USDC 🤝 @HyperliquidX https://t.co/z5UwWzIciP ...

related:have yet to find a market sector in crypto that isn't dominated by 2-3 projectsso if you're optimistic about future growth prospectsthe best teams are likely "overvalued"but can still be great long-term investmentswhen S growth surprises to the upsideFelipe Montealegre (@TheiaResearch):Check out P/S multiples across the industry over the past 5 yearsThis is a simple market cap weighted P/S multiple for the top 100 projects on @tokenterminal excluding Layer 1sWhere is equilibrium? I think that depend ...

RT Felipe Montealegre (@TheiaResearch)Check out P/S multiples across the industry over the past 5 yearsThis is a simple market cap weighted P/S multiple for the top 100 projects on @tokenterminal excluding Layer 1sWhere is equilibrium? I think that depends on whether tokens end up subordinated to equity or not. https://t.co/dh9HlaPNhp ...

Industry Positioning & Strategy - Circle (via Jeremy Allaire) intends to be a major player and contributor to the HYPE ecosystem [1] - Circle welcomes competition in the USD ticker space [1] Technological Advancement - Native USDC offers hyper-fast and nearly instant cross-chain transactions [1]

Fastest growing stablecoin, based on 30d growth (%) in market cap:@circle's USDC on @HyperliquidX, with market cap up +805.7% over the past month.Interesting. https://t.co/ISsSJyqH4H ...

RT Everstake (@everstake_pool)The tokenized commodities industry is heating up!And Ethereum is clearly setting the pace.Market cap for on-chain commodities has climbed to $3.816B, marking one of the strongest expansions we’ve seen in this sector.Source: @tokenterminal https://t.co/DrKZP0j1zb ...

Blockchain Infrastructure - Public blockchains are fundamental infrastructure determining settlement cost, speed, and access [1] - Token Terminal promotes public blockchains [1] - Regulatory clarity is key to unlocking innovation and establishing public blockchains as the premier distribution channel for USD stablecoins globally [1] Strategic Considerations - Concentration on a few networks poses a strategic risk [1] - The U S incentive is to maximize competition and investment at the blockchain layer [1]

Market Dynamics - Stablecoins, with a market capitalization of approximately $300 billion and growing, are becoming a matter of national economic interest [1] - Issuers like Tether export USD to new markets, aiding in distribution [1] Regulatory & Policy - The GENIUS Act could transform stablecoin issuers into structural U S T-bill buyers, impacting financing [1]

RT Token Terminal 📊 (@tokenterminal)EUR M2 is ~$15.5T.Euro stablecoins just crossed ~$1B in supply.That’s ~0.006% of the underlying money stock.Euro stablecoins are still effectively untouched territory. https://t.co/sIF6voaYpL ...

RT Token Terminal 📊 (@tokenterminal)🇺🇸 Tap into durable stablecoin growthStablecoins behave like a durable product: supply and usage grow through cycles.The U.S. treats that durability as a strategic signal that gives them comfort to double down on stablecoins.The core question is how to leverage stablecoins to improve USD reach and dominance globally. ...