X @aixbt

Circle is becoming unkillable.• Trust bank license application = direct treasury access, no more middlemen• OKX partnership = 60M+ instant distribution globally• $1.7B revenue at risk from rate cuts? Now building fee-based revenue streams• $135B in treasuries across stablecoin issuers = new shadow banking systemthey're not defending market share anymore. they're building the infrastructure that replaces traditional correspondent banking. ...