subinium

Stablecoins seem to be following these general paths:

- Fiat-backed stablecoins (securing revenue based on US Treasury bonds)
- Crypto-backed stablecoins (DeFi native yields and tokens)
- On/Off Ramps
- Geographic expansion: regions with USD demand but lacking financial infrastructure (Latin America, Africa, etc.)
- Stablecoin payment APIs/SDKs
- Yield-bearing stablecoins & Token Incentives as GTM strategies
- UX enhancement apps / virtual & physical cards / mobile payment integration (regional licensing is crucial)
- Stablecoin-specific chains

The more I research, the more confident I am that Stablecoin x Payment is indeed the core industry that can achieve mass adoption in this space.

AIFi @gaib_ai has opened its stablecoin deposit (AID). The first cap was $5M and it filled up almost immediately after opening.

What's interesting is that 70% was filled by just two accounts, with depositing $2M and $1.5M each from the USDT/USDC pools respectively.

AI SZN?

There has been a huge amount of $USDC deposits in @HyperliquidX PerpDEX over the past 5 days, reaching an ATH. ($2.8B) Additionally, HyperEVM eco has been showing remarkable upward growth. (TVL $1.2B)📈

Hyperliquid.

The # of tokens created through launchpad on @solana is around 40K daily, which has returned to levels from late December 2024.

Additionally, Solana Daily DEX volume is at $3-4B, similar to December 2024.

Do you feel that the MEMECOIN BULLMARKET is as strong as last year?

Pectra Live. Ethereum is good👍