This Week in Stablecoins: Tether Downgrade, Citadel Attacks DeFi, & My New High-Yield Allocations скачать в хорошем качестве

This Week in Stablecoins: Tether Downgrade, Citadel Attacks DeFi, & My New High-Yield Allocations

Welcome to the Stable Lad’s weekly portfolio update! Today we break down everything happening across stablecoins, DeFi yields, regulatory pressures, and the broader crypto cycle — and how I’m positioning my capital to earn consistent returns in any market. Here’s what we cover: 📌 Portfolio Strategy Update I walk through how I’m allocating capital across low-, medium-, and high-risk categories using the Stable Lad Risk Framework. You’ll see a snapshot of this week’s positioning and how I’m delivering more value for paid Substack members through tools like: The Protocol Grade Cheat Sheet Enhanced Stablecoin Ratings Chain Fragmentation Risk analysis Real-time portfolio moves 📌 The Big News: S&P’s Tether Downgrade We break down: What S&P Global actually said about Tether’s reserves Why the downgrade matters Whether USDT’s risk rating needs to change under my 2025 framework Clear, measured analysis — no FUD, no hype. 📌 Citadel vs. DeFi: TradFi Strikes Back Citadel Securities sent a letter to the SEC arguing that certain DeFi protocols should be regulated like centralized exchanges. We’ll discuss: What Citadel gets wrong Why permissionless systems challenge their business model What this means for decentralized protocols going forward How this might shape regulation under a more crypto-friendly U.S. administration This is a conversation every DeFi user should understand. 📌 Market Insights: Bear Market Cycles & Industry Growth I share: A new thesis on the potential end of the 4-year Bitcoin cycle Why crypto’s job market is exploding again Why stablecoins remain the strongest on-chain use case despite macro uncertainty. This helps frame long-term strategy, not short-term noise. 📌 New Stablecoin Plays & Yield Deployments I review my newest deployments across chains and protocols, including: Kamino (Solana) Beefy (Balancer/GHO pools) Arbitrum (USDC/USDT lending) Avalanche (GHO yields) Base (Compound lending) Fluid, Euler, and new LFJ (Trader Joe) pools w/AUSD high-yield opportunities You’ll learn why I chose each position and how they fit within the risk framework. 📌 Full Portfolio View Paid Substack subscribers get access to: The full detailed portfolio Live allocation changes Strategy explanations Risk-rating tools and cheat sheets New protocol deep dives If you want to see exactly what I'm doing, check it out. https://stablelad.substack.com/ Download the FREE Quick Reference Guide for Stablecoin Portfolio Construction: https://stablelad.kit.com/61a28752ee Come hang out on X: https://x.com/StableCoinLad ⚠️ Disclaimer This video is for educational purposes only and is not financial advice. Always do your own research and manage risk responsibly. Stablecoins carry embedded peg risks, issuer risks, and smart contract risks.