bueno pues (▲)

The Routing War Most stablecoin discourse is about supply, TVL, and market cap. These matter. But they are not the whole picture. There is a deeper competition happening underneath all of that. And it rarely gets talked about directly. The competition is to become a routing hub.

🚨JUST IN: The Clarity Act ADVANCES out of the Senate Banking Committee in a 15-9 bipartisan vote, with two Democrats voting in favor: @SenRubenGallego and @Sen_Alsobrooks. Next stop: the full Senate.

It feels like stablecoin summer with frxUSD! ☀️ Best stable yields with frxUSD (@fraxfinance) pairs. 🧑‍🌾 Being the lazy farmer that I am, I want the best risk-adjusted yields in defi, and, I can get them all using the best Peg Keeper in the game, frxUSD by @fraxfinance USP and USPC taking the top spots this week with 38% and 28% respectively. Wow. 🤯 There are quite a few pools paying over 20% APY this epoch. It's a good time to be a farmer!

@Ikebillion_ @fraxfinance @PharosWatch

Tom Wan recently listed the top OFT tokens still standing after the Chainlink migration wave. USDe, thBILL, USDT0, and weETH made the cut. frxUSD by @fraxfinance was not on the list. I pulled the data to see how they actually compare. I ran all three through @PharosWatch compare tool. frxUSD scores B at 74/100. USDe and thBILL both sit at B- with 68 and 69 respectively. But the gap runs deeper than the headline score. USDe holds an F in Resilience and a D in Decentralization. thBILL holds an F in Decentralization and publishes zero proof of reserves. frxUSD has no F across any category. Then I looked at yield. I did the math on $10,000 invested for one year. At USDe's current rate, sitting 0.70% below the T-bill benchmark, you end the year at $10,285. At thBILL's 3.75% APY, you close at $10,375. At frxUSD's 10.06% APY, you end at $11,006. That is $631 more than thBILL and $721 more than USDe on the same capital. And that 10.06% is not the ceiling. frxUSD has additional yield opportunities on @Morpho and the recently launched pool with @Eva_Markets on Curve, which has already crossed $1M in TVL. The yield routes are expanding, not static. frxUSD also uses OFT, but not the way most projects do. It runs its own DVN and its own libraries that no external entity can upgrade, on a 3/3 DVN consensus policy moving to 5/5 soon. The OFT landscape has more depth than the headline list suggests. frxUSD is worth adding to the conversation.

@FraxForce @royal1dd Great community

We’ve been steadily growing and tinkering behind the scenes ⚔️ So we wanted to use this moment to give more people the chance to join the journey. Join the Frax Force Discord and become part of the movement toward better finance. -> discord.gg/mYeuAtR5y STRONGER. TOGETHER. FRAXFORCE.

@Ceazor7 @fraxfinance @CurveFinance 1. ~1% to 50% Lp on @CurveFinance Here is a good list: x.com/BaltoAlt/statu…

I talked about making a list of opportunities for @fraxfinance $frxSD to get apr. but the more i looked the more i found there are WAY TOO MANY list. so,, here are 5 1. ~1% to 50% Lp on @CurveFinance - with this you need to chose your other side token exposure. But there are a vast amount of APR ranges. - this is for homework people 2. SImple 3-4% in $sfrxUSD - Yield from TBills, BUILD, Carry Trades, their AMO rev. 3. Deposit $frxUSD on @ether_fi and spend it with @Visa - This needs to be done on @Optimism - Might get a bonus too 4. 2-8% lend frxUSD on @aave v3, @Morpho Blue, @fraxfinance FraxLend - check your collateral exposure 5. 20-45% @beefyfinance or @StakeDAOHQ for autocompounding, but check your alt token exposure.

@thestablecon @rajachak75 @StellarOrg Did they just invent “FraxBonds?” 😜 @fraxfinance

Stablecoins solved a clear payments problem. Now the conversation is moving to what comes next. At New York Fintech Week’s Stablecon Salon, @rajachak75, CBO @StellarOrg, explained why stablebonds could unlock new opportunities across yield, collateral, and programmable financial infrastructure. “This isn’t a lazy asset sitting in the system.” The stablecoin conversation is evolving fast. See where it goes next at Stablecon EMEA.

@fraxfinance @FraxForce Frax-urity

Our track record for security extends beyond Frax itself. We’re proud to support our ecosystem partners with rapid incident response and technical expertise when needed. Available 24/7 when situations arise. Glad this exploit attempt was stopped early and no funds were lost.

DeFi protocols really need private access to Mythos before Anthropic gets social engineered by North Korea posing as Microsoft or some US megacorp that needs access/"lost their access key."

@0ii05i @fraxfinance @Raacfi

@BaltoAlt @fraxfinance @Raacfi There is real quality behind this would love to connect 📈

Best stable yields with frxUSD (@fraxfinance) pairs. 🧑‍🌾 Being the lazy farmer that I am, I want the best risk-adjusted yields in defi, and, I can get them all using the best Peg Keeper in the game, frxUSD by @fraxfinance @Raacfi (pmUSD) taking the top spot this week with 42.41% APY. pmUSD is currently depegged, so, do your own research. srROYUSDC and crvUSD are both paying over 30% apy! Wow. 📈 There are quite a few pools paying over 20% APY this epoch. It's a good time to be a farmer!

@UPD_io Nice write up.

