Exactly 1 month later New ATH on stablecoin market cap, now at $269b - Rise of 5.4% MoM, current trajectory would get us to $350b by the end of the year - USDT/USDC dominance at 85% - Ethena's USDe is growing exponentially, likely to hit $10b in marketcap soon enough - 40 stablecoins above $100m marketcap

It’s not a question of if you’ll make it, but when. Tomorrow Next week Next month 10 years, maybe 40? Your potential has never been in doubt, your effort however, is a different story. Every compromise, every excuse, every pushback is a delay towards your inevitable success. The only thing standing between you and the life you want is simply, you.

"TradFi MEV" "Legalised Front Running" Pretty interesting reading about the Figma IPO - IPO was at $33 - 40x over-subbed - 60% of the sale to private investors - Retail couldn't get in (so many screenshots of Robinhood accounts getting 1 share, yes 1). It's now trading at $136, but did the suits just win again? Super interested tweet thread here on issues with IPOs -

If everything is fine, then don’t change anything at all. But when the financial system isn’t working for so many people in the UK, it needs to be updated.

On this note we do have our first PT money market integration! @hyperlendx and @kinetiq_xyz with PT-kHYPE PT-kHYPE yield is currently 10% Borrowing HYPE costs only 7% The spread is there for you all 🔁

Super interesting new @pendle_fi x @HyperliquidX markets @0xHyperBeat being the main beneficiaries here, big TVL opportunity for them + @kinetiq_xyz also cementing themselves as the LST. What can you do? - Own $HYPE - lock in fixed rate double digit yield - Get a 30x+ leverage multiplier on the respected airdrops from @kinetiq_xyz and 20-28x on @0xHyperBeat + more via the YTs - LP and earn 30%+ via $PENDLE token incentives I think the HyperEVM lending markets are going to have some very unique opportunities very soon via PTs. Time for some points calculations!

Introducing uvBGT We're excited to announce that Ultraviolet has come to an agreement to acquire @Bearnsucks, giving rise to a new home for yBGT. Where there is yield, there is Ultraviolet 🪻

Y’all are not ready with what @0xBobdbldr, @0xMughal and the @ivx_fi team are cooking up…

gm CT, keep stacking good habits

Thought I'd share some of the best accounts and people I've been reading, listening and watching content from related to crypto - so here is a long list (PART 2) Educational Content @blocmatesdotcom crew - follow them all asap! No words can explain how good blocmates are @castle_labs - shoutout to these guys for some of the best research driven articles in the industry @a1research__- similarly, fantastic research, covering almost everything, @Louround_, @Moomsxxx and @zerokn0wledge_ are the guys to follow @DefiIgnas - Ignas is someone always on the tip of everything, great branding (the pink theme is so good), is a must follow @alpha_pls - Has such a wonderful way of writing, backs his thoughts again and again with high convictions (I rate it alot!) @poopmandefi - one of my favourite writers, one of the best imo, covers all the topics I like including stablecoins @stacy_muur - A really talented researcher, similar, always on the tip of new things and protocols in crypto. Extremely well put together threads. @eli5_defi - Incredible visuals to back up in depth research @crypthoem - My fellow brit, impressive consistency, never takes a day off. @Slappjakke - Slapp gets DeFi (and he's a massive degen), top guy @rektdiomedes - aggregates things happening in crypto so well with the daily degen which he puts out every single day! @crypto_linn - Pendle @KhanAbbas201 - such a gent, he's a jack of all trades, can do everything A bunch of other really strong education focused writers are - @0xAndrewMoh, @Defi_Warhol, @0xTindorr, @TheDeFinvestor, @splinter0n, @DeFi_Cheetah and @WinterSoldierxz @DeFiMinty - jack of all trades, covers everything! The AI guys - @Defi0xJeff, @S4mmyEth and @sanlsrni @CipherResearchx - So underrated @ahboyash - Like him not only for his threads but a lot of advice about building, psychology, investing and more, very good takes Others/Psychology/Markets @Route2FI - always shares some nice perspectives on life/advice from his past + generally always on the ball with the markets @thiccyth0t - lots of lessons, lots of thinking and perspective, really enjoyable reads @SigmaSquared_ - One of CT's best traders hands down. @0xGeeGee - Great ideas on trades/narratives, always on it, quick and digestible ideas on the market, very good! @tumilett - one of my favourites for onchain everything, has something no one is looking at all the time @0xjawor - so talented, recently started writing long form and it's fantastic @SmallCapScience - one of the best for navigating onchain markets @schmosby_xbt - again another one of CT's best traders, so good. @0xdetweiler - month over month, outperforms everyone, finding winners all the time, idk how he does it @DidiTrading - alpha every single day, literally. @0xBobdbldr - if you're building a start up, you'll find some words of advice, inspiration and more from bob pretty much every day There's so many more to, so perhaps an ecosystem/sector specific list of people I enjoy listening and reading to would be cool. I know there's some obvious accounts I've missed here so will try to add them in the next one (sorry if I have!)