Inside Tether’s $2.5B leap into robotics and commodity lending

Key takeaways

Is Tether expanding beyond stablecoins?

Tether is negotiating a €1 billion robotics investment and has already deployed $1.5 billion in commodity lending.

What enables Tether to fund these large ventures?

Its fast-growing USDT business generates the liquidity needed to support these major deals.

Tether [USDT] is pushing far beyond stablecoins.

The company is now in advanced talks for a billion-dollar investment in Germany’s Neura Robotics, making this one of its biggest moves outside crypto yet.

At the same time, CEO Paolo Ardoino revealed that Tether has already deployed $1.5 billion in commodity-backed lending through its new trade-finance arm.

Big things are on the cards for the world’s largest stablecoin issuer.

A push into real-world tech

Tether’s talks with Neura Robotics fit into a bigger change that has unfolded over the past year.

The company has been steadily expanding its presence in robotics, compute infrastructure, and tokenized markets, supported by growing reserves and liquidity.

Earlier this year, it gained access to a 20,000-GPU compute network and began exploring a deeper role in Neura’s cognitive-robotics platform, which features humanoid systems designed for industrial applications.

Source: X

In addition to its broader expansion efforts, Tether’s “Hadron by Tether” unit has taken key steps to advance tokenized securities. It recently signed strategic partnerships with KraneShares and Bitfinex Securities to drive innovation in this space.

Furthermore, Hadron deepened its involvement in public-sector digital infrastructure through a collaboration with Da Nang city. 

Not the only major development for Tether

Tether is also moving further into commodity lending. The company deployed roughly $1.5 billion in credit to traders through its new Trade Finance unit. The financing (issued in both cash and USDt) targets markets such as agriculture and oil.

While some firms remain cautious about borrowing in stablecoins, Tether’s balance-sheet strength and liquidity are drawing interest.

The expansion comes in tandem with its broader commodities strategy. Tether Gold has grown rapidly alongside rising bullion prices, and the firm now holds more than 100 tons of physical gold.

Uncharted territory

The expansion is caused by the strength of its USDT business, which gives it the revenue base to fund larger ventures outside digital assets. The growing balance sheet is allowing it to become a player with far bigger influence and far higher stakes.

However, with expansion comes tighter scrutiny from various regulatory boards across sectors. How this goes forward will be a key story to watch.