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Kiln

@kiln

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Kiln
@kiln
6/ Market Positioning The IPO sets a valuation benchmark for regulated stablecoin issuers, broadens institutional adoption, and strengthens Circle’s moat as demand for compliant digital dollars rises. Banks, fintechs, and Big Tech may increasingly rely on its infrastructure.
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5/ Long-term execution Public-market scrutiny may sharpen execution. Revenue will face pressure from Fed rate cuts, but growth can come from expanding USDC’s float, non-US banking rails, and added services (merchant settlement, cross-border payouts, treasury APIs).
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4/ Benefits of going publi Public listing enhances transparency, attracts institutional partners, and provides equity for strategic acquisitions—without the scrutiny of a Coinbase merger.
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3/ Antitrust & M&A implications The IPO removes antitrust concerns from potential Coinbase deal talks. Regulators were unlikely to approve a merger combining the top US exchange and stablecoin. A last-minute bid is possible but unlikely post-roadshow.
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2/ Pricing strategy Management likely underpricing to secure a first-day pop and sustain it long-term. Regulatory tailwinds (US stablecoin laws) could boost USDC’s market share as demand grows for transparent, cash/T-bill-backed stablecoins.
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🧵 Circle’s IPO is shaping up to be a key moment for the stablecoin sector. Priced at a discount to crypto and fintech peers, the offering raises important strategic and regulatory considerations ⤵️
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1/ Circle IPO valuation Circle plans to float shares at $24–26, valuing the company at $6.2–6.7B (fully diluted) or $5.2–5.8B (enterprise value). At 3–4x trailing revenue, this is a discount to Coinbase (8–9x) and payments giants like Visa/Mastercard (double digits).
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Just dropped: Our latest podcast with Jess Houlgrave, CEO of @reown, and Laszlo Szabo, CEO & Co-Founder at Kiln. 💡 We dive into seamless wallet UX, stablecoins revolutionizing payments, @walletconnect's 30M+ monthly connections, and how Africa, LATAM, & Southeast Asia are leading crypto adoption. 🎧 Full convo live now — don’t miss it! https://youtu.be/iZn3S14-zOs
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🔑 Your Safe multisig just became a yield engine Safe{Wallet} already secures $100B+ for DAOs, crypto companies, and HNWIs. Now those same treasuries can earn without ever moving assets. How it works: • One multisig transaction routes wETH, wstETH, USDC, USDT, or WBTC into Morpho Labs Earn, powered by Kiln DeFi • Your Safe now holds non-transferable vault shares, so signer control never changes • Live APY, risk score, and exit cost are shown in-app Open Safe → Earn → start compounding Learn more: https://www.kiln.fi/post/safe-wallet-x-kiln-defi-one-click-stablecoin-yield-for-multisig-treasuries
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Tomorrow, our Director of Partnerships, Elsa Said-Armanet, will be speaking on the staking panel at BitGo's Digital Assets Forum! She’ll join Max Marcisiak from Luganodes, Nick Tymko from Figment, and Alessandro Maci from P2P to share insights on: ✔ Staking mechanisms ✔ Security best practices ✔ Institutional needs If you're attending BitGo’s Digital Assets Forum in Zurich, don’t miss this session!
