Barclays invested in Ubyx, a U.S.-based clearing firm that connects banks to stablecoins and tokenized deposits. Crypto markets barely moved on the news, but stablecoin volumes already push close to $3 trillion a month, which shows where banks focus their energy. Big institutions now treat blockchain payment rails as plumbing, not a side experiment. This deal lands as banks face pressure from faster, cheaper crypto payments and clearer rules in the U.S. and Europe. That shift explains why traditional fin ...

Group 1 - Barclays has acquired a stake in Ubyx, a U.S. startup focused on stablecoin settlement, emphasizing the importance of interoperability for digital assets [1] - Ubyx, founded by former Citi executive Tony McLaughlin, aims to create a clearing system for stablecoins and tokenized deposits, allowing deposits from various issuers and currencies into bank and fintech accounts [2] - The startup's goal is to help stablecoins achieve "cash equivalent status" to promote mainstream corporate adoption [2] Group 2 - McLaughlin envisions stablecoins addressing all payment use cases, contingent on seamless on- and off-ramping for banks and fintechs, predicting a "pluralistic market structure" with interconnected issuers and currencies [3] - Ubyx previously raised $10 million in a seed round in July 2025, with investments from notable firms including Galaxy Ventures and Coinbase Ventures [3] - The UK is advancing its stablecoin regulations, following the U.S. GENIUS Act, with proposed rules including caps on holdings for individuals and small businesses, indicating a shift towards practical integration of digital money [4]

Core Viewpoint - Barclays PLC has made its first investment in the stablecoin sector by acquiring a stake in Ubyx, aiming to explore new forms of digital money [1][2]. Group 1: Investment Details - Barclays has invested in Ubyx as part of its strategy to delve into stablecoin-related ventures, although specific investment details and valuation remain undisclosed [2]. - The collaboration with Ubyx will focus on developing "tokenised money within the regulatory perimeter" [2]. Group 2: Ubyx Overview - Ubyx, established in 2025, operates a clearing system that allows users to deposit stablecoins from various issuers and currencies into traditional bank or fintech accounts for redemption [3]. Group 3: Barclays' History in Digital Currency - This investment marks Barclays' continued interest in digital currencies, following its 2015 decision to become the first major UK bank to accept Bitcoin [4]. - The bank has recognized blockchain technology as a potentially transformative system for traditional banking [4]. Group 4: Stock Performance - Following the news of the investment, Barclays shares increased by 0.95% in after-hours trading, after a regular session decline of 0.27%, closing at $26.25 [5]. - Over the past year, Barclays' stock has nearly doubled in value, indicating strong momentum [5].

Group 1 - Barclays Bank announced the acquisition of a stake in the US stablecoin settlement company Ubyx, marking its first investment of this kind and part of its exploration of "new digital currency" models [1][2] - Ubyx, launched in 2025, is a clearing system for stablecoins aimed at integrating tokens created by different issuers [3] - In the past year, numerous banks and financial institutions have announced plans related to stablecoins, driven by the surge in cryptocurrency prices and support from former US President Trump, rekindling interest in using blockchain technology within mainstream finance [3] Group 2 - Barclays stated its collaboration with Ubyx aims to develop "tokenized currency" within a regulatory framework, and it was one of ten banks that announced the formation of a group last October to explore the possibility of jointly issuing stablecoins pegged to G7 currencies [3] - A spokesperson for Barclays indicated that this investment aligns with the bank's strategy to explore opportunities related to new digital currencies such as stablecoins [3] - Barclays did not disclose the scale of its investment or valuation but confirmed this is its first investment in a stablecoin-related company; previous investments in Ubyx were made by the venture capital arms of US cryptocurrency firms Coinbase and Galaxy Digital [3]

Group 1 - Barclays has made its first investment in the U.S. stablecoin-settlement company Ubyx [1] - This investment is part of Barclays' strategy to explore new forms of digital money [1]

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智通财经APP获悉，经历了自2021年以来表现最佳的一年之后，分析师和策略师们预测，欧洲股市在 2026年仍有进一步上涨空间。 具体来看，去年表现出色的板块普遍被认为将继续走强。作为2025年迄今为止表现最佳的板块，银行业 被看好将再度交出亮眼成绩单，摩根士丹利和巴克莱银行均将其列入首选推荐。围绕国防开支增加、可 再生能源及电气化的看涨主题预计也将延续。 众多券商在新年选股策略中还特别指出，受益于德国经济刺激政策的企业将是另一大投资亮点，而具备 清晰自我改善策略的公司同样备受关注。 以下为分析师们在新一年度力荐的欧洲热门标的精选： 摩根士丹利 由Marina Zavolock领导的策略师认为，2026年欧洲股市有望借力"美国经济复苏范围扩大"的东风持续走 高。美国市场贡献了欧洲企业约23%的加权营收，随着美国企业盈利增长超市场预期，叠加利好的税收 与监管政策，欧洲企业将从中显著受益。 摩根士丹利2025年最看好的欧洲板块中，银行业位居榜首，烟草与国防板块紧随其后。个股层面的核心 推荐标的包括桑坦德银行、劳埃德、西门子能源、森特理克集团、费森尤斯集团、荷兰国际集团、 Prosus NV、莱茵金属、ENGIE S ...

Core Insights - Activist investors initiated a record number of campaigns in 2025, driven by market volatility, favorable financing conditions, and increased deal activity [1] Group 1: Market Conditions - The year 2025 saw heightened market volatility, which contributed to the surge in activist campaigns [1] - Favorable financing conditions were noted, allowing activist investors to pursue more aggressive strategies [1] Group 2: Activist Campaigns - A record number of campaigns were launched by activist investors, indicating a growing trend in corporate governance and performance improvement efforts [1] - The increase in deal activity suggests that companies are more receptive to changes proposed by activist investors [1]

Barclays PLC (NYSE:BCS) is one of the best affordable stocks with good earnings growth for 2026. Barclays PLC (NYSE:BCS) announced on December 17 a collaboration with ExpectAI, which is a pioneering tech company that leverages AI to help small and medium-sized businesses expand their profits through the use of sustainability insights. The company reported that it would begin testing ExpectAI’s Una platform from early 2026, employing publicly available information. The AI-driven platform would create “digit ...

Core Insights - Barclays (BCS) has been identified as a strong performer in the banking sector, with a focus on independent banking research that emphasizes financials, deep value, special situations, and financial arbitrage [1] Group 1 - The company adopts an agnostic and apolitical approach to identify durable and uncorrelated cash flows that are effective in both inflationary and deflationary environments [1]