Stablecoin Market Growth & Trends - Stablecoin monthly trading volume surged from $1 trillion to over $3 trillion since November 2022 [2] - Monthly transfer volume reached $3.44 trillion, with a peak of $4 trillion in December [3][4] - Goldman Sachs predicts a stablecoin gold rush worth trillions of dollars [6] - The stablecoin market is currently worth over $280 billion [12] Regulatory Landscape & Government Adoption - Governments are considering utilizing stablecoins to maintain the US dollar's dominance in the digital age [1][8][13] - Wyoming is introducing a state-backed stablecoin on multiple blockchains [9] - Crypto firms are urging the UK to develop a national stablecoin strategy to avoid falling behind the US [11] - China is considering allowing yuan-backed stablecoins, and Japan is set to approve yen-pegged stablecoins [14] - The OCC is encouraging community banks to partner with stablecoin companies to drive innovation [17][18] Ripple & ROUSD - Ripple is pursuing a US banking charter (OCC license) and a Fed master account [20][21][23] - Ripple aims to bridge crypto and traditional finance [20][24] - ROUSD is expected to disrupt traditional payment rails and become a fixture in the financial system [26]

Crypto Security & Regulation - Ripple became a founding member of TRM Labs Beacon Network, a real-time crypto crime response network, aiming to stop illicit funds before they exit the blockchain [1][6] - The Beacon Network includes major exchanges and crypto companies, providing a critical piece of security for crypto by tracing funds instantly and acting before criminals cash out [3] - TRM Labs partners with Canton Network to strengthen risk management on privacy-enabled networks, connecting to major financial institutions [6][7] XRP & Gemini - Gemini hinted at a major initiative centered on XRP, potentially involving a new rewards program [10][12][14] - Gemini previously concluded an XRP giveaway campaign and has consistently promoted XRP since listing it in August 2023 [13][15] - Gemini is drawing on a Bitcoin loan from Ripple, with an interest rate of 43%, totaling 1,275 Bitcoin, as the exchange prepares for a potential IPO [22] Stablecoins & IPOs - Bullish completed an IPO with 115% billion of proceeds settled in stablecoins (ROUSD) on the XRP ledger, marking a historic step for stablecoin use in IPOs [24][25] - ROUSD on the XRP ledger has approximately 859% million issued, with a total supply of almost 670 million, and its value has increased by 25% in the last 30 days [28][30] - The industry anticipates a stablecoin boom, potentially leading to trillions of dollars, with Ripple playing a key role in paving the way for mass adoption [31][32][34]

Market Overview and Sentiment - The cryptocurrency market experienced a significant correction, with double-digit losses across various cryptocurrencies [1] - The Fear and Greed Index has dropped to fearful levels, indicating a potential market panic [1][2][3] - Despite the current negative sentiment, the market is perceived to be hovering around prices from the beginning of the month [11] - The analyst believes that the largest moves of the cycle are yet to come, and most participants will be shaken out before they occur [11][13] Ethereum and Altcoin Analysis - The industry is in phase two of the cycle, which is Ethereum's phase, but it is just the beginning [1] - Ethereum spot ETFs saw $430 million in net outflows on August 19th, the second highest in history, driven by retail selling [8] - The analyst was incorrect on Ethereum, expecting a retest of highs, but the level was lost [23] Bitcoin Analysis - Bitcoin is down 61% on the weekly and 203% on the monthly [1] - Maintaining the 112K level is crucial for Bitcoin; losing it would signal a target of 106K to 108K [16] - Focus needs to be on Bitcoin, as it can change almost anything in the market; losing higher time frame support could lead to disaster [27] Tether and Liquidity - Tether minted $1 billion USDT on Ethereum to boost liquidity amid market fluctuations [9] - Analysts see Tether's minting as a bullish signal, potentially stabilizing prices and boosting trader confidence [9] Stock Market - The stock market experienced a sell-off, but it is considered a normal correction and not concerning [1] - The analyst believes that the stock market will recover after a short-term sell-off and corrective phase [29]

