Griffin

🚀 Crypto since 2021 | 🤖 AI Builder | 🌍 Community | 📈 Markets | ₿ Bitcoin | 💵 Stablecoins | Building & Learning in Public

[Cathie Wood @CathieDWood]

In @ARKInvest’s view, stablecoins are monetary networks with effects that compound over time, thanks to trust, collateral utility, and integrations. The network effects of USDT and USDC have been powerful. @LorenzoARK explains convincingly why OUSD is unlikely to displace them.

[Griffin @GuZilong]

股票跌的时候，就要转移注意力，比如收拾歌单

[Griffin @GuZilong]

@Ddzggcd123 @hcy41549571 @MrQin_BTC 两个动作，先触球，后收脚

[Griffin @GuZilong]

@dakache01 确实踩脚了，不过VR介入太晚了，人家都反击进球了你才吹，毛病

[Griffin @GuZilong]

@maxuelulu1 我也在杭州，也想从事web3赛道，好难

[Griffin @GuZilong]

@gkxspace 余总招人不

[Griffin @GuZilong]

@zhizhuxia22 没有web3经验的谁要啊，我想换赛道去web3！

[Griffin @GuZilong]

@Gate_Elena @GateVIP_zh 梅西！

[Gate_Elena @Gate_Elena]

⚽️Gate 懂球更懂你！这套限定“虾”搞礼盒，绝对是决赛夜的终极回血神物！

宠粉福利绝不嫌多，今天给大伙儿再加码一套【世界杯小龙虾限定礼盒】！双重中奖机会直接拉满！

1⃣ 关注 @Gate_Elena, @GateVIP_zh ＋ 转发本推
2⃣ 在评论区留下你最支持的球星

吃最狂野的虾，看最燃的球！福利不等人，欢迎大家快来参与，说不定幸运儿就是你！✨
#世界杯 #FIFA #GateVIP #来Gate追世界杯

[Griffin @GuZilong]

@DeJob_Official 请问怎么才能换赛道？我想从事web3的工作

[Griffin @GuZilong]

买在无人问津，人人喊打之时，静候花开富贵

[吴说区块链 @wublockchain12]

吴说获悉，CoinGecko 对以太坊、BNB Chain、Base、Arbitrum 和 Polygon 五条 EVM 链上的 USDC 使用情况进行分析发现，Base 已成为 DeFi 化程度最高的 USDC 网络，分类地址中约 49% 的 USDC 存于借贷协议，36% 用于 DEX 流动性，两者合计占比达 85%，交易所仅占 13%。相比之下，以太坊约 68% 的分类 USDC 存放于中心化交易所，BNB Chain 该比例高达 88%，更多承担交易所结算职能。Arbitrum 的 USDC 分布最均衡，而 Polygon 则有约 25% 的分类 USDC 与加密博彩平台相关。
https://t.co/URtdcPzX2d

[Kimberly @king1818888]

想找远程工作、做数字游民？
整理5个小众友好招聘平台，
覆盖应届生&女生友好选项

信息整理如下👇

▫️Workew
全球大型远程工作社区，非技术岗周更，薪资透明无性别筛选，英文门槛较低
🔗 https://t.co/etZEeok0Lf

▫️Career Vault
应届生友好，日韩企业多，部分岗位可中文沟通
🔗 https://t.co/pCiYiz6LJh

▫️Remotely
新手友好，经验要求宽松，提供女性弹性哺乳假
🔗 https://t.co/4zVBZf9PLQ

▫️Himalayas
外企直通车，可切中文界面，支持加密货币提现，女性友好，可筛选带薪产假企业
🔗 https://t.co/jLASzXrIRi

▫️4dayweek
全球首个4天工作制平台，薪资对标5天全职，强制育儿假&月经假，拒绝无效加班
🔗 https://t.co/osNTIj8wiV

#远程工作 #数字游民 #应届生求职 #女生求职

[Foe Ally @ally_foe]

