Top Results86 results
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Ethereum and Tron essentially created the conditions for Tether to thrive....Solana supports USD₮, but Tether doesn’t control Solana....And Tether is the best vehicle to onboard this already existing userbase....It’s because their activity isn’t solely concentrated in Tether transfers....Commodity settlement is another area that Tether is exploring.
28 Min
Infrastructure
Jun 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
...days alone, it generated $75.15 million in fees, vaulting to 3rd place behind only stablecoin issuers Tether...
16 Min
DeFi
May 2025
The Year Ahead for DeFi 2025
Tether and Circle) and (2) stablecoin distributors (i.e., apps)....While to date there have been countless attempts at breaking the back of the Tether monopoly, there are...
72 Min
DeFi
Dec 2024
From feUSD to HUSD: Felix’s Plan to Reshape Yield on Hyperliquid
Tether has even signaled some alignment by launching a USDT0 x Luganodes validator, which could become...With USDT0 now live on HyperEVM and Tether spinning up a validator, HUSD is going to face an uphill climb...
10 Min
DeFi
May 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
Tether, which previously relied on the Omni sidechain, started doing most of its issuance across Ethereum...
39 Min
Infrastructure
Jun 2025
The Stablecoin Manifesto
While Tether and Circle dominate the market today, I expect emerging issuers such as Paxos’ USDG, M^0...This could make Tether and Circle highly regulated extensions to the existing monetary system.
45 Min
Stablecoins
Nov 2024
A New Framework For Understanding Moats In Crypto Markets
Tether recently announced a record-breaking $5.2B in profit in the first half of 2024....Annualizing these numbers puts Tether on track to nearly double BlackRock’s 2023 earnings....an emerging stablecoin model that I believe, at a minimum, could be best positioned to challenge the Tether...
36 Min
DeFi
Aug 2024
Reassessing Monetary Architecture in the Age of Crypto
Now granted, issuers like Tether currently don’t pay out yields to their depositors, but that’s beyond...
9 Min
Stablecoins
Jun 2025
Market Musings - No Pain, No Gain
Rearchitecting The Stablecoin Stack (Alpha Feed) M^0 is taking a different approach at breaking the back of the Tether...
10 Min
Macro & Markets
Aug 2024
The Quiet but Impressive Rise of Telegram NFT Stickers
...accounting for roughly 75% of crypto-based purchases – with smaller contributions from tokens like PX, USDT (Tether...
8 Min
NFTs & Gaming
Apr 2025
Where do we go from here after Trump?
Banks are probably looking at Tether right now and wondering how they can get a share of the pie. 8.
2 Min
Other
Jan 2025
The Rise of Ethena: Unpacking The Emerging Synthetic Dollar
Presently, Tether and Circle maintain a stranglehold over the stablecoin market with a combined 90% market...Tether alone booked $6.2 billion in net income last year which is more than Blackrock, the world’s largest...timing to explore how Ethena is taking a fundamentally different approach to breaking the back of the Tether...
40 Min
DeFi
Apr 2024
James Zhang: Bringing Emerging Markets Onchain With Jambo
And there’s just a lot more tether out there in the world....Tether as payment, even though they might lose like 3 percent inflation, et cetera, they gain a lot more...
47 Min
DeFi
Jan 2025
Delphi's DeFi Year Ahead 2025
And so, yeah, being able to like completely distance d tether from having like a bank account and stuff...And I think that probably will be the case tether and circle more specifically tether....So they’re actually the ones creating all of this value for, for Tether, right?
63 Min
DeFi
Dec 2024
Some 2025 Predictions
While I don’t expect anyone to break the back of the Tether monopoly in 2025, there are two reasons why...
5 Min
DeFi
Jan 2025
Delphi's Markets Year Ahead 2025
I think us tether and USDC peaked around 130 billion in market cap and the bottom, um, was one 10....time that his appointment dropped. that Howard Ludnick had personally negotiated a 5 percent stake in tether...Um, with USDC, USDT, and Tether....Um, but the big backer is or the big kind of kicker is You know, one of the reasons why Tether just absolutely...
70 Min
DeFi
Dec 2024
20 of my Favorite 2024 Crypto Projects:
Among stablecoins, it now trails only Tether and USDC.
22 Min
DeFi
Jan 2025
The Vertical Integrators: Ethena, Uniswap, Hyperliquid
Tether alone produces more revenue than all blockchains combined.
8 Min
DeFi
Oct 2024
The Year Ahead for DeFi 2024
Since the emergence of Tether, Circle, MakerDAO, and several others, stablecoins have begun to dominate...
100 Min
DeFi
Dec 2023
You're Not Bullish Enough On Stablecoins
This could make Tether and Circle highly regulated extensions to the existing monetary system.
6 Min
DeFi
Sep 2024