Stable coins are rapidly becoming critical infrastructure for global [music] finance. Yet much of the financial services layer remains unbuilt. The Genius and Clarity Acts are placing stable coins in a unique position between DeFi and tradi compliant but cryptonative.This creates room for financial services that offer DeFi benefits like better yield or access to tokenized real world assets [music] while operating under traditional compliance frameworks. Today, businesses and individuals must choose between ...

Bybit and CEO Helen Liu: Dubai Regulatory Sandbox Becomes Web3 Globalization "Accelerator", RWA and Compliance Stablecoins Become New Engines for Going GlobalBybit Co-CEO and Group Partner Helen pointed out at the @dmcccrypto -hosted "Connecting Web3 Hubs: Hong Kong × Dubai" closed-door forum:Dubai's regulatory clarity, policy consistency, and innovative sandbox mechanism have enabled Bybit to transform compliance into its core competitiveness. Through deep collaboration with regulatory agencies such as VAR ...

RT CoinDesk Data & Indices (@CoinDeskMarkets)📊 Stablecoins & Tokenized Assets Report (new name!) | January 2026Tokenization hit a new ATH of $24.6B:🟡 Treasuries: 39% of market🟡 Commodities: +22.8% (gold crossed $5K)🟡 Stocks & ETFs: +25.1%Meanwhile, USDT market cap fell for the first time in 29 months.Full report:https://t.co/hAyqn92Kiv ...

Core Insights - Mastercard delivered strong Q4 2025 results, driven by steady consumer spending, higher cross-border volumes, and robust transaction growth, despite gross dollar volume slightly missing expectations [1][2] Financial Performance - Adjusted earnings per share reached $4.76, exceeding estimates by 13.3% and increasing 25% year-over-year [3] - Revenue was $8.8 billion, surpassing estimates by 0.8% and growing 18% year-over-year [3] - Gross dollar volume increased 7% to $2.82 trillion, slightly below the consensus estimate of $2.84 trillion [4] - Switched transactions rose 10%, indicating healthy transaction trends [4] Growth Drivers - Cross-border volumes grew 14% in local currency, reflecting resilient international travel and commerce [5] - The services segment saw a 26% year-over-year revenue increase to $3.9 billion, supported by acquisitions and strong organic growth [6] - Investments in fraud prevention and analytics are enhancing customer relationships and pricing power [7] Strategic Initiatives - Mastercard is focusing on next-generation payment technologies, including stablecoins and agentic commerce, to lower cross-border transaction costs [8] - The Agent Pay framework was launched to facilitate secure, automated digital transactions, with broader participation expected soon [12] - Expansion in Southeast Asia and Latin America is positioning Mastercard to benefit from rising digital adoption and financial inclusion [13] Shareholder Returns - The company returned $684 million in dividends and repurchased $3.6 billion in shares during Q4 2025 [14] - Operating cash flow for the full year reached $17.6 billion, up from $14.8 billion in the prior year [14] Future Outlook - Earnings growth is projected at 13.6% in 2026 and 15.7% in 2027, with revenues expected to rise 12.6% and 11.8%, respectively [15] - The stock has seen three upward earnings estimate revisions for 2026 recently, with no downward revisions [15] Valuation and Market Performance - Mastercard shares have declined 5.3% over the past year, outperforming the industry's 19.5% drop [20] - The stock is trading at a forward P/E ratio of 27.24X, lower than its five-year median but above the industry average [21] Conclusion - Mastercard's Q4 performance highlights the strength of its global payments franchise, with solid transaction growth and expansion in high-margin services [22] - However, near-term uncertainties related to regulatory scrutiny and rising operating costs temper upside expectations [23][26]

MoonPay wants to help 40,000 businesses in UK and EU pay workers in stablecoins https://t.co/oRUVe10F7d ...

RT MSB Intel (@MSBIntel)Let’s settle this: Should stablecoins have yield? ...

Inflation + weak payments infra = Demand for stablecoins txns@SrWillWill was interviewed today on how wallets are shifting from trading crypto to facilitating everyday payments in certain regions."Even if people don't trade, they are still using payment solutions."10/10 article on everyday finance👇Murtuza J Merchant (@murtuza_merc):Crypto wallets are finally graduating from being speculative casino apps to actual financial operating systems.In places like Argentina and Nigeria, this isn't about chasing a 10 ...

Core Viewpoint - Bitcoin's recent price movements indicate it is behaving more like a high-growth technology asset rather than a stable store of value, as it has fallen in tandem with tech stocks [1][3] Group 1: Bitcoin's Characteristics - Bitcoin's design features capped supply, independence from governments, and a decentralized network, which provide it with long-term store of value qualities [2] - Despite these qualities, Bitcoin is still in the early stages of its monetary journey compared to gold, which has a much longer history [2] Group 2: Market Behavior and Comparisons - Bitcoin's recent performance has shown it is not acting as a safe haven asset, as it has sharply declined from its highs alongside risk assets [3][4] - In contrast, physical gold has reached record levels, attracting capital inflows while Bitcoin has seen capital exit, indicating Bitcoin's reliability as a value holder during market stress is still in question [4] Group 3: Investment Perspective - Investing in Bitcoin is currently viewed as a bet on its adoption as a global monetary asset, with its price remaining sensitive to risk appetite [5] - Recent market dynamics, including U.S.-led selling pressure and outflows from Bitcoin ETFs, suggest a cooling institutional appetite rather than a crisis of confidence in the network [6][7] Group 4: Future Outlook - Grayscale anticipates a potential recovery driven by regulatory momentum around stablecoins and tokenized assets, along with ongoing innovation in blockchain infrastructure [8]

RT The Unpaid Company | 🇦🇪 (@unpaidcompany)What to expect on Feb 11 ?🧵 Institutional Onchain: Stablecoins, RWAs & AI 🇭🇰📅 Feb 11 | 4–7 PM📍 Hong KongCo-Hosted by @unpaidcompany with incredible Partner line up from @FOFO_HFintech @st0x_io @PerleLabs @pharos_network @lagrangedev @redstone_defi @KiteAIFDN @debridge @1inch @MetisL2 @JSquare_co @Conflux_Network @QuillAudits_AI @KiraPayOfficial @Quark_Chain @EthStorage @geniusprhq @Rapidz_io @ActionModelAI @hectofinance @MindoAI @radarblock ...

RT SolanaFloor (@SolanaFloor)📊DATA: Supply of non-USDC/USDT stablecoins on @Solana has increased roughly 10x since Jan 2025, per Token Terminal. https://t.co/dJB8eYD09H ...