Pinned
Zach
4,900 posts
Zach
@zdubs33
Content for the stablecoin obsessed at @stabledash | GTM Strategy | Views are my own | stablecoins & DeFi NFA | Follower of Jesus ✝️
Joined January 2022
- Stablecoins are still a sleeper narrative. Everyone’s chasing the 5x, 10x, and 50x returns on memes. No one wants to “mess around” with stablecoins. But here’s the thing: stablecoins are quietly becoming one of the most exciting sectors heading into 2025. Consider this: •
- Solana stack to ditch the banks: @KAST_official to easily spend stables @uselulo to maximize yield on stables @sphere_labs for a non CEX on-ramp @perena for stable swaps @phantom for defi stuff (duh) What would you change?
- I don't think people realize how massive a deal HyperLiquid having its own stablecoin actually is. $M is currently sitting at a $242M supply. There's $3.5B in stablecoins on @HyperliquidX in idle $USDC according to DeFi Llama. Here's some hypothetical research on potentialHyperliquid is impossible to ignore right now. Up 80% in the past month, the Hyperliquid ecosystem now accounts for 70% of all DeFi perps volume (having done $1.5T total) and $1.4B in TVL. With the HyperEVM now live, media coverage exploding, and a token on the rise, here’s why
- Most people think they understand stablecoin adoption because they see "$240 billion market cap" and "$3.1 trillion volume." They don't. I just finished @m0foundation 's x @artemis new stablecoin report, and the most shocking insights have nothing to do with those headline
- Study this flywheel: @usd_hl launched June 11th has already grown to $10m supply. USDhl is a fiat-backed stablecoin built by @felixprotocol team on @HyperliquidX. USDhl is by powered by @m0foundation and over-collateralized by U.S. short-term treasuries 🔄 The USDhl Flywheel:
- When I asked my wife which of the 4 @miladyinchrist’s I snagged should be my PFP, she said this one because: 1. I love the mountains 2. I reference the Sermon on the Mount frequently A verse I ponder frequently… “But seek first the kingdom of God and his righteousness, and
- New companies building "stablecoins" are copying a business model that only worked because USDC and USDT got there first. They're trying to be the manufacturer, wholesaler, AND retailer all at once. Example: Circle manufactures USDC, manages the reserves, handles compliance,
- Beyond USDC and USDT: Why $M by @m0foundation Could Revolutionize How Digital Dollars Work Stablecoins have become a crucial part of the crypto ecosystem, with over $25 trillion in annual transaction volume. But despite their growing importance, most stablecoins still haveToday, M^0’s stablecoin platform has surpassed $150M in circulating supply. With M^0, builders start with $M - a digital dollar building block, then customize features such as programmable yield distribution, add their brand, and access the shared liquidity of the network
00:00 - Holding my $CSPR through this pump. 2 reasons: - Staking rewards 👌🏼 roughly 25 $CSPR/day. May be $1.44 today but that’s $5/day at a .20 $CSPR. - This is just the beginning of deployments. @Casper_Network is still young. @TradingView:
- Wow, can’t believe @sphere_labs is raising their fees for the on/off ramp services… Going from 0% to 0.1% is just too much 😭 SIKE Love what @0xdirichlet and the team is building. I’ll gladly pay that. Highly recommend onboarding to Sphere. Can never have too many off-ramps
- I’m happy to share that I’m starting a new position at @staystablexyz as Founding Partner | Writer stableminded at stable studios When I first started writing my newsletter, Unstable Insights, I did not know where it would go. All I knew was that: 1. I wanted to write content
