stepping back on @Aptos in 2025, it was one of those chains that looked quiet on price, but was clearly choosing what it actually wants to be good at.

that choice was money behavior.

–sSupply up ~114% YTD to ~$1.8B+

– monthly transfer volume went from ~$8.6B in Jan to ~$48B+ by Nov

i see this as capital testing settlement rails. Native USDT and USDC went live, then BUIDL showed up, then PYUSD, USDG, USD1 all followed.

you have to get why this stuck on Aptos

→ fees around half a cent

→ finality under a second

→ block times already ~60ms with Velociraptr mostly rolled out.

the same tech that on-ramps capital also helped TVL rebound, because deep stablecoin liquidity is what makes lending, margin, and yield loops actually function.

$apt feels like it’s in the really early phase of building solid fundamentals, the same way big chains did before they ripped. We’ve seen this movie before with Sol and Sui.

wouldn’t be surprised if Aptos keeps pushing higher from here. More curious which narratives end up sticking.

might be fun to keep an eye on.