Charu Sethi
Stablecoin infrastructure.
Follow the margin.
Independent researcher and marketing strategist. I cover how stablecoin rails reshape financial infrastructure, who captures the margin, and how institutional distribution actually works.
Publication
StableState
A research and intelligence publication covering stablecoin infrastructure, programmable liquidity, tokenization, and GTM strategy — written for institutional audiences who need analysis, not hype. Each piece traces how value shifts between layers: who builds the rails, who owns the relationship, and who captures the margin as the stack matures.
Selected Writing
- 01 Stablecoin Payment Infrastructure 2026, Part 1 — What CFOs Need to Know About Arc, Tempo and the Last-Mile Problem Infrastructure
- 02 Stablecoin Payment Infrastructure 2026, Part 2 — Ripple's Institutional Stack vs Tether's $187B Global Network Infrastructure
- 03 How SMEs Actually Monetize Stablecoins: Four Revenue Layers Beyond Payments SME
- 04 White-Label Stablecoins and the Unbundling of Correspondent Banking: Where Does Margin Migrate? Distribution
- 05 The Hardest Part of Stablecoin GTM Isn't the Wedge. It's What Comes Next GTM
Background
Stablecoin infrastructure, programmable liquidity, tokenized RWAs, and how institutional distribution relationships become durable competitive moats. Analytical frameworks: Wedge and Expansion, margin migration, distribution-as-franchise.
Eight years leading ABM and demand generation at IBM Financial Services across APAC. CMO at Unique Network (Polkadot ecosystem). Now running StableState as an independent research publication and advising blockchain infrastructure companies on GTM strategy.
Enterprise GTM for financial infrastructure. Product marketing. Developer ecosystem growth. B2B marketing. Account-based marketing. Institutional fintech positioning. Stablecoin regulatory landscape across APAC, EU, and US.
Contact
For consulting enquiries and role opportunities — EMAIL