万众瞩目的这个 Codex 怎么自动剪辑视频的，这个教程来了啊。没有任何高深的词语，全部都是大白话，相信小白也能看懂。

首先你要先有 Codex，然后 Codex 最少你要有个 Plus 的会员。
如果这两个你没有的话，你不用看了啊。

然后还要有一个 ChatGPT。ChatGPT 聊天比 Codex 其实舒服一些。你骂 Codex 它就在装傻，但你骂 ChatGPT 它会真的认错，而且会改。

⸻

第一步：
你把这个 GitHub 链接丢给 ChatGPT👇
https://t.co/NppjCueTCK

这个是谁写的其实我也不知道，不要先丢 Codex，先丢 ChatGPT。

⸻

第二步：
让 ChatGPT 干一件事：

👉 读这个项目
👉 然后帮你写一个 “Pro Prompt”（就是给 Codex 用的指令）

因为俺也写不明白提示词，我把大白话说给 ChatGPT 听，ChatGPT 再写成 prompt 给 Codex。

⸻

第三步：
把 ChatGPT 写好的 Prompt 丢给 Codex。

然后 Codex 会开始做这些事：

* 自动装环境
* 自动配工具
* 自动跑项目

我就一直在点同意。

⸻

第四步：
把你的视频素材存入本地文件夹。我直接存的就是 download 的。其实你是可以选它能够读取你哪一些文件夹的。我后来又专门做了一个文件夹来放它只能读取的文件。

然后跟 codex说：

👉 “帮我剪一个探店 vlog / 氛围感视频 / 甜一点的恋爱记录”

⸻

第五步：
它会自己输出一个 final.mp4。

然后你就可以跟它对骂了。你就跟它说什么字幕太丑啦、贴图太少啦、动画有问题、气口不对、顺序不对、你想要的感觉不对。反正你有什么问题，你就骂它。然后它被你多骂两轮就懂你究竟要什么了，之后再剪视频就很方便。

最后你让 Codex 把你们聊天的这些东西做成一个总结，记下来，我后来才开的项目组，把这些 memory 导了进去。它就知道我的喜好大概什么样子了。

[AYi @AYi_AInotes]

卧槽，Fable 5真的逆天啊，真的太牛逼了，
它写的提示词竟然能让Grok生成堪比seedance 2.5效果和质感，成本低6倍！

Prompt：
主要角色：年轻韩国女性，二十五岁左右，精致的自然日常妆容，戴着宽檐米色草帽（帽檐有深棕色宽条纹），穿着浅绿色露肩交叉褶皱连衣裙，戴珍珠耳环和细金手链，深棕色长发在草帽下自然垂落或轻盘，温暖而亲切的个性。在整个视频中保持一致的身份、服装、发型和外貌。逼真的皮肤纹理，淡妆。
地点：明媚的午后时分，真实的东bourne网球锦标赛观众席。绿色的草地球场在前景，木质与塑料座椅，背景中有其他穿着浅色西装和夏日休闲服装的观众。强烈的自然阳光从上方照射，偶尔云层移动带来光影和曝光变化，温暖而轻松的体育赛事氛围。焦点始终在她的自然反应与个人时刻上。
视觉风格：超现实主义纪录片真实感。真实的即兴行为。自然的肢体语言。无剧本的日常生活片段感。强烈的环境真实性。丰富的现实世界细节和可信的人类动作。
摄像风格：2000年代初消费级DV摄像机的美学。朋友随意记录日常生活瞬间。强烈的手持抖动，不完美的构图，频繁的自动对焦搜索，镜头呼吸，在阳光和阴影间移动时的曝光波动，偶尔的运动模糊，轻微的滚动快门，中等数字压缩伪影，褪色的色彩，柔和的对比度，轻微的传感器噪点。没有稳定。没有电影化的摄像机移动。没有现代色彩分级。
00:00–00:02
她在观众席绿色座椅上，右手轻扶草帽帽檐，微笑地看着前方球场方向。一阵微风吹动帽檐边缘和发丝。她自然地微笑，而摄像机努力保持焦点在她的脸上，手持明显抖动。
00:02–00:04
摄像机从侧面跟随她，她微微侧身观看比赛，注意到精彩瞬间，表情生动。构图偏离中心，因为操作者试图跟上她的反应。自动对焦反复在她的脸部和远处的球场之间切换。
00:04–00:06
近距离捕捉她温暖的笑容，她似乎被场上的一个好球逗乐，肩膀轻颤。阳光透过草帽在她脸上投下移动的柔和阴影。镜头有自然的呼吸和轻微曝光波动。
00:06–00:08
稍宽的构图，她舒适地坐在座位上，身体放松，左手放在腿上，继续观察比赛。偶尔用手拨弄耳边头发或调整裙摆。手持镜头带有自然的漂移，云层移动时光线发生变化。
00:08–00:10
侧脸近距离轮廓。她注意到摄像机（朋友），转过身来，露出真诚温暖的微笑，轻轻举手致意或调整帽子。摄像机稍晚捕捉到这一刻，然后自然结束录制。
音频：仅自然环境音——轻柔的风声、远处网球拍击球的清脆声、观众席微弱的低语和偶尔掌声、座椅轻微的吱嘎声、草地或周围旗帜的沙沙声。细微的赛事氛围。没有音乐。没有音效设计。没有旁白。
目标：捕捉真实的网球赛事观众的温暖生活片段，仿佛一段被遗忘的2000年代初家庭录像——即兴、不完美、真实、温暖且极具说服力。

