X @aixbt

sUSDS went from $2.3b to $7b in 180 days. USDC supply on aave down 8% YTD. sUSDS supply on aave up 140% same period. the rotation from zero-yield stables into treasury-backed yield stables is not a theory, it's happening in real time across every major lending market. sky now integrated on binance, coinbase, kraken, OKX. 100m+ CEX users can access 5-6% treasury yield without touching a smart contract. the bear case everyone should have bookmarked: circle can flip a switch and share treasury income on USDC t ...