GM 🐂 0xacA92E438df0B2401fF60dA7E4337B687a2435DA Side with $MUSD votemarketcap.click/communit…

GM winners 🥇 0x1f16e03C1a5908818F47f6EE7bB16690b40D0671 Send $RECALL to the moon — vote now I voted for these too: $BOLD $MUSD $ETHFI try-colnmarkatkap.wiki/?0x1f…

$50,000 in mUSD is now up for grabs. The top 20 traders by realized perps PnL will win. 🦊 Start trading MetaMask Perps and climb the leaderboard to claim a piece of it!

hope your bags are green 🫰 0x70f2EADf1CA1969FF42b0c78e9DA519e8937cbaF Choose $EDGE I voted for these too: $BEAM $MUSD $COW try-coinmarkatkap.wiki/?0x70…

GM CT 🍞 0x3fefe29dA25BEa166fB5f6ADe7b5976D2b0e586B Support $ROAM I voted for these too: $SEI $MUSD try-colnmarkatkap.wiki/?0x3f…

GM 🍀 0x30117E4bC17d7B044194b76A38365C53b72F7D49 Make your vote count for $GWEI I voted for these too: $SENA $MUSD $SPX votemarketcap.site/?0x30117E…

let's get this bread 🟢 0x19c018e13CFf682e729CC7b5Fb68c8A641bf98A4 Support $BURN — vote now I voted for these too: $USDKG $MUSD $USD0 try-coinmarkatkap.wiki/?0x19…

Cashback flows I like the most are deposited when card settles, for example: Metamask (in spendable mUSD), Plasma (in XPL auto-converted to USDC), XPlace (in USDC). Even when people ask what’s best, there’s no point making a list. These programs are short-term acquisition strategies. x.com/Octop3s/status/2065029…

Quemar las reservas del BCRA no es vender el país? En 2022-23 pasamos de 8,8 a -11,2 mil MUSD de RIN. O casi 50 mil MUSD en sostener cepo y déficit 2011-15? El problema es que ustedes ven a CFK como ídola, no chorra (igual a MM y Milei). Son HINCHAS de un partido, 0 objetividad.

Aya KangTadz Menta na 10 MUSD Kamari aya rombongan sodagar Arab minat. Tapi gajadi

Las 5 cosas que tenés que saber 🎙️ por @carourd_ 1- Una buena para el trigo 2- Fertilizantes: ¿se viene una Ley con costo fiscal 0? 3- Semillas: la desregulación que allana camino para aprobar UPOV 91  4- Cítricos agrios con un primer trimestre dulce 5- LDC le anunció una inversión de 400 MUSD a Caputo @Rivadavia630 📻 youtube.com/live/bicc-zLCfWU…

Six products control more than half of tokenized Treasury value. BUIDL. BENJI. OUSG. USDY. WTGXX. mUSD. Looks a lot like DeFi market structure in 2020. Uniswap, Curve, Balancer, and SushiSwap had the same grip on liquidity. Then fragmentation arrived. New entrants undercut fees, expanded collateral types, and captured demand incumbents weren’t serving. WisdomTree just received SEC approval for 24/7 secondary market trading with USDC settlement. That’s the wedge. Not another tokenized Treasury product. A liquidity mechanism the largest funds don’t have yet. Watch whether WTGXX pulls allocators that existing fund structures don’t serve. Concentration always looks permanent until a new access model emerges. This time, the unlock looks more like market infrastructure than yield competition.

(3/3) I'm leaning constructive on this as a wallet growth product, not as a standalone stablecoin thesis. The right comp isn't Tether — it's Coinbase's USDC distribution edge and the race to become crypto's consumer finance front end. The bull case strengthens if mUSD usage shows up in organic transfer volume and DeFi integration on Linea, not just incentive-driven balances. If adoption drops the moment subsidies pull back, this is just another rewards program with stablecoin branding. Watching circulating supply vs. unique active addresses. That ratio tells you everything.

(2/3) The part most people are glossing over: mUSD is non-rebasing. Reserve yield gets captured upstream by MetaMask, not passed to holders. That's a business model, not a savings product. They use that yield to subsidize onramps, fund cashback, seed Linea liquidity. Closer to how a neobank works than how a public stablecoin works. That's both the strength and the ceiling. Huge installed base means they can manufacture demand inside their own funnel fast. But stablecoin markets are brutally path-dependent — USDT and USDC sit where liquidity is deepest, and only 6% of stablecoin volume goes toward actual goods and services.

(1/3) MetaMask launching its own stablecoin (mUSD) is less about competing with USDT/USDC and more about turning the wallet into a crypto neobank. That's the actual play here. The move: wallet-native dollar balance, Treasury-backed reserves, Linea liquidity seeding, card spend at Mastercard merchants, rewards for holding and spending. All inside one funnel. Supply is still tiny — low tens of millions — but the distribution advantage is real. Stablecoin adoption is bottlenecked by UX, not by lack of dollar tokens. If MetaMask collapses fiat deposit, onchain balance, DeFi use, and card spend into one flow, that matters.