Daniel Yanev@dan_yanev · 2026/07/09政策影响Stripe, Visa, BlackRock and 140 others just launched a "collectively governed" stablecoin.
I think it's a Trojan horse for a Stripe coin.
I also think that's the good outcome.
Why the $320B stablecoin market makes money the wrong way: https://t.co/dYezRDGhUY
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Daniel Yanev@dan_yanev · 2025/08/26赛道影响@StargateEco @LayerZero_Fndn Overall this merger makes sense, in practice these already weren't separate companies.
However as much as I want to celebrate a big on-chain acquisition this is DAO theatre.
The STG holders exchanged their liquid treasury for an illiquid token almost 1:1...
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Daniel Yanev@dan_yanev · 2025/05/20政策影响3️⃣ Euro-pegged stables grab 2-5 % share by late 2026 (and power #2)
MiCA’s e-money-token rules become fully enforceable in mid-2026. Once reserves may sit safely in EU banks, EURC, EUROe and bank-minted tokens will flood in. That single move could see $10-25 billion of liquidity come on chain and into euro rails—enough to dent the duopoly’s share and give European corporates a programmable payment leg in their home currency.
Follow for more stablecoin and interoperability content!
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Daniel Yanev@dan_yanev · 2025/05/20政策影响2️⃣ USDT + USDC dominance falls to ~80 % by Dec 2025
The duo now controls about 88 % of all stable-coins. Their grip loosens because:
- Regulation forces jurisdictional clones. New laws tie reserves to domestic banks. One token can’t obey two frameworks, so issuers fork (USD1, FDUSD, PYUSD) or leave certain markets.
- Yield-bearing competitors bite. If a swap costs pennies, traders won’t park cash in a 0 % coin.
- Non-USD share grows. Dollar pegs are still king, but users who pay and earn in other currencies want to dodge FX whenever possible.
The net effect: by end-2025 USDT + USDC are still first choice—but only for four out of every five dollars on-chain.
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Daniel Yanev@dan_yanev · 2025/05/20政策影响We are at an inflection point of stablecoin development and at the start of a Cambrian explosion of new entrants to the market.
The stablecoin rail is about to look very different—fast.
👇 Here are my 3 predictions for the next year
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Daniel Yanev@dan_yanev · 2025/04/02观点输出We’re hiring a Head of Product at @rhinofi
@rhinofi is growing, and we’re looking for a sharp, entrepreneurial product leader to help us build what’s next.
DM me, or share with someone great. Role here 👉https://t.co/aZvrw5Kx1l https://t.co/SNMzNCao9F
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Daniel Yanev@dan_yanev · 2024/11/07观点输出RT @rhinofi: With our $USDT bridge, you can move even bigger amounts with 0% slippage! 🚀
This is made possible thanks to our strategic col…
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Daniel Yanev@dan_yanev · 2024/08/13市场影响@krystalhkowlto @coinbase @binance @rhinofi Thanks for the shoutout Krystal ;)
DVF was aligned with our original product and vision for DeversiFi and as such didn’t overlap with our current community. We are getting ready for the next phase of explosive growth of https://t.co/XEJQwEFnbj 🚀
Good luck with the TGE!
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Daniel Yanev@dan_yanev · 2024/07/11观点输出@of_bebbanburg_ Have you contacted our customer support? We have live customer support which responds within minutes and resolved such issues if they arise quickly
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Daniel Yanev@dan_yanev · 2024/06/11赛道影响@zachxbt @dachshundwizard Kind of unfair to put us in the F- tier without qualifying what it is in the post itself. A lot of people are reading this tweet as an overall ranking of the products
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