gleb
@glebcc
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Joined February 2021
Daylight, Axis, USD(.)AI — all on @Plasma
Halko from Stablewatch breaks down where growth will come from in 2026 for yield-bearing stablecoins.
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Study @SkyEcosystem
Piotr Saczuk from Stablewatch discusses why concentration risk drove Ethena's drawdown and Sky's growth.
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Yield-bearing stablecoins went from 7.5 billion to 22 billion in supply this year despite Fed rate cuts. Stablewatch Co-Founder Piotr Saczuk explains what happened: "We definitely expected it. Sky with savings DAI and Ethena showed people are interested in having their
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It is too late, I have drawn myself as the efficient frontier chad and you as the riskcel
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Thinking of longing some BTC? @ebisu_finance is the cheapest venue for fixed-rate leverage! The chart below compares 1-year carry for a 3× BTC long across: @aave @Morpho @HyperliquidX
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Stablecoin financing will be the catalyst to push us from 0.7 -> 1 on the kardashev scale
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The problem with DAOs isn’t alignment; it is that every great product needs a benevolent dictator to reach scale
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“Institutional Grade” in crypto has been so overused it has become meaningless
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$4.25Bn USDS -> USDC oneshot The size is size The price is price $1 is $1
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They just switch to Sky Savings Rate thanks to [redacted] on [redacted].
What happens to crypto neobanks’ Earn defi mullet feature when FFR drops to 1%?
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Sky family securing both 1st & 2nd place. With the new agent framework rolling out, I'm betting we'll see them lock down more places in the top 5.
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Axis Mode
Axis is excited to announce a raise of $5 million, led by @galaxyhq, in order to bring institutional yield across USD, Bitcoin, and Gold. The digital asset market still lacks reliable, transparent ways to earn yield that work for both institutions and everyday users, in both
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While a lot of F500 companies are on year 3-5 debating how to launch their stablecoin Paypal is just getting scalepilled with @SkyEcosystem and @sparkdotfi Whoever is running PYUSD is cooking fr
What does launching spPYUSD in Spark Savings actually change for @sparkdotfi risk? Here’s the summary in simple terms before the vote 👇
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Big, smart money moves toward the best yield-generating stablecoin with the best risk-adjusted returns.
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