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DARC by Solus Group posts on X about money, stablecoins, $95b, tvl the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance currencies cryptocurrencies
Social topic influence money, stablecoins, $95b, tvl, onchain, debt, dai, crvusd, token, $10b
Top assets mentioned crvUSD (CRVUSD) Ethereum (ETH) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"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
"๐งพ Reserve rules - only cash insured bank deposits or short-term U.S. Treasuries This links stablecoin demand directly to U.S. debt markets Result: Higher demand for short T-bills On-chain USD liquidity becomes dollar debt funding GENIUS = synthetic money market on-chain at scale" @solus_partners on X 2025-07-22 13:47:38 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 ๐ก 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
"6/20 โ Tiered regulation - the $10B split Its a containment mechanism: Let startups launch under state charters Force migration to federal oversight once systemic Require restructuring if scaling past $10B Regulatory ceilings will shape stablecoin GTM strategies" @solus_partners on X 2025-07-22 13:47:36 UTC XXX followers, X 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