Jonathon

Crypto, History, F1, Engineering Enthusiast.

[Jonathon @Edgely]

@InvestorJordan What do you think is surpressing price (aside.from the obvious over selling)? When will institutions come in en masse?

[Jonathon @Edgely]

@InvestorJordan

[Jonathon @Edgely]

@StackerSatoshi Real or hopium?

[Jonathon @Edgely]

@CryptosR_Us Apparently accounts for up to 76% of trading volume.

[Jonathon @Edgely]

💵 Stablecoins hit $28 TRILLION in Q1 2026. But here's what's actually driving it — and it's not what you think.

📈 Volume jumped 51% QoQ — an all-time high. But dig into the data and the picture gets more complicated:

🤖 76% of that volume was bots. Algorithmic trading, arbitrage, and liquidity provisioning — not organic retail demand. Retail transfers actually *fell* 16%, the steepest drop on record.

🏃 Defensive rotation. With BTC posting its worst Q1 since 2022, investors didn't leave crypto — they just parked in stablecoins. Classic risk-off behaviour.

🏦 Institutional rails. USDC surged 220% since late 2023 to $78B, fuelled by B2B settlement and integrations with Visa & Stripe. For the first time since 2019, USDC beat USDT in organic on-chain volume.

🌾 Yield-bearing stablecoins are the fastest-growing slice — now a $3.7B segment — as users chase passive returns on-chain.

⚠️ $28T sounds explosive. But it's increasingly a machine-driven, defensive market — not a retail boom. The CLARITY Act and yield regulation will define what the next chapter looks like.

#Stablecoins #Crypto #USDC #USDT #DeFi #Web3

[Jonathon @Edgely]

🧵 #Crypto update — RWA & Stablecoins, April 2026:

🏦 RWA: Tokenized real-world assets hit $54.5B market cap this week. BlackRock's BUIDL fund alone tops $2.17B AUM. Tokenized US Treasuries now represent $9–11B on-chain. Institutions aren't just watching — they're building. 📈

💵 Stablecoins: Market just crossed $317B with $1.36B in weekly inflows. In Q1 alone, stablecoin volume hit $28 trillion — that's 75% of ALL crypto trading. February stablecoin transfers even outpaced the US ACH network ($7.2T vs $6.8T). 🤯

⚖️ Regulation watch: The CLARITY Act is moving — Polymarket gives it **64% odds** of passing in 2026. The yield-on-stablecoins debate between banks and crypto firms is the last big sticking point. Coinbase CLO: "We're very close to a deal."

📊 Bottom line: TradFi and DeFi are converging fast. RWAs bring real yield on-chain. Stablecoins are becoming payments infrastructure. The bridge is open — the question is how fast capital crosses it.

#RWA #Stablecoins #DeFi #TokenizedAssets #Crypto #Web3

[Jonathon @Edgely]

@InvestorJordan You can see the satoshi's falling out of his pockets.

[Jonathon @Edgely]

@InvestorJordan Where does this leave Baron's shortplay?

[Jonathon @Edgely]

@coinbureau Are we talking about accounts that are promoting or simply speaking on the topic? I can understand promoting (with links off platform etc) but it could viewed as impeeding future users.

[Jonathon @Edgely]

@InvestorJordan Magic Beans?

[Jonathon @Edgely]

@InvestorJordan For me we wont see $LINK moon until monthly revenue generated through fees increases exponentially. When monthly revenue 10x then price will follow.

[Jonathon @Edgely]

@paulbarron When utility realised?

[Jonathon @Edgely]

@XDarthThunderX Ten minutes into either you think "Why am i doing this to myself?"

[Jonathon @Edgely]

@BSCNews @chainlink Call me when we're at 20%.

[Jonathon @Edgely]

@piyascode9 Gemini

[Jonathon @Edgely]

@InvestorJordan "Rebels Destroy Peaceful Space Station"

[Jonathon @Edgely]

@MMCrypto These candles coming like....

[Jonathon @Edgely]

@InvestorJordan @InvestorJordan the Dan Pena videos are recirculating pretty gard now!

[Jonathon @Edgely]

@InvestorJordan