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13 pieces · Sep 2022 to Aug 2026 · 2 flagship

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Start here · the strongest pieces on $USDT

Article24 Jul 2024The State of RWAs: A Multi-Trillion OpportunityLong-form tour of onchain RWAs by category: stablecoins, treasuries ($1.9B), private credit ($8.4B active loans), bonds, commodities ($890M) and stocks ($6M). Ends with an endgame thesis of chain-abstracted, agent-driven access to tokenized assets.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.Data24 Jul 2024RWA market thread: stablecoins, treasuries, credit, bonds, gold, stocksData thread on onchain RWAs: $160B stablecoins (70% USDT), about $2B tokenized treasuries with BUIDL near $500M, $8.4B private credit led by Figure, $22M bonds, $886M gold and $6M tokenized stocks versus $109T in TradFi.

Timeline · every piece, newest first

2026 1

06 Aug 2026TRON stablecoin dashboard: $89.5B USDT and 49% of all TetherDashboard built to examine TRON's stablecoin dominance, pairing live onchain metrics with an 11-indicator signal engine and Grok-written market takes. Headline figures: $89.5B USDT on TRON and $46.9B settled in 24h.Build logStablecoinsToolingL1/L2

2024 10

01 Nov 2024Native USDT on Aptos and the stablecoin payments caseArgues native USDT on Aptos primes the chain as a base layer for stablecoin payments, citing a payments market above $121B and 100x growth in onchain stablecoin supply since 2019. Aptos stablecoin supply is $237M and TVL $1.3B.Market takeStablecoinsL1/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

09 Sep 2024NEAR reaches 2.6M daily active addresses, 24% of all active addressesPer Artemis, NEAR has 2.6M daily active addresses, 24% of active addresses in the past month, driven by social, wallet and GameFi/HealthFi apps plus Aurora and USDT. Points to Nightshade 2.0, Chain Signatures and NEAR AI as next drivers.DataL1/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

27 Jul 2024Onchain activity share: Solana 66% of txs, Tron 25% of active addressesArtemis data shows Solana had 66% of txs last month, Tron 10% and NEAR 7%, while Tron leads active addresses at 25%. Solana activity is wallet transfers, tokens and DeFi, Tron is USDT transfers, NEAR is KAI-Ching and HERE wallet.DataL1/L2Solana

24 Jul 2024RWA market thread: stablecoins, treasuries, credit, bonds, gold, stocksData thread on onchain RWAs: $160B stablecoins (70% USDT), about $2B tokenized treasuries with BUIDL near $500M, $8.4B private credit led by Figure, $22M bonds, $886M gold and $6M tokenized stocks versus $109T in TradFi.DataRWAStablecoinsTokenized stocks

24 Jul 2024The State of RWAs: A Multi-Trillion OpportunityLong-form tour of onchain RWAs by category: stablecoins, treasuries ($1.9B), private credit ($8.4B active loans), bonds, commodities ($890M) and stocks ($6M). Ends with an endgame thesis of chain-abstracted, agent-driven access to tokenized assets.ArticleRWAStablecoinsTokenized stocks

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

2022 2

28 Dec 2022ChatGPT-built BTC trading bot: random forest signals and Kelly sizingDescribes building a BTC/USDT trading bot in a few hours with ChatGPT. A random forest uses MA, STD, RSI, MACD, stochastic, liquidity, order flow, news and social indicators, and sizes trades with the Kelly criterion.Build logToolingAIBitcoin

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

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Tether5 NEAR Protocol73 Ondo11 Aptos39 Wormhole24 Solana60 BlackRock12 Figure6

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