Of the 26 stablecoins named after USD and a letter, only i, Q, and U remain unused. Time is running out for other stablecoins.

#stablecoin #berachain During the DeFi reboot cycle of 2025, funding structures and incentive logic are undergoing profound changes. The rise of Berachain marks a new phase in the exploration of consensus mechanisms and capital efficiency by the new generation of public chains. The most representative example is the "second evolution" of stablecoins on Berachain. 1. Proof-of-Liquidity Model: From Inflation-Driven to Liquidity-Driven The traditional PoS model relies on inflation subsidies and static staking weights to distribute block rewards, resulting in a disconnect between incentives and actual liquidity contributions. Berachain's Proof of Liquidity (PoL) reshapes the incentive mechanism through the following pathways: Protocols must first attract liquidity to qualify for reward distribution; Validator votes are tied to protocol returns, incentivizing competition between protocols; LP behavior influences incentive weights, giving users a greater voice in capital allocation. This mechanism not only improves incentive efficiency but also creates a self-optimizing cycle for on-chain capital: protocol competition → LP decision-making → improved capital utilization → increased user activity → improved overall capital efficiency for the ecosystem. Dolomite's migration is a clear example: since its deployment in February 2025, its total lending volume has exceeded $3.3 billion, with its TVL increasing nearly 20-fold, making it a representative protocol on Berachain. II. The Evolution of USDT0: From Payment Medium to Yielding Asset Stablecoins are core infrastructure for DeFi, but in previous cycles, they primarily served as "digital cash." The emergence of USDT0 has opened up a new path for stablecoin value capture. ● Frictionless Cross-Chain: Based on the LayerZero OFT standard, USDT0 enables native cross-chain transfers. ● Profitability on Berachain: The PoL mechanism empowers USDT0 with yield-generating properties, allowing users to earn up to 100% annualized returns in the USDT0-HONEY pool. ● Ecosystem Status: As of August 2025, USDT0's supply on Berachain exceeded $100 million, with a peak TVL exceeding $600 million, making it a core asset for lending, trading, and staking. This shift means stablecoins are no longer passive payment tools, but active capital engines. III. Stablecoin-Driven Growth Flywheel The expansion of USDT0 has driven Berachain's overall flywheel effect: ● Funding: $700 million in pre-deposits before the mainnet launch, peaking at $6.3 billion in March; ● User: The number of active users increased from less than 100,000 to 250,000; ● Protocol: DEX, lending, and derivatives protocols are deeply integrated around stablecoins. At the same time, the entry of new stablecoins such as USD0 and USDT0++ has further promoted the integration of RWA assets, cross-border clearing, and institutional funds, making Berachain even more attractive in the capital market. IV. Global Comparison and Outlook In Q3 2025, the global DeFi market grew by approximately 41%, while Berachain achieved over 50% growth. Its cross-chain inflow exceeded $880 million, with stablecoins accounting for over 80% of the total value (TVL). Compared to Solana's 35% TVL growth during the same period, Berachain's advantages in capital efficiency and stablecoin integration are even more pronounced. Estimating a TVL/FDV multiple of 12–15x, Berachain's potential FDV could reach $7–10 billion. Looking ahead, the competition among stablecoins will shift from a battle for market share to one of becoming chain-level infrastructure. Berachain's integration with USDT0 exemplifies this trend: ● The yield-generating properties of stablecoins enhance capital stickiness; ● The stablecoin's ecosystem penetration increases protocol reusability; ● The stablecoin's cross-chain capabilities amplify Berachain's global competitiveness. Conclusion: Berachain is reshaping the capital efficiency logic of DeFi with its "PoL + stablecoin" combination. The "second evolution" of stablecoins not only changes how users use their funds, but also makes Berachain a leading example of growth in this new cycle.

Powell called me and said that he would cut interest rates to congratulate me on my wedding!

$MEME/USDT Bulls Show Strong Momentum – Breakout Attempt Underway $MEME is trading at $0.002030, up over 3% in the past 24 hours following a sharp rebound from $0.001818. The price has broken above both the 7-day and 25-day moving averages, suggesting a shift in short-term momentum. A breakout above the recent high of $0.002130 could open the door to further gains towards higher resistance. Trade Setup (Long): Entry Point: $0.002020 - $0.002040 Target Price 1: $0.002090 Target Price 2: $0.002130 Stop Loss: $0.001990 Market Outlook: Bull momentum is strong as buyers enter the market with strength from key support levels. A breakout and hold above $0.002130 will be crucial to sustain the upward momentum; failure to do so could lead to short-term consolidation. #MEME #CryptoAnalysis #BullishSetup #AltcoinSignal #TradeSetup Buy and trade $MEME here {future}(MEMEUSDT)

In short: Funding risks are inherent in cryptocurrency stocks at this stage! This is because cryptocurrency stocks are almost always based on a middleman model, and with any middleman model, three unavoidable questions arise: 1. Where is the money? Does the platform have core authority over user funds? 2. Can the ownership of the underlying assets/stocks you purchased be verified? Are they actually held by upstream brokerages? 3. What about the platform's ability to fulfill its obligations after a crisis? The most dangerous aspect of the middleman business model is that users must place 100% trust in the platform, while the intermediary platform can only control a small portion of key resources and links. Therefore, if upstream brokerages don't control their own operations, risk management issues are unavoidable. Furthermore, the much-discussed compliance is essentially impossible to implement under this business model, as the responsibility for risk management lies upstream, making it impossible to close the loop. Ultimately, it all comes down to whether you trust the platform to take your money. The foundation of all middlemen is trust, not just compliance.

Awesome! $okb's price is skyrocketing! Lao Xu is pulling out all the stops, taking a completely different path from other platform coins.

I've gained a new understanding of bull market anxiety. The biggest internal friction in a bull market isn't missing out, but the anxiety of missing out! Anxiety often arises from not knowing what will happen, yet it seems vaguely connected to oneself, yet one has no control over it. Recently, many people have gone all-in on Ethereum, and this wave has seen a complete sell-off. But I'm almost entirely invested in USDT, and I can't make a move at high levels. I don't know if the market will continue to rise, let alone if I've missed out again! So, I'm caught up in anxiety, but I feel like I shouldn't be anxious, and then I start to worry about the anxiety itself, creating a vicious cycle. But as a J person, my way of dealing with anxiety is to break down the problem, make a list, write a plan, and then execute it one by one. As I do this, the small sense of accomplishment that comes with a small degree of certainty gradually dissipates the anxiety. Thus, I'm increasingly convinced that action is the best cure for everything. Repeatedly pursue these proven opportunities and things. Time will do the rest.

Excessive self-focus is the source of losses! Being blinded by external attention is essentially a sign of an overly large ego. Constantly striving to prove oneself right distorts reality. A major flaw in human nature is admitting mistakes only after losing everything. Admit mistakes early, correct them early, and profit early!

I'm floored. Why are copycats popping up by tens or hundreds of percent these days? Has the copycat season really arrived?

Public chains will develop whatever RWAs need. A clear recent trend is that almost all public chains are actively moving toward stablecoins and RWAs. Even public chains like Solana, which grew through memes, are making moves. However, judging by the data, institutions still seem to prefer networks with clear compliance paths and a proven track record of partnerships. Sei's growth is a case in point. Its daily active users officially surpassed Solana for the first time, and its native USDC surpassed $100 million in issuance just 10 days after its launch, surpassing Polkadot, Algorand, and Tron. This trend is likely still in its early stages, but Sei has a head start in terms of its pace and background.