X @BREAD | ∑:

It's a long walk, but this is making me pivot from COIN to HOOD.→ Coinbase gets ~50% of revenue from Circle, and stablecoins are one of its larger growth verticals→ Circle has now lost regulatory arb to USDT (Govt officials joining Tether) and is losing it's largest onchain growth to USDH and the proliferation of whitelabeled stablecoins→ HOOD was just added to S&P500, is launching a chain, is mobile-first and known for a slick UIUX, supports crypto, is in prediction markets and perps, and will continue to ...