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# ![@zazul_ai Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1451175910703517702.png) @zazul_ai ZAZUL | AI & Crypto Markets

ZAZUL | AI & Crypto Markets posts on X about ai, crypto, onchain, usdc the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1451175910703517702/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451175910703517702/c:line/m:interactions.svg)

- X Week XXXXXX +855%
- X Year XXXXXXX +1,077,050%

### Mentions: XX [#](/creator/twitter::1451175910703517702/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451175910703517702/c:line/m:posts_active.svg)

- X Week XX +74%
- X Year XX +8,900%

### Followers: XXXXX [#](/creator/twitter::1451175910703517702/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451175910703517702/c:line/m:followers.svg)

- X Week XXXXX +2.10%
- X Month XXXXX +2%
- X Months XXXXX -X%
- X Year XXXXX -XXXX%

### CreatorRank: XXXXXXX [#](/creator/twitter::1451175910703517702/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451175910703517702/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [exchanges](/list/exchanges)  XXXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) 40%, [crypto](/topic/crypto) #690, [onchain](/topic/onchain) #631, [usdc](/topic/usdc) #182, [coinbase](/topic/coinbase) #1275, [business](/topic/business) 7.27%, [bank](/topic/bank) #2449, [liquidity](/topic/liquidity) #2837, [$ondo](/topic/$ondo) 5.45%, [rwa](/topic/rwa) #1556

**Top accounts mentioned or mentioned by**
[@unusualwhales](/creator/undefined) [@ryanthawks](/creator/undefined) [@ggwashington1](/creator/undefined) [@lexliberty76](/creator/undefined) [@brianarmstrong](/creator/undefined) [@holdmytowe26443](/creator/undefined) [@gc9667519991057](/creator/undefined) [@davorvirkes](/creator/undefined) [@grok](/creator/undefined) [@cryptohayes](/creator/undefined) [@solana](/creator/undefined) [@thecryptolark](/creator/undefined) [@defidrew](/creator/undefined) [@vladtenev](/creator/undefined) [@conceptafrica](/creator/undefined) [@peterschroederr](/creator/undefined) [@rayscale](/creator/undefined) [@chainlink](/creator/undefined) [@aixbtagent](/creator/undefined) [@rihardjarc](/creator/undefined)

**Top assets mentioned**
[USDC (USDC)](/topic/usdc) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Ondo (ONDO)](/topic/$ondo) [Chainlink (LINK)](/topic/chainlink) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [BlackRock Inc (BLK)](/topic/blackrock) [Aave (AAVE)](/topic/$aave) [Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/$sol) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mario Coin (COIN)](/topic/$coin)
### Top Social Posts
Top posts by engagements in the last XX hours

"AIs biggest investment opportunities wont come from the tech we see. It will come from the infrastructure we dont"  
[X Link](https://x.com/zazul_ai/status/1998029373610553727)  2025-12-08T13:58Z 6452 followers, XXX engagements


"$AAVE is one of the few tokens where the upside doesnt depend on a fantasy scenario. The base case is already strong: $3540B TVL $90100M in monthly fees $150M/yr protocol revenue v4 + cross-chain liquidity hub coming Even if Aave only stays the #1 crypto lending protocol that supports a XXXX outcome over time. But if tokenized assets actually move into open neutral credit markets Aave Horizon + v4 could let it become the credit engine for on-chain RWAs. Thats a 1020 bull case based on growth in tokenized Treasuries and institutional collateral. Or a mid-case of 3-6x if banks and TradFi start"  
[X Link](https://x.com/zazul_ai/status/1998094800604611054)  2025-12-08T18:18Z 6452 followers, XXX engagements


"$ONDO Its already the RWA leader by actual usage: $2.2B+ in tokenized treasuries (up from $200M in early 2024). One of the fastest-growing segments onchain driven by real institutional flows. BlackRocks BUIDL fund integrated with Ondos rails for onchain access + distribution. Used by Coinbase Circle and major market makers as the default onchain T-bill wrapper. Others have narratives. ONDO has institutions flow and yield. Its the leader that scales into a money printer"  
[X Link](https://x.com/zazul_ai/status/1997022781700296829)  2025-12-05T19:18Z 6438 followers, XXX engagements


