The Stablecoin Value Accrual Puzzle 1/7 Talking to operators, investors, and founders in the stablecoin space today, there's an open question about where future value accrual will occur

Bound is excited to introduce bUSD - Bitcoin's first dollar-backed stablecoin. We aim to create a better form of money, built on the best store of value. 1/

Uponly stablecoin season ⬆️

Excited about more stable coin adoption across the world 🔥

Stablecoin mass adoption is not too far away!

Excited for this acquisition! Can't wait to see Stripe and Bridge joining forces to further accelerate the stablecoin adoption. I strongly believe that stablecoins will one day become the major means for day to day transactions around the world.

The amazing, wild, innovative, bananas, 100% true (I think), story of the world's first legitimately fun AI, terminal of truths, plus the current+future convergence of AI and crypto! 🤖🚀🌚 0:25 - Introduction 1:56 - Three disclaimers 4:07 - Origin of Truth Terminal 11:50 - Two

While $goat has already sparked a lot of discussion as the Schelling point between AI and crypto communities (recommend reading Teng Yan · 30 days of COT's article: x.com/0xPrismatic/st…), its exceptional token distribution hasn’t gotten the attention it deserves, so let's dive in 🧵 Given

Treasury's Q4 report compares today’s stablecoin landscape to the Wildcat Banking Era 😼 What was the Wildcat Banking Era? Back in the 1800s, banks each had their own version of ‘dollars’ with different backing, leading to discounts and uneven value. Fast forward to today,

I am seeing the biggest divergence between short term traders and long term investors right now. Crypto people hate VCs because they get a good deal. What they don’t realize is that VCs are scooping up all the tokens right now when they are selling. Be a long term investor.

This has the potential to become a new interesting launchpad format for AI agents. - No snipers - Deployers can't rug ICO 2.0 for AI agents 🤖

Ai16z is a movement against centralized AGI, just like Bitcoin is a movement against fiat currency

AI craze is just getting started

2025 is going to be the year of agents. I can't wait to see what crypto enabled agents will do with the advancement of AI agents and payment rails + attention crypto will bring. Exciting times ahead!

🚨1/ President Trump just issued a MAJOR executive order that touches on everything crypto. This is a BIG deal: stablecoins, Operation Chokepoint, developer protections, a new Crypto Task Force, and a Digital Asset Strategic Reserve A breakdown of what Donald J. Trump signed:

Most tokens will go to 0. Token is a feature, not a product. Need more products with pmf in the space.

I am getting more convinced that Bitcoin is the digital asset to hold long term and excited to see the evolution of Bitcoin on-chain ecosystem

The first exchange you’ll be able to trade dollars against BTC, without ever needing to leave Bitcoin. bUSD/BTC trading coming... soon™ 👀