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$USDC

14 pieces · May 2022 to Jul 2025 · 1 flagship

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Start here · the strongest pieces on $USDC

Map10 Sep 2022Stablecoin landscape: centralized, overcollateralized and algorithmic designsMaps stablecoin designs by the trilemma of peg stability, capital efficiency and decentralization: fiat-backed, CDP-based, algorithmic and fractional-algorithmic, with market caps and post-UST risk lessons.Data22 Nov 2024Aptos stablecoin traction: USDC, CCTP and Stripe supportFrames native USDC, CCTP and Stripe crypto support on Aptos as a catalyst, since stablecoin liquidity fuels onchain economies. Stablecoin supply on Aptos is up 25x this year.Data13 Jul 2025Union testnet stats: 90.9M transfers and 586K unique addresses in 30 daysUnion's testnet logged 90.9M transfers over 30 days from 586K unique addresses, with receivers outnumbering senders by about 15%. Sei to Xion is the top route and USDC dominates, with visible farming addresses.

Timeline · every piece, newest first

2025 3

13 Jul 2025Union testnet stats: 90.9M transfers and 586K unique addresses in 30 daysUnion's testnet logged 90.9M transfers over 30 days from 586K unique addresses, with receivers outnumbering senders by about 15%. Sei to Xion is the top route and USDC dominates, with visible farming addresses.DataZKL1/L2

10 Jul 2025Sei native USDC: stablecoin activity up 300% and Giga Sei roadmapSei's native USDC and CCTP V2 follow 300% growth in stablecoin transactions since 2024 and a >100% rise in stablecoin TVL in four months. Giga Sei targets a path to 200k TPS and sub-400ms finality for trading and payments.DataStablecoinsL1/L2

04 Jun 2025BasisOS: AI-driven delta-neutral basis trading on VirtualsSummarizes BasisOS, which automates long spot and short perp basis trades to capture funding yield like Ethena but with AI agents handling rebalancing, leverage and execution. Vaults run about 11.6% APY on $4.6M TVL, with a Virtuals Genesis campaign.BreakdownDeFiAI

2024 6

22 Nov 2024Aptos stablecoin traction: USDC, CCTP and Stripe supportFrames native USDC, CCTP and Stripe crypto support on Aptos as a catalyst, since stablecoin liquidity fuels onchain economies. Stablecoin supply on Aptos is up 25x this year.DataStablecoinsL1/L2

10 Sep 2024NEAR stablecoin supply reaches $774M, USDT holds 56%NEAR stablecoin supply is $774M, led by USDT at $435M (56%) and USDC at $295M. With NEAR DeFi TVL above $400M, he sees liquidity still to be deployed in the ecosystem.DataStablecoinsL1/L2

02 Sep 2024Wormhole 30-day flows: Ethereum 54% of volume, USDC top assetIn the past 30 days 54% of Wormhole volume originated on Ethereum, mainly bridged to Solana (49%) and Sui (44%). USDC leads bridged assets at $470M, followed by USDT ($125M) and RNDR ($116M).DataDeFiSolana

20 Aug 2024Native USDT on Aptos: stablecoin launches as ecosystem catalystsArgues native USDT on Aptos could repeat past patterns: Fantom stablecoin supply rose 5x after USDT launched and Avalanche more than doubled. Aptos stablecoin supply and TVL are already up over 3x YTD, with USDC at about 60% share.ThesisStablecoinsL1/L2

16 Jul 2024LI.FI exploit alert: which approvals to revokeAlert on the roughly $8M LI.FI exploit listing four contracts whose approvals to revoke via Revoke.cash. Affected USDC and USDT approvals on Ethereum and Arbitrum, mainly hitting users with unlimited approvals.OtherToolingOther

12 Jun 2024Mento: local currency stablecoins on Celo and the MENTO airdrop bull caseBull case for Mento as a protocol for local currency stablecoins, noting 40% of global GDP is outside USD while USDT and USDC dominate. Explains the collateral design with a volatile reserve layer, the cross-chain access routes and the planned no-code stablecoin toolkit.BreakdownStablecoinsDeFi

2023 3

19 Dec 2023Manta Pacific after Celestia DA: 99.98% lower DA fees, $96.7M bridgedData thread: Celestia DA cut Manta's DA fees by 99.98% versus Ethereum L1, and the New Paradigm bridge took $96.7M from about 8,400 depositors in four days versus Blast's over $800M. Estimates $25-50M of MANTA farming rewards. Includes referral invite codes.DataL1/L2Ethereum

23 Nov 2023Proof of Alpha #20: Blast critique, hybrid zk fraud proofs and CZ plea dealNewsletter edition. Calls Blast a multisig-controlled deposit contract with no real L2 bridge and almost USD 200m in it, argues for hybrid zk fraud proofs as a cheaper stopgap before full validity rollups, and recaps the Binance settlement with $1.3B withdrawn.OtherL1/L2ZKRegulation

29 Sep 2023Circle CCTP: burn-and-mint native USDC bridging and its centralization trade-offExplains CCTP's burn, attestation and mint flow for native USDC, which avoids lock-and-mint wrapped versions and liquidity fragmentation. Flags that Circle's attestation role creates censorship risk.ExplainerStablecoinsL1/L2

2022 2

10 Sep 2022Stablecoin landscape: centralized, overcollateralized and algorithmic designsMaps stablecoin designs by the trilemma of peg stability, capital efficiency and decentralization: fiat-backed, CDP-based, algorithmic and fractional-algorithmic, with market caps and post-UST risk lessons.MapStablecoinsDeFi

12 May 2022Who might have attacked UST: speculation on motives and regulationSpeculative follow-up on the UST attacker: capital and sophistication point to an entity, estimated profit near 1bn USD. Considers Citadel and BlackRock as suspects and argues the collapse gives regulators and CBDC advocates the excuse they wanted.Market takeStablecoinsRegulation

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Circle9 Sei34 Aptos39 Wormhole24 Tether5 LI.FI5 Axelar32 Curve11

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