Stablecoins have hit escape velocity, and are accelerating into mainstream commercialization.

Ethereum is benefiting from multiple growth drivers including stablecoins, RWA tokenization, DeFi and ETH treasury companies. Accelerate.

A short story of supply and demand: - Bitcoin produced in Q2: 41,000 - Bitcoin bought by companies in Q2: 159,000 - Bitcoin price change in Q2: +31% The End

The Ethereum Demand Shock A thread on why ETH's price is rising and why it will continue to rise in the months ahead. 🧵

I'm going to be talking about stablecoins this a.m. Traditional payment rails are: 1. Slow 2. Expensive 3. Not programmable Stablecoins are: 1. Fast 2. Cheap 3. Programmable Keep it simple. Stablecoin summer.

Stablecoins are the future of the USD. The U.S. Secretary of the Treasury forecasts stablecoins scaling from $250B today to $4T by 2030. At that size stablecoins will become the top holder of U.S. Treasuries.

The success of @aave, far from overnight, feels under celebrated — $56B in deposits is massive

Here’s what Wall Street doesn’t understand: Coinbase isn’t the Charles Schwab of crypto, it’s the Amazon of crypto. - Trading - Staking - Custody - Stablecoins - Base - Venture - Payments - Tokenization - Asset Management - Apps - And more…

“Every stock, every bond, every fund—every asset—can be tokenized. And if they are, it will revolutionize investing.” — Larry Fink, CEO of BlackRock

Going to start playing hockey to keep up with this growth, especially after today's passage of the GENIUS Act.