That 5B single-week Solana issuance is wild. Seeing Circle push liquidity here suggests they are betting big on chain efficiency. A $73B TVL on stablecoins validates Solana's throughput for high-volume settlements, though burning mechanisms matter if volatility spikes.
Circle's ability to deploy $5B of USDC in a week confirms strong institutional capacity, not just a fresh curiosity. Crossing the $73B total market cap likely means liquidity pools on Solana can absorb larger trades without slippage. While Solana's settlement share is rising, the real question is whether validators can handle this sustained throughput without congestion during bull runs. The supply depth is there; execution speed now matters most for adoption.
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