ETH just clocked a new high score!Daily transaction count has surpassed 2021’s peak, with stablecoins and ETH treasuries at the wheel. https://t.co/fXtGiMRIJo ...

Market Trends - Only 40% of 2017's top 10 cryptocurrencies remain in the top 10 today [1] - Stablecoins were not even in the top 10 in 2017 [1] - ETH has outperformed BTC over the same timeframe [1] Cryptocurrency Analysis - Cardano (ADA) is up 35% this week, prompting questions about the driving forces behind the bidding [1]

RT Jake Chervinsky (@jchervinsky)The banks demanded the exclusion for yield-bearing stablecoins in the GENIUS Act. Now they're upset that the language they asked for doesn't screw over stablecoin holders hard enough.Sorry you guys did a bad job negotiating your regulatory moat. Try lobbying better next time! ...

Ecosystem Growth - Sei ecosystem is gaining significant attention due to focused execution on making markets move faster [1] - Major launches from Circle, Backpack, Etherscan, deBridge, Chainlink data feeds have made the Sei UX frictionless [1] - Stablecoins have created a foundation for this growth [1] - RWAs & institutional traction signal a maturing ecosystem [1] Network Activity & Adoption - Sei is the 1 EVM chain by MAW, surpassing Base and BNB [2] - Over 1 million DAW and achieved an all-time high in daily transactions [2] - 100 thousand+ daily gaming transactions [2] - $1.53 billion DEX volume in July (ATH) [2] - $5.5 billion in daily stablecoin transaction volume, per artemis [2] - One of the fastest native USDC adoption curves in the industry [2] - $160 million+ Native USDC minted in first 2 weeks — surpassing multiple industry leaders [2] Institutional Interest & RWA - Ondo's USDY ($685 million in TVL) is set to bring tokenized US Treasuries to Sei [2] - Native RWA exposure via fastUSD, backed by BlackRock, Hamilton Lane, Apollo [2] - Canary Capital filed for a SEI ETF in the U S [2] - CoinShares ETP live in Europe [2]

Industry Perspective - Stablecoins are considered a pivotal moment, akin to ChatGPT, within the cryptocurrency space [1] - Stablecoins are experiencing widespread adoption across various sectors, including consumers, businesses, banks, and governments [1] Comparative Analysis - Unlike stablecoins, other crypto applications such as DEXs, lending, staking, NFTs, gaming, and social platforms have not achieved similar levels of widespread adoption [1]

RT Solana (@solana)Big congrats to the @Bullish team on their IPO today 🤘ICYMI: Bullish is migrating their core infrastructure to Solana-native stablecoins to power custody, payments, trading, and settlement https://t.co/ZATUdOw5wf ...

Tens of millions hold stablecoins.Only a few thousand hold RWAs.Still early days for asset tokenization. https://t.co/St4pP3ag07 ...

6/ Why Ethereum?Because agents need trustless settlement.They can’t wait days for invoices or dispute chargebacks.They need atomic payments, programmable policies, and composable wallets.Ethereum and stablecoins give them exactly that. ...

Stablecoins were designed to power the future of internet payments, but they lack standardization through underlying protocols.X402 could be the solution 👇Sam (@0xCryptoSam):The original Internet protocols (e.g., HTTP, TCP/IP) were built for communication, not value transfer.No such protocol exists for internet payments today, leaving them fragmented and tied to individual platforms.@MurrLincoln and I believe stablecoins offer the flexibility and https://t.co/smNF6fnltt ...

Tokenization and Real World Assets (RWAs) - Tokenized value on chain is nearly $26 billion, and is expected to grow [3] - BlackRock is heavily involved in tokenization, with almost $3 billion on chain through its USD Institutional Digital Liquidity Fund [9] - BlackRock believes the next step is tokenization of financial assets, including stocks and bonds, on a general ledger with individual investor identification [11] - BlackRock CEO Larry Fink sees tokenization as a technological transformation for financial assets, enabling instantaneous settlement and customized strategies [12] Digital Identity and Control - A coordinated digital identity verification system is considered necessary for the tokenization revolution [19] - The financial services industry is focusing on building a zero-trust framework for identification, raising concerns about digital IDs [23] - The combination of tokenization and digital IDs could enable tracking of all transactions [25] CBDCs and Stablecoins - Stablecoins are viewed as a way to circumvent the ban on Central Bank Digital Currencies (CBDCs) in the US, effectively functioning as CBDCs [6][7] - Stablecoins are becoming increasingly significant, making up over 1% of the global M2 supply [9] Fourth Industrial Revolution and WEF - Tokenization and blockchain are part of the Fourth Industrial Revolution, supported by organizations like the World Economic Forum (WEF) [20][21] - BlackRock is a partner of the WEF and is actively pushing tokenization [22] Regulatory Landscape - SEC Chair Paul Atkins supports tokenization as an innovation and aims to make regulations transparent to foster innovation in the marketplace [27][28] - The SEC is seen as shifting towards supporting tokenization to enhance efficiency and certainty in trade settlement [29][30] Potential Risks and Concerns - Big players may be weaponizing tokenization technology [1] - Universal basic income and digital IDs are linked to the acceleration of AI and automation [5] - Cyber security challenges, particularly digital verification, pose a significant obstacle to the widespread adoption of tokenization [18]