During the first stage of growth, price usually doesn't follow.That's what happened with $ETH in 2019.Absolutely no growth on the markets, and then, during the period where the stablecoin transactions peaked, that's when price started to follow.Price follows narrative.That's what's going to happen with $ETH in the coming period.The amount of transactions of stablecoins on Ethereum has gone up by 200% in the past 18 months.Price is down 30%.I don't know a better opportunity to be looking at Ethereum. ...

RT The Block Media (@TheBlockPods)In episode 6 of Layer One, @imyoungsparks and @stvngts were joined by @AvaLabs VP of Onchain Finance BD @MorganKrupetsky and @vaneck_us Head of Digital Asset Research @matthew_sigel.They discussed institutional conviction in crypto, why VanEck chose @avax for its first alt-L1 ETF, and how downturns separate serious builders from tourists 🛠️The group also touched on:• DATs versus ETFs• The banking dilemma around stablecoins• The divide between TradFi and DeFiOUTLINE00:00 - I ...

Arc represents a shift beyond stablecoins alone.As finance and economic coordination move onto the internet, Arc provides the infrastructure layer that connects regulated stablecoins, applications, and institutions into a single system.→ Deterministic ~1s finality→ Predictable transaction fees denominated in @USDC→ 100+ partners already building and testingArc is infrastructure for the Internet Financial System. ...

"Build for the long term"🔨That was the main topic during @DAF_Global.The event centered around 3 major topics: tokenization, stablecoins, and regulation.Institutions expressed interest in deploying tokenization across treasuries, collateral, and private credit.Stablecoins (such as $USDT & $USDC) stood out for their "already-working" use cases for payments and treasury ops.MiCA came up as an incremental progress, not a silver bullet.A lot of discussion around the US and the Clarity Act, considering most inst ...

RT The Rollup (@therollupco)MegaETH Mainnet Launch, Tempo Poaching Continues, Liquity CEO Talks Stablecoins, Then Illia & Eli Join https://t.co/lU6uj34KlU ...

Core Insights - Visa Inc. opened fiscal 2026 with a resilient quarter, showcasing its status as a dependable compounder in the payments technology market [1] - The company reported adjusted earnings of $3.17 per share, a 15% year-over-year increase, and revenue of $10.9 billion, also up 15% [3] - Visa's Value-Added Services segment saw a significant revenue increase of 28%, reaching $3.2 billion, driven by demand for various services [5] Financial Performance - Visa's adjusted earnings beat the Zacks Consensus Estimate by 3 cents, while revenue exceeded expectations by 1.9% [3] - Cross-border volumes grew by 12% on a constant-currency basis, and payment volumes increased by 8% [3] - Processed transactions reached 69.4 billion, marking a 9% year-over-year increase, although slightly below the consensus estimate [3] Value-Added Services - The expansion of Visa's Value-Added Services (VAS) segment is a key growth driver, with revenues surging 28% [5] - The upcoming FIFA World Cup and Olympic Games are expected to further accelerate marketing and analytics services [5] Stablecoins and Digital Infrastructure - Visa is enhancing its role in blockchain-based infrastructure, enabling banks to issue and manage stablecoins [6] - Annualized settlement volumes for stablecoins reached $4.6 billion, indicating growing adoption in cross-border transactions [6] - Management has tempered expectations for stablecoins as mainstream consumer payment tools in developed markets, citing a lack of compelling product-market fit [7] Shareholder Returns - During the quarter, Visa returned $5.1 billion to shareholders, including $3.8 billion in buybacks and $1.3 billion in dividends [11] - The company's dividend yield of 0.81% exceeds that of Mastercard and the industry average [11] Analyst Estimates - The Zacks Consensus Estimate for Visa's fiscal 2026 and fiscal 2027 EPS suggests increases of 11.9% and 13.3%, respectively [12] - The consensus for fiscal 2026 and fiscal 2027 revenues indicates growth of 11.3% and 10.2% [12] Valuation and Market Performance - Visa's stock is trading at 24.65X forward price/earnings, above the industry average of 19.28X [16] - Over the past three months, Visa shares declined 1%, outperforming the industry's 3.4% drop [13] Conclusion - Visa's strong fiscal Q1 performance highlights the durability of its transaction-led business model, supported by steady payment growth and robust cross-border volumes [21] - Strategic investments in digital infrastructure and stablecoin settlement enhance its long-term positioning [21]

Stablecoins were sold as neutral digital cash. Today, most look more like programmable bank deposits. This deep dive examines pDAI, PulseChain, and why claims of a hidden stablecoin refuse to fade. ⬇️https://t.co/FUCyBkhmwN ...

The vibes hit different at @DAF_Global.You wouldn't care what market conditions we're in.Industry leaders from blue-chip foundations gathered to discuss the future of tokenization, stablecoins, and crypto regulation.Attendees from institutions arrived, eager to learn how their systems can leverage stablecoins.The focus was on three elements:-education-macro-executionWe'll be sharing more on what deep topics were discussed at DEF shortly. ...

We have been talking about how stable coins and tokenized assets are skyrocketing around the world and this is actually happening. I mean, one of the biggest things that we have been talking about for the last roughly two years now is just the evolution of the crypto market to really to say that today's market is the same as the market from 2024, even 2023 or even going all the way back to 2021 is just wild to me. The four-year cycle is different.this entire cycle is completely different and I feel like thi ...

RT Cointelegraph Accelerator (@CointelegraphAc)🔎 RESEARCH: Centralized finance captured almost $20B of the $35B invested in crypto in 2025, driven by rising adoption and stricter regulatory requirements.RWAs and stablecoins attracted capital as investors prioritized scale, compliance, and real revenue, while GameFi, NFTs, and social saw funding fade. ...