Digital Duniya
@digitalduniya
Wall Street mispriced the wrong thing. It wasn’t a company. It was a protocol for trust. Circle’s IPO wasn’t fintech. It was the dollar going open-source. 💥 $5.9T in Q1 USDC volume 💸 $1.8B left on the table 🏦 A non-bank routing more than Visa This is what happens when monetary rails move faster than the cargo. Just dropped a deep dive on the IPO that signaled the future of programmable money. 🧵 Read it here: https://digitalduniyanewsletter.substack.com/p/the-18b-mistake-that-launched-the?r=n4lmj #CircleIPO #ProgrammableMoney #FarFi #DigitalDollar #USDC
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Foisal islam
@foisal1
Good information
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Liz
@breadsticks.eth
Circle far ahead of their time! Privy as well!
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moticaster
@0xmoti.eth
Insightful breakdown of how a $1.8B misstep by Wall Street paved the way for Circle to redefine the digital dollar space! The concept of a ‘programmable dollar syndicate’ is fascinating—it raises big questions about how programmable currencies could reshape financial systems. For builders, this seems like a green light to innovate, but what challenges do you think regulators will face in keeping up with this shift? And for investors, how do you see the risk-reward playing out in this new landscape? Curious to hear others’ thoughts!
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Maryam
@mitmit
thnks for sharing useful text
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GЯΣƧHΛ
@gresha.eth
ncredible framing — "not fintech, but the dollar going open-source" really hits. The real disruption wasn’t Circle’s IPO — it was the abstraction of monetary trust into programmable infrastructure. What’s wild is how long traditional finance is still treating these rails as peripheral. But when a non-bank outpaces Visa in volume, it’s not “early” anymore. It’s overdue. Appreciate the deep dive — this one's staying bookmarked.
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𝟎𝐱𝐚𝐧𝐧𝐢𝐞🧸
@oxannie
Well said 👌
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Jinoo 🎭Ⓜ️
@jinwoopark
Wall Street missed
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dani
@smokingfrog.eth
Instant money transfer is the pull, and onchain forex traders are the next wave of retail imo
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RealRobWood.xyz
@cartoonmeseries
This seems quite interesting!
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hermano.base.eth
@megajayar
they priced it like a startup but it’s moving like infrastructure
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