[Griffin @GuZilong]

是这个原因吧哈哈哈

[Jeremy Allaire - jerallaire.arc @jerallaire]

Integrity matters

[Panchu @Panchu2605]

The Internet's Settlement Layer Doesn't Get Disrupted by a Press Release.

@jerallaire laid it out with precision - and I want to add the builder's perspective from inside the @Arc ecosystem.

Everyone's talking about Open Standard and 140+ companies backing OUSD. Let me tell you what the data actually says, because stock tickers and Twitter hype are two very different things from onchain reality.

THE NUMBERS THAT MATTER
• @USDC processed $30 TRILLION in onchain transactions in Q1 2026 alone
• That's 80% of ALL dollar stablecoin volume. Not 30%. Not 50%. Eighty percent.
• 263% year-over-year growth in USDC transaction volume
• $77 billion in circulation with 28% YoY growth
• Top 3 most liquid digital asset globally - after BTC and USDT

These aren't projections. These are settled transactions. Real money moving through real infrastructure that took years to build.

STOCK PRICE ≠ NETWORK STRENGTH

Circle stock dropped ~70% from its June peak. Markets priced in fear of a consortium that hasn't shipped a single transaction yet.

But here's what markets missed:
• USDC's network effects compound with every new integration
• Thousands of applications already built on USDC rails
• Liquidity dispersed across dozens of platforms - not concentrated, not fragile
• The only large global stablecoin available in ALL of Europe AND Japan simultaneously

Stock markets price emotions. Networks measure fundamentals. USDC's fundamentals didn't flinch.

THE CONSORTIUM PROBLEM

140+ companies joining @openstandard is impressive optically. But Jeremy raised a point that deserves attention:

Consortiums have a historically dismal track record in shipping product.

• Revenue sharing sounds attractive until you realize it starves infrastructure investment
• "Everyone governs" often means nobody decides
• Circle tried consortium governance in USDC's early days - it created "endless challenges and complexity"
• Open USD hasn't launched yet. No chain announced. No regulatory clarity. No transaction processed.

Meanwhile USDC has been battle-tested through multiple market cycles, regulatory regimes, and technical stress events since 2018.

ARC L1: THE VERTICAL INTEGRATION PLAY

This is what most people are sleeping on.

@Circle isn't just issuing a stablecoin - they're building the entire settlement stack:

• Arc Network: Purpose-built L1 for stablecoin finance
• 244+ million testnet transactions processed
• $222 million raised in Q1 2026 presale at $3B valuation
• Backed by a16z, BlackRock, Goldman Sachs, Visa, ARK Invest, ICE
• Mainnet beta launching THIS summer

USDC on Arc isn't wrapped. It's not bridged. It's native. Zero friction settlement at the protocol level.

Open Standard is assembling a committee. Circle is shipping a chain.

THE REGULATORY MOAT

Today July 1, 2026 - is the MiCA full compliance deadline in Europe. Every stablecoin issuer must have full regulatory approval or face delisting.

USDC already has it. Globally licensed. EU-compliant. Japan-approved. GENIUS Act-ready.

OUSD? It doesn't exist yet. No regulatory pathway established. No compliance track record.

In institutional finance, compliance isn't a feature - it's table stakes. And USDC has been clearing that bar for years.

FROM THE ARC INDIA PERSPECTIVE

I am local leader- Arc House India Chapter - 1,250+ builders, operating in a market that processes 17 billion UPI transactions monthly with 800,000+ onchain developers.

What Indian builders need isn't another governance token or revenue-sharing pitch. They need:

• Battle-tested infrastructure that won't break under load
• Regulatory clarity that lets them ship product without legal ambiguity
• Native USDC settlement that works at India-scale throughput
• A chain purpose-built for payments, not retrofitted for them

Arc delivers this. USDC powers it. That's not speculation - that's architecture.

