"Solana was pretty easy to pick. There's real momentum behind internet capital markets on Solana."- Scott Lucas, Head of Markets Digital Assets at @jpmorgan on their landmark onchain USCP deal https://t.co/l7HynjFIv7 ...

Institutional Smart Contracts & Infrastructure - Institutional smart contracts are data-rich, interoperable, compliant, and privacy-preserving [1] - CRE (Chainlink Runtime Environment) is the only orchestration layer that unifies these capabilities, meeting institutional requirements [1] Chainlink & OndoFinance Collaboration - Chainlink collaborated with OndoFinance & JPMorgan's Kinexys to complete the first successful settlement of OUSG on the Ondo Chain testnet [1] - Chainlink Runtime Environment is an all-in-one orchestration layer [1]

Core Insights - The AI boom is significantly impacting the copper market, leading to a potential long-term redefinition of global resource markets due to increased demand from hyperscale data centers [1][2] Group 1: Copper Demand and Supply Dynamics - Hyperscale data centers require significantly more copper than conventional data centers, with a single AI data center needing up to 50,000 tons compared to 5,000 to 15,000 tons for conventional ones [3][4] - Current copper prices have surged to record highs, exceeding $11,705 per metric ton, marking a 32% increase since the beginning of 2025, with projections from JPMorgan and UBS suggesting further increases to $12,500 and $13,000 per ton respectively by 2026 [5][6] - Data centers are projected to consume over half a million metric tons of copper annually by 2030, driven largely by AI demand [6] Group 2: Supply Constraints and Future Projections - Analysts warn of a potential 30% supply deficit in copper by 2035, highlighting structural constraints in meeting the accelerating demand [9] - Global copper demand is expected to rise by 24% by 2035, necessitating an additional 8 million tons of mining capacity, which will require investments exceeding $210 billion [10] - The average time to bring a new copper mine online in the U.S. is 19 years, complicating the ability to quickly address supply shortages [13] Group 3: Industry Trends and Investment Implications - The copper market is experiencing a rally supported by multiple growth trends, including AI, renewable energy, and electric vehicles, all of which are copper-intensive [15] - The current market dynamics suggest that copper prices may continue to rise, with significant implications for investors as demand remains relatively price-inelastic [8][16]

RT Coinbase Institutional 🛡️ (@CoinbaseInsto)Wall Street is putting the blockchain to work in capital markets.Today, @jpmorgan arranged a US commercial paper issuance for @galaxyhq on @solana - one of the first debt securities issued on a public blockchain in the U.S., with tokenization, USDC rails, and custody powered by Coinbase’s Crypto-as-a-Service platform. ...

solana validators down 68% from 2500 to 800. two more quit this month citing per-epoch losses. need $17m stake just to operate now. jpmorgan and state street headlines look great but validators losing money on every block they validate. 750 validators triggers the structural short ...

🗞️ Need to catch up on the news? Here's our top 10 from today:🔸 SEC Chair Paul Atkins says, “On-chain markets will bring greater predictability, transparency, and efficiency for investors.”🔹 Terraform Labs co-founder Do Kwon has been sentenced to 15 years in prison after pleading guilty to fraud conspiracy in the $40B TerraUSD collapse.🔸 The SEC issued a No-Action Letter to DTCC, allowing it to offer tokenization services for DTC-custodied assets, with rollout expected in H2 2026.🔹 JPMorgan arranged a $50M ...

Blockchain & Digital Assets - JPMorgan arranged Galaxy Digital's first commercial paper offering on Solana [1] - Coinbase and Franklin Templeton purchased the tokenized debt [1] - The transaction is described as one of the first debt issuances executed on a public blockchain [1]

🔥 JUST IN: JPMorgan arranged a $50M Galaxy Digital bond issuance on Solana, with Coinbase and Franklin Templeton purchasing the paper using USDC in a push toward tokenized finance. https://t.co/uz4g4epu4w ...

Just a few more government shutdowns then up only*Walter Bloomberg (@DeItaone):GUESS WHO’S BACK?Kalshi now assigns a 43% probability of a U.S. government shutdown on January 31, 2026, the highest level since the 2025 crisis.Goldman Sachs estimates a 40–50% risk, while JPMorgan puts the odds at 20–40% for a lapse in early 2026. Both firms say a short https://t.co/4AkcBdQhG8 ...

JPMorgan creates Solana-based USCP token to facilitate 'landmark' Galaxy debt offering https://t.co/VuHsPYlmRB ...