
Lao Bai|May 15, 2026 11:07
Yesterday, when we had dinner with @ BroLeon and @ Meta8Mate, everyone expressed that PVP in the current circle is too serious, and the difficulty of PVE in the neighboring US stock market is clearly not at the same level. We also had PVE during Defi Summer back then
Then everyone 'greatest common divisor' listed the 'real value' assets currently available for purchase and the things they can do in the cryptocurrency industry
There are only three assets - BTC, BNB, HYPE
There's only one thing you can do - stablecoin wealth management
Last night when I came back, I was surprised to see that @ TownSquarexyz officially announced a USD1 liquidity plan of $100 million -100M, a big deal!
Binance's USD1 wealth management is considered the Cefi version, which has always been popular. Now comes the Defi version
In my opinion, this is a 'triple win' situation
1. USD1- As one of the top five stablecoins, if you want to compete with USDC and USDT in the future, distribution channels, returns, and usage scenarios will definitely be of utmost importance. This $100 million liquidity plan will be rolled out simultaneously on Ethereum, BNB Chain, and Monad, laying the foundation for the future USD1 pipeline from institutions to retail to AI agents
2. After Monad TGE, the coin price remained stable, and more importantly, there were no outstanding projects in the ecosystem. This liquidity plan can be considered a timely help to the entire Monad ecosystem
3. TownSquare's ability to collaborate with the World Liberty Financial team is a testament to its strength. This liquidity plan involves four products: Yield Vaults, Lending Vaults, Loop Vaults, and cross chain markets, with a yield of 6-10% or even higher. After the project, it is highly likely to become the ecological niche of Yu'ebao on the USD1 chain
The team was founded by individuals with backgrounds in Coinbase, Meta, Accenture, and market makers. It is said that the new round of financing information has also been obtained, and we are waiting for the official announcement