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? ...

On-Chain Asset Expansion - Sei Network aims to bring a wide range of traditional financial assets on-chain, including stablecoins, treasuries, ETFs, GDP data, stocks, money markets, mutual funds, derivatives, corporate bonds, commodities, private equity, and index funds [1] Speed and Efficiency - Sei Network emphasizes faster transaction speeds for all on-chain assets [1]

Stablecoin Advantages - Stablecoins offer global, instant, and programmable functionalities, surpassing traditional money [1] - Stablecoins like USDC on Sei are emerging as the default choice for global payments [1] Sei Network Performance - Payments on Sei network are processed faster [1] - Sei network facilitates faster payment transactions ($/acc) [1]

Market Trend - The market has enough maximally decentralized chains, indicating that this vertical is largely won [1] - Chain and asset abstraction will drive distribution vehicles (apps, wallets, etc) towards performant environments as the market expands [1] Profitability & Valuation - Increased profits for apps are crucial [1] - Asset valuation in the ecosystem will be dictated by moneyness elements, trending towards stablecoin denominations and profit-generating applications [2] User Experience (UX) - Objectively better UX is a key factor [2] - Convenience, specifically dollar denominations, is important [2]

Stablecoin Market Share - Ethereum 和 Tron 托管了约 90% 的稳定币总供应量 [1] - Solana 是第三个拥有超过 100 亿美元本地铸造稳定币的区块链 [1] Blockchain Scalability - 稳定币易于部署，但难以扩展 [1] Market Competition - 行业关注下一个突破 100 亿美元俱乐部的区块链 [1]