XRP Ledger Growth & Adoption - XRP 的价格在过去 12 个月里有显著增长，涨幅超过 400% [1][2] - Ripple 的 XRP Ledger 的 RWA（Real World Assets）价值激增 32.27%，DeFi TVL（Total Value Locked）增长 19% [3] - 过去 30 天，XRP Ledger 增长近 30%，具体为 23.43%，约 37 million 美元；稳定币市值增长 56% [6] - Open Eden 在 30 天内增长了 274% [7] Tokenization & Institutional Interest - 预计到 2033 年，tokenized assets 的未来价值将达到 18.9 trillion 美元，其中机构级别的托管是关键因素 [9][14] - 亚太地区 71% 的金融机构和企业对数字资产的信心增强 [15][16] - 尽管目前只有 30% 的公司使用托管解决方案，但另有 52% 的公司计划在未来 3 年内采用 [15] Ripple's Role & Future Outlook - Ripple 正在构建核心基础设施，XRP 在 Ripple 的 tokenization 战略中至关重要，因为它具有内置的 DEX 和支持大规模 tokenization 的能力 [21][22] - Guggenheim 的 Apex 2025 数字商业票据（DCP）已在 XRP Ledger 上线，发行额超过 280 million 美元 [25] - Tokenized US Treasuries 现已在 XRP Ledger 上线，由 BlackRock 的 BUILD 基金支持，价值超过 30 million 美元 [26] - Marcato Bitcoin 正在将超过 200 million 美元的 RWA 带到 XRP Ledger 上 [27] - 行业预计 tokenized RWA 的总价值最终可能超过 100 trillion 美元 [33]

Tokenization Market Overview - Tokenization is considered a major trend in the crypto space with a goal of reaching trillions of dollars in value [1][2] - Traditional finance (TradFi) players like BlackRock, Wisdom Tree, and Franklin Templeton are involved in tokenizing millions and billions of dollars, indicating significant potential [2][3] - The current tokenized value is at $263 billion, with expectations of rapid growth as regulatory clarity increases [5][6] - The White House has featured tokenization of Real World Assets (RWAs) as a key use case of blockchain technology [19] Key Public Networks - Stellar has approximately $460 million in tokenized value and is considered a prime candidate for further growth [10][11] - XRP experienced a spike with $36 million tied to it, with Vert Capital contributing $115 million [11][12] - XDC has around $24 million tied to it, with potential announcements around $500 million to $1 billion mark that could significantly impact its tokenized RWA landscape [13][14] - Hedera has seven assets tied to it, primarily institutional funds and US treasuries, with anticipation for increased on-chain value [14][15] Industry Partnerships and Developments - BlackRock, JP Morgan, and City are tokenizing assets, with $300 billion already on-chain [16][17] - Archax is collaborating with Ripple to launch the first tokenized money market fund on the XRP ledger [24] - Archax, in collaboration with Lloyd's Banking Group and Aberdine, is advancing blockchain technology using tokenized RWAs on Hedera as collateral, with $54 trillion in FX trades in the UK every day [25][26] - Archax, VerseProp, XDC Spitfire Group, and Daen have completed a tokenized commercial real estate finance deal [27] - Archax has integrated Stellar into its tokenization engine and issued a flagship money market fund on the Stellar network [28] Native Tokens and Network Utility - Native tokens are essential for powering on-chain transactions, transfers, and DeFi use cases, driving demand for the network [30][32][33] - Projects like XRP, XLM, XDC, and HBAR are expected to power trillions of dollars in tokenized value, making their underlying network tokens highly valuable [36] - The SEC supports public networks based in the US to make America the crypto capital of the world [22][23]

We are inching closer and closer to Meridian 2025, which is going to be seller's largest event yet. This is upcoming in the middle of September, September 17th through the 18th. And I am definitely excited for this event because there's going to be a lot of great speakers at this event, number one. Number two, I'm sure that there's going to be a lot announced at this event as well because we typically do see that.And the biggest things that I look forward to seeing at this event is possibly some partnership ...

Institutional DeFi Overview - Institutional DeFi is poised to bring trillions of dollars into the crypto market, mirroring the impact of retail DeFi [1][3] - Ripple is actively developing institutional DeFi solutions on the XRP Ledger, including a roadmap with features like DEX, CLAB, and AMM [3][4] - A key development is the permissioned DEX on the XRP Ledger, enabling regulated entities to trade with verified credentials, supporting KYC/AML compliance and FX swaps [6] XRP Ledger & Ripple's Strategy - Ripple's acquisitions and developments are geared towards bringing the FX market on-chain, with the FX market estimated at $75 trillion per day [7] - The XRP Ledger is incorporating compliance features to attract institutional players, including permissioned DEXs and domains, and support for stablecoin and fiat FX swaps [9][10][11] - Ripple is developing an institutional DeFi portal to provide a one-stop shop for financial institutions to tokenize assets, enable XRP deposits, and facilitate XRP trading [18][19][20] Future Outlook & Mass Adoption - Ripple's CTO anticipates mass retail adoption of DeFi in approximately 18 months, driven by enterprise adoption of tokenized real-world assets [34] - The strategy involves attracting enterprises with features that offer cost savings and transparency, paving the way for broader retail adoption [32][33] - By 2030, the market expects $16 trillion to be on-chain, indicating significant growth potential for utility projects like XRP [43]

