• Revenue $395M vs Est. $379M • EPS $0.20 vs Est. $0.23 • FCF $56M vs Est. $49M • Super-Scaled Customers: 184 (+24% YoY)
FY26 Guidance • Revenue $1.75B vs Est. $1.73B • FCF $231M vs Est. $224M
ZETA exceeded expectations in free cash flow and customer growth, though EPS was slightly below estimates worth monitoring for future growth potential. #VitalikSells
Stablecoins just hit a major milestone: total market cap exceeds $300B — up ~6x from < $50B in early 2020. This isn't hype; it's a deeper, more mature liquidity base powering #crypto's institutional era. Stablecoins are the gateway, and the industry is stronger than ever. 📈
🔶 #BNBChain is leading the charge: +133% YoY stablecoin growth — the fastest among major networks, outpacing #Ethereum, #Solana, #Tron, #Base, and #Hyperliquid.
📊 While Ethereum still holds the largest share, $BNB Chain commands massive activity: ~14M monthly active addresses, making it the top stablecoin user network by real usage. Holding just ~5% of total supply, yet dominating throughput and low-fee settlements.
🦾 We're shifting to a true multi-chain stablecoin economy optimized for speed, cost, and scale. Volumes prove maturity too: weekly peaks hit ~$160B in early 2025 (double 2021 highs), with baselines now ~$60B vs ~$30B last cycle.
What chain are you settling on for stablecoins in 2026? Drop your thoughts below! #StrategyBTCPurchase