Falcon USD (USDf)

➥ I never expected @falconfinance to do this, as we’re in one of the strangest markets I’ve seen

There’s no clear trend or real FOMO, capital is cautious and fragmented

In a cycle like this, most teams slow down

However, Falcon team just launched a $50M ecosystem fund

That hits differently when USDf already has $2.5B TVL / $2.1B supply on Ethereum + BNB

I believe they want to deliver their vision:

- RWAs are $25B+, treasuries $9-10B, yet most capital still isn’t working onchain
- this fund goes straight for that gap: yield infra, structured products, real composability
- split 50% capital / 50% vested $FF, execution matters more than hype

This is how a strong team building through the quiet

In a market this cold, $50M feels like a gem you only see once in years

If you’re a builder stuck waiting for the next narrative,
this might be the moment to pivot and build on USDf

Timing > size