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Arhat

@arhat

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Arhat
@arhat
stablecoin supply initially soared in the low‐rate years (2019–2021) while the government’s interest costs stayed muted; effectively two disconnected worlds. then in 2022, the fed’s rate hikes sent interest outlays vertical at the same time stablecoin supply slumped (terra-luna, risk-off sentiment). yet by 2023–2025, both lines converge upward: stablecoins rebound (thanks to yield-bearing models and a “flight to quality”), and US interest expense keeps climbing as rates remain elevated. what does this tell us? 1. stablecoins have proven adaptable. Even as “traditional” yields rose and siphoned some capital away, stablecoin issuers responded by passing through T-bill yields, keeping crypto dollar demand high. 2. the US government’s growing interest tab ironically strengthens stablecoin ecosystems, because those higher treasury returns attract stablecoin reserves. https://x.com/0xarhat/status/1908957617566921035
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@arhat
the tariff war was basically to make it harder to raise debt for other countries. just when you thought de-dollarisation was holding pace, trump comes in and makes US dollar more attractive to hold again. here are my thoughts on a narrational thesis i’ve been exploring. https://x.com/0xarhat/status/1908066695849099320
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and the US is pricing in recession risk faster and aggressively. more flow expected into US treasuries. something’s going to break. RWAs up only!
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markets are screaming recession risk louder than inflation risk.
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My first fully encrypted transaction on @solana thanks to Encifher. Next up, we bring in encrypted payments and fully compliant privacy engine to build whatever you want on top of it. You’re either ahead of this or you’ll be playing catch-up. https://solscan.io/tx/659HWYWJXfd3fgRKJYVsXmyavqCNcjeU3U9QJTzymkgH4NNxS6HUjHZeSQmYLg3qvD2wQEksQrasSgqRbA55fUiA
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Never have I seen a more useless token
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I think i should get back to being active in here
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What’s the best research on custom MEV auction systems?
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One wallet. One address. One balance. For All Chains. This is my thesis on Chain Abstraction. https://arhat.mirror.xyz/ae6ToRqg-2svUTJPjbyzF1RIZdk97hFu-nrj49cvKKU
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Hello Farcaster, I’m here.
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Spaghetti Carbonara
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It’s over for us bros
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Losing my mind a little everyday
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FHE is GDPR compliant.
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hihi @betashop.eth @airstack.eth! I'd like to auction my Fan Tokens on Farcaster! @moxie.eth
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I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack.eth
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Hosting a summit today
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n^2 = n
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Me and @fibojustin.eth farming tokens after every crash
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@arhat
Me to me everyday:
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