Feel more confident that USDe will become a $50b+ asset in the next 3yrs than if you had asked me if we would get to $10b when we first launched. To date we have minted & redeemed $18b+ in supply returning $450m+ in cash rewards to (s)USDe users without a single basis point of loss. Hard to put into words how grateful we are for every single dollar that has helped to bootstrap us to this milestone. Without you Ethena would be nothing; and I would be no one.

$MNT has recorded the highest growth in the last 24 hours. • Total Market Cap: 3B+ (+23%) • Total Volume: $546M+ (+215%) Powered by Mantle Network, the Blockchain for Banking. Source: @CoinMarketCap

This is truly impressive. We researched Ethena just a couple of weeks ago, and the USDe supply was at $5.8B. We had to add a line at the beginning of the article saying that by the time the research was refined and published, the supply grew to $7.5B. And now there's another billion in the matter of a few days. Can't keep up with this growth lmao. Insane.

Many traders bought $CRCL at $25 before it went public and reached $298. That’s a +1,100% move in under a month. You can now replicate their strategy and position yourself before everyone else. Here’s how 🧵👇

I remember when Ethena first launched one of the many criticisms was it couldn't scale beyond $1-2b in supply USDe supply +$1,600,000,000 in 7 days

I've had the chance to test @URNeobank and it’s so good I had to tweet about it. Imagine Revolut, but fully onchain -> multiple fiat + crypto pairs, debit card functioning everywhere, and DeFi integrations (coming soon). Drop a comment or DM me for an invite code. One of the few really useful consumer apps.

Stablecoins process $150B+ daily but current chains aren't built for this scale. + Ethereum is expensive + Tron is centralized Neither is optimized for what stablecoins actually need. This is exactly why @PlasmaFDN was created🧵

What this chart really shows is how fastly the RWA landscape can change (Source: @RWA_xyz). zkSync became the 2nd chain by total value after a single protocol, @tradable_xyz, launched in February. Plume’s mainnet went live only a month ago, yet it already sits among the leaders (its own Dune dashboard shows ~$307M, which would place it 7th). Unlike the slow and steady bootstrapping we see in DeFi, RWAs can attract huge single-entity inflows at once. That’s a sign of how early we are. This sector is set to expand massively.

There’s a wave of optimism in/for crypto that I’ve never felt before. I joined the space in 2020, but discovered CT only in early 2023. There has never been such a conflux of catalysts, opportunities, and progress. I can’t recall a moment with so many catalysts lining up. • Vaneck describing ETH as SoV • TradFi openly bullish on tokenization • Tether, Circle, Hyperliquid, Pumpfun & co. generating billions in revenue • BTC & ETH ETFs live, with alt-coin ETFs on the way • Plasma and Pumpfun raising 9-fig ICOs • Stablecoins gaining adoption worldwide Sure, BTC at new ATHs helps. But even without the price action, now is the time to grind, whether that means growing your portfolio, landing a crypto role, or launching a business. The industry is accelerating, and the pie is getting bigger for everyone. If there was ever a moment to double down, it’s now.

The jump from transactions to intents is the next big unlock for user experience. Flashback to @modular_summit 2024 with @cwgoes and @laurashin