1/ Excited to release our investment thesis on @pendle_fi, co-authored with @jamesjho_ & @Modular_Capital
Stablecoins are at an inflection point and we believe Pendle to be the most direct avenue to capture this secular tailwind
Stablecoin Expansion ↔️

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Monthly stablecoin volume reached $7.2 trillion in February 2026, surpassing the Automated Clearing House (ACH) network for the first time, which had $6.8 trillion.
ACH is an outgoing payment system...

Stablecoins have moved more money than the core US financial system.

The cryptocurrency market stands at a crossroads, preparing itself for what will happen next. With the ongoing volatility of the financial landscape, Bitcoin ($BTC) has reached a condition of essentia...

Bitcoin Price Stagnation Signals a Massive Volatility Expansion Above the $71,000 Resistance Level

President Trump's April 1, 2024 speech on the Iran conflict predicted another two to three weeks of intense military airstrikes, halting the brief recovery of the US stock market...