LATEST: 🤝 Solana, Fireblocks, Monad, Polygon and others have formed the Blockchain Payments Consortium, with the goal of establishing common standards for cross-chain stablecoin transactions. https://t.co/eOT0qCKqgm ...

Elixir sunsets deUSD synthetic stablecoin following Stream Finance unwinding, aims for full redemptions https://t.co/O0J0XZgnnq ...

Top 5 tokenized assets on @solana, based on market cap:🥇 USDC stablecoin 📉🥈 USDT stablecoin 📉🥉 PYUSD yieldcoin 📈4⃣ USDG yieldcoin 📈5⃣ BUIDL yieldcoin 📈Key takeaway?Assets that share economics w/ users are growing faster than those that don't. https://t.co/WnYZjmH2u9 ...

Solana Ecosystem Analysis - Solana trades at approximately 295% of its ecosystem Total Value Locked (TVL) [1] - Stablecoin growth on Solana is accelerating [1] - Solana is the most utilized blockchain for USDC transfers [1] - PYUSD and USDG stablecoins on Solana have a combined value of approximately $165 billion [1] Company Focus - Forward Industries (FWDind) is tracking Solana's developments [1]

Ark Invest's Cathie Wood Slashes Bitcoin Price Target Over Growing Stablecoin Mania► https://t.co/g7QAKKUJ7F https://t.co/g7QAKKUJ7F ...

Stablecoin Market Cap - Aptos 十月份稳定币市值创下纪录，达到 14.9 亿美元 [1] - Aptos 稳定币市值环比增长 48.8%，从 10 亿美元增长至 14.9 亿美元 [1] Adoption and Growth - Aptos 正朝着成为“全球交易引擎”的目标迈进 [1] - 稳定币、RWA（Real World Assets）和蓝筹 DeFi 应用的使用正在推动实际采用和增长 [1]

Product Launches & Updates - Chainlink Runtime Environment (CRE) is now live, powering onchain finance [1] - Chainlink introduced Confidential Compute, unlocking private smart contracts on any blockchain [2] - Chainlink launched the Automated Compliance Engine (ACE) partner ecosystem with 20+ compliance providers [2] Banking & Capital Markets - UBS, with over $6 trillion in AUM, completed an in-production tokenized fund workflow using Chainlink DTA [3] - FTSE Russell, benchmarking $18+ trillion in AUM, collaborated with Chainlink to publish global indices onchain [3] - Tradeweb collaborated with Chainlink to publish U S Treasury data onchain [4] - WisdomTree, with $130+ billion AUM, collaborates with Chainlink to bring institutional-grade NAV data onchain [4] - SBI Digital Markets (SBIDM), part of SBI Group with ¥10+ trillion AUM, is adopting Chainlink as its exclusive infrastructure solution [5] - Chainlink is powering cross-border DvP settlement between the Central Bank of Brazil and Hong Kong Monetary Authority [5] DeFi & Tokenization - Lido, with $28+ billion in TVL, is upgrading to Chainlink CCIP for wstETH across all chains [7] - Chainalysis has entered into a strategic partnership with Chainlink to power advanced cross-chain compliance workflows using Chainlink ACE [7]

Aptos @Aptos closed October with a record month-end stablecoin market cap of $1.49 billion, up 48.8% month-over-month from $1.0 billion.As the network moves towards technically realizing its vision of becoming “the global trading engine,” real adoption and growth are happening in stablecoin, RWA, and blue chip DeFi application usage. ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $482 million, reflecting a 7% year-over-year increase and a 6% increase when adjusted for foreign exchange [13] - Recurring revenue reached $298 million, up 10%, representing 62% of total revenue [13] - Adjusted EBITDA was $171 million, a 2% increase year-over-year [13] - Year-to-date total revenue and adjusted EBITDA both increased by 12% compared to the previous year [14] Business Line Data and Key Metrics Changes - The biller business generated $198 million in revenue, up 10% year-over-year, with segment-adjusted EBITDA increasing by 4% to $32 million [13] - Payment software revenue grew by 4% to $284 million, with adjusted EBITDA at $182 million, up 1% [13] - Year-to-date payment software revenue increased by 12%, while adjusted EBITDA grew by 13% [14] Market Data and Key Metrics Changes - Strong demand was noted from traditional banks, established payment processors, and emerging fintechs [6] - The company reported a healthy growth in its $7.1 billion, 60-month backlog, with double-digit growth across both payment software and biller business [26] Company Strategy and Development Direction - The company is focused on reducing variability in its historic term license software business model by closing deals earlier and moving towards more ratable pricing structures [5] - ACI Kinetic platform is a key focus, with the signing of its first customer, Solaris, indicating a commitment to modernizing payment infrastructure [6][34] - The company made a strategic acquisition of a European-based fintech payment component to enhance its AI-first initiatives and accelerate the ACI Kinetic development roadmap [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the remainder of 2025, highlighting a robust pipeline and consistent execution across the business [12] - The company raised its full-year guidance for total revenue to a range of $1.73 billion to $1.754 billion and adjusted EBITDA to $495 million to $510 million [17] - Management emphasized the importance of transparency and proactive dialogue with the investment community [19] Other Important Information - The company repurchased 3.1 million shares for $150 million year-to-date and increased its share repurchase authorization to $500 million [9][16] - ACI Worldwide is committed to returning capital to shareholders while maintaining operational excellence and technology leadership [12] Q&A Session All Questions and Answers Question: Pricing as a lever for long-term growth - Management indicated that pricing remains an important lever for growth, with expectations to continue adding value through new software versions and features [22][24] Question: Renewal cadence for payment software - Management noted a healthy backlog and expects balanced renewals throughout 2026, maintaining a high single-digit growth model [25][26] Question: Progression and pipeline for ACI Kinetic - Management expressed excitement about the growing pipeline for ACI Kinetic, with revenue conversion expected to occur after implementation is completed [34][35] Question: Payments components acquisition and BitPay partnership - The acquisition was aimed at enhancing capabilities for ACI Kinetic, while the BitPay partnership is expected to improve service offerings in the crypto and stablecoin space [39][40] Question: Growth drivers in the biller segment - Management highlighted new customer acquisition and retention as key drivers of growth in the biller segment, with a focus on the SpeedPay One platform [50][52]

Core Insights - The global tokenization market is expected to grow from approximately $30 billion in 2025 to nearly $10 trillion by 2030, indicating a significant expansion in the adoption of tokenized assets [1][5]. Strategic Agreement - Hadron by Tether, KraneShares, and Bitfinex Securities have formed a strategic partnership to accelerate the adoption of tokenized securities globally [1][7]. - Hadron will provide the technology infrastructure for secure and scalable tokenized asset markets, while Bitfinex Securities will manage regulatory and operational functions, and KraneShares will offer expertise in ETFs and global distribution [3][4]. Market Predictions - Industry leaders are optimistic about the future of tokenized assets, with predictions suggesting the market could grow over tenfold [2][6]. - Gabor Gurbacs, CEO of Hadron by Tether, noted that over $700 trillion in financial assets exist globally, with more than $10 trillion expected to be tokenized by 2030 [5]. Regulatory Challenges - The lack of harmonized global regulations is seen as a significant barrier for asset managers looking to issue tokenized products [9]. - Experts emphasize the need for balanced regulations that do not hinder innovation while ensuring compliance [9].