circle ipo + elon/trump beef = easiest short setup for USDC
will have a chill summer once USDC nukes on this news, thanks for playing
Stablecoins
Mindshare
Displays the percentage of social media posts mentioning each token in this sector. Higher percentages indicate greater social attention and discussion around that particular cryptocurrency.
An interesting experiment in reflexivity:
Most of the assumptions about a fair value for Circle were based on some linear model of USDC growth, interest rates, etc leading to an IPO value below the last official funding round.
But this kind of pop ...
6/5/2025 17:40
577
2
0
8
1
My non gaap adjustment for Circle is assuming it will have no staff / share based comp or actually any expenses at all and then multiplying the balance of USDC by the risk free rate and penciling that in as the forward net income
Gets us to the cur...
6/5/2025 17:35
10K
17
4
87
7
Congrats to @jerallaire and the entire @circle team on your IPO and reaching ~$30T in lifetime USDC volume!
Now more than ever, @USDC is the most trusted stablecoin.
Building legitimate, regulated crypto products is tough. Doing so in 2013/14, when...
6/5/2025 14:00
166K
176
246
2.7K
85
Friend opened a brand new @coinbase account -- KYC'd, wired $150K in from a bank account, Coinbase UI says it's there and available immediately to buy crypto.
HOWEVER .. when friend goes to buy crypto, Coinbase UI *only* allows USDC as a payment me...
6/5/2025 05:56
2.2K
26
0
11
0
Late night thought:
Why do chains feel that they have a right to farm your $ while it is on a native bridge? I will never understand this. Even if they ask your permission (which they don't), why even take the risk?
Example:
User deposits $USDC into...
6/5/2025 04:21
3.4K
13
7
55
0
A whale deposited $3M $USDC into #HyperLiquid and bought 80,321 $HYPE at a price of $37.35.
In total, the whale has spent $6M to buy 170,904 $HYPE at a price of $35 over the past 3 days using 2 different wallets.
- https://t.co/Rw6rlDXefZ
- https:...

6/4/2025 01:47
2.6K
11
7
43
1
The Morning Minute (6.3)
⏰Top News:
-Crypto majors rebound, ETH leads +5% to $2,610
-Ethereum Foundation unveils ‘Protocol’ overhaul, focusing on scale + UX
-Circle raises IPO to $7.2B following BlackRock interest
-Tether launches tokenized gold, st...

6/3/2025 12:30
5.5K
10
4
47
7
In today's Unchained Daily:
🔄 Ethereum Foundation resets with layoffs + rebrand
🔇 Coinbase breach: Deafening silence
🤑 Who wouldn’t want to be in Circle’s inner circle right now?
🪙 Tether’s latest: One of the oldest assets meets one of the newes...

6/3/2025 11:01
4.2K
26
1
22
1
🦓🦓 Da quando Tether ha annunciato il suo investimento in Juventus, e soprattutto nei giorni scorsi, a seguito delle frustrazioni crescenti dei tifosi sullo stato attuale della squadra, tanti di voi mi hanno chiesto quando Tether "caccera' il grano"...
6/2/2025 07:07
282K
622
246
2.5K
82
circle IPO ($CRCL) + rex bypassing 19b-4 for eth/sol staking etfs + sec green light on pos...infrastructure stack getting real
coinbase sitting on 23% of total usdc supply. offering 12% apy up to $100k
blackrock bought $70.2m eth today
timing comp...
5/31/2025 16:36
55K
76
25
241
16
A whale sold 395,413 $HYPE for $14.5M at $36.7 from May 23-26, 2025, and withdrew $USDC from #HyperLiquid 20min ago.
The whale has bought 1.47M $HYPE for $26.6M at $18.39 and still hold 1.05M $HYPE worth $34.1M
The whale's overall profit is over $2...

5/30/2025 08:28
3.1K
1
3
18
2
most amusing thing about Tether is if they ran off with all the money it's not even clear what law they'd be breaking
nobody signed any terms of service agreement and on the blockchain nobody can hear you scream
that said. Plasma, very exciting tec...
5/28/2025 21:23
26K
40
7
285
21
Ethereum and L2s stress me tf out. I claimed a $10 USDC boba rebate - but it took way too many steps.
Huge thanks to @megaphone_hq for the clean UI (but pls work with chains with cheaper gas or airdrop gas to users to claim the rebate).
Multi step ...
5/28/2025 05:43
1.9K
25
1
45
3
Account: Dr5628
Password: bk52136
Balance: $2,027,862.00 USDT
Website: 【https://t.co/WRu1zwmeSk】
I left you a sum of money. Looking back, we were sincere to each other. Now, it's time to end this relationship. Please accept this and let the past go....
5/27/2025 17:17
2.8K
41
1
59
0
A whale has sold 9.53M $LAUNCHCOIN for 11,237 $SOL ($1.95M at a price of $0.20, making a profit of $1.78M.
The whale spent 162.5K $USDC to buy 9.53M $LAUNCHCOIN 15 days ago, before the price surged above a $300M+ market cap.
Address: BiozYn55Y7p1Sb...