"For Base the upside is different but just as meaningful. Base apps now have access to Solanas speed: high-frequency execution micro-payments low-latency workloads and agent-to-agent automation. Instead of building every performance feature on-chain themselves they can tap into Solanas engine directly. Thats a massive expansion of capability"  
[X Link](https://x.com/zazul_ai/status/1997673773550403882)  2025-12-07T14:25Z 6448 followers, XX engagements


"Hey @aixbt_agent would you say $ETH $SOL $LINK $ONDO are some of the best tokens to be bullish on for being absolutely critical new rails of global financial system moving on chain Any tokens beyond these as well set up"  
[X Link](https://x.com/zazul_ai/status/1997833939671785886)  2025-12-08T01:01Z 6448 followers, 1708 engagements


"This is the second adoption curve nobody is pricing in yet. ETFs pulled institutions into crypto. CaaS brings crypto into banks. That unlocks wealth management private banking corporate treasury and retirement flows much of it set to be powered by Coinbase under the hood"  
[X Link](https://x.com/zazul_ai/status/1998398967537693080)  2025-12-09T14:26Z 6448 followers, XX engagements


"Institutions arent stopping at BTC + ETH. Theyre starting there. Look at where the real flows are: Tokenized treasuries are the fastest-growing asset onchain and they dont settle on BTC or ETH L1. BlackRock Franklin JPM Hamilton Lane are already using L2s Solana and Chainlink infra. Stablecoins ($180B) run overwhelmingly on Solana + Ethereum L2s not L1 ETH. Cross-chain settlement + data (the plumbing institutions need) is being built by Chainlink Base/Coinbase Circle. The market isnt consolidating to two assets. Its consolidating to a small set of networks that provide real utility: BTC macro"  
[X Link](https://x.com/zazul_ai/status/1997101434865697224)  2025-12-06T00:31Z 6450 followers, 2334 engagements


"With 80%+ reserves in short-term U.S. Treasuries Tether is covered for any real-world stress scenario. Theres just no path where it goes to zero. If there is some market concern liquidity rotates to compliant issuers (USDC/PYUSD) easily. The more important point: new money continues flowing in as the TAM expands with institutions tokenized funds and stablecoin regs in the U.S./EU. So the story isnt about a hypothetical Tether collapse its a shift in market share toward regulated stablecoins as the pie gets immensely bigger (and more legitimate)"  
[X Link](https://x.com/zazul_ai/status/1997281366082269286)  2025-12-06T12:26Z 6451 followers, XX engagements


"And then theres Chainlink: the quiet center of gravity. This bridge runs on CCIP the same interoperability layer being adopted by banks market infrastructure providers and RWA platforms. When the two fastest-growing ecosystems choose the same router its a strong signal of where the standard is forming. Chainlinks role just became even harder to displace a true moat"  
[X Link](https://x.com/zazul_ai/status/1997673775932780828)  2025-12-07T14:25Z 6448 followers, XX engagements


"@RihardJarc So in summary: NVIDIA will continue dominating frontier training. AMD can win pieces of inference. ASICs (like Google TPUs) win narrow vertical workloads. Broadcom wins engineering scale. Ethernet wont dethrone NVLink (NVDA) until its SerDes catches up"  
[X Link](https://x.com/zazul_ai/status/1998044199892263337)  2025-12-08T14:57Z 6450 followers, 1185 engagements


"@StockSavvyShay CoreWeave is sustainable only as long as the AI capex boom stays white-hot. If it slows or compresses even a little their model looks fragile. The real risk is debt +rising power costs +hyperscaler absorption of demand. And they dont have structured power costs like an IREN"  
[X Link](https://x.com/zazul_ai/status/1998045285097037926)  2025-12-08T15:01Z 6451 followers, XXX engagements


"@CoinMarketCap Exactly the clearance $ONDO needed. Regulatory overhang gone RWA expansion back on full speed. And this is a multi-trillion-dollar market opening up with BlackRock Coinbase and major banks already plugged into the pipeline. Now those partnerships can actually scale"  
[X Link](https://x.com/zazul_ai/status/1998156811501752715)  2025-12-08T22:24Z 6449 followers, XXX engagements


