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@solus_partners "Good narrative-related take. In crypto tokens are not priced based on intrinsic value but on inter-subjective belief systems that temporarily harden into liquidity gravity wells What looks like irrational speculation is actually a rational response to the structure of fragmented permissionless capital markets: narrative density is often the most efficient proxy for expected capital flows Three additional layers worth adding: X. Narratives reshape time horizons In traditional markets time preferences are compressed by yield curves cash flows and terminal value models. Crypto lacks those."
@solus_partners on X 2025-07-21 10:58:02 UTC XXX followers, XX engagements

"7/20 Expect: Multiple issuers to cap TVL near $9.5B New stablecoins to fragment their products into state/federal wrappers Private float and public float versions of the same coin Stablecoin UX will increasingly resemble prime vs government money market funds"
@solus_partners on X 2025-07-22 13:47:37 UTC XXX followers, XX engagements

"9/20 That also kills design space for non-fiat stablecoins: DAI (multi-collateral ETH) = outside framework crvUSD (soft-pegged crypto-backed) = incompatible Frax Rai LUSD = excluded unless restructured GENIUS defines institutional capital eligibility not just legality"
@solus_partners on X 2025-07-22 13:47:38 UTC XXX followers, XX engagements

"5/20 💡 Example: DEX integrates a GENIUS-compliant stablecoin. If Treasury flags a tx the DEX may become tainted unless it modularizes the pool Outcome: Wrapped pools Token segmentation Free float vs regulated float USD pools"
@solus_partners on X 2025-07-22 13:47:36 UTC XXX followers, XX engagements

"Liquidity Flows Between Chains 10.07-17.07 During the last week: The largest liquidity flows were directed to Ethereum ($726m+) BNB Chain ($13.1m+) Avalanche ($9.5m+) Among the biggest outflows: Base (-$457.8m+) Arbitrum (-$127.2m+) Polygon (-$91.8m+) Bitcoin WorldChain Blast and others have relatively equal in- and outflows"
@solus_partners on X 2025-07-17 07:00:42 UTC XXX followers, XX engagements