RT Tom Wan (@tomwanhh)From Curve to Fluid, the shift in the primary liquidity hub for Stablecoins on Ethereum.Curve's Dominance from 2020 to 2024:During the DeFi summer, Curve built the deepest stablecoin liquidity on mainnet with its 3pool. At its peak, 3pool had $6B in DAI/USDT/USDC liquidity, making Curve the key venue to monitor potential liquidity risk for stablecoins. With its deep liquidity, Curve dominates stablecoin-to-stablecoin volume on mainnet, capturing over 40% market share.The Rise of Fluid ...

Core Insights - Visa Inc. is facing both challenges and opportunities from the rise of stablecoins, which are becoming central to the evolving payments landscape [1][5] - The company is proactively engaging with fintech partners to enhance its capabilities in stablecoin transactions, ensuring it remains relevant in the digital payments space [2][4] - Visa's established advantages in fraud prevention, compliance, and global interoperability provide a competitive edge over stablecoin-native networks [3][8] Visa's Strategic Initiatives - Visa has expanded its support for multiple stablecoins, including USDC, PYUSD, USDG, and EURC, across four blockchains: Ethereum, Solana, Stellar, and Avalanche [2][8] - The company aims to integrate stablecoins into its existing payment infrastructure without compromising its traditional card-based revenue model [5] Competitive Landscape - Competitors like Mastercard and PayPal are also advancing in the stablecoin space, with Mastercard testing stablecoin transactions and PayPal launching its own stablecoin, PYUSD [4] - The rapid development of stablecoin networks presents a new layer in the payments ecosystem rather than a direct existential threat to Visa [5] Financial Performance - Visa's shares have increased by 11.3% year to date, outperforming the broader industry and the S&P 500 Index [6][8] - The Zacks Consensus Estimate predicts a 13.7% year-over-year growth in Visa's fiscal 2025 earnings, with continued growth expected in the following year [11][12] Valuation Metrics - Visa's forward price-to-earnings ratio stands at 27.64, higher than the industry average of 22.28, indicating a premium valuation [9][8] - The company holds a Value Score of D, suggesting potential concerns regarding its valuation relative to peers [9]

CZ in Hong Kong: In-Depth Views on Stablecoins, RWA, DAT, AI, and Other Hot SectorsAt the Hong Kong CryptoFi Forum, Binance founder CZ shared insights on stablecoins as tools for USD globalization, the regulatory and liquidity hurdles of RWA tokenization, and the long-term rise of DEXs over CEXs. He also outlined DAT as a bridge for traditional capital into crypto, and predicted strong potential for AI × Web3 despite early-stage limitations. Read More https://t.co/a7xV82NOnK ...

@MorganKrupetsky From money market funds to private credit, tokenization is shifting from promise to practice.Dive into why stablecoins are the foundation of this movement:https://t.co/cOzOrajQag ...

Tokenization hype has touched everything from art to uranium. But this time it’s not hype.With $260B+ in circulation, stablecoins have unlocked instant settlement, 24/7 transferability, and global access.Institutions are already moving in, as @MorganKrupetsky explains 👇 https://t.co/lOF3oKj2Iv ...

What % of your total portfolio is in stablecoins? ...

USDC on Solana Overview - Approximately $12 billion USDC supply exists on Solana [1] - Around $2 billion USDC is held in SquadsProtocol wallets [1] - Centralized exchanges (CEXs) like Coinbase and Binance hold approximately $2 billion USDC on Solana [1] - BitGo and Backpack are also among the top holders of USDC on Solana [1] - The remaining USDC is distributed across major Solana ecosystem projects such as JupiterExchange, MeteoraAG, KaminoFinance, pumpdotfun, RaydiumProtocol, DriftProtocol, and Orca_so [1] - Data indicates that USDC on Solana is broadly distributed across various ecosystem stakeholders, including custody solutions, centralized exchanges, and DeFi protocols [1] Stablecoin Adoption Strategies - Stablecoins are programmable money, and their success depends on network effects [2][3] - Network effects require time, persistence, and integration efforts [3] - Circle's BD team has built relationships across nearly every ecosystem project, contributing to USDC's dominance [3] - Stablecoin issuers have two options: match Circle's BD efforts or focus on a specific use case to build trust and long-term dominance [3][4] - Stablecoins must be actively and consistently used with a clear purpose to achieve adoption [4]

The biggest types of tokenized assets:🪫 USD stablecoins *without* yield🔋 USD stablecoins *with* yield🔃 Another 'flippening' to follow. https://t.co/FvJGJtSE7P ...

RT Token Terminal 📊 (@tokenterminal)📈🚧 Stablecoins are easy to deploy & difficult to scale.@ethereum & @trondao host ~90% of the total stablecoin supply. @solana is the third chain that hosts over $10 billion in natively minted stablecoins.Which chain will break into the $10 billion club next? https://t.co/a9IhkDXQw5 ...

Every L1/L2 founder wants stablecoins on their chain.Ethereum already secures $160B. What happens if/when it secures $1T in tokenized assets?Do we think development stops there? Or will $ETH holders push to make those assets productive; in trading, lending, payments, & more? ...