Investment Thesis - Onondo is creating key infrastructure for Web3 and traditional finance, positioning it as a blue-chip project in the institutional and Real World Asset (RWA) space [3][5][12] - The speaker believes Onondo could reach $10, citing its work with major traditional finance players like BlackRock [4][5] - Onondo's OnoChain is a key institutional-grade omni chain hub for real-world assets, bridging permissioned and permissionless chains [7][9] Onondo's Technology and Partnerships - OnoChain powered the first cross-chain atomic delivery versus payment settlement of a tokenized asset, bridging JP Morgan's Kexus with a layer 1 public network [10] - Onondo is helping to bring Solana's vision of internet capital markets to life, with $391 million in RWA value on Solana, up 24% quarter over quarter [19][20] - Onondo's USDY and OSG are the largest tokenized assets on Solana, representing nearly $250 million [20] - Onondo is enabling tokenized US Treasuries on the XRP Ledger, unlocking institutional access with seamless mint and redemptions via Ripple's ROSD stablecoin [27][30] - Onondo is bringing yield-bearing assets to the Stellar network, potentially unlocking $10 million in annual yield for small businesses and local economies [32][34] Market Opportunity and Tokenization - Tokenization is making US Treasury yield globally accessible, with Onosdy giving users in emerging markets access to US dollar savings [26] - Stablecoins are now 1% of the global M2 supply and are enabling much of the activity in the crypto space [18] - The current $14+ billion in tokenized RWA value on public networks is small compared to its potential [35] Onondo's Market Position - Onondo has $1.36 billion on-chain [20] - Onondo is the only tradable coin among the top five platforms in the space [21][22] - Value is growing on Ethereum (over $1 billion), Solana (almost $250 million), XRP ($30 million), and Mantle (282 million or 282 thousand) [23]

Market Trends & Institutional Adoption - The altcoin market is witnessing a push for institutional adoption through ETFs, considered a major catalyst [1] - XRP has outperformed most altcoins in the past year, hinting at institutional interest [1] - Standard Chartered forecasts XRP to reach $1250% by the end of 2028, with a spot XRP ETF as a major catalyst [5] - A standardized crypto ETF framework could be implemented soon, potentially leading to a wave of XRP, Solana, and Cardano ETFs [14][15] XRP ETF & Regulatory Landscape - Ripple CEO is confident that the US SEC will approve an XRP spot ETF, with trading expected to start soon, possibly by October 2025 [4] - The SEC vs Ripple case is nearing completion, which is expected to remove a significant obstacle for XRP spot ETF decisions [1][3][4][27] - Anticipated approval of a spot XRP ETF in Q3 2025 could be a major catalyst for growth [5][7] Ethereum ETF Performance & Implications - Spot Ethereum ETFs have seen significant inflows, posting the fourth-best inflow day ever with over $600 million and nearly $3 billion in new money over four trading sessions [9] - Ethereum ETFs are experiencing record trading volume, indicating increased institutional investor involvement [9][10] - The success of Ethereum ETFs hints at the potential success of other altcoin ETFs, including XRP [8][13] Fund Flows & Market Outlook - Spot crypto ETFs have seen approximately $26 billion in inflows this year, with $19 billion into spot Bitcoin ETFs and $7 billion into spot Ether ETFs [20] - In July alone, investors put about $6 billion into spot Bitcoin ETFs and $55 billion into spot Ether ETFs [21] - The market is still awaiting altcoins to "go insane" and Ethereum to make a new all-time high, suggesting further potential for XRP [26]

Over the last couple days, we just witnessed some huge moves from Hideera. And these announcements should not go unnoticed, especially if you do hold Har. So, we have to talk about this.We're going to go in depth on a lot of these announcements and just how big of an impact it will have for not just the network itself, but also for HAR as the gas token as well. So, let's dive on in. Let's start off with just price action alone because price action has been pretty boring over the last couple weeks.Um, for an ...