"Wild that the CFTC greenlights a digital-assets pilot and the SEC quietly closes its ONDO investigation on the same day. You can feel the shift. Regulators arent fighting crypto rails anymore theyre starting to formalize them. BTC ETH USDC treated as acceptable collateral. Tokenized Treasuries ruled compliant. Broker-dealers encouraged to build onchain. This is how U.S. capital markets modernize. The winners are the ones already building real financial plumbing: ONDO Circle/USDC ETH and any broker or exchange ready to plug into tokenized rails. The future of market structure is moving onchain"  
[X Link](https://x.com/zazul_ai/status/1998163569397960980)  2025-12-08T22:51Z 6448 followers, XXX engagements


"RWAs are the great unbundling of finance the same shift online booking forced on travel agents but at a completely different scale. Travel agents sat on a $XXX billion industry. RWAs sit on top of more than $XXX trillion in global financial assets"  
[X Link](https://x.com/zazul_ai/status/1998208939369046452)  2025-12-09T01:51Z 6451 followers, XXX engagements


"And the flywheel is obvious: More banks more custody more USDC flows more settlement on Base. Coinbase Base and USDC become the rails banks rely on as onchain finance scales. We already knew that but this is a massive confirmation and accelerant"  
[X Link](https://x.com/zazul_ai/status/1998398969303478647)  2025-12-09T14:26Z 6450 followers, XX engagements


"Massive. CRE expands Chainlink from data feeds into full trust-minimized compute. Blockchains cant run long logic private workflows or multi-chain automation but CRE can. Institutions dont want to write Solidity or push business logic onto L1s. They want a secure off-chain environment that can read any API run any workflow and settle on any chain through CCIP. Its a missing piece for tokenized markets and for AI agents that need off-chain compute plus on-chain execution. $LINK 🚀"  
[X Link](https://x.com/zazul_ai/status/1998504129560190989)  2025-12-09T21:24Z 6449 followers, XXX engagements


"@ryanthawks @michaeljburry The dilution worry gets overstated. Unlocks only become dilution when demand stalls. With SEC clearance global distribution and real assets flowing in ONDOs challenge isnt dilution at this point just execution. Also dont sleep on Coinbase and Circle. Not only tokens win"  
[X Link](https://x.com/zazul_ai/status/1998516974100324451)  2025-12-09T22:15Z 6449 followers, XX engagements


"JPM moving $16T on-chain is a milestone but remember its all still inside their private blockchain. That solves for internal efficiency but not interoperability. The next step is connecting those bank networks to public markets. Thats why SWIFT Euroclear DTCC and major banks are using Chainlinks CCIP because nothing else meets institutional requirements. Once banks tokenize internally connecting those networks to public liquidity isnt optional. The only infrastructure already proven across both sides is Chainlink. This is why $LINK is one of my highest conviction investments"  
[X Link](https://x.com/zazul_ai/status/1998523212628369906)  2025-12-09T22:40Z 6449 followers, XXX engagements


"The USDT disappears overnight scenario is an apocalypse meme and not a real risk model. Tether is 85%+ in T-bills publishes monthly attestations survived every stress test since 2017 and redemptions grow during volatility. And even if USDT vanished liquidity doesnt disappear. It migrates to USDC EUROC PYUSD or on-chain dollars like BUIDL. Stablecoin rotation asset collapse"  
[X Link](https://x.com/zazul_ai/status/1997134469736656950)  2025-12-06T02:42Z 6452 followers, XX engagements


"@wintonARK Most plastic recycling does fail but saying its worse in every way lacks nuance. PET/HDPE recycling cuts emissions massively vs virgin production. The real problem is the broken system built around over-producing plastics and pretending the blue/green bin will fix it"  
[X Link](https://x.com/zazul_ai/status/1998234457397203436)  2025-12-09T03:33Z 6452 followers, 361.7K engagements


"Coinbases Crypto-as-a-Service gives banks a turnkey stack: custody trading compliance reporting on/off-ramps PNC is a top-10 bank with $500B+ in assets. Once a bank of that size integrates a vendor the rest of the sector follows the template"  
[X Link](https://x.com/zazul_ai/status/1998398965809594549)  2025-12-09T14:26Z 6451 followers, XX engagements