THE BIGGER PICTURE

Competition validates the thesis. 140+ companies didn't join Open Standard because stablecoins are failing - they joined because USDC proved the model works at $30 trillion quarterly volume.

This isn't USDC vs OUSD. This is the entire world waking up to what Circle has been building for 8 years.

The pie is expanding. And the builder with the deepest infrastructure, strongest network effects, tightest regulatory compliance, and a purpose-built L1 - isn't the one who should be worried.

They're the one everyone else is trying to catch.

[Griffin @GuZilong]

渣打银行（Standard Chartered）成为首家 G-SIB 与 Circle 合作，让机构客户无需单独开户 Circle，直接在银行完成 USDC 铸造与赎回！之前华尔街老钱担心稳定币抢存款、反对 CLARITY Act，现在银行开始“拥抱+主导”模式——客户和资金仍留在银行体系内。给其他银行提供了清晰范本，BNY Mellon 等已在跟进。

[Circle @circle]

Circle 🤝 Standard Chartered

@StanChart has launched institutional USDC minting and redemption through DIFC, becoming the first G-SIB to offer institutional access to USDC through a regulated banking channel.

A major milestone for institutional stablecoin adoption.

https://t.co/U18owEHWrm

[CM @chenmo]

渣打银行最近的出镜率真高。

昨天OUSD的免费铸造赎回推出后，Circle这边也做了动作，以前铸造USDC机构需要跟Circle完成KYB然后开户，通过电汇把美元打到Circle指定的银行账户，Circle铸造USDC。现在与渣打银行合作后，就不需要在Circle单独开户这个过程了，等于直接在渣打银行出入金。

[Griffin @GuZilong]

@jerallaire @circle good news

[Jeremy Allaire - jerallaire.arc @jerallaire]

We’ve had lots of questions from our investor community looking for thoughts on OUSD, and so I thought I’d share my direct views here for anyone.

Stablecoin networks are platform and network effect businesses that are established over a long period of time, tend towards winner-take-most market structures, and resemble other internet platform utility markets. There are several layers that drive this.

First, stablecoin networks effectively act as public protocols and software layers on the internet and their network strength is a matter of the number and range of applications and services that integrate to the network. Every time a developer or service provider integrates to the network, it brings more network effects. This attracts more developers and adds more utility and more network effects. This then drives demand for the digital currency itself, which then reinforces these network effects through liquidity network effects.

We have realized this at a massive scale with the USDC network today — thousands upon thousands of services integrate with our network, which in turn provides immense utility not just to each application, but to users as a whole who benefit massively from the reach and interoperability that exists. This drives user and developer preference further. We’ve invested in building that ecosystem over nearly a decade, and now it’s accelerating as mainstream institutions come onto the network, connecting their customers and users.

We add to that utility by building software stacks that further expand and strengthen the network — protocols like CCTP and Gateway, which promote interoperability, safety and liquidity around the world. This expands the target surface area for app builders and developers, making it easy for them to tap into the liquidity and network effects that already exist. We are now seeing that stack get pulled into all kinds of chains, permissioned L2s, networks being built by governments, and so much more.

The second layer is that of liquidity network effects. This is fundamental. Liquidity begets liquidity. For a stablecoin to achieve scale and utility, it needs to be highly liquid, both on a primary basis (e.g., through all the major financial market centers in the world, with world class direct banking liquidity) and on a secondary basis both by being available and tradeable for retail and institutional clients in every geography and against every fiat instrument in the world. People who want to access and move value need to be able to easily get in and out of that digital currency. Here, we’ve invested nearly a decade in building out that liquidity, and it is now entrenched in exchanges, DeFI venues, and with PSPs, payments firms, regional exchanges, and so many others. Establishing these liquidity network effects also involves building global regulatory infrastructure and ensuring that the stablecoin is available under various regimes around the world. Today, USDC is in the top 3 most liquid digital assets in the world, and it falls off sharply after that. BTC, USDT and USDC have extraordinary liquidity. The closest other dollar stables are like 10x smaller and that liquidity tends to be concentrated in promotional books in a single exchange, whereas USDC liquidity is dispersed widely across dozens and dozens of surfaces. Building this liquidity has been a nearly decade-long task that we continue.

