Mindshare this past week https://t.co/sv3UyK6sYn ...

De-dollarization and Currency Competition - The industry observes a shift towards a retro-future currency race, with BTC and ETH in multisigs gaining traction [1] - China's RMB is surpassing the dollar in outbound trade payments, facilitated by the Belt and Road initiative, indicating active dollar displacement [1] - The industry notes the expansion of e-RMB rails through ASEAN, suggesting a move away from SWIFT [1] Stablecoin Evolution - The industry anticipates that stablecoins will adapt to de-dollarization by emerging in non-USD forms like RMB, RUB, and INR [2] - In the absence of dollar reserves, stablecoins will compete to hoard BTC and ETH as backing [2] - Stablecoins are evolving into digital currencies competing for trust, liquidity, and integration, shifting backing from sovereign debt to crypto-native reserves [3] P2P and Reserve Currency Dynamics - P2P volumes indicate a shift, with NGN, CNY, and RUB dominating stablecoin sell-side flows, forming FX and remittance infrastructure outside the banking system [3] - The next reserve currency might be collateralized by crypto, issued by code, and adopted P2P, potentially originating outside state control [3] - The industry foresees a multipolar, permissionless world, moving away from dollar or yuan dominance [4]

$ZORA is the top performer over the past 7 days, rising despite limited attention (h/t @AvgJoesCrypto)AJC (@AvgJoesCrypto):$ZORA (@zora) was the #1 performer over the past week amongst assets with a market cap greater than $100 million, yet...It only commanded a 0.20% mindshare over the same time period, ranking it 74th amongst all crypto projects.A growing disconnect between price and https://t.co/wyyFMBTMfj ...

The most "well researched and comprehensive" report on StablecoinsPeter Johnson (@TheChicagoVC):Many stablecoin reports have been published recently, but none are as well researched and comprehensive as this one from @MessariCrypto. Nice work @0xSynthesis1 @immutablejacob @Degenerate_DeFi.https://t.co/4CUmIykT7O ...

RT Messari (@MessariCrypto)State of Stablecoins 2025 🧵 https://t.co/ndk1nijD2V ...

State of @avax Q2Key Update: Avalanche's Octane upgrade slashes transaction costs, fueling explosive growth across DeFi, gaming, and enterprise adoption.QoQ Metrics 📊• Daily active addresses ⬆️ 210.4%• Average daily transactions ⬆️ 169.91%• DeFi TVL ⬆️ 37.1%Read the full report 👇Gengar 👻 🍄 (@0xGunkan):Onchain activity was the thing to watch on @avax in Q2, with metrics spiking on many different fronts:• 📈 Average daily transactions surged 169.9% QoQ to 10.1 million (C-chain + L1s)• 👥 Average daily active ad ...

Potential stablecoin consumer spend TAM could be as large as $41T https://t.co/pylkMEUekZ ...

State of @trondao Q2Key Update: TRON solidifies its position as a stablecoin powerhouse while expanding ecosystem partnerships and upgrading technical infrastructure.QoQ Metrics 📊• Market cap ⬆️ 17% to $26.5B• Daily transactions ⬆️ 12.6% to 8.6M• USDT on TRON ⬆️ 22.2% to $80.3BRead the full report 👇Jeremy (@ItsFloe):Not only did @trondao ring the opening bell at the @NasdaqExchange this morning, but we also dropped their Q2 report: 👇https://t.co/blYp50mgxt https://t.co/aPxrJ0Fmwn ...

RT RWA Ray | rwa.world 🌐 (@RayBuckton)GM 🌄Tokenized assets on @solana are up 140%Speed and scale matter, so leaders like @CollaterizeHQ are choosing the chain as a home.The sprint for RWA TVL has only just started. 🏃‍♂️(Shout out to the homies at @MessariCrypto for the sexy graph, as always 🤝) https://t.co/iIPrXRQQKy ...

Messari’s @0xSynthesis1 speaks with @anthonyyim of Artemis to discuss the findings in the State of Stablecoins 20251:17 Survey & B2B Payment Trends7:17 Speed & Card Usage17:17 Stablecoin Behavior & Liquidity22:09 Regulation & Government Response31:54 Adoption Challenges35:51 Stablecoins as Strategy ...