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✨ Pectra is now live! Ready to roll your 32 ETH validators into a single auto‑compounding powerhouse? Our guide shows how to convert & consolidate in Kiln Dashboard: • Enable compounding with one click • Merge multiple validators into one (up to 2,048 ETH) • Keep control of your withdrawal keys Dive in → https://www.kiln.fi/post/kiln-dashboard-goes-pectra-compounding-consolidation-made-simple
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🧡 Stablecoins used to sit idle in self-custody. Not anymore. @ledgerofficial just launched stablecoin yield in Ledger Live — powered by Kiln DeFi via @morpho, Compound, Aave, Spark, and Sky.money. 👉  Users can now earn yield on USDT, USDC, DAI, and USDS directly from their wallets. Smart DeFi access, enabled by Kiln. Read more: https://www.kiln.fi/post/ledger-live-x-kiln-defi-non-custodial-approach-to-stablecoin-yield
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🚀 Pectra mainnet → May 7, 2025 Why stakers should care: • Stake up to 2,048 ETH/validator → auto-compounding (+~1.5% APR) • Self-service withdrawals (no operator needed) • Fast activations (~45 mins) • Consolidate 0x01 → 0x02 for streamlined ops • Optional: Consolidation boosts APR and slashes infra costs 0x01 validators still work! Want to optimize? 🧑‍💻 Join our live demo tomorrow, April 29, 2PM CET: https://www.kiln.fi/pectra-upgrade Everything you need to know 👉 https://www.kiln.fi/post/ethereum-pectra-upgrade---everything-you-need-to-know
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✨ Stablecoin yield for everyone. Trust Wallet users can now earn yield via @morpho, Aave, Compound, @angleprotocol, Venus & Spark, directly within the app. 👉 Powered by Kiln DeFi – we handle the complexity so users pick vaults & earn. Read more: https://www.kiln.fi/post/trust-wallet-kiln-defi-simplifying-access-to-stablecoin-yield-for-200m-users
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⏰ Last call! On April 29, 2 PM CET, we're going behind the scenes of Ethereum's Pectra upgrade before it goes live on May 7. Don't miss your opportunity to: • See live demos of validator consolidation and partial exits • Get your technical questions answered by Kiln's engineering leads • Hear exclusive analysis from the Ethereum Foundation Final spots available → https://kiln.fi/pectra-upgrade/
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congrats team!
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Don't miss our CEO, Laszlo Szabo, moderating the "From HODL to Stake: Architecting Sustainable Yield on Bitcoin" panel at Staking Summit Dubai with Brendon Sedo from @coredao-org, Jacob Phillips from Lombard, and Alexei Zamyatin from BOB! This is your chance to get the latest insights on: • Bitcoin staking innovations • Sustainable yield strategies • The future of BTC DeFi Can't wait to see you there!
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Mark your calendars—April 29th, 2PM CET—for an exclusive deep dive into Ethereum’s Pectra upgrade, expected to launch on May 7th. Join Kiln experts Carolyne Quinn, Sébastien Rannou, Loïc Titren, and a special guest, Nicolas Consigny from the @ethereumfndn. Why attend? ✅ Exclusive first look at Pectra’s staking enhancements and what Pectra means for the future of Ethereum ✅ Live demo: Consolidate validators, top-ups, and partial exits ✅ Q&A with Kiln’s team + Ethereum Foundation insights Secure your spot now: https://www.kiln.fi/pectra-upgrade
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"We bear an incredible responsibility as an organization to ensure that we don't tokenize just for the sake of tokenization[...] We need to offer some other value add" - Michael Sonnenshein, Securitize Last week, we co-hosted Kiln Rendez-Vous with Cryptio & KAST during Paris Blockchain Week. Relive our panel on 'A New Era of Yield in Digital Assets,' where we gathered industry leaders including Cyrus Fazel (@swissborg), Merlin Egalite (@morpho), Michael Sonnenshein (Securitize), and Hemant Pandit (Cryptio). From DeFi lending innovations to institutional-grade tokenization, the panel unveiled groundbreaking insights on the next era of finance. Watch the full discussion: https://www.youtube.com/watch?v=XXGHax0QIdM&ab_channel=Kiln
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Solana scaling isn’t going the L2 route. Instead, it’s focused on L1 with Network Extensions: domain-specific execution, unified consensus, and seamless UX (thanks to products like Raiku). No forks. No fragmentation. Learn more 👉 https://www.kiln.fi/post/what-are-solana-network-extensions-and-how-are-they-different-from-ethereum-layer-2s
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