RT Securitize (@Securitize)We have obtained regulatory approval to operate as both an Investment Firm and a Trading & Settlement System (TSS) in the European Union (EU) using the @avax blockchain.This makes us the first operator for regulated digital securities infrastructure in both the US and EU. https://t.co/QInfkOiPI1 ...

Core Insights - Both Palantir Technologies Inc. (PLTR) and SoFi Technologies, Inc. (SOFI) are rapidly growing technology companies focused on data, software, and automation to transform their industries [1][2] Palantir Technologies Inc. (PLTR) - Palantir's Artificial Intelligence Platform (AIP) is a key growth driver, with U.S. commercial revenues increasing by 121% year over year in Q3 2025 [3] - The total U.S. commercial contract value rose 342% year over year, and remaining deal value increased by 199% to $3.6 billion, with a 45% year-over-year growth in customer count [3] - The company achieved its highest adjusted operating margin of 51%, with GAAP operating income at $393 million and net income at $476 million, resulting in GAAP EPS of 18 cents and adjusted EPS of 21 cents [4] - Gross margins were robust at 82%, with cash from operations at $508 million and adjusted free cash flow at $540 million, ending the quarter with $6.4 billion in cash and equivalents [5] - Palantir's expanding commercial revenue and government partnerships position it for steady growth and a unique competitive advantage in the enterprise AI landscape [6] SoFi Technologies, Inc. (SOFI) - SoFi's management emphasizes innovation, launching SoFi Pay for low-cost international payments and planning a SoFi USD stablecoin for 2026 [7] - The relaunch of crypto trading features and the introduction of the AI-driven SoFi Coach aim to enhance user engagement and financial guidance [8] - The SoFi Smart Card offers 5% cash back on food purchases and strengthens customer loyalty [9] - SoFi reported record adjusted net revenue of $950 million, up 38% year over year, with net income of $139 million and EPS of 11 cents, marking its eighth consecutive profitable quarter [11] - Total loan originations reached a record $9.9 billion, up 57% year over year, supported by a growing deposit base of $32.9 billion [12][13] Comparative Analysis - The Zacks Consensus Estimate indicates PLTR's sales and EPS growth of 54% and 78% respectively for 2025, while SOFI's sales are expected to grow by 37% and EPS by 140% [14][17] - PLTR's forward sales multiple is at 64.36X, while SOFI's valuation appears more attractive compared to other companies in the sector [20] - Both companies are recognized for their strong growth narratives, but PLTR is currently viewed as the more attractive investment due to its accelerating momentum in enterprise AI and improving profitability [21]

Key Takeaways on Crypto Consumer Apps - The best crypto consumer apps should feel seamless and not explicitly like crypto [1] - Focus Tree successfully onboarded 1 million students onto Starknet, many unaware of using blockchain [1] Starknet's Advantages for Consumer Apps - Starknet's Native Account Abstraction allows developers to hide complexity [1] - Starknet is highlighted as an ideal platform for building consumer applications [1] - Starknet offers no gas fees with AVNU's paymaster [2] - Starknet provides no pop-ups thanks to Session Keys [2] - Starknet ensures seamless onboarding with invisible wallets [2]

A Thanksgiving guide for blockchain enthusiasts. Good luck out there. https://t.co/aqRkdi8eGL ...

Fastest growing chain, based on 90d growth (%) in natively minted stablecoin supply: @ton_blockchain, w/ supply up +22.6% in the past 90d. https://t.co/ch1BI9p5Hy ...

Core Insights - Swiss crypto bank AMINA Bank and Deutsche Börse's Crypto Finance Group have successfully completed a pilot on Google Cloud's Universal Ledger platform for real-time fiat currency payments settlement between Swiss banks [1][2] - The pilot demonstrated the potential of distributed ledger technology (DLT) to enhance traditional financial infrastructure without necessitating new digital currencies or regulatory changes [3][4] Group 1: Pilot Details - The pilot involved multiple unnamed banking partners and enabled 24/7 payment settlements while ensuring compliance with Swiss financial regulations [2] - Crypto Finance acted as the Currency Operator, facilitating bank onboarding and enforcing transaction rules [2] - AMINA integrated the system into its core banking platform, providing instant payment capabilities to select clients without altering front-end operations [2] Group 2: Technological Context - The initiative aligns with a global trend among financial institutions exploring blockchain technology to enhance the speed, cost-effectiveness, and transparency of cross-border payments and settlements [4] - Google’s Universal Ledger is designed for real-time settlement of traditional assets using distributed ledger technology, allowing banks to function within existing legal frameworks while delivering faster services [5] Group 3: Future Developments - The next phase of the pilot will focus on onboarding additional financial institutions, transitioning from testing to live operations, and expanding into consumer-facing applications such as point-of-sale and international payments [7] - This project follows Google Cloud's partnership with CME Group, which included a $1 billion investment to transition CME's trading systems to the cloud, laying the groundwork for Google's financial infrastructure initiatives [6]