"From an investor lens: The winners are the infra providers that get embedded early. $COIN grows high-margin recurring revenue and Base becomes the default enterprise L2. $CRCL expands as USDC becomes the settlement layer banks trust. This is crypto going mainstream through distribution not speculation"  
[X Link](https://x.com/zazul_ai/status/1998398971211862129)  2025-12-09T14:26Z 6452 followers, XXX engagements


"Smart contract risk is always there but Aaves base case is still battle-tested bluechip with conservative risk params. The real tail risk isnt complete doom its specific things: bad upgrades oracle issues or long-tail collateral blowing up. Thats why I size it like a DeFi bluechip with some tech risk"  
[X Link](https://x.com/zazul_ai/status/1998417791607558507)  2025-12-09T15:41Z 6450 followers, XX engagements


"The direction is right but the adoption curve wont look the way people imagine. Most consumers arent suddenly moving to self-custody or hunting for onchain yield. They dont switch banks today just because someone offers a slightly better savings rate and theyre not going to overhaul their financial habits for DeFi. What actually changes is the plumbing underneath them. Banks fintech apps and brokerages are already integrating stablecoins tokenized treasuries and onchain settlement behind the scenes. Most users likely stay in the same interfaces they already trust while the infrastructure"  
[X Link](https://x.com/zazul_ai/status/1998437531394928694)  2025-12-09T17:00Z 6452 followers, XX engagements


"Fantastic and insightful as always. If I were to summarize: 2026 is the year the stack rewires: AI becomes the logic layer of enterprise software crypto becomes the settlement layer of global commerce inference decentralizes across cloud/edge/local and the value capture shifts from chatbots to automation infrastructure. My investment takeaways: Hyperscalers and NVIDIA will continue to dominate. Emergent AI opportunities will create new winners but people should be weary of AI apps look at underlying infrastructure instead. And crypto will finally go from speculation to big time (which is not"  
[X Link](https://x.com/zazul_ai/status/1998479585860812837)  2025-12-09T19:47Z 6452 followers, 1373 engagements


"Tokenization isnt about crypto going mainstream its about the market plumbing getting rebuilt. Treasuries moved onchain because they settle instantly reconcile automatically and remove whole layers of intermediaries. Now banks and asset managers are extending the model to credit equities and private funds. The key unlock is interoperability. When assets live across many ledgers you need a neutral settlement layer to connect them. Thats why the biggest lifts today are coming from ETH for settlement Chainlink for cross-chain messaging and firms like Ondo moving real assets onto these rails. The"  
[X Link](https://x.com/zazul_ai/status/1998506777193705901)  2025-12-09T21:35Z 6452 followers, 4030 engagements


"Circles business model is wildly misunderstood. $CRCL isnt a crypto company. Its basically a narrow bank for the onchain economy but with a twist no traditional bank enjoys. When you hold USDC Circle holds the backing assets (cash + T-bills) and Circle keeps ALL the interest. No yield passed through to users. No competition from other banks offering higher rates. Circles moat is not high rates but trusted stability and programmability. Users sacrifice yield for the ability to move a regulatory-compliant digital dollar instantly globally 24/7 which there is no real competition for today."  
[X Link](https://x.com/zazul_ai/status/1998756504002842925)  2025-12-10T14:07Z 6452 followers, 1318 engagements


"Many model $CRCL wrong. They think its a rates trade. Its actually a float-compounding machine with a SaaS layer on top. Heres the math through 2028: Today (Q4 25): USDC float: $78B Avg yield: XXX% Net margin: XX% 👉 Net interest revenue: $1.7B Now zoom out. If stablecoins X by 2028 (Bernstein baseline) and USDC keeps gaining share: USDC float: $240250B Neutral-rate yield: XXX% Net margin: XX% 👉 Net interest revenue: $4.5B Thats without the SaaS business. Circles Web3 Services (programmable wallets smart accounts) scales like a Twilio or Stripe model: if 100M consumer wallets go onchain"  
[X Link](https://x.com/zazul_ai/status/1999116066237129105)  2025-12-11T13:56Z 6452 followers, XXX engagements