closing replies and trying to act like nothing happened with Sonic's treasury is runfromprisonFI, we will never forget no matter how much you try to act like it didn't happen.
hype shit up, make p&dumps and delete everything after you slow rug, repeat.
14.56% on USDC & USDT on Ethereum.
9.65% on USDC & USSD on Sonic.
Made possible by FT margin lending.
No curators. All onchain.
No subsidies. Instant liquidity.
Circuit Breaker, timelock, extensive audits, high threshold multisigs with geo distributed signers.
Defi still exists.
TLDR: Stablecoins - The Trillion Dollar Opportunity research report in link below
When we published a stablecoin primer (see full report in link below) back in June 2025, the total stablecoin market cap was $250bn.
Since that time, stablecoins have solidified themselves as the cryptocurrency use case.
- Genius Act signed into law
- Total market cap nearing $300bn
- Tether launched USAT to meet US regs
- Tether raising b/w $15bn-$20bn at a $500bn valuation
- Japan approved first yen-pegged stablecoin for launch in fall 2025
- Corporates increasing stablecoin M&A / investing with Ripple buying Rail, a stablecoin infrastructure and compliance firm while PayPal is investing in Stable, a layer 1 designed for stablecoin-based transactions
In a June note to investors we suggested looking at tokens that were directly or tangentially related to stablecoin growth. Ideas included $ENA, $PENDLE, $SYRUP, $AAVE and $CRV.
Lately we've suggested a more levered play to stablecoin growth - $USDUC or Unstable Coin. Which we think looks really good here btw.
Summary: if M2 growth keeps pumping, which we think it will, it's likely stablecoin issuance will keep pace. That should benefit tokens along the risk curve, from last cycle DeFi protocols like $AAVE to new cycle memes like $USDUC who is looking to flip Circle's market cap ala #SPX6900 and the S&P500.
https://t.co/jIsInFxjTw
Better to live life erring on the side of being optimistic and wrong than pessimistic and right!
Be realistic, but, as Monty Python would say, always look on the bright side of life!
we're currently dealing with the most insane amount of inbound we've ever dealt with, squashing bugs, and supporting existing eco projects
the sheer demand by high quality people/teams to not just create, but to INVEST in this space is MUCH bigger than anyone thinks
Higher.