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[@calilyliu](/creator/twitter/calilyliu)
"Stablecoin season is about profit pool allocation between the three layers of a blockchain ecosystem: network apps asset. The profit pool is t bills at 400bps (for simplicity). Who gets this NIM Historically - XXX% to asset issuers. Apps now negotiate for this; many big apps (e.g. $1B stables AuM) get nearly XXX% of NIM. Smaller apps don't have the resources or heft to negotiate. In principle it's similar to how Costco Safeway or a corner store get different supplier terms. Next - protocols are going to negotiate for their NIM share. It's important for asset and app adoption to reinforce the"  
[X Link](https://x.com/calilyliu/status/1973313703836549136) [@calilyliu](/creator/x/calilyliu) 2025-10-01T09:07Z 43.1K followers, 94.2K engagements


"On chain price discovery mechanisms for new asset launches is seeing innovation. Heres how price discovery works on Wall Street IPOs - and we can do better 1/ XX year old analyst builds super sophisticated Microsoft Excel spreadsheet in the wee hours with lots of CAGR growth input variables to settle on pricing range 2/ Present this as expert opinion to company execs. Gently remind execs that its their privilege that vaunted bank whose first priority is long term relationships and protecting their century old reputation is making room in their busy schedule to rep their IPO for the giveaway"  
[X Link](https://x.com/calilyliu/status/1976906190350381524) [@calilyliu](/creator/x/calilyliu) 2025-10-11T07:02Z 43K followers, 14.3K engagements


"Solana Solana"  
[X Link](https://x.com/calilyliu/status/1978066110407700620) [@calilyliu](/creator/x/calilyliu) 2025-10-14T11:51Z 43.2K followers, 48K engagements


"The two dominant metas at present are stables and perps These are the two extremes of the use case spectrum: - Stables -- simple money movement both retail or institutional. Fast cheap liquid matters. Not latency sensitive. Generates mostly base fees. Brings "quantity" to chain utility - Perps -- speculative latency sensitive. Fast cheap liquid also matters. Generates priority fees. Brings "price" to chain utility These might seem like different "verticals" but they are two sides of the same coin; they need one another. Payments create consistent demand for holding large AuM of assets on"  
[X Link](https://x.com/calilyliu/status/1976287118432276955) [@calilyliu](/creator/x/calilyliu) 2025-10-09T14:02Z 42.1K followers, 31.6K engagements


"All assets All apps"  
[X Link](https://x.com/calilyliu/status/1978921642714865968) [@calilyliu](/creator/x/calilyliu) 2025-10-16T20:31Z 42.1K followers, 15.3K engagements


"It's been a hectic last few weeks visiting Korea Singapore Kazakhstan Bahrain with more travel coming up. So many updates to share - global interest in stables rwa asset issuance; global money movement; accessing capital markets on chain is intense. Here is our MOU signing with Wavebridge from Korea with a commitment to: - Develop a KRW stablecoin engine with compliance-by-design - Tokenize MMFs and cash-equivalent products - Support Korean banks with on-chain settlement and tokenized deposits - Expand Web3 applications on a regulated foundation @Wavebridge_ins"  
[X Link](https://x.com/calilyliu/status/1978040186266140738) [@calilyliu](/creator/x/calilyliu) 2025-10-14T10:08Z 43.1K followers, 26.3K engagements


"Idk my first reaction was - wow we are doing great 1/ 11k is a lot with 7800 repos yet to be incorporated into updated stats 2/ everyone sees the rebundling of data vs last year stats and anyone who eyeballs the chart with that in mind sees how much the gap has closed and automatically wonders if the first bar is really the tallest bar without the bundling 3/ we started X years later without first mover advantage and are the only ones from the second gen blockchain cohort to get on the podium. Its actually way harder to build a dev community than a protocol. Protocol you can ship by employing"  
[X Link](https://x.com/calilyliu/status/1978852591695261709) [@calilyliu](/creator/x/calilyliu) 2025-10-16T15:56Z 43.2K followers, 26.5K engagements


"Infrastructure for internet capital markets"  
[X Link](https://x.com/calilyliu/status/1978923361905578229) [@calilyliu](/creator/x/calilyliu) 2025-10-16T20:37Z 43.2K followers, 59.8K engagements


"Important read. Blockchain is about open finance: anyone with a basic internet connection and computing device that can handle basic cryptography can have access to money to finance. Open global finance native to the internet. It is not about building extensions of already walled gardens to drive top of funnel for retained earnings under narrative cover of open systems"  
[X Link](https://x.com/calilyliu/status/1979241663362159062) [@calilyliu](/creator/x/calilyliu) 2025-10-17T17:42Z 43.2K followers, 83.3K engagements


"Amazon doesnt need to launch its own chain - it already runs one. Turns out it is the real L1 for half of this industry"  
[X Link](https://x.com/calilyliu/status/1980247935528165440) [@calilyliu](/creator/x/calilyliu) 2025-10-20T12:21Z 43.2K followers, 78.1K engagements