Doing more with stablecoins. Absolutely Mediocre Gamer. CMO @solsticefi. ex @solanalabs, @Blockworks
Stardew Valley
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What $1,000 of idle dollar stables leaves you after 12 months ↓
(bookmark for later)
- @PayPal PYUSD: +$40
- @Gemini RLUSD: +$40
- @UpholdInc RLUSD: +$30
- @krakenfx: +$17.50
- @coinbase with One: -$14.99
On $1,000, Coinbase One's USDC rewards don't cover the membership.
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Bull officially back.
Fake KOLs with fake PnLs getting for real hacked to launch fake CAs.
Up only.
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CT Yesterday: thanks for the bear market Strategy. You ruined us.
CT Today: please buy more BTC Strategy. Save us.
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My product being shilled by Saylor was not in my bingo card for 2026.
strcUSX is part of the @Strategy
Digital Assets form a monetary spectrum:
$BTC = Digital Capital
$STRC = Digital Credit
SR-strcUSX = Digital Money
$USDT = Digital Currency
From left to right, volatility and return potential fall while stability and transactional utility rise.
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We flew around stretching influencers for a product literally called stretch.
Just people getting stretched real good.
Anyway, strcUSX is live now. lock USX. Pick senior or junior.
Don't pull a hamstring.
strcUSX is live in YieldVault - the first Solana-native STRC product with senior protection.
@Strategy's STRC pays a ~12% cash dividend. strcUSX brings that stream onchain & splits it in two:
- Senior: paid first, toward a ~7% target.
- Junior: first-loss, with a variable ~20% target.
Bitcoin is the asset. Solana is the infrastructure.
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You don't need a clever campaign to onboard people when you tap into something they already care about.
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we ran stretching sessions with influencers in a bunch of cities to tease a product called Stretch.
just people getting stretched real good.
strcUSX is what's coming - this was the warmup.
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Ryan | Solstice retweeted
Yield-bearing stablecoin is a useless label.
Payment rails, bill pass-throughs, delta-neutral books, and managed credit all wear it. They share almost nothing under the hood though.
Comparing them on headline APY is comparing a money market fund to a basis trade and pretending the scale is the same.
1. Payment stables are a dollar claim. The classic model parks reserves in bills & keeps the income. Holders get utility - not the yield.
2. RWA pass-throughs send the bill yield to the holder, but the engine still lives offchain: custodians, an SPV, a redemption pipe. When that pipe is closed, you are back on bank settlement clocks.
3. Delta-neutral books harvest funding and basis with a hedge designed to cancel direction. Hot when leverage demand is hot. A different product when funding compresses. Exactly why we’re pushing for more strategies in YieldVault right now.
4. Managed credit is underwriting. A desk prices borrowers. You take manager risk and first loss under a stablecoin ticker.
Wherever a label hides the engine, I see opacity. That is usually where the cost sits.
The only useful question is the source of the yield. Name that engine in one sentence - then name how it fails.
If a product can't do the first sentence, you are underwriting a brand.
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Finally speaking the language of regulators.
We have smart people working in blockchain to make technology and finance better for everyone.
Please stop strangling us because someone you don’t like launched a memecoin.
This is worth reading.
The SRI has published an open letter to financial regulators on the regulation of permissionless blockchain.
Seven domains, and in each we set out where existing frameworks apply directly, where they need adapting, and where new legal infrastructure is required:
1. Identity and access control
2. Managing resilience
3. Interoperability
4. Custody and asset control
5. Market structure and abuse
6. Market infrastructure and systemic risk
7. Prudential capital
The central argument: extend and adapt existing regulatory machinery, rather than constraining permissionless blockchain into conformity with the institutional forms of traditional finance. The benefits of open networks are structural properties, not incidental features.
Addressed to the FCA, following conversations earlier this year. The questions are live in every jurisdiction.
Full letter: solresearch.institute/posts/…
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