🔥 NEW: Tether Rolls Out Privacy-Focused Health App as Expansion Into AI Accelerates.@sndr_krisztian reports. https://t.co/v2XXq22ONH ...

Core Insights - Twenty One Capital experienced a significant decline of over 24% on its opening day, closing at $10.80 after its Wall Street debut [1] - The company is primarily a crypto treasury firm, holding over 43,500 Bitcoins, making it the third-largest corporate holder of Bitcoin globally [2] - The current market value of its Bitcoin stash exceeds $4 billion, but the timing of its public offering coincides with a 28% drop in Bitcoin prices from its October all-time high [3] Company Overview - Twenty One Capital went public through a SPAC deal backed by Cantor Fitzgerald, with a small ownership stake from SoftBank [2] - The company is in its early stages, currently employing only four full-time staff members [4] - There is no clear timeline or roadmap for product launches, making the upcoming months critical for the company's future [5] Strategic Direction - The leadership at Twenty One Capital aims to leverage Bitcoin reserves to build a more substantial business rather than merely holding assets [6] - Future product offerings may include Bitcoin credit and lending products, indicating a shift towards operational growth [6]

Core Insights - Shares of Twenty One Capital, a Bitcoin treasury firm, fell 20% on its debut, dampening initial excitement in the market [1] - Bitcoin has decreased by approximately 27% from its all-time high of $126,080, leading to significant unrealized losses for companies that invested heavily in Bitcoin [2] - Other firms with large Bitcoin holdings are also experiencing substantial unrealized losses as their share prices decline [3] Company Overview - Twenty One Capital is now the third-largest Bitcoin treasury firm, owning around 43,500 Bitcoin valued at over $4 billion, but its market capitalization is only $3.85 billion, indicating market pessimism [4] - The firm was established through a merger with Cantor Equity, a special purpose acquisition company backed by Cantor Fitzgerald [5] - Tether, the issuer of the largest stablecoin, owns over 50% of Twenty One Capital, while SoftBank Group holds a significant minority stake [6] Leadership and Industry Position - Jack Mallers, the CEO of Twenty One Capital, is recognized for his commitment to Bitcoin and has been involved in the cryptocurrency space since at least 2016 [7]

RT Gareth Jenkinson (@gazza_jenks)Many months ago, I spoke with @paoloardoino, who said stablecoins will orange pill the world.The logic? Stablecoins start people on an inevitable path to acquiring Bitcoin 🪙Stablecoins aren't a threat to Bitcoin, they're the catalyst for the Bitcoin era👇Yesterday @rkbaggs and I had a deep conversation with @rynesaxe from @eco about where stablecoins are taking the world.In developing countries, opening a bank account is not so straight forward. I spent my youth living in Af ...

Singapore, the United States, and Lithuania lead the world in crypto adoption, according to a new report by crypto exchange Bybit, “The World Crypto Rankings 2025’’. Singapore led the rankings in user and cultural penetration, while the US and Lithuania scored relatively well in institutional readiness. Among the report’s other findings were the success of stablecoins across regional and income boundaries, the emerging growth of non-US dollar stablecoins, and the rapid growth of workers accepting payment ...

Core Viewpoint - The implementation of the "Genius Act" has fundamentally altered the pricing mechanism of the stablecoin market, shifting from an "interest-anchored" model to a "liquidity premium" model, as stablecoin issuers are prohibited from paying interest to users [1]. Group 1: Market Dynamics - Tether holds approximately $125 billion in U.S. Treasury bonds, but the new law prevents interest payments to users, creating a significant yield disparity where issuers benefit from stable income while USDT holders face rising opportunity costs [3][4]. - The correlation between USDT funding rates and traditional interest rates is weakening, indicating that even with potential interest rate cuts by the Federal Reserve, USDT holders will not receive direct benefits due to the prohibition on interest payments [6][10]. Group 2: Financial Performance - Tether reported a reserve of $181 billion against liabilities of approximately $174.45 billion, resulting in a surplus of nearly $6.8 billion, with a profit of $10 billion in the first three quarters of the year, making it one of the most profitable companies in the sector [3][12]. - Despite the projected growth of stablecoins by $1.5 trillion over the next five years, this amount is relatively small compared to the U.S. national debt, which exceeds $30 trillion [12][13]. Group 3: User Behavior and Market Trends - In a zero-interest environment, users are shifting their focus from interest income to other cost factors such as transaction fees and transfer speeds, as evidenced by a significant inflow of $931.7 million into Tron stablecoins [9]. - The transition of funds from centralized exchanges to decentralized finance (DeFi) lending markets indicates a search for alternative yield opportunities in the absence of interest payments on USDT [9]. Group 4: Regulatory and Economic Implications - The "Genius Act" mandates that stablecoin issuers maintain 100% reserves in short-term Treasury bonds and cash equivalents, enhancing system security but limiting market flexibility [13]. - Analysts express skepticism about the ability of stablecoins to significantly alleviate national debt issues, emphasizing that while they may not solve debt problems, they do not provide a pathway out of fiscal deficits [12][13].

A view of the fastest growing tokenized assets.Some highlights:@Meta on @ethereum by @OndoFinance@USDT0_to on @SeiNetwork by @Tether_to@RobinhoodApp on @solana by @BackedFi@jpy_coin on @0xPolygon by @jpyc_officialExciting times. https://t.co/0CDVnImw9j ...

🚨 🚨 🚨 🚨 🚨 115,000,000 #USDT (115,007,475 USD) transferred from Tether Treasury to unknown wallethttps://t.co/NvS1QXApaI ...

⚡️ JUST IN: Tether has invested in Generative Bionics as part of a €70 million funding round to support the development of intelligent, “Made in Italy” humanoid robots powered by Physical AI. ...

CNBC exclusive is the founder and CEO [music] of 21 Capital, Jack Mowers. Jack, welcome. Good to have you.>> Thanks for having me, guys. How are you. >> I'm good.Largest here, but third largest total in terms of corporate Bitcoin treasuries. >> That's right. >> And how did this all start.>> Oh, the company's co-founded by Tether and I. So, I was I was telling you before we aired, there's not too many people that were around in Bitcoin 13 years ago. Tether and I were some of those folks.And we co-founded the ...