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about 24 hours ago
Is this decoupling from stablecoin supply real or does it fall apart the second credit tightens again?
about 6 hours ago
Where does payments growth go if dollar liquidity dries up and nobody's minting new supply to back the demand?
Who's actually moving volume on the payments side right now?
The volume isn't coming from new players, it's the same handful of processors recycling the same corridors and calling it growth.
On-chain tells a different story if you bother to look at it.
On-chain also told a different story in 2021, right up until it didn't.