Arb Capital

DeFi-native Tokenization and Integration

Building @wstgbp and more.

[Arb Capital @arb_cap]

Wrap your sterling. Get extra chips. Coming soon.

[Brian McMichael 🙂 @brianmcmichael]

People keep asking why we think someone would hold GBP instead of USD. Ignoring that some people manage to wake up and live their entire day denominated in GBP, the numbers are pretty simple

USD Inflation: 3.4%
USD base yield: 3.5%

GBP Inflation: 2.9%
@wstgbp base yield: 3.5%

[Arb Capital @arb_cap]

One of the core ideas behind Arb Capital:

Don't force every issuer to build an entire DeFi team.

Stablecoin issuers should be able to plug into infrastructure that makes their currency useful across DeFi from day one.

[Arb Capital @arb_cap]

A stablecoin without integrations is just a token.

A stablecoin with deep routing, lending markets, collateral utility, rewards and cross-chain access starts to become a financial system.

We're building the second thing.

[wstgbp @wstgbp]

Just a casual Friday drop of a 30% @merkl_xyz rewards campaign for providing wstGBP liquidity on @Uniswap

[Arb Capital @arb_cap]

Non-USD stablecoins don't need to beat USDC or USDT at being dollars.

They need to be useful to people and businesses that already think, earn, spend, hedge and account in another currency.

That requires infrastructure.

[Arb Capital @arb_cap]

If you're in crypto, pivot to crypto.

[Arb Capital @arb_cap]

Why start with GBP?

Sterling is one of the world's major currencies, but its onchain financial infrastructure is still tiny compared with USD.

That's exactly the kind of gap we like.

[Jawaad (JB) @jaybokh]

Productive Assets will drive demand, adoption will follow. We at @arb_cap see this clearly.

[Arb Capital @arb_cap]

The first Arb Capital product is @wstgbp

It won't be the last.

We're building a repeatable DeFi layer for non-USD stablecoins: rewards-bearing wrappers, liquidity infrastructure, lending markets, routing and integrations.

[Arb Capital @arb_cap]

@LexSokolin 🫡

[Arb Capital @arb_cap]

Issuing a non-USD stablecoin is only step one.

The real work starts after issuance:

Liquidity.
Routing.
Lending.
Collateral.
Rewards.
Cross-chain access.
Treasury integrations.

That's the layer Arb Capital builds.

[Arb Capital @arb_cap]

Arb Capital is built around a simple observation:

Stablecoin issuers are good at issuance, reserves, compliance and distribution.

DeFi requires a different specialization.

We build the bridge between the two.

[Arb Capital @arb_cap]

The stablecoin market is overwhelmingly dollar-denominated.

That makes sense historically. It doesn't mean it stays that way.

Our thesis at Arb Capital is simple: major currencies need complete onchain financial infrastructure, not just a token.

[Arb Capital @arb_cap]

USD stablecoins have an advantage that has nothing to do with the dollar itself:

They’re everywhere.

Every wallet supports them.
Every DEX routes them.
Every lending market understands them.

Non-USD stablecoins have to build that distribution layer. That’s where we're focused.

[wstgbp @wstgbp]

wstGBP relies on proprietary number-go-up technology to turn your tGBP holdings into productive assets on-chain.

[Brian McMichael 🙂 @brianmcmichael]

Non-USD stablecoins don’t need more issuance

They need reasons to be held and used onchain

That’s what we’re building at @arb_cap: rewards-bearing assets, liquidity, lending markets & DeFi integrations

@wstGBP is live and generating revenue

And GBP is just the beginning

[Superset @SupersetFinance]

99.4% of stablecoins are USD, but that's changing.

Non-USD stablecoin transfers grew 16x since 2023, because not every dollar problem needs a dollar solution.

GBP, EUR, JPY, AUD, HKD, and more are all building onchain; serving the 99% of commerce that doesn't need dollar exposure.

Local currency stablecoins solve local problems first, and connecting them creates onchain FX.

[gabidev @GabiDev98]

The best financial products of the next decade won't be built by banks.

They'll be built by small teams and run on-chain 24/7.

[Nexus Data Labs @NexusDataLabs]

Non-USD stablecoins represent just 1% of the total stablecoin market.

But most of the world earns, spends, and operates in local currencies.

This week, Nexus dives into the sub-sector capturing the next phase of stablecoin adoption.

Out tomorrow.

[Arb Capital @arb_cap]

@thedefiedge USYC has a $3 bn marketcap and 32 on-chain holders.