Stacy in Dataland (´⊙~⊙`)

Stablecoins are the narrative of the moment. When restaking was in the spotlight, most of Pendle’s TVL came from ETH-based staking assets. As BTCFi gained momentum, Pendle adapted fast — shifting a major share of its TVL toward Bitcoin assets.

🌐In just 10 days it became known: • Tether is building Plasma — a dedicated chain for ultra-fast, low-cost USDT transfers • Circle is launching ARC this fall — a new open Layer 1 blockchain • Stripe is creating Tempo — its own payment‑focused Layer 1 for stablecoins • JPMorgan is rolling out an intraday repo platform on Kinexys • MetaMask will announce its own stablecoin mUSD this week This time, draw your own conclusions 📱X (Twitter) | 📱Telegram | 🔖Substack

GEODNET’s network has grown rapidly from 10K stations in November 2024 to over 17K across 147 countries by September 2025. It now stands as the world’s largest RTK network by station count and coverage, serving roughly 25K devices and 18K unique users daily.

Polygon has solidified its position as a go-to network for payment solutions — combining low fees, fast settlements, and a developer-friendly environment. In Q3, payments-focused apps on Polygon PoS processed $1.82B in transfers across 50+ platforms, a 49.2% QoQ increase.

This week, edgeX overtook Hyperliquid in daily fees — $1.9M vs. $1.1M.

GEODNET has already generated $3.3M in 2025 — more than double its total revenue from 2024.

Sei Network’s daily active users are up 118% YTD, consistently staying near the 1M mark since August. That’s a clear signal of sticky user engagement, even in a volatile market.

Aave Horizon’s RWA market just topped $360M, cementing tokenized assets in the heart of DeFi. It enables institutions to borrow stablecoins against RWAs, while offering stable yield opportunities to liquidity providers.

Phantom CASH supply has grown from 0 to $72.9m in just its first month.

DEX volumes on Base are climbing steadily, now exceeding $1.8B daily. Impressive traction for a relatively young ecosystem.

Forward Industries, a new Solana treasury player, led NAV growth after a $1.65B PIPE round. They closed Q3 with $1.4B in NAV and 6.8M SOL. DeFi Development Corp and Upexi followed with 3x+ NAV growth, reflecting growing institutional momentum on Solana.

Lighter saw massive inflows after moving to mainnet following 8 months in private beta. Even with last week’s crash and heavy withdrawals, it’s holding the $1B TVL line.