5/27/2025 04:31
9.5K
7
6
51
12
sol rwa ecosystem getting serious
• kraken dropped 50+ tokenized stocks (aapl, tsla, nvda) w/ 24/7 trading
• r3 bridging $10b+ from corda
• centrifuge bringing $400m t-bills through anemoy
• circle minted another $250m usdc
network doing $24m weekl...
5/26/2025 15:57
72K
92
63
366
34
tron casually moving $611B monthly usdt volume with 35% daily velocity
network pulling $13.33M weekly fees, above sol ($9.68M) and eth ($8.73M)
just printed another $2B usdt mint last week, putting total supply at $77.7B
someone check if justin su...
5/26/2025 11:28
36K
75
14
182
8
Non-BTC crypto’s use case is, and will continue to be, to provide better rails for TradFi.
Blockchain tech provides a sizeable improvement, allowing for transparency and composability.
Crypto funds mainly found PMF. Allowing people to deposit USDC ...
5/24/2025 16:54
1.3K
6
0
24
0
have been using hyperliquid a lot more
previously just had bought $hype and staked it
now i'm making some trades and using the vaults
i think the hlp vault is one of the best places in crypto to store usdc
15% yield rn and that will only go up as...
5/24/2025 09:32
8.4K
46
4
82
9
The @BasisOS vaults still delivering some of the best yield in DeFi.
21% Base APY (earned in USDC)
473% APR Liquidity Mining Rewards (6m cliff 6m vest)
DeFAI protocol doing basis trading on @HyperliquidX and one of the best performers of @virtual...

5/24/2025 06:19
1.8K
14
4
21
4
The battle between bulls and bears is heating up on #HyperLiquid.
Whale 1: Deposited $13.92M $USDC and opened a $BTC long position with 40x leverage.
https://t.co/XyfSy9XTgo
Whale 2: Deposited $7M (Total: $10M) $USDC and opened a $BTC short positi...

5/22/2025 01:54
1.7K
1
3
12
0
absolutely bonkers battle for Circle rn
• ripple bid pumped to $11B from $4B in april
• coinbase owns half the revenue already
• eth devs threatening to nuke USDC if ripple wins
• circle quietly dropped payments network yesterday
• circle IPO filing...
5/21/2025 16:59
42K
78
34
323
24
Honored to learn that Tether won two major awards at the Innovator Awards in Toronto last week.
“Best Emerging Markets Penetration” and “Largest Contribution to Onboarding New Users to Crypto”.
USDt is bringing stability to those who need it mos...
5/20/2025 17:01
20K
30
42
309
4
The dilemma that Circle faces (get acquired or IPO) is fascinating.
On the one hand, $5B+ to be bought outright sounds like a good deal given how competitive stables are going to be, and the unavoidable fact that Coinbase gets a chunk of the upside ...
5/20/2025 13:59
984
0
2
14
5
genius act passes senate 66-32 and aave already doing the thing
$30b tvl // 80% util rate // dao sitting on 54% profit from token buys at $169
@defi_naly reporting 22% apy on usdt rn
not saying regulatory clarity matters but numbers are numbers se...
5/20/2025 06:57
19K
55
23
123
5
Circle/USDC won't sell to Ripple imo, but Ripple will use this opportunity to drive the price tag up for Coinbase
Coinbase will probably acquire them at some point if they are really for sale
Circle management can make a very clear argument to thei...
5/20/2025 05:06
9K
24
7
82
4
1% of all US Dollars are already Stablecoins.
Tether is about to surpass Germany as a holder of US Treasuries.
GENIUS act appears to be succeeding in Congress.
Stablecoins are a giant unlock for US world power. They allow us to put USD in phones a...

