USDC (USDC)

2026 will be wild, crypto now has: 1) The clearest regulatory runway this space has ever seen: MiCA live in Europe, licensing regimes in UAE and Hong Kong, and even the US going pro. 2) Stablecoins as the real consumer crypto product. When payrolls, B2B invoices and remittances ride on USDC and friends. 3) Tokenization as a good institutional offer for hedge funds, private credit shops and banks wrap real cash flows on chain. 4) Infra consolidating around a small set of L1/L2 ecosystems that actually clear volume. 5) Legal and policy talent is rotating in from BigLaw and regulators at a pace I have never seen before. 6) Every serious AI and agents team arriving at the same conclusion: if machines are going to transact with each other at scale, they will need crypto rails for identity, settlement and reputation. 7) The junior hiring pipeline being completely broken on the credential side and wide open on the proof-of-work side. 8) Compensation normalized. The worst excesses of 2021 are gone, but I still see remote friendly roles paying New York or London packages to people sitting in Lagos, Bangalore or Bogota. Why are you black pilling?

Today I saw @katana's mainnet vault APY is really high USDC's APY is as high as 46.26% It's that high mainly because of a 35% KAT reward, but Katana hasn't had its TGE yet, and KAT's value is calculated based on a 1B FDV There is also a reward calculator Katana's project team thoughtfully included a bear market FDV: 500M and a bull market FDV: 2B Lock 90 days If you choose the bear market scenario, the APY is about 26% If you choose the bull market scenario, the APY is about 87% A more neutral 1B scenario gives 46% Lock 30 days Bear market: 15% Bull market: 45% 1B: 25% Also note that currently there is no KAT mining reward for locks under 28 days, only the mainnet reward + the base annual yield from Ethereum and Katana According to data from rootdata, Katana was incubated by @0xPolygon and @GSR_io, originally even named PolygonDeFi, so a 1B FDV shouldn't be a problem

Stablecoins aren’t “niche” anymore, they’re a visible part of global money supply. @noble_xyz They’ve exploded since 2018, and now people are seriously talking about a $1–3T supply by the end of this decade. When that much dollar demand flows into Treasuries, you get a small but persistent downward pressure on rates. In a crisis, the Fed’s “cut rates and create room” margin also gets a bit tighter. The “global savings glut” analogy fits, but this time the flow isn’t coming from central banks, it’s coming from households and corporates. In emerging markets, it speeds up everyday dollarization. That can weaken the FX rate’s role as a shock absorber and push the adjustment burden onto real variables like inflation, employment and output. On the flip side, this is also the US potentially recreating its “cheap funding privilege” from the bottom up. Banks don’t disappear, but part of money creation shifts outside the banking channel: deposits → stablecoins, stablecoin issuer → Treasuries. That slightly dilutes how cleanly Fed rate policy transmits into the real economy; in return, transparency, fast data and redemption assurance become more important. ➜ Noble angle: structures that set a standard of “good collateral + local issuance + compliance” (USDC on Noble, T‑Bill‑backed USDN etc.) make that growth safer and more auditable. ➜ To me the opportunity is: actually moving cross‑border payments and corporate collections into real production. ➜ The risk: as policy flexibility and FX buffering weaken, reserve reporting / redemption transparency becomes the first line of defense. ═══ As stablecoins grow, they nudge the rate regime slightly lower, weaken FX as a shock absorber, and push part of money creation outside banks; the winners will be the infrastructures that standardize trust around collateral, redemption and transparency.

Native USDC is finally live on Starknet Mainnet. This is one of the most important upgrades for Starknet’s real UX. Unified liquidity, cleaner flows, and a stablecoin standard that institutions can actually use. If you’re still holding USDC.e, now is the moment to migrate. The entire ecosystem has already aligned and made the process seamless.

Dune also needs tutorials, and AI can help right now 👇 https://t.co/YPaUyZyQc3

Circle minted 500M $USDC on Solana. News Source…. https://t.co/KX401RBklD

A big milestone for @CantonNetwork who are powering some of the largest TradFi players moving onchain. USDCx on Canton, made possible my Circle’s new XReserve tools allows USDC to safely and easily interoperate with apps on Canton. https://t.co/pYzN8tMucc