USD1 stands out among high-yield stablecoins because holders earn yield while trading popular pairs directly. Its utility grew as the SPCX/USD1 pair went live on Binance, letting holders trade SpaceX exposure without multiple swaps, something few or no other high-yield stablecoins offer. x.com  x.com 

USD1 lets Binance stablecoin holders earn a pro-rata share of a 178M WLFI reward pool every Friday, with no staking or lock-up, by parking it in Spot, Funding, Margin or Futures. Keeping 300 USD1 of daily open interest in USD1 futures pairs adds a 1.2x multiplier, and BTCUSD1 has zero maker fees, though that is still a perp position. Three distributions remain: July 24, July 31 and August 7. x.com 

A deeper, more liquid perpetual-futures market should expand Ethena's USDe funding reserves, making StablecoinX the best risk/reward way to gain exposure to securities tokenization and growing perps. ICE and trade[XYZ] plan a dedicated U.S. market, subject to CFTC approval. StablecoinX's updated fully diluted NAV is $20.41 versus a $9.15 share price, a 55% discount. x.com  x.com  x.com 

USD1 is scaling faster than any major stablecoin and gaining real utility, making it worth a yield allocation. Supply is about $4B, top four among USD stablecoins after 17 months, holding near that level after a $5.37B peak. Aster launched five RWA perpetual markets settled only in USD1, so every open position locks it up. Binance, Bybit and Gate run WLFI yield campaigns at roughly 5-10% APR. Final OCC approval would move issuance and custody from BitGo to World Liberty Trust. x.com 

USD1 is becoming the entry point into the broader World Liberty ecosystem as stablecoins turn into distribution infrastructure, not just settlement rails. Binance's extended campaign lets USD1 holders share a 165 million WLFI pool through August 7, with a 1.2x multiplier for keeping 300+ USD1 in daily open interest. Such campaigns bootstrap participation, deepen liquidity and expand holder bases without asking users to lock capital into another token first. x.com 

The US dollar will keep dominating until another nation becomes a world power. @CryptoTeca__ notes that 98-99% of the roughly $310-315B stablecoin market is dollar-denominated. x.com 

Usual is an RWA stablecoin protocol backed by US Treasury yields that shares revenue directly with USUAL holders, which makes it an unusual opportunity. x.com 

Circle faces pricing pressure because stablecoin infrastructure has low barriers to entry, which is why it stays an underweight with only small exposure. The risk showed when Circle fell 13% as Stripe, Coinbase and BlackRock backed a rival stablecoin, Open USD. x.com  x.com 

Circle is the crypto infrastructure play with real adoption, as the company behind the USDC stablecoin. x.com 

Circle will be fine despite the market treating OUSD as a threat, because USDC is the bigger brand and will remain DeFi's native stablecoin. OUSD is a corporate attempt to strip yield from issuers so its 160+ partners can launch their own stablecoins and keep the Treasury yield, without benefiting end users. USDC will always outgrow 'Visa USD', 'Shopify USD' or 'Target USD', and the moat is huge: there will only ever be two winners, Tether and USDC. This corporate attack on DeFi will pass. x.com  … Show more