🤩 $STBL is Truly $USDT’s DNA

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U.S. GDP growth is back. Jobless claims are down. Recession fears should be gone… But instead, markets are dropping. Crypto's bleeding. Stocks are red. Over $1.1 billion in liquidations in a single day. What’s going on?

Here’s what we got for you today:

• 👀 Best Free methods to earn with crypto

• ⭐ Is STBL a game-changer or a clever pump?

• ⭐ Strong US GDP, yet weak market reaction

• 🔥 Burning hot takes for the road

AS REQUESTED, FULL $BDX REPORT IS LIVE 🧾

In case you’re new to this section. Every week, we’ll take the top community pick(s) & do a full deep dive into that coin.

This week, we’ve spent the past few days digging into every corner of $BDX.X ( ▲ 0.22% ) to deliver the most complete breakdown for your request. $BDX surprised us!

Even if BDX is not your fav, it’s still worth a quick look. And if there’s anything you’d like us to go deeper in future reports, just reply and let us know.

This is our first ever community deep dive, and we went hard to do it right. If you like this format, tell us. If you want more of it, drop your next pick.

Ethereum’s quiet countdown has begun. Whales are accumulating fast. Billions in options are set to expire. And the Fusaka update is dropping this December.

The last time whales moved like this, ETH didn’t just go up… it exploded. Most people aren’t paying attention. We should be.

Because when all 3 collide, $ETH.X ( ▼ 6.9% ) could be in for a Q4 that shocks the market. In this report, we’ll break it all down here:

😎 $STBL: TETHER TRIES TO REWRITE STABLECOIN GAME

$STBL.X ( ▲ 2.67% ) has already done a 15x since listing. So why is everyone talking about it?

1/ Why Was $STBL Created?

The stablecoin market has passed $280B in total circulation:

• $USDT.X ( ▲ 0.03% ) (Tether) holds ~65%

• $USDC.X ( ▼ 0.0% ) (Circle) holds ~26%

  → 2 companies dominate the whole space.

When you hold $10,000 in USDT, Tether is actually holding that amount in real-world assets (about 64% in U.S. Treasury bills) → earning 4% per year.

That’s $400 in yield, but you get none of it. It all goes to the issuer.

→ This "silent yield extraction" is what inspired STBL project to create a more community-driven stablecoin model.

2/ What Makes STBL Interesting?

STBL calls itself “Stablecoin 2.0”, and it’s led by Reeve Collins, the co-founder and ex-CEO of Tether.

• CEO is Avtar Sehra, with a strong TradFi and tokenization background.

• Backed by Wave Digital Assets (SEC-registered, $1B AUM).

• According to STBL’s CEO, Franklin Templeton may mint 100M $USST (their stablecoin) using their $BENJI.X ( ▼ 4.6% ) token.

🤔 CoinDesk reported this, but Franklin Templeton hasn’t confirmed it on socials yet.

3/ How Is $USST Different from Traditional Stablecoins?

STBL uses a 3-token model: USST, YLD, and STBL

Imagine depositing $1,000 at a bank. You’d normally get a savings account and 4% interest annually. But with STBL:

• You deposit $1,000 and receive 1,000 $USST, a stablecoin you can use like cash (transfer, trade, collateral)

• You also receive a YLD NFT, a separate asset that gives you rights to the 4% yield, called yield-stripping

• And then there’s $STBL, which acts like protocol equity → holders earn from all mint/redeem fees

100% of the 0.1% mint/redeem fee is used to buy back STBL on the market.

4/ Comparison: STBL vs. Tether vs. Ondo

• Tether ($USDT) and Circle ($USDC) = huge liquidity, but centralized and don’t share yield.

• Ondo Finance (USDY/OUSG) = tokenized U.S. treasuries with yield for holders, but requires KYC and is institution-focused.

👉 STBL wants to be in between: Public liquidity + Yield via NFTs + $STBL as a fee-capturing, governance token.

5/ 4 major concerns to watch:

First, $USST hasn’t officially launched. CEO claims Franklin Templeton may mint 100M $USST, but no confirmation yet.

Second, 750M STBL (~$380M at today’s price) will unlock in Oct/Nov/Dec. Starting March 2026, ~400M STBL/month will unlock until end of 2026 → massive sell pressure incoming.

Next, buyback hasn't started. And when it does, will it be enough to absorb sell pressure? It depends on how much $USST actually gets minted.

Finally, USST peg stability is still unproven. We don’t know how it holds up under market stress.

The design is fresh. The narrative is strong. The founder is legit. But the risks are real, especially around unlocks and unproven mechanics.

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🚨 US GDP GROWS 3.8%. WHY ARE MARKETS FALLING??

The BEA just reported U.S. GDP growth of 3.8% for Q2 → a strong rebound from Q1’s slump. At the same time, jobless claims fell, signaling a stronger labor market.

Sounds bullish, right? But instead of a rally, we saw the opposite:

• Nasdaq and S&P 500 dipped slightly

• Top crypto tokens pulled back even harder

• Over 1.13 billion USD was wiped out in crypto leveraged trades

Investors didn’t celebrate. In fact, they're pulling back both in TradFi and crypto. Cause people are doubting the data.

• Recently, a BEA director was fired after releasing unfavorable economic data

• Analysts from Harvard and Bloomberg didn’t call the data fake outright, but their followers did

• If Q2 was reported as a decline, we’d technically be in recession (two negative quarters). But this GDP print erased that

That’s especially strange if people truly believed a recession was still likely.

When both Wall Street and crypto traders start ignoring "positive" reports and act on their own reading of reality, markets become harder to predict.

Hmm, maybe now data will be less useful, and behavior will be everything. So keep your eyes open on who's actually reacting to them. That's where the signal lives now.

🔥 BURNING HOT TAKES FOR THE ROAD

Despite the bearish sentiment & $ETH.X ( ▼ 6.9% ) dropping below $4K, ETH whales have scooped up 406K ETH in just 48 hrs. Read more

Plasma ($XPL.X ( ▼ 8.01% ) ) officially listed on Binance. The current price is 15× higher than the public sale price in July ($0.05). Read more

SEC & FINRA are investigating 200+ companies for shady stock spikes before DATs. Markets are RED! Read more

Cloudflare is launching its own USD-backed stablecoin called NET Dollar, built for AI agent payments. Read more

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.