0xWeiler
@0xWeiler
@MessariCrypto Research Analyst | PayFi, DeFi, DePIN & Prediction Markets
1/ @humafinance's permissionless lending product Huma 2.0 has received $50 million in USDC since its launch on April 9. Depositors choose between: ▪ Classic Mode (PST): USDC yield + Feather rewards ▪ Maxi Mode (mPST): Feather rewards only, at higher multipliers Here’s how…
📈 # of issuers with >$50M in market cap grew 90% over the past year 29 in June 2024 ➡️ 55 in May 2025 check out the @LayerZero_Core Pulse tomorrow on @MessariCrypto to read how LZ is helping scale this new influx of Stablecoin Issuers with the OFT Standard
big week of shipping for the crew x.com/MessariCrypto/… @humafinance @AutonomysNet
Messari Research This Week: - Bitcoin Execution and Trust Models by @SteimetzKinji - Ethereum's Future: Post-Pectra Incentive Alignment by @DrxlEth @immutablejacob - Dripster: The Launchpad Bringing GenAI Product Design to Life by @capradavis - Understanding Huma Finance: A…
Massive undertaking to produce the new State of Stablecoins report. Anyone who touches crypto from CT to TradFi will find this more than worthwhile. Shoutout @AvgJoesCrypto @0xSynthesis1 @Degenerate_DeFi @immutablejacob
State of Stablecoins 2025 🧵
a few underrated people to follow - @aliazam2251: founder of canary. one of most knowledgeable interop ppl i have met. former eng at ondo - @daniel_mottice: founder of beam. has forgotton more about stablecoins than i remember - @desh_saurabh: on an absolute heater…
Interop is perfectly positioned as a second order effect to stablecoins. - 25% of all stables (14/55) over $50M use LayerZero to issue their tokens. - 61% ($150B) of stablecoins move between chains using LayerZero messaging.
1/ 25.4% of major stablecoin issuers (>$50M market cap) issue tokens using @LayerZero_Core's OFT Standard. This includes USDT0 (@Tether_to), USDe (@ethena_labs), PYUSD (@PayPal), USDY (@OndoFinance), frxUSD (@fraxfinance), and more. With stablecoins going multichain, OFT is…
Wrapped tokens are out. Native scale is in. 25% of top stablecoins—Tether, PayPal, Ethena, Ondo—now use @LayerZero_Core's OFT standard to go multichain without the mess. The stablecoin backbone is forming quietly. Full breakdown and free report 👇
1/ 25.4% of major stablecoin issuers (>$50M market cap) issue tokens using @LayerZero_Core's OFT Standard. This includes USDT0 (@Tether_to), USDe (@ethena_labs), PYUSD (@PayPal), USDY (@OndoFinance), frxUSD (@fraxfinance), and more. With stablecoins going multichain, OFT is…
Huma 2.0 is almost at $65 million in USDC deposited. That's $15 million since their IOC was published (May 26) 📈🤯 The split of funds between modes on @humafinance 2.0 deposits remains similar since May 26: ▪ Maxi Mode (mPST) = 65.3% (42.2 million USDC) ▪ Classic Mode…
One week after @circle's historical IPO on Jun. 5, it closed Jun. 12 at $107 (245% gain from $31 IPO price) ➡️ here are the biggest ripple effects after one week: 🍿 CRCL closed Friday Jun. 6 at $107...the 245% gain = biggest two-day "pop" since 1980 😬 insiders left $3B in…
New Matrices on @MessariCrypto chart marketcap x mindshare great way to visualize Price Action vs. what ur seeing on CT
Introducing Portals V2. Track your favorite ecosystem with: - Messari Matrices - Leaderboards - Mindshare - Ecosystem Maps For Solana, Tron, Avalanche, & Stellar. Enter the Portal 🧵/