InCoinmonksbyMihawk·1d agoAn Allocator Redeemed $1.15 Billion of Tokenized Funds in a Month. Deliberately.Tokenized fund redemption usually reads as an alarm. This one came with a repaid credit line, a rising revenue line, and a $500 million…
InCoinmonksbyMihawk·3d agoOne Issuer, Many Brands: The Rule the OCC Chose Not to WriteThe OCC asked whether a stablecoin issuer should be capped at one brand. Then it decided not to write the rule. Here is what that leaves on…
InCoinmonksbyMihawk·Nov 6Moody’s and S&P Are Rating Crypto Now. Their Methodologies Disagree.Two agencies graded the same stablecoin protocol six days apart. The letters matched. Almost nothing behind them did.
InCoinmonksbyMihawk·Nov 4Asia Stablecoin Payments Are 60% of the Global Total. The Coverage Does Not Reflect That.$245 billion a year moves through Singapore, Hong Kong and Japan. Between transactions, almost none of it does anything.
InCoinmonksbyMihawk·Oct 28Protocol Capital Structure: Equity, Debt, and Whatever Onchain Protocols Are Building InsteadA credit agency finally scored one. The answer came back at 0.9%, and it says more about onchain finance than any TVL chart.
InCoinmonksbyMihawk·Oct 27Stablecoins and US Debt: Who Keeps the T-Bill Yield?Stablecoins are now a real buyer of short-term US debt. Here’s what that means for Treasury markets, and for you.
InCoinmonksbyMihawk·Oct 19Every Bank Stablecoin Launching in 2027 Has the Same Missing PieceTwenty-one of the biggest banks on earth are building a dollar together. By law, it will pay holders nothing.
InCoinmonksbyMihawk·Oct 11Stripe Is Taking Stablecoin Cards to 100 Countries. It Had 18.Stablecoin card spending tripled in a year. Here is the part that never makes the landing page: the digital dollars parked on those cards…
InCoinmonksbyMihawk·Oct 7Fixed-Rate Onchain Dollars Arrived in 2026. The Demand Surprised Everyone.Fixed rate DeFi yield finally found real buyers this year. Here is what the sUSDS term market says about the Sky Savings Rate.
InStartupInsiderbyMihawk·Oct 7AI Compute Financing Is Quietly Becoming an Onchain Yield SourceGPUs became collateral. Stablecoins became the lender. Here is where a $1.5 trillion financing gap actually ends up.
