It is now obvious that the growth of digital dollars and stablecoins is not only the most important story in crypto, but all of finance. There are hundreds of billions in latent TradFi demand for crypto exposure, but this demand is primarily focused on a narrow subset of themes: BTC, ETH & stablecoins. The launch of StablecoinX will provide the first pure play exposure for equity investors to the fastest growing company in the most important thematic trend in crypto: digital dollars upgrading money into the internet era and eating all of finance in the process.

The relative TradFi interest in BTC and ETH v Q4 completely different picture: BTC CME OI: -30% from Q4 peak ETH CME OI: +50% from Q4 peak Tom Lee might be king of the KOLs

The growth profile for USDe has always been non-linear and hard to forecast with periods of parabolic expansion, followed by months of flat or bleeding supply that sets higher lows through time USDe supply is back into growth for the first time in ~3 months with $300m added in the last few days to get back to ~$5b The last growth period for USDe in October last year added ~$4b of supply in under 8 weeks where inflows outpaced the majority of BTC ETFs and all ETH ETFs combined That period of growth was with a fraction of the current distribution channels we have put in place since then I expect this next leg up will be more violent than the last

fully hedged on everything its fucking time

Instant access to a dollar savings account for a billion existing Telegram users who can now send, save & spend as easily as sending a message USDe will be the only dollar asset available alongside USDT There is a small handful of crypto products which I believe can reach a billion users This is one of them

Really interesting product tying together a huge real world use case with $1tn+ reinsurance market and USDe native collateral to create a tokenized financial product that stacks uncorrelated sources of return together If you are building anything like this please reach out!

Anyone working on taking an empty SPAC and putting some pristine alternative coins in it?

Amongst the news of daily grifts, motivating to see @eulerfinance comeback when many had left them for dead after the hack Most teams would quit and launch a new project, they didn't and are an example for us all to look up to Don't have any exposure to the token just think they deserve all the success they are experiencing

Pump locked almost ~$1b of capital in LP pools paired with memecoins in the last 12 months With average sUSDe APY of 18% last year, that is more than $150m of potential revenue lost without embedding USDe pairs Makes you wonder