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Andy· 2025-09-03 09:27
Bold prediction:Ethena flips Circle in total outstanding stablecoin supply in the next 18 months.As of today, $USDC total supply is ~ $72B.Right now, the two protocols which dominate the decentralized stablecoin market are Ethena & Sky. Their stables ($USDe & $USDS) stand at around ~$22B combined.Stablecoin supercyle is in full force. Watch what comes next. ...
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Andy· 2025-09-03 06:52
RT Sticker Dood (Clip Arc) (@EtanBoss)Monad @intern gives his take on TG top 75 list:"Somebody has to be in the 70s, and it might as well be me.""I don't know, like, 3 of the people in A tier...Zach XBT can't be lower than a B." https://t.co/4ZLFvlqZCu ...
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Andy· 2025-09-03 06:52
Big day for The Rollup tomorrow.Get some rest. ...
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Andy· 2025-09-03 04:13
We asked a reasonably sized crypto asset manager if treasury companies are posing a systemic risk to $ETH & $BTC long-term.His answer was...https://t.co/zm1Rhh8xu9 ...
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Andy· 2025-09-03 03:02
This damn thing is gonna flip USDC next year, isn't it???Aylo (@alpha_pls):Reminder that Ethena directly benefits more from rate cuts than any other protocol.As risk free yield comes down Ethena's yield goes up and becomes even more attractive for entities exiting treasuries.It's not a surprise Ethena is looking stronger than almost everything else https://t.co/8qJCSXKXY2 ...
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Andy· 2025-09-03 02:06
Is Kook hacked??? https://t.co/vW5FFFaHfz ...
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Andy· 2025-09-03 02:03
RT Stacy Muur (@stacy_muur)The map of the largest yield-bearing stablecoins.Sorted by TVL / Supply.Featuring APR + Airdrop potential.Risk criteria:• If the stablecoin yield comes from volatile assets / strategies ⇒ Higher risk.• If it comes from treasuries / more stable yield sources ⇒ lower risk https://t.co/I0VSXg7Oy0 ...
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Andy· 2025-09-03 01:53
Sooo that Boundless TGE is coming later this month, right??? ...
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Andy· 2025-09-03 00:22
ouch https://t.co/CXFMunM5Gl ...
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Andy· 2025-09-02 23:20
hahaha the @cryptunez & @intern duo is something else for monadhttps://t.co/SoDQP7fwI3 ...