Documenting my $STBL journey. Long-term holder. Sharing research & thoughts !
Joined June 2024
- Tweets 946
- Following 39
- Followers 123
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15 Photos and videos
On Chain Notes retweeted
Jun 12
When I was on @CNBC last week Fast Money hosts kept asking about bitcoin’s price. Instead, this is the number to keep an eye on.
Stablecoin supply crossed $300B last fall and has held steady even as Bitcoin didn’t. That’s what I mean when I say BTC is a great asset, but not nearly representative of the future of finance on the blockchain.
defillama.com/stablecoins
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Jun 12
🚨 Everyone is focused on $STBL’s yield.
Nobody is talking about what Fireblocks actually reveals about the strategy.
Let me explain. 🧵
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Jun 12
👀 @Reeve_Collins watched Tether dominate for 10 years.
He knows exactly why that model won.
He also knows exactly why it won’t survive regulation.
$STBL is the answer he spent 10 years building up to.
Fireblocks is just the latest proof that this is real infrastructure — not a narrative.
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Jun 12
⚠️ So when you see ‘$STBL completes Fireblocks testnet’ in a weekly update —
Don’t read it as a technical milestone.
✅ Read it as :
‘The institutional door just opened.’
The market hasn’t priced this yet. 👀
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On Chain Notes retweeted
Jun 11
銀行は残る。しかし銀行という存在は裏側に隠れ、ユーザーは銀行を意識しなくなる。ここを見なければ理解できない。
Jun 11
The key takeaway from my @Forbes conversation:
“You don’t care which power company gives you power. You are not going to care which bank sends your money.”
Banking becomes infrastructure. @stbl_official is building the dollar layer. @wefi_official is everything built on top of it.
forbes.com/sites/boazsobrado…
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On Chain Notes retweeted
Jun 12
👀 crypto is changing, adoption brings a new way to look at it. Time for stable companies like $STBL and $FRAX?
@alvin_kan, chief operating officer of @BitgetWallet, said that his users have stopped asking about crypto.
"They don't want to hear so much about the term crypto, they want to hear about use cases about how they can use the stablecoins," he said.
They now treat the balance, "more like a... dollar account rather than a trading wallet."
Sounds like it's time for @stbl_official to take the reigns. $STBL built the infra we will need tomorrow.
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On Chain Notes retweeted
Jun 11
The key takeaway from my @Forbes conversation:
“You don’t care which power company gives you power. You are not going to care which bank sends your money.”
Banking becomes infrastructure. @stbl_official is building the dollar layer. @wefi_official is everything built on top of it.
forbes.com/sites/boazsobrado…
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On Chain Notes retweeted
Jun 10
📌 @sobradob's Forbes piece this week: stablecoins turning banking into a utility, a Tether co-founder's bet on the rails of the future.
The headline isn't the story. One section down sits a structure worth stopping on. 🧵
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🟢 "Don't trust, verify."
It's crypto's foundational principle - but most STBL holders never actually do it.
Every claim a project makes can be checked on-chain. Buybacks, holders, treasury movements, transfers - all of it.
Here's how I verify $STBL claims myself - and how you can too 🧵
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Red flags to watch on-chain:
🚨 Sudden concentration: one wallet accumulating >10% supply quickly
🚨 Team wallet transfers before official communications
🚨 Massive CEX inflows from team-tagged wallets
🚨 DEX liquidity drops >30% in a week
🚨 Holder count declining steadily over weeks
🚨 Smart contract changes without governance announcements
Any one of these = investigate.
Multiple at once = consider reducing exposure.
This is what separates informed holders from passive bag holders.
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🚨 Bottom line:
Every claim $STBL makes - revenue, buybacks, treasury growth, holder adoption - is verifiable on-chain.
You don't need to trust the team. You don't need to trust me. You don't need to trust anyone.
The data is there. Free. Public. Permanent.
The only question is whether you'll take 10 minutes a week to look at it.
Most won't. That's your edge.
NFA. Just on-chain notes.
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