Introducing fUSD, a GENIUS-ready stablecoin with a rewards structure. There’s currently ~$320B in stablecoins in circulation. The reserves backing them may earn billions in yield each year, but most of that income flows to issuers, not the desks holding the tokens. fUSD is designed to change that. With @Anchorage as the federally regulated issuer, fUSD is built for the GENIUS framework, offering a stable, transparent medium for high-value settlement. Qualifying institutional holders get access to rewards targeting ~3%/yr. Falcon is putting its own balance sheet in from day one.

Institutional Digital Dollar Evaluation: ☑ Regulated issuer: Anchorage ☑ Reserves: T-bills, MMF, cash ☑ Attested monthly by Deloitte ☑ Custody: off-exchange, Ceffu MirrorRSV ☑ Rewards: ~3% target via Falcon $fUSD status: ██████████ Launched

Tokenized RWAs are a $380B market where 92% cannot move. @RWA_xyz splits it in two: $31.17B distributed and transferable by investors, $349.33B represented, recordkeeping entries that never leave the issuer's system. Of the part that moves, about $1B works as lending collateral on Morpho and Aave Horizon. Three cents on the dollar. Perps don't have this problem. $75B traded in one week of May, and Hyperliquid RWA open interest just printed a $3B all-time high. Either tokenized assets learn to work as collateral, or perps keep taking the order flow.

Has anyone considered he might just be considering the bullish impact that RWAs, Tokenization and Stablecoins are having on the world right now???

Microsoft, Google, Amazon and Meta are projected to spend roughly $725B on capex in 2026, up 77% from last year's record. Data centers, chips, power contracts, and the private credit funding all of it. AI is driving the biggest capital buildout in tech history, yet onchain finance barely touches it. That gap is the RWA opportunity.

RWAs shouldn’t be tokenized because they are real. They should be tokenized because they become more useful onchain. The best RWAs to tokenize usually have: ⚈ A clear legal claim ⚈ Recurring yield or repayment ⚈ Reliable valuation ⚈ Strong custody or servicing ⚈ Real investor demand ⚈ A credible exit path Do you agree?

A tale of two onchain dollars. USDf serves DeFi-native liquidity, collateral, and yield. fUSD brings Falcon into federally regulated treasury, settlement, and institutional collateral workflows. Same Falcon ecosystem. Different user, different job.

2 stablecoins launched in the last 2 weeks. Both point back to the same infrastructure layer: @stripe’s Bridge. That’s the real story in stablecoins right now: distribution, and who owns the rails underneath it. The last 30 days: • @MoneyGram launched MGUSD for cross-border payments across its 60M customer network. The goal is to make MGUSD part of MoneyGram’s global payment infrastructure, starting with treasury, settlement and currency trading. • @deel launched stablecoin wallet functionality for global contractors across 150 countries, giving workers a way to hold and use dollar balances globally. • @Visa is testing private stablecoin settlement with Brale’s SBC on Canton Network, built for institutional flows that need programmability and compliance without exposing transaction data. • UK lawmakers pushed the Bank of England to rethink proposed stablecoin holding caps, warning they could choke the sterling stablecoin market before it starts. Total stablecoin supply sits around $316 billion, still dominated by USDT and USDC, but the real fight is no longer just supply, it's distribution. Brands bring the users. Infrastructure owns the rails: issuance, custody, wallets, settlement, compliance and liquidity.

There are positives in every negative. Crypto Twitter never fails.

In his latest interview, @ag_dwf makes Falcon's strategy clear: 1️⃣ USDf is Falcon’s crypto-native synthetic dollar, backed by crypto and RWA collateral, with yield generated through diversified strategies. 2️⃣ fUSD is issued by Anchorage Digital Bank, backed by Treasuries, cash equivalents, and U.S. dollars, and designed for institutions that need compliant collateral, transparent reserves, and familiar trading workflows. Andrei also points to a broader shift: as RWAs, commodities, stocks, and debt move onchain, tokenized markets will need tokenized collateral and currencies.

Citi forecasts tokenized securities could reach $5.5T by 2030. But tokenized assets are only one side of the story. Markets also need onchain money, collateral, and settlement rails. That’s where Falcon comes in: USDf for crypto-native DeFi markets, and fUSD for institutional trading, collateral, and treasury workflows.

Happy 7th anniversary to @chainlink! From securing DeFi’s early days to powering tokenized assets, stablecoins, and cross-chain finance, Chainlink has become core infrastructure for the industry. Proud to be a partner. Here’s to many more years of bringing onchain finance closer to global scale! 🥂

Explaining @falconfinance vision and stablecoins - RWA market trends on Korean TV 😎 Keep building