Zhu Su(@zhusu):US debt crisis is going to bring corporate bonds onchain as corporates seek out cheaper financing from passive usd holders. Generally speaking this is going to eat hard into stablecoin demand. Why hold 0% yielding stables while usd is hyperinflating when you can at least own apple debt yielding 6%.

2026.08.21 01:46

US debt crisis is going to bring corporate bonds onchain as corporates seek out cheaper financing from passive usd holders. Generally speaking this is going to eat hard into stablecoin demand. Why hold 0% yielding stables while usd is hyperinflating when you can at least own apple debt yielding 6%.

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