Wen Lambo Financial (WLFI)

Bullish on $WLFI, aster-2:native , ethereum:native , solana:So11111111111111111111111111111111111111112 and bitcoin:native 🚀

The supply data of USD1 has recently changed
I think it’s worth bringing up

In mid‑June, USD1’s total supply fell to about $4.34 billion, which was a low point for Q2

But it rebounded quickly

Around June 22 it rose back to $4.84 billion, up almost 10% in just a few days
Now, in mid‑July it stabilizes around $4.4 billion

The increase in stablecoin supply is not because the price went up (it’s always pegged to $1), but because people are actively minting and using it

Someone exchanged real cash for USD1 and then put it to use

So I looked into what actually happened between mid‑June and the end of June

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A few events converged:

▪️ The Aster protocol announced that their RWA perpetual contracts will settle in USD1. This is institutional demand, not retail speculation

▪️ The UFC Freedom 250 event paid its prize directly in USD1. This is a real payment scenario where the money actually leaves the wallet

▪️ Binance extended its reward program and added a new mechanism

If you use USD1 as contract margin, you earn a 1.2× points bonus
This directly encourages users to employ USD1 as a tool rather than just holding it

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The common thread is that USD1 is not only being held, but also being used

Settlement, payment, margin

These are real use cases, not mere speculative trading

I think this distinction is important

Many stablecoins have large market caps, but most of them just sit idle in wallets

What’s valuable is that someone is actually using them

The current supply rebound of USD1 coincides with the rollout of these use cases, so the logic lines up.

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Looking at the bigger picture, the timing of this rebound is also interesting

The GENIUS Act (U.S. stablecoin regulatory bill) is moving forward, and the compliance framework is about to be implemented

In this window, a stablecoin that has regulatory backing, real use cases, and platform incentives enjoys a relatively advantageous position

Of course, the supply has slipped back to around $4.4 billion, indicating that part of the June‑end rebound may have been short‑term demand

Whether it can keep climbing depends on whether the volume of these use cases can continue to expand

I will keep an eye on several items:

the actual trading volume of Aster’s RWA contracts, the scale of Binance’s next reward round, and the final rollout schedule of the GENIUS Act

Going forward, whether USD1’s supply can keep rising, I think, hinges on the continued growth of these scenarios

The above is for informational distribution only and does not constitute investment advice. dory
#USD1 #Stablecoin #WLFI