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Boring_Business Profile picture
@BoringBiz_
Aug 1 • 13 tweets • 4 min read • Read on X
Scrolly
Apollo just released some incredible data on how stablecoins are impacting demand for US treasuries and outlook for the sector

Few charts that caught my eye

🧵

1/ Stablecoin transaction volume has surpassed both Visa and Mastercard Image
2/ Stablecoin combined market cap now sits at ~$250B Image
3/ USDC and USDT make up ~85% of the market cap Image
4/ Majority of the stablecoin supply is pegged to USD Image
5/ Transactions today mostly taking place in North America and Europe Image
6/ Stablecoin market cap is projected to almost 10x in just the next 3 years Image
7/ Number of active stablecoin addresses have been slowly rising Image
8/ Transaction volume has surpassed traditional financial systems such as Visa and PayPal Image
9/ Payments transaction volume still lag behind Visa and Mastercard Image
10/ Reserve asset composition of USDC and USDT Image
11/ Stablecoins are now the 18th largest holder of US treasuries Image
12/ Stablecoin demand for Treasuries growing at very rapid pace Image
13/ $6.6T of bank deposits at risk due to stablecoins Image

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More from @BoringBiz_

Boring_Business Profile picture
Jul 12
Apollo just released a 28 page deck on the outlook for the US dollar

Some charts that caught my eye

🧵

1/ Hedging costs have increased for foreign investors Image
2/ Hedged yields are negative for foreigners Image
3/ Dollar and yields first began divulging because of the trade war Image
Read 13 tweets
Boring_Business Profile picture
Jul 11
Apollo just released a 42 page deck on the state of student loans

Some fascinating charts

🧵

1/ Total number of people with federally managed student loans have now hit 45 million Image
2/ Student loan delinquencies have jumped over 1000bps since February Image
3/ Delinquencies are up across every single age group compared to 2020 Image
Read 21 tweets
Boring_Business Profile picture
Jul 5
Blackrock just released their 2025 midyear outlook

Here are a few charts that caught my eye

🧵

1/ Equity markets have become much more sensitivity to economic and trade policies post 2020 Image
2/ Foreign investors still own roughly 25% of US treasuries Image
3/ Europe has previously had periods of outperformance vs US equities, but it has never spurred this much discussion around the role of US assets and reserve status Image
Read 10 tweets
Boring_Business Profile picture
Jun 14
If you are interested in leveraged finance, restructuring banking or credit investing, this thread is for you

A few gems from an old Bear Stearns Leveraged Finance handbook (part 3)

🧵

1/ How to calculate RCF balance and interest expense Image
2/ How to calculate Term Loan A interest and amortization Image
3/ How to calculate Term Loan B interest and amortization Image
Read 16 tweets
Boring_Business Profile picture
Jun 8
Morgan Stanley just released a fantastic 52 page deck on the state of markets and their asset allocation framework for June 2025

Some charts that caught my eye

🧵

1/ Indicators have recently diverged between actual economic activity and sentiment Image
2/ Tariffs currently trending towards de-escalation... Image
3/ ...leading to more risk-on behavior in markets Image
Read 25 tweets
Boring_Business Profile picture
Jun 2
INVESTMENT BANKING SURVIVAL GUIDE 101

If you are a recent college graduate or intern starting in investment banking in the next few weeks, this thread is for you

Some unsolicited advice from me

🧵
1/ PAY ATTENTION TO SEAMLESS MEALS

As a young banker, most of your time is spent eating outside. That includes lunch, dinner, dates. Watch the calories

This is #1 because without good health, everything else is meaningless. If you feel bad, nothing else matters.
2/ MAKE THE JOB EASIER FOR SENIORS

The easiest hack to become a top bucket analyst: look at what your Associates and VPs hate doing (probably the grunt work) and love to do them

Make your senior's lives easier and everything else falls in line
Read 25 tweets

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