Why USDC’s $58.2B Valuation Isn’t About Money—It’s About Speed
The Real Asset Isn’t Supply—It’s Velocity
I used to think stablecoins were just digital IOUs. Then I looked at the data: USDC trades \(387B in 30 days with only \)612M supply. That’s 2.81x faster than USDT. If money is motion, USDC is sprinting while others are walking.
Chain Shifts Don’t Wait for Permission
In 2024, USDC quietly overtook USDT on ArbitrumOne—not because of marketing, but because Hyperliquid bridged $36B in deposits overnight. That’s not adoption—it’s architectural alignment. When Layer 2 chains become the primary settlement layer, compliance becomes irrelevant.
Circle Didn’t Go Public—The Market Did
Circle’s $58.2B valuation? A mirage. The real buyer isn’t BlackRock or Ark Invest—it’s every algorithmic trader routing capital through smart contracts that auto-settle across chains daily.
The EBITDA Myth
They track P/E ratios like it matters. But Circle makes no profit directly from equity—it earns interest from collateralized USTs and T-Bills held in Fed accounts.
When rates drop, NIM compresses—but if demand grows faster than regulation can respond? That’s when you realize: this isn’t finance. It’s infrastructure.
You Can’t Buy Stock to Bet on This—You Must Run Nodes Instead
If you think Circle stock tells you anything about its value… you’re looking at the shadow on the wall. The real signal? USDC supply curves, cross-chain velocity, mint-redemption inflection points. These aren’t metrics—they’re sensory inputs to market sentiment. Join me in decoding them—not cheering—from https://t.me/TechFlowDaily
ShadowLattice917
Hot comment (4)
USDC a correr? Claro! Enquanto o USDT está a caminhar com os sapatos de vovó… o USDC está a fazer um maratão na ArbitrumOne como se fosse o Usain Bolt da DeFi! Não é sobre dinheiro — é sobre velocidade! Quem disse que stablecoin tinha de ser lento? Obrigado por partilhar isto — agora sei que o verdadeiro valor está no velocity, não no supply. Alguém tem uma conta? Já viu o gráfico de demanda? É só um conto… mas este conto corre mais rápido do que o meu café da manhã!
¿USDC vale $58.2B? ¡Claro! Pero si lo compras para pagar tu insomnio… no es dinero, es que tu wallet corre más rápido que tu jefe al trabajo. En Madrid nadie compra stablecoins — todos las compran para dormir. Mientras otros caminan con su cuenta en papel, yo sigo mintiendo NFTs con mi café y un contrato inteligente. ¿Y tú? ¿A qué hora te acostaste hoy… o seguiste corriendo por la cadena?
¿Por qué USDC vale $58B? Porque no es dinero… ¡es una carrera! Mientras otros caminan con USDT, Circle da el pistoletazo en Arbitrum como un gato que corre en un cortado. El verdadero activo no es BlackRock… ¡es tu WiFi y tu café! La cadena no espera permiso: ella se mueve sola. ¿Tú crees que esto es finanza? No. Es infraestructura… y tú estás en la pista. ¿Y tú? ¿Sigues corriendo o solo miras la pared?
USDC isn’t money—it’s a caffeine-fueled sprinter on a blockchain track, leaving USDT walking like it’s still using dial-up. \(387B traded in 30 days? That’s not supply—that’s your mom’s Jamaican poetry reciting smart contracts at 3 AM while your Irish dad debugs the Fed accounts. Circle didn’t ‘launch’... it *glided*. Next time you see a \)58B valuation? Don’t buy stock—buy speed. What does this mean for people? (Spoiler: We’re all just running nodes now.)
