. He initially worked as a senior developer at a trading platform, later becoming the CTO, until he became the CEO of Tether in 2023. Paolo's philosophy is to build technological systems that can withstand even the worst scenarios.

Looking back at the development of Tether, Paolo stated that the entire industry is still in its early stages. When Tether was founded in 2014, it introduced the concept of "stablecoin," which went largely unnoticed in the initial years. However, now 2025 is referred to as the "year of stablecoins," and the U.S. government is also drafting relevant regulations. This process has not been easy, as the Tether team has built an entirely new industry from scratch, encountering significant friction with the traditional financial system.

Paolo emphasized that the global influence of stablecoins is increasing day by day, especially in developing countries. He called for regulatory frameworks to provide appropriate safeguards for stablecoins issued overseas, as these stablecoins play a significant role in maintaining the global status of the dollar and in purchasing U.S. Treasury bonds.

Borrow USDT and XAUt to Improve Living Standards in Countries with High Inflation

Paolo pointed out that the success of USDT reflects, to some extent, the deterioration of economic conditions in many countries. Taking Turkey and Argentina as examples, these countries are facing high inflation and significant depreciation of their local currencies, and USDT provides a safe haven for the local population.

The popularity of smartphones and the high proportion of young people are key factors driving the adoption of digital dollars. During the pandemic, young people began teaching their parents how to use digital dollars to cope with economic difficulties, and this knowledge-sharing model is especially common in countries with high inflation.

In addition to USDT, Tether has also launched Tether Gold. Paolo believes that gold is the best asset tokenization product outside of Bitcoin. He explained that the recent rise in gold prices is related to the BRICS nations preparing gold-backed digital currencies, and Tether hopes to provide alternatives in this trend.

Ecological Neutrality Strategy and Multi-Chain Routing Solutions

Regarding the distribution of Tether across different blockchains, Paolo stated that Tether will maintain ecological neutrality and will not create its own blockchain. He believes it is important not to undermine partners' businesses and that there should be an open market with fair competition among different blockchains.

Tether plans to develop an algorithm in its new wallet and products that allows users to automatically bridge a portion of their funds through USDT to the "lowest transaction fees" and "fastest confirmation speeds" blockchain. This initiative aims to provide users with a more equitable ecosystem, particularly helping those who cannot afford high transaction fees.

Billion Dollar Investment Chess Game

Tether has earned about 20 billion dollars over the past two to three years, of which less than 5% was distributed to shareholders. The remaining approximately 14 billion dollars was invested in various ways:

1. Expand the global distribution network, especially in Africa and Latin America, by investing in terminal nodes and payment infrastructure.

2. Invest in digital distribution networks, such as the video platform Rumble.

3. Long-term stable investments, such as Adecoagro, the largest single landowner in South America.

4. Bitcoin mining and energy sector investment. The Tether Group currently holds over 100,000 bitcoins and is expected to become the world's largest bitcoin miner by the end of the year.

5. Investment in the AI field, including AI infrastructure company Northern Data and the P2P inference and federated learning platform "CUAC".

6. Investment in the brain-machine interface field, such as Blackrock Neurotech.

Paolo emphasized that Tether's business model and stablecoin structure allow the company to remain privately held in the long term, without the need to go public, raise funds, or be accountable for quarterly financial reports. This independence enables Tether to make long-term investments and think strategically.

Tether's "Four Stability" Philosophy

Paolo positions Tether as a "stable company" aimed at providing society with four types of "stability":

1. Currency Stability: Through stablecoins and Bitcoin.

2. Communication Stability: Ensure Freedom of Speech.

3. Intelligent Stability: Prevent AI from being centrally controlled.

4. Energy stability: Establish a decentralized energy system.

Paolo believes that only the combination of these four factors can lead to true social stability. He also predicts that in the future, every AI agent will have a self-custody wallet, likely using USDT as one of the main currencies.

Tether is committed to maintaining independence and avoiding becoming a negative force. Even if changes occur in the future, the company hopes that the technology created can exist independently, which is the core appeal of peer-to-peer technology.