Stablecoin infra alpha for the real ones
Native > wrapped. Composable > glued.
$USDN accrues yield from Treasuries via M^0, moves by IBC, and settles with zero slippage
$18B through the pipes and people still bridge the slow way
@noble_xyz focus:
Noble Express gives CCTP burn/mint + IBC routes from ETH, L2s, Solana into 50+ chains
Safe on the AppLayer EVM for multisig discipline
Single issuance hub for native $USDC and RWAs so liquidity stops fragmenting
My play:
Hold $USDN for composable yield, route size through Express, and vote on issuers when governance opens
Space on Oct 28 about stablecoin composability if you still need the map
#IBC
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