FRAX did something most stablecoin teams won't admit: DeFi users and institutions want different products. AMOs and BlackRock BUIDL don't fit one architecture. Frax built two stablecoins. UPD's bet: stay narrow, build one. x.com/UPD_io/status/…

@lordjorx @miniwagmi @CurveFinance @fraxfinance @protocol_fx @ConvexFinance How is this different than @LlamaAirforce and auto compounding with pxCVX? Assuming a 16week lock is not a concern. Does one option yield more or accumulate more CVX faster?

Clever makes me feel clever on Convex. I've been accumulating CVX for months. If the @CurveFinance ecosystem grows, if @fraxfinance 's stablecoin gains traction, if @protocol_fx delivers, @ConvexFinance captures value from all of it. As I said yesterday, I'm too busy to babysit positions. I need automation, especially for bribes and voting. That's where @asymmetryfin comes in, using @0xC_Lever tech under the hood. They automate the voting process but also give us better liquidity: > If you lock CVX to earn yield: 16 weeks to unlock > If you use Clever's tech: roughly 35 days to unlock > In fact, you can also pay a 3% and exit instantly I wish @aladdindao would integrate this tech across more products. But I know they're slammed with work. Thanks a lot for the rewards. I really appreciate it.

@roycoprotocol @fraxfinance Nice!

Frax brings liquidity to srRoyUSDC. @fraxfinance operates one of DeFi's most sophisticated stablecoin ecosystems. frxUSD is its primary dollar-pegged instrument, fully backed by tokenized U.S. Treasuries from leading institutions such as BlackRock and WisdomTree. Frax has paired frxUSD with srRoyUSDC and is directing incentives to the pool. srRoyUSDC brings covered yield, while Frax’s 100% yield-forwarding system ensures value flows directly to partners. For Dawn, this means deeper secondary market liquidity for the Senior Vault. Depositors get a more liquid path in and out of their position. Yield, coverage, and now liquidity. Royco keeps getting stronger.

@dan__rosenthal OS

We scaled from 0→7+ figures in a couple months. Our next goal... - $30M/y in revenue - < 80 person headcount To do this, we’re building out our ENTIRE Company OS on GitHub. And how that's powering ops through Claude Code. Tons of people asked me how to set this up themselves. So I'm making it available to the public. What's inside: 1) Company OS blueprint with full folder structure and .md guides 2) GTM Engineering plugin with pre-built workflows 3) 5 ready-to-use GTM skills (covers everything from outbound copy to ICP modeling to discovery prep) 4) Notion guide on getting started with Cursor 5) The exact file architecture we use across all client projects Want in? Reply “OS” and I'll send you the link. (MUST BE FOLLOWING)

@alc2022 So, what is your play? Hims and ibrx?

1.9 million people have read this article on peptides and longevity it was written by the guy who called Palantir at $7 he's giving it away free he's been right before you should probably read it

Clarity Act is now poised to accelerate the “Bretton Woods 3.0” framework that I’ve talked about. The yield “ban” is cosmetic & simply something for banks to tout as a victory. It bans stablecoins from paying you interest for just holding them: the way a savings account does. But it explicitly allows stablecoins to pay you rewards for using them: buying things, lending, providing liquidity, participating in any program.. Now consider that those rewards can be calculated based on how much you hold & for how long. I think that’s what we just call interest, but it will now be rebranded under a new name. So, the implications: - The fact that there is now a carve-out for stablecoin yield will accelerate the Bretton Woods 3.0 system. If the ban had been real (no yield in any form) there’s no reason for anyone to hold stablecoins over a bank account. Stablecoin adoption would flatline (especially in Developed Markets) & Bessent’s $3.7T target would be hard to achieve. This carve out keeps the incentive to hold stablecoins, which keeps the growth flywheel spinning. - CBDCs can’t compete. No central bank would design its digital currency to pay activity based rewards calculated by balance & duration (too close to monetary policy). However, dollar stablecoins can. So in every market where a CBDC competes against a $ stablecoin, the dollar product is economically superior. The Clarity Act now guarantees that advantage persists. - The dollar now goes global without permission. The new text allows platforms to pay incentives for payments, remittances, & settlement activity using stablecoins. That’s a subsidy for global dollar adoption funded by private companies (not taxpayers). Meanwhile, increasing Treasury demand in the background. For example, a Filipino worker now gets a rebate for sending remittances in USDC. There’s an additional incentive for him to now transact in stablecoins, which, unbeknownst to him, purchases American debt behind the scenes. A win-win for global stablecoin users & the American economy (fiscal situation). The compromise looks like a ban. But it’s actually a growth mandate. As I’ve stated, the US government needs stablecoins to scale because it needs someone to buy its debt. Bretton Woods 3.0

@royal1dd @fraxfinance @ebisu_finance Gud team @dTRINITY_DeFi

@BaltoAlt @fraxfinance @ebisu_finance Maybe it is time for me, to dig deeper into dtrinity, got teased enough lol 👀

Best stable yields with frxUSD (@fraxfinance) pairs. 🧑‍🌾 Being the lazy farmer that I am, I want the best risk-adjusted yields in defi, and, I can get them all using the best Peg Keeper in the game, frxUSD by @fraxfinance. @ebisu_finance (ebUSD) taking the top spot again this week with 26.57% APY. @Raacfi (pmUSD) and @dTRINITY_DeFi (sdUSD) take spots 2 and 3 respectively! There are quite a few pools paying over 10% APY this epoch. It's a good time to be a farmer!

Yield