Alea Research
@AleaResearch
Objective analysis for sophisticated capital allocators. Helping protocols with strategic positioning.
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TRON (@trondao) settles more stablecoins than any chain in crypto. $90B in circulating USDT, over 47% of all USDT in existence, more than sits on Ethereum. ~$22B moving daily.
Q1 alone saw over $2T in USDT transfers.
Until April, reaching that liquidity from another chain meant relying on an exchange, a bridge, or custom integrations.
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The future of US crypto regulation is being written right now.
@alenka_on_x and @kaisakaisa_ sat down with one of the people helping shape it – @AdrianWall8395, Head of US Policy at @trondao and Managing Director at @DSAForg.
Inside:
🔹 The real chances of CLARITY Act passing this year.
🔹 What GENIUS Act changed for stablecoins.
🔹 Why has stablecoin yield become such a contentious issue.
🔹 What banks are still worried about.
🔹 TRON’s role in shaping regulation.
New episode of Onchain, Honestly! 👇
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Co-founder and Partner @adcv_ at @SteakhouseFi sees the stablecoin economy as a generational shift.
Today, exchanges and fintechs are the best positioned distribution partners because they are used to innovation.
Robinhood’s launch of Robinhood Chain with Robinhood Earn, using Steakhouse-curated Morpho vaults, exemplifies this.
Meanwhile, Coinbase moves into tokenized equities.
Both are converging from opposite sides of finance. One bringing TradFi users to onchain yield, the other bringing crypto natives to stocks.
Adrian expects this convergence to force 24/7 trading and further integrate blockchain rails into traditional brokerage.
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