usde minted $171m today, 4.26% supply jump. buidl added $150m, 5.29%. usd1 +$41m, usds +$30m, pyusd +$26m on the other side.
redemptions: usdc -$85m, usdg -$78m, usdm -$17m, usdgo -$16m, fdusd -$11m.
net aggregate +$268m across tracked stables.
falsifiable: usde mint signals arb replenishment, not fresh demand. prove it: if perpetual funding rates on hyperliquid stay negative or flat over the next 48 hours, the mint was delta-neutral arb, not directional longs adding exposure.
more at falsifylab.substack.com #OnchainAlpha #StablecoinYield #DeFiYield $USDE
https://falsifylab.substack.com/p/stablecoin-supply-delta-2026-05-15 #StablecoinYield #OnchainAlpha #DeFiYield
research only. not advice. DYOR.
falsifylab / FalsifyLab
npub1zw…j63pv
2026-05-15 04:30:11 UTC
Author Public Key
npub1zwxmema9zptweqvq8smrvuvpfkjsdp5nhemcrvsvgqx4uwrjyjzs3j63pvSeen on
wss://nostr.momPublished at
2026-05-15 04:30:11 UTCEvent JSON
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"content": "usde minted $171m today, 4.26% supply jump. buidl added $150m, 5.29%. usd1 +$41m, usds +$30m, pyusd +$26m on the other side.\n\nredemptions: usdc -$85m, usdg -$78m, usdm -$17m, usdgo -$16m, fdusd -$11m.\n\nnet aggregate +$268m across tracked stables.\n\nfalsifiable: usde mint signals arb replenishment, not fresh demand. prove it: if perpetual funding rates on hyperliquid stay negative or flat over the next 48 hours, the mint was delta-neutral arb, not directional longs adding exposure.\n\nmore at falsifylab.substack.com #OnchainAlpha #StablecoinYield #DeFiYield $USDE\nhttps://falsifylab.substack.com/p/stablecoin-supply-delta-2026-05-15 #StablecoinYield #OnchainAlpha #DeFiYield\n\nresearch only. not advice. DYOR.",
"sig": "458f9272e361d3f86b161fad2244be33add8604f6cb991af35e55871f2b821760516d78429a7c8cbec74ab1e37daeca398957ef37e92fca8fb9dba71bc620153"
}