A third layer of network strength comes from the deep integration with the policy and regulatory environment — in many cases, years of effort to build licensing (e.g., USDC is the only large global stablecoin currently available in all of Europe or Japan), and more regimes for stablecoins are coming online, with Circle leading the way in ensuring that USDC is officially recognized, registered, licensed and accepted in the most important markets in the world. On the back of this is the work of building global banking, reserve management and treasury and liquidity management that can operate this on a nearly 24/7 basis in markets and banking systems globally. This globalization effort is a massive investment that we have made over the years.

All of these investments by Circle and our global ecosystem of thousands of partners have delivered the net result of providing the world’s most trusted and available digital dollar infrastructure—a utility that any user, developer, or business can freely and easily tap into. And we do not intend to slow down.

All of this compounds and shows in the numbers. In Q1 2026, according to third-party analysts (Artemis) who track stablecoin adoption, USDC handled nearly $30T in onchain transactions, representing 80% of all dollar stablecoin transactions on blockchains. USDT handled the remaining 20% of transactions. All of the combined remaining dollar stablecoins handled a total of 0% of transactions (i.e., < 0.5%). While other stablecoins may have some circulation, most of that is through promotions and incentives, the actual usage is extremely limited—because of the extremely limited liquidity and network utility that exists for these coins.

But my thoughts on the competitive landscape are not just about the strength of our network—there are also considerations around any new initiative.

Several perspectives and positioning have been shared about how something like OUSD improves on something like USDC.

1) Free mint and burn. The argument suggests that existing stablecoins charge burn fees, and payments firms should not need to pay these (despite the fact that the entire payment industry is built on small bps fees on various ingress and egress points on their networks). There are structural market realities built around the fact that some stablecoins impose very large redemption fees and have limited redemption facilities – the impact of this is that stablecoins with strong redemption facilities, good liquidity and no fees become the offramp for their competitor stablecoins. It may seem easy to say one will offer unlimited and free redeems, however market reality likely forces other behavior. This can be addressed – and is addressed by Circle – through contractual mechanisms vs. a blanket fee exemption.

2) Everybody wins and shares. While this sounds good in principle, the reality of the market and market opportunity is quite different. Today, Circle shares the majority of its income with its distribution partners, and we continue to lean hard into expanding those partnerships with leading companies across every sector of the market. However, we also retain significant income that allows us to invest in the massive market infrastructure that makes this such a powerful and valuable utility for the world to build on. Giving away all the income is a recipe for starving an infrastructure, systematically underinvesting and ensuring that your platform will remain limited in scope.

Furthermore, Circle believes that the future stablecoin market is likely several orders of magnitude larger than it is today. We’re actively bringing partners into the USDC ecosystem through a diverse and growing set of partnership models that span our work with exchanges, custodians, payments firms, asset issuers and more. We are excited to continue to build with a “big tent mentality” where the entire ecosystem can grow value together.

3) A consortium where everybody has a voice. Perhaps I have a cynical view, but the track record of consortium products achieving scale, P/M Fit or even basic product agility is absolutely dismal, and while there are examples of financial consortia that operate utilities, they are predictably slow moving. Large groups of large companies coordinate poorly, have misaligned incentives, slow things down and rarely create the space for real durable innovation and competitiveness. They also typically, out of their own self-interest, starve the consortium itself on an operating basis. We actually tried this in the early days of USDC, and even with a very small group, ran into endless challenges and complexity. Smaller, tighter strategic collaborations and commercial partnership arrangements with product and platform builders that can drive forward independently will almost always outcompete large consortiums. But oftentimes when these get formed, everyone feels like they should put their logo on the list, kiss the ring, and make noise about openness. But typically those same firms will turn to their operating units and make the best decisions for their customers, which often means partnering with the market leader and building durable win-win partnerships.

There’s also been a bunch of commentary on Circle's partnership with Coinbase and what this all means. Our stablecoin partnership with Coinbase remains as strong as ever, and I think we both see that enormous opportunity ahead to expand the USDC network.

A final comment: Circle remains committed to supporting a wide range of different products and infrastructures, even when we might compete with different aspects of those partners’ products in other areas of our business. With OUSD, we work closely with many of the founding members, and we expect that those same members will remain large USDC partners and customers. At the same time, as Circle has diversified our product and platform stack, expanding across Arc, CCTP, CPN, StableFX, Agent Stack and many other areas, we continue to expand the partnerships and collaboration with many other stablecoin issuers — dozens of them — to help them launch on Arc, leverage our interoperability infrastructure, get supported in our Wallets and become settlement and FX options on CPN and StableFX.

We are huge believers in growth in the stablecoin ecosystem and welcome OUSD as a new member of the community!