RT Chris Burniske (@cburniske)Agree w/ Ansem that the below is the $SOL DAT bull case, boosting the ecosystem and creating yield beyond what an ETF could. ...

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Stable ≠ staticYield-bearing stablecoins are changing what it means to hold value in DeFi. ...

RT katana ⚔️ (@katana)katana directs chain revenue back to defi users for consistently higher yields.vaultbridge turns bridged assets into yield streams that back a perpetually funded real yield liquidity mining program.boosting rewards for DeFi users. ...

Market Trends & Mortgage Rates - Yield fell below 4% for the first time in five months [1] - Mortgage rates saw a slight decrease of 2 basis points, reaching 6.27% [2] - The anticipation of a 25 or 50 basis points rate cut by the Fed next week may not significantly impact mortgage rates due to early pricing [4] Housing Market Affordability & Builder Strategies - Affordability is identified as the main headwind in the housing market, leading to mortgage rate buydowns [2] - 72% of builders are currently buying down mortgage rates [2] - Half of the rate buydowns exceed 100 basis points each, putting pressure on builder margins [3] - Builders are using rate buydowns to bring mortgage rates down to around 5% for buyers [4] - There's discussion around builders' preparedness and supply levels if rates decrease further [5] - Some builders are engaging in "spec building" (building without a buyer), while others prefer building on demand [5][6] - Concerns exist about builders potentially being stuck with unsold homes if affordability remains an issue [6] - New home supply is increasing, coinciding with a rising secondary supply [7] Housing Market Prices & Future Outlook - Predictions suggest that national housing prices may briefly go negative next year before rising again in 2027 [8] - Low-end buyers are struggling to enter the market, leading to high supply in that segment [9] - The luxury market sees more buyers but fewer homes available, pushing prices higher [10]

Stablecoin Ecosystem Analysis - The Solana ecosystem has a dominant stablecoin, USDC, which captures all the yield [1] - This yield should be distributed to Solana users and applications through mechanisms like buy/burn or direct returns [1] - The current situation where USDC captures all yield and potentially funds competitors is not ideal [2] Market Opportunity - Stablecoins are becoming commoditized and more competitive, creating an opportunity for change [1][2] - Solana builders should demand more from stablecoins to improve their products and grow the ecosystem [1] - This shift is described as an "insane no-brainer" for Solana's future [1]

traders still see pendle as that complex defi protocol.. say things like "too complicated to understand." BUT they're building the aws of yield. morpho holds 60% of their products as collateral. tradfi permissioned instances launching next quarter. ...

RT benedict (@bqbrady)there is quite a lot of USDC on solana being held in protocols, vaults, and exchanges giving up free yield to circle for a commoditized service https://t.co/UahsYMaTvq ...

Stablecoin Strategy on Solana - Solana stablecoin landscape presents an opportunity to capture yield and potentially fund the Solana ecosystem instead of competitors [1] - Solana can achieve similar or greater success in the stablecoin market [2] - Digital Asset Treasury companies (DATs) on Solana can drive demand for SOL by using stablecoin yield to purchase SOL [2] - Integrating a Solana-centric stablecoin into the app layer allows for yield redistribution into ecosystem apps or burning SOL [3] Competitive Advantages - Stablecoins are essentially commodities that can be swapped, highlighting potential user exploitation [1] - Companies are aggressively competing for business, indicating the need for Solana to enhance its stablecoin offerings [1] - Existing stablecoin issuers on Solana should proactively improve their offerings to stay competitive [3] Potential Mechanisms - A Solana DAT running a Solana stablecoin (USDmanlet) can generate SOL revenue through yield utilization [2] - A portion (50%) of the yield from an enshrined Solana stablecoin could be used to burn SOL [4]

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