Mastercard's BVNK now supports USDC on Arbitrum@BVNKFinance now supports $USDC deposits and payouts on @Arbitrum to facilitate corporate settlement.The implementation enables companies to move funds through fiat and digital rails with lower latency and lower transaction fees than traditional cross-border banking systems.The new development uses BVNK's established system, which processes more than $36 billion in volume annually across more than 130 countries. ...

Industry Dynamics - Rain unveiled the Agentic Payments Alliance with **26** founding members spanning payments, stablecoins, and artificial intelligence [1] - The alliance brings together major industry players including Avalanche, Circle, Monad, Uniswap, Mastercard, Visa, and the Solana Foundation [1] Strategic Positioning - The alliance focuses on shaping the infrastructure for agent-driven commerce to ensure transactional sovereignty without reliance on a single corporate entity [1]

JUST IN: @Visa is searching for a new stablecoin settlement partner after @Mastercard acquired BVNK, requiring licensing across the U.S., Canada, UK and Singapore. https://t.co/VZ8Zs5nk66 ...

Fund Activities and Portfolios - Valley Forge Capital managed a $3 billion portfolio and experienced its longest streak of underperformance due to redemptions and market conditions[8][9][10][15] - Valley Forge Capital reduced its holdings in Mastercard by 28% and Visa by 22% prior to a stock price recovery[19] - Valley Forge Capital maintained its position in ASML, which surged around 62% year-to-date[20][21] - The TCI Fund managed a massive portfolio valued at $52.7 billion concentrated into around 11 stocks[29] - The TCI Fund completely eliminated its 17% position in Microsoft while increasing its position in Google by 12% in the last quarter[37][41] - Pershing Square increased its stake in Meta by 20% to reach 9% of the portfolio, and built an Uber position making it the top holding at 12.72%[51][54] Company News and Legal Risks - Meta faced critical legal challenges in California involving 29 state attorneys general regarding child safety regulations, comparable to historic tobacco industry lawsuits[70][71] - Meta lost a legal case in New Mexico requiring the company to pay nearly $1 billion and make service modifications[74] - Underage users (under 18) accounted for only 2% to 4% of Meta's total daily active user base[76] - Historical precedents show Meta shares traded at $130 per share during the Cambridge Analytica data scandal and later rose to around $560 per share[90]