Core Viewpoint - The article contrasts the appeal of stablecoins with traditional banks, suggesting that for conservative investors, established banks like Commerce Bancshares, Toronto-Dominion Bank, and Bank of Nova Scotia may be more attractive options due to their reliability and dividend history [1][13]. Group 1: Commerce Bancshares - Commerce Bancshares is recognized as a "Dividend King" with 57 consecutive years of dividend increases, the longest streak among U.S. banks [3]. - The bank operates around 300 branches and ATMs across several states, indicating a regional focus and potential for gradual expansion [4]. - Recent acquisition of FineMark Holdings, a bank with 13 branches, signals management's intent to set the stage for future growth while maintaining a reliable dividend yield of approximately 1.8% [5]. Group 2: Toronto-Dominion Bank - Toronto-Dominion Bank faced regulatory issues related to money laundering, resulting in fines and an asset cap that limits growth in the U.S. until compliance is achieved [6][7]. - Despite these challenges, TD Bank has a strong dividend yield of 4.1%, significantly higher than the bank sector average of 2.5%, appealing to income-focused investors [7]. - The bank has a long history of conservative management and has consistently paid dividends since 1857, demonstrating resilience during economic downturns [8]. Group 3: Bank of Nova Scotia - Bank of Nova Scotia offers the highest dividend yield among the three banks at 5.7% and has a broad reach from Canada to Central and South America [9]. - The bank is shifting its business model to increase its presence in the U.S. market, recently acquiring a 15% stake in KeyCorp to enhance its scale [10]. - Scotiabank has a long-standing history of paying dividends since 1833 and did not cut its dividend during the 2007-2009 financial crisis, showcasing its ability to adapt to changing market conditions [12].

RT Ignas | DeFi (@DefiIgnas)Stripe’s L1 PM ad shows a skill crypto teams should value more:"Concise, evidence-based storytelling ability."Listen to Thomas Lee on any podcast.Unlike us on CT, he’s not focusing on TVL, tx count, fees, or other onchain stats.Instead it's:- Stablecoins- Tokenization- ETH productive yield- Strategic scarcity via treasuriesHe compares ETH now to BTC pre-2017: gaining institutional recognition and real world use.It’s an easy, sexy narrative for big money.-----Now, I rarely get exc ...

IPO Market & Bullish - The IPO market is heating up, with crypto exchange Bullish set to price its IPO [1] - Bullish aims to raise $990 million by offering 30 million shares priced between $32 and $33, giving it a total market value of $4.8 billion [1] - Demand for the Bullish IPO has grown, with the company originally marketing about 20 million shares in a proposed range that began at $28 a share [2] - BlackRock and Kathy Wood's ARK have indicated interest in buying up to $200 million of the shares [3] - Bullish is making its second attempt at going public, looking to take advantage of the previous administration's crypto-friendly stance [3] Bullish Company Overview - Bullish launched in 2021 and is a crypto exchange and the parent of the crypto news and data site CoinDesk [4] - The exchange is headquartered in the Cayman Islands and focused on institutional investors, blending DeFi offerings with centralized security [4] - Bullish plans to convert a significant portion of the IPO proceeds to US dollar-denominated stablecoins [6] Crypto Market Trends - Stablecoins continue to be a hot topic, with increasing interest from brands and big institutions [7] - Circle launched a proprietary blockchain to further the stablecoin ecosystem [7] - ETH hit a new December 2021 high, inching closer to its record, and is the backbone of a lot of the stablecoin activity [8]

RT CoinDesk Podcast Network (@CoinDeskPodcast)📊 Stablecoins hit a record $261B market cap in July, up 4.87% for their 22nd straight month of growth.Josh DeVos (@JdvXbt) brings you "Chart of the Day," presented by @cryptocom. https://t.co/Z3hxR7Eo8b ...

RT The Rollup (@therollupco)2013 crypto OG explains why stablecoins changed portfolio strategies."If you're not going to outperform Bitcoin with a trade or long-term play, you should just be buying Bitcoin or splitting half into Bitcoin, half into the venture" https://t.co/IW3nV5DMw0 ...

Core Viewpoint - Coinbase Global Inc. (COIN) has experienced an 18.9% decline in shares over the past month, significantly underperforming the industry and broader market indices [1][10]. Group 1: Company Performance - COIN is positioned to benefit from a broader range of crypto assets, international expansion, and increased market volatility [2]. - The company has been trading below its 50-day simple moving average, indicating a short-term bearish trend [4]. - In Q2 2025, COIN faced challenges due to lower trading activity and subdued crypto volatility, resulting in earnings that missed expectations for the first time in ten quarters [7]. - Despite a strong liquidity position with $9.3 billion in resources at the end of 2024, concerns about dilution and financial leverage arose after the pricing of $2.6 billion in convertible notes [13]. - COIN's return on equity was 16%, slightly below the industry average of 16.4%, while its return on invested capital was 10.2%, outperforming the industry average of 4.9% [14]. Group 2: Market Position and Strategy - Coinbase aims to enhance its market share in both U.S. spot and derivatives markets by broadening its product suite and expanding globally [8][11]. - The adoption of stablecoins is expected to further boost revenues, with the company posting positive EBITDA for eight consecutive quarters [12]. - The company aspires to onboard over a billion users into the crypto economy, investing significantly in core infrastructure and platforms [12]. Group 3: Valuation and Analyst Sentiment - COIN shares are trading at a premium P/E of 51.36X, compared to the industry's 20.65X, indicating a stretched valuation [10][17]. - The Zacks Consensus Estimate for 2025 earnings has increased by 93.6%, while the estimate for 2026 has decreased by 7.4% [15]. - The mixed analyst sentiment reflects concerns over premium valuation, declining earnings estimates, and a VGM Score of F [21].

Economic Challenges in Argentina - 阿根廷面临严格的美元管制和高达每月 25% 的恶性通货膨胀 [1] - 这迫使人们转向 cuevas，即非法且危险的现金美元商店 [1] Avalanche Stablecoins as a Solution - Buenbit 分享了其 Avalanche 驱动的稳定币，为保护财富提供了一种更安全的方式 [1] - Avalanche 上的稳定币旨在为阿根廷人提供一种替代方案，以应对当地货币贬值和美元获取限制 [1]

#Stablecoins are bridging the gap between crypto and fiat! Do you trust them for transactions? 🧐 ...

USDC to the moonzoomer (@zoomerfied):[ ZOOMER ]CIRCLE TO LAUNCH ARC, A LAYER 1 BLOCKCHAIN DEDICATED TO STABLECOINS ...

💥BREAKING:CIRCLE TO LAUNCH ARC, A LAYER 1 BLOCKCHAIN FOCUSED ON STABLECOINS. https://t.co/ICUXbPy84s ...