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Arhat

@arhat

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Arhat
@arhat
in short, we’re seeing the digital dollar and washington’s interest burden lock in a strange symbiosis, so long as the market trusts the dollar, stablecoins will ride that yield, and so long as stablecoins keep stacking T-bills, america’s debt remains in demand. it’s a feedback loop that quietly binds the on-chain economy to uncle sam’s balance sheet, for better or worse.
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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
@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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Arhat
@arhat
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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@arhat
markets are screaming recession risk louder than inflation risk.
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@arhat
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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@arhat
Never have I seen a more useless token
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Arhat
@arhat
where
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Arhat
@arhat
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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Arhat
@arhat
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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@arhat
Spaghetti Carbonara
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Bro 💙💙💙
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Justin the Broski 🐹Ⓜ️ pfp
Justin the Broski 🐹Ⓜ️
@fibojustin.eth
Excited for this team and what they're building!! cc. @arhat https://www.youtube.com/watch?v=1hDl4aD-REE
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It’s over for us bros
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Broski 🙏🏽🙏🏽
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Arhat
@arhat
Losing my mind a little everyday
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@arhat
FHE is GDPR compliant.
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@arhat
hihi @betashop.eth @airstack.eth! I'd like to auction my Fan Tokens on Farcaster! @moxie.eth
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