Oryon
Portfolio indexActive · Seed · 2023
ActiveStablecoins & payments

Mountain

CategoryStablecoin · Yield
HeadquartersBermuda
FoundersMartin Carrica, Matias Ferrari
— Overview

Mountain issues USDM, a yield-bearing stablecoin fully collateralized by short-duration US Treasuries. Yield accrues natively to holders through a rebasing mechanism, making USDM a native replacement for treasury bill exposure with on-chain composability.

The design is regulated under a Bermuda Monetary Authority licence and is one of the few yield-bearing stablecoins that has successfully cleared US securities law analysis with major law firms.

USDM has crossed $220M in circulation and is now integrated across 8 major DeFi venues as a base collateral asset. The protocol's fees fund the operating entity and provide a clear economic model different from spread-capture stablecoins.

— By the numbers
$220M
USDM supply
5.1%
Yield APY
8
Integrations
2023
Founded
— Investment
Round
Seed 2023
Our role
Lead
Check size
$3.5M
Co-investors
Multicoin Capital · Coinbase Ventures · Castle Island
Board seat
Rob Hadick
— Our thesis

The most regulatorily thoughtful yield-bearing stablecoin. We backed the seed on the thesis that yield-native dollars become the default.

— Team
MC

Martin Carrica

CEO & Co-Founder
MF

Matias Ferrari

CTO & Co-Founder
AC

Alex Cheng

Head of Product
IW

Isabel Wolf

Head of Compliance
— Timeline
  1. 2023Founded by Martin Carrica and Matias Ferrari
  2. Q3 2023Oryon leads seed
  3. Q1 2024USDM launch under BMA licence
  4. Q4 2025$220M circulation
— Latest update

USDM crossed $220M. Regulated under BMA licence with clean US legal opinions.

— In the press

Mountain's regulatory posture is the model for the next wave of yield-bearing dollars.

Castle Island, 2024