avatar
MEJ毛毛姐
117,419 Twitter followers
Follow
#OKX 钱包现已支持 100+ 公链，提供钱包、多链 Swap 注册：http://okx.com/join/7806004 | #BiyaPay 币圈出入金不冻卡，USDT可以交易美港股 https://bit.ly/4deADE8 | 大使 @flapdotsh | Collab TG: MEJ50749
Posts
avatar
MEJ毛毛姐
02-05
Ready? Kaito will open the waitlist for Kaito Studio later this week. Why is it worth the wait? • Dual Profile: A first-ever deep integration of "on-chain data" and "social attributes." • Precise Matching: Say goodbye to blind matchmaking; achieve perfect data-driven matching through tiered and approval systems. • Decentralized Trust: I bring the "verifiability" of crypto technology to the attention economy, making influence more valuable. Creator Benefits: Higher quality projects, more exposure, and higher returns commensurate with your worth. Apply for a spot! 🙋‍♀️ @MaraCakeHotSale @KaitoAI #KaitoStudio #CreatorEconomy #Web3 #Waitlist
Kaito AI
@KaitoAI
02-04
Later this week we're going live with the Kaito Studio waitlist! Welcoming in a new era for Kaito, and a new way for creators to connect with brands. A whole new model for curated, tiered, data-driven, and invite/approval-based matchmaking - combining both onchain and social
KAITO
3.69%
avatar
MEJ毛毛姐
02-02
Thread
The evolution of USDD: Why is it said to be tearing open the "existing gap" in the stablecoin track? By the way, USDD merchandise is really stylish! Dude, could you print a few more sets to give away to our fans @justinsuntron? Recently, USDD's TVL surpassed $1 billion. In the crypto market, where billions or even hundreds of billions are commonplace, a billion dollars may not seem like a staggering figure at first glance. However, as a long-time observer of DeFi's monetary Lego, I believe this number signals a paradigm shift for USDD, and even for the entire stablecoin sector, a shift that has been largely overlooked. If we strip away the PR rhetoric from project teams, we are actually witnessing a "hidden revolution" through USDD's transformation over the past year. This revolution can be summarized in three key words: rejecting freebies, demystifying technology, and genuine consumer spending. HE Justin Sun I. USDD's Counterattack: Rejecting USDT-style "Hidden Losses" Let me start with a tough question: Is the USD in your wallet actually making money for you? We are used to viewing USDT as a safe haven, but we often overlook the other side of the coin: in a parallel world where high interest rates from the Federal Reserve coexist with high on-chain yields, holding traditional stablecoins with zero yield is essentially a "hidden loss". Tether earns billions of dollars every quarter simply by buying US Treasury bonds. This "risk-free rate," which should belong to the holders of the funds, is monopolized by the centralized issuer. This is the first tear in USDD. The core narrative of USDD 2.0 is very straightforward—it aims to be an "interest-bearing version of USDT." By introducing a Smart Allocator, USDD deploys its reserves to audited DeFi protocols such as Aave and Morpho, earning real yield and then returning it to users through sUSDD. A real yield of $9 million in six months—this isn't magic; it's returning the assets to their rightful owner. When holding USDD is no longer simply a store of value, but rather a holding of approximately 12% APY (refer to sUSDD data), it ceases to be "dead money" and becomes an extremely scarce "interest-bearing asset" in this cycle. HE Justin Sun II. The Restructuring of USDD: The Twilight of Algorithms and the Dawn of Collateralization To be honest, the "algorithmic stablecoin" label that USDD was initially given made many tech enthusiasts (including myself) have reservations. But what I've seen in the past year is that USDD has undergone a fairly thorough "underlying restructuring." The upgrade to USDD 2.0 is, in effect, a candid "pledge of allegiance" to the market: acknowledging the limitations of the algorithm and embracing the security of over-collateralization. The current USDD has essentially evolved into a modern stablecoin architecture of "over-collateralization + PSM (price stabilization module)": * Overcollateralization: Each USDD is backed by over 100% on-chain assets, verifiable in real time, eliminating any sense of secrecy. * PSM mechanism: Enables guaranteed redemption with USDT/USDC. Once the peg is broken, arbitrageurs will instantly eliminate the price difference. This shift from "believing in algorithms" to "believing in collateral," while lacking some of the sexy geek gimmicks, carries a greater sense of weight, enough to support billions or even tens of billions of dollars. For large sums of money, that's sufficient. III. The Data Doesn't Lie: The "Misalignment War" Between USDD and Wall Street's New Elites Finally, I'd like to talk about a very interesting data comparison, which is perhaps the most intriguing aspect of USDD's growth logic. This year, we've heard too many stories about RWA stablecoins. PayPal's PYUSD and Ripple's RLUSD were all born with a silver spoon in their mouths, boasting top-tier compliance backing from Wall Street. However, the reality regarding the number of on-chain holding addresses is extremely stark: * Ripple (RLUSD): Fewer than 7,000 addresses * PayPal (PYUSD): Approximately 100,000 addresses * USDD: What does this 4:1 or even 60:1 gap between more than 462,000 addresses signify? This demonstrates that Crypto Natives are very realistic and intelligent. Retail investors don't need a "digital fiat currency" that can only be stored in a wallet to demonstrate compliance; what they need is a productive resource that can be directly integrated into DeFi ecosystems, has good liquidity, and automatically generates interest. USDD, relying on the massive user base of the TRON ecosystem and its aggressive expansion across multiple chains (ETH/BNB), has effectively passed the market's "Turing test": it proves that in the crypto world, capital efficiency is far more attractive than brand premium. HE Justin Sun —————————————— Conclusion A $1 billion TVL is an entry ticket for USDD; but for us, it's a signal to rebalance our positions. In 2026, the stablecoin sector is destined to split into two worlds: One is a "tool coin" that serves as a payment channel (such as USDC); Another type is "interest-bearing coins" (such as USDD) that serve to increase asset value. In this world of inflation, perhaps it's time to change our thinking: if your USD can generate its own value through a medium like USDD, why let it sit in your wallet and depreciate? Risk Warning: This article represents only the author's personal opinion and does not constitute investment advice. DeFi interactions involve risks; please make decisions based on your own risk tolerance. @justinsuntron @usddio_cn @usddio $USDD #TRONEcoStar HE Justin Sun #
USDD
0.2%
loading indicator
Loading..