Group 1 - The company plans to distribute Dream Bowl 2026 Meme Coin to shareholders with a record date and distribution date expected in December 2025 [1] - Distribution of the Meme Coin is anticipated to occur in January 2026 [1] - Wellgistics Health, Inc. is involved in the DataVault AI Shareholder Distribution Plan and is sponsoring Dream Bowl 2026 [1] Group 2 - Wellgistics is a leader in health information technology, utilizing EinsteinRx™ artificial intelligence for prescription routing [1] - The company employs PharmacyChain™ blockchain-enabled smart contracts to enhance the tracking and dispensing of prescription drugs [1] - The technology aims to optimize insurance coverage from manufacturers to patients [1]

Core Insights - Klarna Group PLC has launched KlarnaUSD, the first stablecoin on Stripe's Tempo blockchain, marking a significant shift for the company which previously had reservations about digital currencies [1][4] - The initiative aims to address inefficiencies in international payment settlements and reduce the high fees associated with cross-border transactions, which total approximately $120 billion annually [3] - Klarna's choice of Tempo as its blockchain partner highlights the platform's enterprise-focused architecture, designed for high-volume payment applications [5] Company Overview - Klarna serves 114 million customers and processes $112 billion in annual gross merchandise volume [2] - The company operates in 26 international markets, potentially reducing currency conversion costs and settlement times [7] - Following a 27% drop in share price from its September IPO, currently trading near $29.60, market observers are keen to see if blockchain initiatives can improve performance [7] Market Context - The stablecoin market has grown to $304 billion in total capitalization as of November 2025, up from $260 billion in July [4] - Stablecoin transactions have reached $27 trillion annually, indicating widespread acceptance of blockchain payment infrastructure [4] - Major financial institutions like JPMorgan Chase and HSBC are also exploring stablecoin solutions, indicating a competitive landscape [8][9] Regulatory Environment - The GENIUS Act, enacted in July 2025, has established compliance standards for stablecoin providers, fostering a more supportive environment for blockchain initiatives [10] Technical Infrastructure - KlarnaUSD will be issued through Bridge's Open Issuance platform, with mainnet deployment on Tempo scheduled for 2026 [12] - The stablecoin will initially facilitate internal payment operations before potential expansion to merchant and consumer applications [13] - Tempo's funding of $500 million at a $5 billion valuation underscores its technical advantages, including fee flexibility for users [6] Strategic Outlook - Klarna's blockchain initiative is seen as the first phase of multiple cryptocurrency-related projects, with stakeholders closely monitoring its impact on financial performance [15] - The launch signifies a trend where mainstream fintech companies are developing blockchain payment systems independent of cryptocurrency market fluctuations [14]

Blockchain & Tokenization Technology - Alibaba's International Station is optimizing cross-border payments using blockchain tokenization technology, focusing on the technology itself rather than starting with stablecoins [1] - The tokenization technology supports 24/7 transactions for buyers and sellers, shortening the payment cycle and reducing payment fees [1] - Currently, the objects of tokenization include euros and US dollars [1] Payment Efficiency & Network - Tokenization technology, blockchain, and Alibaba's payment network enable real-time fund transfers to locations like Hong Kong and Singapore before remittance to China, improving payment efficiency [1] - This process eliminates the need to go through multiple banks for European and American buyers paying in euros or US dollars [1] Partnerships & Future Plans - Alibaba is cooperating with JP Morgan Chase, leveraging its system to ensure real-time payments and compliance [1] - Alibaba plans to launch stablecoins later [1]

write that down WRITE THAT DOWN ✍️@KyleReidhead @MilkRoad https://t.co/mBzfAZdRQL ...