Keirl 🧠

$STABLE | @stable_tweets Been accumulating $STABLE over the last few days. In my opinion, it’s massively undervalued. This isn’t “just another RWA project.” Stable is bringing mortgage capital markets onchain. And that market is MASSIVE: $13T+ U.S. residential mortgage market. The thesis is actually simple; Stable uses blockchain infrastructure to unlock liquidity and yield from real-world assets like: - mortgages - real estate - bonds through USDX, a CDP stablecoin backed by mortgage exposure. Instead of idle home equity sitting trapped for decades, Stable creates programmable onchain liquidity against real-world collateral. That’s a huge unlock. And unlike many RWA protocols still in theory stage, Stable is already showing traction: - Top 25 stablecoin on Solana - Top 5 asset-backed credit protocol on rwa.xyz - 2M+ TVL - 1M+ USDX circulating - Reserves dashboard already live - Leveraged mortgage looping beta launched The infrastructure side matters too. Stable is built on Solana: - high throughput - low fees - deep stablecoin liquidity - growing DeFi composability And now the AI angle is starting to emerge too. USDX became the exclusive stablecoin for pay.sh, meaning AI-agent API payments can directly create transactional demand for USDX. That’s a very interesting flywheel: AI payments + stablecoin rails + mortgage-backed yield. The real opportunity here is market size. Compare it to other RWA sectors: - tax liens - treasury products - private credit Stable is targeting residential mortgages: arguably one of the largest and most important asset classes in the world. Even tiny penetration numbers become enormous. 0.1% of the U.S. mortgage market = $13B potential TVL. That’s why the asymmetric setup stands out at current valuations. But execution is everything. What matters now: - loan origination quality - underwriting standards - maintaining healthy LTVs - scaling liquidity responsibly - institutional partnerships If they solve those pieces, this becomes far more than a speculative token. This becomes blockchain-based financial infrastructure tied to real economic activity. That’s the real thesis behind $STABLE. CA: 4AjvPXMn8YZG9saAVJvcWspg73oTFf2JmU4in4Xgpump