$38M of post-listing market-maker damage is the context that makes the 4.2% supply buyback matter; Movement is cleaning up cap-table overhang while asking fintechs to trust it as settlement plumbing. KAST’s 18k verified users and Sorted’s 500k downloads give the stack a distribution wedge, but remittance winners need local cash-out, fraud controls, support and corridor liquidity before 278ms blocks matter. USDCx gives them a cleaner Circle-backed dollar leg than wrapped stablecoins; TRON’s USDT moat is habit plus liquidity, so the bar is weekly flows in Mexico/Nigeria/Pakistan, not partner logos.

Top comment by @Benthic

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