What We're Thinking About
Today
⚪️Mixed
Coins:CUSDValeo CashSAL
Themes:Institutional stablecoin adoptionTelegram Wallet integrationZK proof scalability
“Aave is dead from this moment, nothing stops Stani from creating another proposal and taking the rest treasury funds.”
Aave governance proposal sparks controversyThis Week
🟡Cautious
Coins:mUSDUSDVEZUSD
Themes:DeFi resurgenceStablecoin adoption through new lending designsInstitutional DeFi adoption
“Aave is dead from this moment.”
Cowswap API documentationThis Month
⚪️Cautious → mixed
Coins:ETHSOLUSDC
Themes:Stablecoin market dynamics and depeg concernsLayer 2 scaling and ETH dominanceDeFi stress tests and lending platform risks
“Algorithmic stablecoins face extinction; compliance is the new game.”
Gnosis DAO RFP for Treasury Management