Exponential Edge - #15
From TradFi To DeFi
SYRUP is up +90.9%, riding the DeFi wave with TradFi-grade structure.
Meanwhile, ETH is gaining steam as stablecoin flows gear up to unlock trillions.
This week: 5+ plays across DeFi midcaps, nuclear bets & ETH betas.
Source: DefiLlama
The author(s) own BTC at the time of writing (disclaimer).
Key Report Insights:
CRCL Debut: First stablecoin proxy—25x oversubscribed and +168.5% on day one.
SYRUP TVL Surge: TVL jumped from $200M to $2.1B YTD, powering a +90.9% MoM price move.
Uranium Limits: Supply squeeze meets rising demand—uranium prices climb, nuclear stocks rerate.
CEG Lag: Up +42.8% YoY, CEG trails peers—an asymmetric bet as capital rotates down the stack.
ETH’s Stables: 54.8% of stablecoins sit on ETH—the go-to base layer for institutional RWAs.
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