5/20/2025 03:19
2K
8
3
37
5
> be me, trying to onboard friend into crypto
> friend has USDC on polygon, wants to move it to base
> tries bridging, hits confirm
> needs matic for gas
> tries swapping usdc to matic, needs matic again
> funds stuck on polygon
>...
5/19/2025 15:00
146K
440
57
1.2K
199
Bm folks,
Some members of the APAC community were worried about $HONEY collateral.
Please note that as always, it's fully collateralized with vault addresses visible on https://t.co/zKinz344AW
BYUSD: https://t.co/4EoCFuJ8dN
USDC:
https://t.co/mX...
5/19/2025 12:40
14K
28
15
221
7
I downloaded @argentHQ and met the usual chicken and egg dilemma: to make my first tx i need STRK that i do not have.
I bridged some Ethereum USDC cuz I assumed that as it is an Account Abstraction wallet it will allow me to use Ethereum USDC as ne...
5/19/2025 10:41
7.6K
16
3
62
3
My core positions on HyperEVM (there's more, but @stableAPY needs to make a multiwallet view haha):
Not pictured below: @liminalmoney and @CurveFinance feUSD-USDe LP, this is a decent points cook and the yield might be ok for $ENA S4 but not betting...

5/18/2025 15:23
972
5
0
12
8
eth chain doing $908b stablecoin volume at $0.09 tx fees
meanwhile @danrobinson found fluid eth/usdc pool bleeding $8.5m. trades unprofitable "all the time"
@0xvanbeethoven confirms $2m gone in 1 week from cex/dex arb
@smykjain says "even if we sh...
5/16/2025 11:01
21K
48
8
114
5
$35,000 USDC up for grabs in Somnia’s D30 #2 snapshot
Snapshot drops May 30th at 9AM EST
Last round included NFTs + WL spots, and the team says $35K is just a lil warm up 👀
A dedicated @SomniaYappers page is now live to help support the Somnia y...

5/15/2025 15:21
2.2K
41
2
82
2
The Morning Minute (5.15)
⏰Top News:
-Crypto majors are down 2-6%; BTC at $102,300
-Tether introduces QVAC as new decentralized AI project
-Coinbase discloses data exploit and ransom request (funds are safe)
-Maplestory’s NXPC token opens up at $3B
...

5/15/2025 12:14
6.2K
11
6
40
1
Tether’s $150 Billion CIO Proved Himself Getting Cantor Backing
Great profile of Richard Heathcote — the "41-year-old Brit based in the Bahamas who oversees an almost $150 billion portfolio of assets as chief investment officer"
via @RyanJamesWeeks...
5/14/2025 02:10
7.2K
17
5
20
4
hyperliquid truth bomb:
• $6.7b open interest / $3b tvl = 2.23x leverage ratio
• controls 68% of all arb usdc, 5% global
staking program going beast mode:
• diamond tier (500k hype) unlocks custom frontend fee sharing
• referral program shares up t...
5/13/2025 22:00
44K
89
57
399
37
Meme Challenge
Prize: 50 USDC 🏆
I love this picture - reflects comradarie, collectivisim and belongingness
When I was in the military, if one soldier made a mistake, the whole 300-men unit would be punished together
There were no individual pena...

5/13/2025 11:03
2.9K
10
5
30
5
Genesis Guide Competition
We are looking for the best guide thread for absolute beginners on Virgen Points and Genesis
Prize: 200 USDC 🏆
Eligibility: Post your guide here & retweet this post
Try to link posts/links from OG Virgens and officia...
5/12/2025 06:39
10K
77
54
175
62
bonk just flipped to $6b mc. new platform did 400 token launches in 24h. two hit $3m+ mc.
@SolportTom @iamkadense @theunipcs actively trading non-bonk launches there
creators get 10% LP position + $5k usdc incentives for top performers
48% move f...
5/11/2025 06:43
31K
84
24
199
11
Mindshare Trend
Mindshare statistics in social posts for tokens in this sector. '30D' represents total mindshare percentage over the past 30 days, '∆30D' shows the percentage change during this period, and 'TREND' indicates the current directional movement of social media attention.
USDC | 1.42% | No Value |
Down |
USDT | 0.78% | No Value |
Down |
USDC | 0.22% | No Value |
Down |
USDE | 0.04% | No Value |
Down |
EURC | 0.04% | No Value |
Down |
TUSD | 0.03% | No Value |
Down |
USDT | 0.03% | No Value |
Down |
USDS | 0.01% | No Value |
Down |
FRAX | 0.01% | No Value |
Down |
USDT | 0.01% | No Value |
Down |
FDUSD | 0.00% | No Value |
Down |
CUSDC | 0.00% | No Value |
Down |
Top Bullish Mindshare
Shows the 6 tokens in this sector with the highest number of positive mindshare in social media posts.
Top Bearish Mindshare
Shows the 6 tokens in this sector with the highest number of negative mindshare in social media posts.