"@USDai_Official earns yield by providing liquidity to emerging AI companies who have real collateral but aren't the size of OpenAI or have access to Blackstone."Launching a stablecoin > fundraising from LPs https://t.co/cc6HtjJX1K ...

Stablecoin investing has shifted:2014: the question was whether anyone would use a stablecoin.2025: the question is which issuers can execute well enough to win a demand-heavy but competitive market.Market-risk eras reward startups; execution-risk eras reward incumbents. https://t.co/UrQSDIdhfNBen O'Neill (@benhoneill):Building a stablecoin-based business is incredibly tough to monetize at scale. Similar to AI, the growth may be eye-popping for many start ups, but margin is a much different conversation.Alm ...

Aka the @fundstrat @joechalom ’RWAs on Ethereum’ thesis visualized ...

Two ’investable’ columns here: issuers & chainsEthereum is present on each row ✍🏻👀Token Terminal 📊 (@tokenterminal):Fastest growing RWAs:1. USCC @SuperstateInc2. EURA @AngleProtocol3. XAUT @Tether_to4. PYUSD @PayPal5. VBILL @vaneck_us @Securitize6. USYC @circle7. USTB Superstate8. GHO @aave9. RLUSD @Ripple10. thBILL @Theo_Network11. EURC Circle12. WTGXX @WisdomTreeFunds https://t.co/pSbIMJ2PaP ...

Builders to follow: @rleshner @GuillaumeNervo @paoloardoino @webergems @carlosdomingo @jerallaire @StaniKulechov @bgarlinghouse @kt_nowk @JonoSteinberg ...

Fastest growing RWAs:1. USCC @SuperstateInc2. EURA @AngleProtocol3. XAUT @Tether_to4. PYUSD @PayPal5. VBILL @vaneck_us @Securitize6. USYC @circle7. USTB Superstate8. GHO @aave9. RLUSD @Ripple10. thBILL @Theo_Network11. EURC Circle12. WTGXX @WisdomTreeFunds https://t.co/pSbIMJ2PaP ...

Trading Volume - All-time trading volume on NEAR Intents surpasses $5 billion [1]

RT Emperor Osmo 🐂 🎯 (@Flowslikeosmo)Tokenization is not limited to Stablecoins.I think focusing solely on this misses much of the growth happening in other asset classes.Look at Gold's tokenization growth over the 5 months alone:- $XAUT w/ $2.1b- $PAXG w/ $1.3bUp 50x since 2021, with a market cap of $3.9B and Gold as an asset in the trillions. ...

An overview of @SteakhouseFi's top 20 vaults on @morpho.The vaults (45 in total) have ~$1.2 billion in assets supplied.As a result, Steakhouse Financial is currently the 2nd biggest vault curator on Morpho. https://t.co/pRn2BuTjRF ...

RT Token Terminal 📊 (@tokenterminal)An overview of @gauntlet_xyz's top 20 vaults on @MorphoLabs.The vaults (69 in total) currently hold ~$1.7 billion in LP deposits.Gauntlet is currently the biggest vault curator on Morpho, followed by @SteakhouseFi and @sparkdotfi. https://t.co/zi1XJjSeb5 ...