Crypto things you might have missed:-US crypto report mentions some of the top altcoins-BTC reserve + crypto stockpile update-Institutions are piling into ETH-Bernstein says it's 'still early' in the bull cycle📈-Visa supports stablecoins on @avax + Stellar!LINK IN BIO ...

Stablecoin Integration - Visa's integration enables real-world utility for stablecoin-linked cards [1] - Cards on Visa's network can settle transactions using Avalanche, making stablecoins usable in everyday life [1] Partnerships - Cards like @raincards and @TheAvaxCard operate on Visa's network [1]

@raincards @TheAvaxCard Stablecoin settlement is the bridge between traditional finance and Web3.With Visa’s announcement, Avalanche is now part of the backbone moving real-world money on-chain.Avalanche, Where Capital Connects With Payments.https://t.co/kTMAT61Hq5 ...

Visa has officially added Avalanche as a supported blockchain for stablecoin settlement.This is a huge milestone for Avalanche’s role in connecting onchain capital with real-world payments. 🧵👇 https://t.co/DRPSoQDoqQ ...

Core Insights - Visa is expanding its settlement platform to support additional stablecoins and blockchains, enhancing its capabilities in the digital asset space [2][3] Group 1: Visa's Initiatives - Visa is adding support for two new dollar-backed stablecoins, Global Dollar and PayPal USD, through a partnership with Paxos [3] - The company is also integrating support for two new blockchains, Stellar and Avalanche, alongside existing support for Ethereum and Solana [3] - With the integration of EURC, Visa partners can now access settlements in both USD- and EUR-backed stablecoins, expanding its crypto and treasury infrastructure [4] Group 2: Market Context - The White House has released a report on digital asset policy, emphasizing the importance of stablecoins and warning that delays in adoption could threaten the U.S. dollar's supremacy [5] - The report encourages banking regulators to adopt technology-neutral risk frameworks, reducing punitive measures for banks engaging with blockchain and digital assets [6] - Stablecoins are gaining traction in corporate finance, offering benefits such as near-instant settlement and reduced costs [6] Group 3: Operational Efficiency - Traditional cross-border transactions of $10 million to $30 million can take three to five business days, while stablecoin transactions can settle in four to eight hours [7]

Stablecoin Integration - Visa expands stablecoin settlement capabilities [1] - Visa adds support for PayPal's PYUSD, Paxos-issued USDG, and Circle's EURC [1] - Visa integrates Stellar and Avalanche blockchains [1]

Industry Adoption & Partnerships - Visa officially supports Avalanche blockchain for stablecoin settlement services [1] - Visa adds support for PYUSD, USDG, and EURC stablecoins [1] - Stellar and Avalanche join Ethereum and Solana for onchain settlement [1] Blockchain Technology - Avalanche is positioned as a platform where capital connects [1]

支付公司与日常消费行为紧密相连。无论是购买食品杂货、加油，还是减少非必需品消费，大多数交易 仍通过相同的卡片和平台完成，这帮助维持了交易规模。 当季万事达卡平台处理的总交易金额(Gross Dollar Volume)增长9%，跨境交易额(追踪境外发行的卡片消 费)更是跃升15%，显示出消费者对旅游休闲的持续热情。 其竞争对手Visa本周稍早公布的业绩同样超出市场预期，美国运通也成功超越华尔街预测。 智通财经APP获悉，万事达卡(MA.US)第二季度利润超出华尔街预期，这主要得益于消费者在旅游和休 闲领域的强劲支出。财报显示，该公司净营收同比增长17%至81亿美元，超出79.7亿美元的预期；调整 后每股收益达4.15美元，高于预期的4.03美元。 尽管面临通胀高企、利率压力和关税不确定性等多重挑战，美国旅客和消费者的支出热情迄今仍未减 退，为2025年上半年支付公司和大型银行提供了增长动力。 不过分析师警告称，如果持续高利率和关税导致的物价上涨开始挤压家庭预算，当前的增长势头可能难 以维系——但这一压力尚未显现。 近年来，万事达卡还通过拓展威胁情报和欺诈防护等增值服务实现业务多元化。这些服务收入在本季度 按固 ...

Stablecoin Adoption - Visa adds support for PYUSD, USDG, and EURC stablecoins, expanding its stablecoin ecosystem [1] - Onchain settlement now includes Stellar and Avalanche, joining Ethereum and Solana [1]

Core Viewpoint - Visa remains a dominant player in the global payments industry, showing strong performance in 2025 despite macroeconomic challenges, with a year-to-date total return exceeding 11% compared to the S&P 500's approximately 9% [1] Financial Performance - In fiscal Q3 2025, Visa reported revenues of just under $10.20 billion, reflecting a 14% revenue growth, surpassing estimates of around 11% [2] - Adjusted earnings per share (EPS) reached $2.98, a 23% increase, exceeding the analyst estimate of 17% [2] - Q4 guidance indicates "high-single-digit to low-double-digit" revenue growth and EPS growth in the "high single-digit range," which fell short of analyst expectations [4] Business Drivers - Payment volume growth remained solid at 8% in constant currency, indicating resilience in consumer spending despite trade tensions [5] - Visa's value-added services (VAS) experienced robust growth of 26% in constant currency, up from 22% in the previous quarter, enhancing Visa's market position [7] Consumer Trends - Consumer spending is described as "resilient," which is crucial for Visa as it accounts for about two-thirds of the U.S. GDP [6] Strategic Initiatives - Visa Direct, the company's remittance platform, saw a 25% increase in transactions and added several new banks, highlighting its potential for growth in cross-border transactions [10] - The company is integrating stablecoins into Visa Direct, which may facilitate faster cross-border money movement and cater to emerging market economies [11][12] Market Outlook - Despite a drop in shares post-earnings release, Visa's long-term strength is attributed to its global scale, technological readiness, and strategic initiatives [13] - The conservative guidance may reflect caution amid macro uncertainties but does not undermine Visa's strategic momentum [14]