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@pythianism Vance SpencerVance Spencer is involved in the DeFi (decentralized finance) space, focusing on stablecoins and lending markets. He highlights the growth of on-chain lending and the importance of risk management, while also promoting his own project, Sky, which has become the third-largest stablecoin issuer. Spencer also discusses the future of lending, citing "curator markets" as a key development.
Social category influence finance XX% cryptocurrencies XX% currencies XX% countries X% stocks X% technology brands X% vc firms X%
Social topic influence usdc #484, usds #6, brazilian real #35, crypto #535, brazil #1783, if you #6053, defi 4%, usde 4%, investment 4%, pyusd X%
Top accounts mentioned or mentioned by @skyecosystem @therollupco @marczeller @thespotdotapp @sparkdotfi @kalshi @solana @skyecosystems @daylightenergy @plasma @jasonbadeaux @aave @buzzlamicjihad @cultkrishn @kevihaiceth @peazyfh @sumfattytuna @kbgold77 @ionidas01 @supershyguy
Top assets mentioned USDC (USDC) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"Sky is now the largest USDC pool in DeFi passing Aave's USDC market driven in large part by USDE unwind We should all be rooting for a diverse and competitive yield ecosystem 🚀"
X Link 2025-12-03T18:01Z 130.3K followers, 15.7K engagements
"Congratulations to Crown and Paradigm At 15%+ yield on short dated notes the Brazilian Real + Real notes is the most interesting yield bearing FX pair out there"
X Link 2025-12-08T17:34Z 130.3K followers, 40.1K engagements
"While a lot of F500 companies are on year 3-5 debating how to launch their stablecoin Paypal is just getting scalepilled with @SkyEcosystem and @sparkdotfi Whoever is running PYUSD is cooking fr"
X Link 2025-12-01T20:53Z 130.2K followers, 11.2K engagements
"RWAs + yieldcoins didn't work in prior cycles for two reasons X. Interest rates were at X X. There was no AI+Energy CAPEX cycle to lend against The yieldcoin XXX cringe complex was historically based on tokenized real estate and microlending We are in a different place now"
X Link 2025-12-05T18:42Z 130.2K followers, 16.8K engagements
"Some months they love him Some months they hate him Both months hes buying BTC"
X Link 2025-12-09T17:35Z 130.3K followers, 14K engagements
"Meanwhile is an amazing product Please do the math"
X Link 2025-12-08T22:15Z 130.3K followers, 23K engagements
"The Brazilian Real (BRL) tokenized by Crown is an interesting allocation for @SkyEcosystem's $9.1Bn balance sheet once we have the pipes set up to lend against FX in early 2026 Here is the setup: Short dated Real notes yield XX% (BRL denom) today. BRL is strengthening against USD XX% off its April tariff lows/+16% YTD as Brazil is capturing a lot of re-shoring flow from China decoupling. The currency is highly liquid but historically hard to get access to and especially get borrow against. Good candidate for tokenization Imagine looping BRLUSD FX + yield against a USD pair where LTVs and"
X Link 2025-10-29T17:41Z 130.3K followers, 14K engagements
"usd + oil = petrodollars stablecoins + ai = cryptodollars"
X Link 2025-12-05T20:51Z 130.3K followers, 7627 engagements
"Awesome to see @daylightenergy_ launching with a @SkyEcosystem USDS deposit vault on @Plasma"
X Link 2025-12-09T17:18Z 130.3K followers, 15.3K engagements
"Its a testament to network effects that the big X stables USDT USDC and USDS have maintained their dominance for a decade If you study the stables market you understand that the real race is for the #2 spot #1 is untouchable and that new entrants will be small scale"
X Link 2025-12-10T16:43Z 130.3K followers, 7405 engagements
"$4.25Bn USDS - USDC oneshot The size is size The price is price $X is $1"
X Link 2025-12-10T16:58Z 130.3K followers, 14.5K engagements
"I've gotten a few questions about which VCs own Sky given that there is no more vesting/unlocks/cliffs Sold all - Paradigm (7%) - A16z (6%) - Bain (2-4%) - Syncracy (1%) Sold most - Dragonfly (4-5%) - Parafi (3-4%) Afaik Framework is the only VC that holds Sky in large size"
X Link 2025-12-10T19:07Z 130.3K followers, 56.8K engagements
"Dead on "Gary Gensler and others deserve serious blame for creating a regulatory environment where the more useless your application is the safer you are and the more transparently you act and the more clear guarantees you offer to investors the more likely you are to be deemed "a security"." - Vitalik"
X Link 2025-12-11T20:37Z 130.3K followers, 19.9K engagements
"@Marczeller @aave 🫡"
X Link 2025-12-12T15:59Z 130.3K followers, XXX engagements
"Not to glaze but I am bullish on crypto funds that have switched to first person shooter mode/venture building vs. passive allocation mode Even if you don't agree with Tempo it is a higher level strategy than just assessing founders as they walk through the door I would say the work we are doing with Sky is similar and stands to benefit our portfolio disproportionately and if you don't have a strategy like this I would argue you are cooked We are at a point in crypto where top GPs know how crypto should be used better than most founders if you are waiting for founders to blow your mind with a"
X Link 2025-12-12T18:27Z 130.3K followers, 52.3K engagements
"Hate to do this to @BuzzlamicJihad but Sky flipped Aptos and is looking good here"
X Link 2025-12-12T19:05Z 130.3K followers, 4229 engagements
"In the future there will be Aave Aave Marc Zellers Vision (AMZV) and Aave labs"
X Link 2025-12-12T21:06Z 130.3K followers, 11.1K engagements
"Goes without saying that none of these will list USDS ofc"
X Link 2025-12-12T21:08Z 130.3K followers, 3150 engagements