🇺🇸⛓️ Did you know that ~13.2k unique addresses hold U.S. Treasuries onchain? https://t.co/0G27lU8W7r ...

The SEC received an application for an ETF that would offer investors exposure to U.S. Treasuries during the day—and Bitcoin at night. https://t.co/649idaiHZO ...

Group 1 - Canadian investors have purchased $76 billion in longer-dated U.S. Treasuries through the third quarter of this year, including $27 billion in September [2] - Canada ranks as the second-largest geographic source of Treasury buyers, following the United Kingdom, which has bought $179 billion [2] - Japan is positioned as the third-largest buyer of U.S. debt [2]

Stablecoin Risks - Dutch central bank governor Olaf Sleijpen warns a stablecoin run could force the ECB to adjust interest rate path [1] - Potential effects of stablecoin run extend to Europe's economy and inflation [1] - U_S_ dollar stablecoins surged 48% this year [1] - U_S_ dollar stablecoins now exceed $300 billion [1] - Large-scale redemptions of stablecoins backed by U_S_ Treasuries could trigger rapid sell-offs [1] - Rapid sell-offs could lead to systemic global risks [1]

Core Insights - Tether reported a profit of $10 billion for the first three quarters of 2025, positioning itself among the most profitable financial institutions globally [1][2] - Tether's net income surpasses that of Bank of America and U.S. Bank, and is close to the earnings of Morgan Stanley and Goldman Sachs [2][3] - The company is on track to exceed its previous year's profit of $13 billion, which was just shy of Goldman Sachs' earnings [3] Financial Performance - Tether's profit of $10 billion is greater than Bank of America's $8.9 billion and nearly double U.S. Bank's $5.5 billion for the same period [2] - The company issued over $17 billion worth of USDT in Q3, increasing its circulating supply to over $184 billion [4] - Tether holds approximately $135 billion in U.S. Treasuries, ranking it among the top global holders of such assets [6] Market Position - Tether has over 500 million users, making it a significant player in financial inclusion, particularly in emerging markets [5] - The company is making efforts to expand its presence in the U.S. market following regulatory developments [6]

🔥 JUST IN: Tether posted over $10B profit in 2025, with record $135B in U.S. Treasuries and USD₮ supply surpassing $183B. https://t.co/4fB9a87Lwb ...

Tether’s Q3 2025 attestation report confirms over $10 billion profit year-to-date and a record $135 billion exposure to U.S. Treasuries, making it the 17th largest holder globally. With a circulating USD₮ supply exceeding $174 billion and excess reserves of $6.8 billion, Tether is expanding into AI and renewable energy investments. https://t.co/P27VJ77c5D ...

RT Altitude (@tryaltitude)Put your cash to work, pay for @SolanaConf flights with your earnings.Open an Altitude account today to earn a premium 5.00% APY through December 31, 2025.- Infrastructure provided by @stablecoin, a @stripe company.- Backed 1:1 by U.S. Treasuries managed by BlackRock.- Daily rewards with monthly payouts.Eligible accounts can get started with a $100K minimum balance. ...

Bullish Aspects of Tether - Tether at $500 billion valuation is incredibly bullish for digital asset valuations [1][3] - Reserve assets are predominantly in U S Treasuries (low risk, high liquidity) + BTC, Gold [1] - Solid profitability is expected from interest + investment returns, with over $10 billion expected from interest income [1] - $USDT circulation and user base are expected to continue growing with chains like Plasma launching, creating strong demand [1] Potential Weaknesses and Risks - Lower rate environment could lead to a loss of multi-billions per year in interest income [2] - Tether is still working on USA regulatory with their new USAT launch, despite affirming working with a Big Four for full audit [2] - Circle is a serious competitor, and other smaller stablecoins, as well as large financial institutions, want a slice of the pie [2] Market Dynamics - Stablecoin supercycle is fully fledged right now, indicating a bullish outlook for crypto [3] - Tether is reportedly raising funds at a $500 billion valuation, looking for $20 billion in funding [3]

RT fabda.eth (@fabdarice)Fidelity has launched $FDIT, a tokenized share of the Fidelity Treasury Digital Fund (FYOXX):🔹Backed by U.S. Treasuries🔹Redeemable 1:1 for fund shares🔹Natively built on Ethereum+$200M, RWA is growing on Ethereum. https://t.co/TiUVy3SQbX ...