MikeS

Stablecoin supply reached its ATH at ~ $340B in May. Institutional treasury flows still don't move over these rails. Every payment is visible to anyone watching the chain. 2026 has seen the first responses: Aleo + Paxos shipped USAD, a private dollar stablecoin on Aleo.

BTC and majors nuking, $manifest barely flinching - still holding above the prior resistance. Relative strength when everything bleeds

Asset selection is everything. Primarily holding 3 coins atm and all breaking out. $HYPE, $HOME & $MANIFEST

$HOME just reclaimed $0.03. Why is it outperforming? - Good tokenomics. Supply mostly community-allocated with 80% of net fee revenue used for buybacks - Price broke out of a multi-month downtrend - New products shipping - rocket perps + trading campaigns driving adoption -

Manifesting good vibes and new ATHs this weekend.

$HOME attempting a multi-month trend reversal, as team keeps shipping. Comfy hold

Market's down, but we are manifesting a new ATH.

Confidential vesting makes sense - so no one can front run your unlocks. Would be useful for both investors + projects imo

Rocket perps are strangely addicting and fun

我用$manifest 进行了定投——没有持有太多链上资产，但我认为它具有普通投资者的吸引力，而且目前的底价似乎不错。

Think we likely see a new $HYPE ATH today - pullbacks are getting slammed as people bid the strongest asset + ETF inflows consistently strong so far. But a lot of HYPE unstaking over the next two days. Curious how much hits the market and how well that sell pressure gets

One thing worth noting that the CEXs that route flow pick the shelf, and the stablecoins they pick get the volume. The top 3 CEXs (Binance, OKX, Bybit) ran ~60% of crypto derivatives volume in Q1 2026. Their risk engines add collateral assets slowly. Every addition is a

Best type of trades are ones you can buy and hold for weeks/months without worrying about short term volatility. Huge tailwinds from $HYPE - attention from pre-IPO perps, revenue boost from USDC yields, many shorts underwater - so expect a further squeeze up. We're also seeing

USD1 just crossed $4.5B. Worth looking at what's actually driving it. The stablecoin market sits ~ $323B. USDT and USDC are still the base layer. Everything else competes for the surface area that's left. Most have picked a lane: → PYUSD: payments → USDe: yield → USDS:

2026 seems to finally take Privacy seriously. The Infra is closely catching up with the narrative where all major primitives deliver functioning products: FHE (Inco, Fhenix), MPC (Lit, Nillion, Arcium), ZK (Aleo, Namada, Aztec), TEE (Oasis, iExec). Worth looking at

Team credibility also matters here: - Louis Regis (lead): ex-Credit Suisse quant; ex-Rothschild crypto lead; XBorg CEO (XBG grew ~$40M→$400M); top Bybit and HL PnL trader - James Ward: Seel co-founder; XBorg CTO; 10+ years in distributed systems. - Valdi: ex-Worldcoin engineer.

For a legacy industry plagued by opaque rules, delayed payouts, illiquid capital, and a history of blowups. Having all operating metrics (revenue, payouts, pass rates, funded traders, payout speed) on a public dashboard is how you build trust. What Propr's data is showing now:

Multi-market access is an underrated USP. Retail liquidity is thin - October's leverage cascade wiped out a lot of crypto wealth. Memecoins run on micro-cap dust. Polymarket is deep only on major events. Even top Hyperliquid traders hit size limits. What traders actually need

Prop trading is one of the largest retail finance businesses that crypto hasn't fully touched yet. MetaTrader powers a $10B retail trading market. FTMO alone did $200M+ in revenue last year. These platforms were built in 2005 with no crypto support. No API. No path to AI