Workflow
Token Terminal ๐Ÿ“Š
icon
Search documents
X @Token Terminal ๐Ÿ“Š
RT Joseph Young (@iamjosephyoung)ethereum + base now settle $180 BILLION in raw stablecoin volume EVERY DAY.even if you aggressively strip out the noise and MEV, it's around ~$40B in organic daily settlement.for context: thatโ€™s comparable in scale to visaโ€™s daily payment volume.believe in ETH. https://t.co/rpsmVTGXia ...
X @Token Terminal ๐Ÿ“Š
RT Token Terminal ๐Ÿ“Š (@tokenterminal)Does @ethereum L1 have a moat?@Tether_to (stablecoin issuer) would lose half of its current business without Ethereum L1.Discuss. https://t.co/oa13KNqx80 ...
X @Token Terminal ๐Ÿ“Š
RT Jonaso (@Jonasoeth)When you look at DeFi fees โžž 5 sectors stand out: DEXs, Lending, Liquid Staking, Stablecoins, and Derivatives.These are the products with real product-market fit โžž They keep DeFi alive in every market.- 2021 was driven by DEXs and Lending with Uniswap and Aave- 2023 belonged to Liquid Staking with Lido Finance- 2025 is the breakout year for Stablecoins and PerpDEX with Tether, Circle, Ethena and HyperliquidEspecially, derivatives are also stronger than ever โžž @HyperliquidX changed the ...
X @Token Terminal ๐Ÿ“Š
RT Katie Wheeler (@KatieAWheeler)2โƒฃ0โƒฃ2โƒฃ5โƒฃ was a warm-up year.In 2โƒฃ0โƒฃ2โƒฃ6โƒฃ we are kicking it up a notch.More assets, more chains, more utility. ...
X @Token Terminal ๐Ÿ“Š
RT Token Terminal ๐Ÿ“Š (@tokenterminal)Does @ethereum L1 have a moat?One mental model: @Uniswap would lose half of its current business without Ethereum L1.Uniswap volumes:2020-2022 = Ethereum-only2022-2025 = Ethereum & L2s/L1s---------------2026-2028 = Ethereum-mostly? (driven by stablecoins & RWAs) https://t.co/0jsHUeAx9J ...
X @Token Terminal ๐Ÿ“Š
Ethereum Dominance - Ethereum is dominating the entire stack across on-chain metrics [1] - Ethereum leads in Application TVL (Total Value Locked) [1] - Ethereum leads in Stablecoin market cap [1] - Ethereum leads in Tokenized funds market cap [1] - Ethereum leads in Tokenized stocks market cap [1] - Ethereum leads in Active loans in lending [1] - Ethereum leads in Daily stablecoin transfer volume [1]
X @Token Terminal ๐Ÿ“Š
RT Coin Bureau (@coinbureau)๐ŸšจAAVE HOLDS $52B CRYPTO LENDING DEPOSITSAs per Token Terminal, around 60% of all crypto lending deposits worth 52 BILLION are currently held on $AAVE. ...
X @Token Terminal ๐Ÿ“Š
Market Trend - Circle is entering the yield-bearing assets market with USYC TMMF [1] - USYC's market cap is $14 billion, ranking it as the 2nd largest tokenized money market fund [1]
X @Token Terminal ๐Ÿ“Š
Business Focus - Circle's business has historically relied on USDC and AUM-based revenues [1] - Circle is now expanding into transaction-based revenues with the CCTP bridge [1] Transaction Volume - Quarterly CCTP transfer volume reached an all-time high in Q4 2025 (ongoing) [1]
X @Token Terminal ๐Ÿ“Š
why are tokenized assets so interesting from the underlying chain's perspective?these are multi-trillion dollar marketsif a chain can onboard & make the assets more productive (= cut costs & find new customers for the issuers)it's a win-win for the chain & all the issuers https://t.co/BH4tv0tvml ...