1/ The GENIUS Act just passed. Stablecoins are going legit in the U.S. - fully backed, audited, and regulated. And guess which chain is built exactly for this moment? Not Ethereum. It’s Solana. 🧵

2/ The GENIUS Act gives green lights to fiat-backed stablecoins with: •Full reserve audits •Federal/state licensing •U.S. Treasury + cash backing It’s not DeFi-native. It’s TradFi-friendly. And Solana is the fast lane for that capital.

3/ Circle’s USDC on Solana is already natively issued. No bridges. No wrappers. Just direct mint + burn. Ethereum? Mostly wrapped, bridged, and composability spaghetti. Solana? Plug-and-play for compliant rails.

4/ GENIUS puts a target on USDT. And guess which ecosystem has tons of exposure to Tether? 👎 Ethereum: Curve, Aave, Uniswap all lean on USDT 👍 Solana: Almost entirely USDC-driven. Less mess to clean up.

5/ DAOs that issue their own stables (like DAI, crvUSD, GHO) now face a hard question: Comply or fade? Ethereum DeFi is full of them. Solana? Not so much. Fewer protocol-owned stables = less friction post-GENIUS.

6/ TradFi wants fast, cheap, scalable rails for compliant dollars. You think JPMorgan wants to fiddle with MetaMask, gas fees, and L2 bridges? They want Stripe-tier UX. They want Phantom and Fuse. They want Solana.

7/ GENIUS-compliant stables need homes. Where will those dollars go? Where the UX is tight, the fees are low, and the rails are native. That’s not Ethereum. That’s not Arbitrum. That’s Solana.

8/ Solana isn’t just fast. It’s clean from a regulatory point of view. If you’re Circle, Visa, or a neobank, and you want to issue a GENIUS-compliant stablecoin? Solana is already live. Ready. Waiting.

9/ Post-GENIUS: Ethereum DeFi is playing defense - cleaning up legacy risk. Solana is playing offense - onboarding regulated capital. This isn’t a flippening. It’s a regulatory wedge.

10/ Watch Solana become the “compliant DeFi playground” for U.S. capital. Think tokenized T-bills, bank-issued stables, payroll, payments. All of it rides on fast rails. The slow chains will adapt… The fast ones will win. 🧠