PayPal USD (PYUSD)

JUST IN: PayPal’s $PYUSD stablecoin supply shrinks 31% since March ATH of $4.2B. Now stands at $2.92B, a loss of more than $1 billion https://t.co/vMWPcDSjdU

Here's what's actually getting checks written in Web3 ↓

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🔴 S-TIER (write the check now):

• Stablecoin infra & payment rails. Every major fund named it. Citi sees a $1.9–4T market by 2030. Bridge, BVNK, Rail already exist.

• AI agents × crypto. Agents can't open bank accounts, so crypto becomes the default rail. Google AP2, PYUSD, Solana Pay all ship this year.

• RWA tokenization. $28.6B onchain but only $2.8B in DeFi. The composability gap is the whole opportunity.

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🟠 A-TIER (actively sourcing):

• Next-gen DeFi with privacy + capital efficiency baked in

• Institutional trading infra (perpification of everything: oil, inflation, etc)

• DePIN (compute, energy, connectivity, token-incentivized)

• Agentic payments (wallets for bots, x402 micropayments, machine-readable APIs)

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🟡 B-TIER (interest, picky):

• Onchain consumer credit, moving past overcollateralization

• Prediction markets, split into financial and cultural tracks

• Privacy infra (ZK tooling,

Additional PYUSD capacity is now available in the PRIME Market.

Sentora has increased allocation from its PYUSD vault, adding $12M in PYUSD liquidity for borrowing and looping strategies. https://t.co/KxzSPVEcnl