🔥 BULLISH: “Stablecoins could massively expand Visa’s addressable market.” – Cuy Sheffield, on a $2T market opportunity https://t.co/lswshSk7hK ...

Remittance Market Analysis - Latin America lost over $4 billion USD to fees in 2023 alone [1] - Remittances in emerging regions are historically extractive [1] Stablecoin Solution - Stablecoins offer a solution to extractive remittance practices [1] - Circle's secure dollars facilitate seamless transactions [1] Sei Network's Role - Sei Network provides infrastructure for global scale stablecoin transactions [1] - USDC moves faster on Sei Network [1]

Financial Data and Key Metrics Changes - The company reported revenue of $26 million for Q2 2025, representing a 16% year-over-year growth driven by increased product adoption [4][17] - Total swap volume for the quarter reached $1.38 billion, supported by renewed market activity [17] - Monthly active users declined by 6% sequentially, remaining unchanged from the previous year [22] Business Line Data and Key Metrics Changes - Exchange aggregation accounted for 91% of total revenue, with ExoSwap contributing 10% of revenue and 15% of quarterly volume [17] - ExoPay, launched in May, allows customers to buy crypto directly within the Exodus mobile wallet, supporting major cryptocurrencies [7][8] Market Data and Key Metrics Changes - Bitcoin prices increased by 30%, Ethereum by 36%, and Solana by 24% during the quarter, contributing to business momentum [9] - The adoption of stablecoins is accelerating globally, with over $250 billion issued and a forecast of $1.5 trillion by 2030 [13] Company Strategy and Development Direction - The company aims to bridge today's financial needs with future digital sovereignty, focusing on scaling wallet adoption and expanding access to both dollars and Bitcoin [26] - Partnerships, such as the recent integration with MetaMask, are seen as key to driving growth and enhancing user experience [6][28] Management's Comments on Operating Environment and Future Outlook - The regulatory environment in the U.S. has improved, with the passage of the Genius Act, which provides clearer definitions for digital assets [10] - Management expressed optimism about future growth, emphasizing the importance of innovation and seamless user experiences [16][26] Other Important Information - The company held $291 million in digital and liquid assets as of June 30, maintaining a debt-free position and increasing Bitcoin holdings to 2,058 [25] - Marketing and event spending reached $7.3 million, driven by sponsorships and increased advertising [19] Q&A Session Summary Question: Can you discuss the benefits and opportunities of the MetaMask deal? - The partnership allows Exodus to provide technology to MetaMask's millions of customers, enhancing their user experience with cross-chain swaps [30][32] Question: What are the economics behind the MetaMask deal? - Specific details cannot be disclosed, but the deal is expected to be significant given MetaMask's size and unique position in the market [34][36] Question: Can you elaborate on the mix shelf filed in May? - The mix shelf is intended to keep options open for future capital needs, allowing for a more deliberate approach to potential opportunities [42][44] Question: What is the strategy for customer acquisition and wallet growth? - Short-term growth will focus on partnerships, while long-term strategies will enhance existing products and attract new customers [69][70] Question: How will ExoSwap integrate with the MetaMask app? - The integration will likely provide a seamless experience for users to swap assets, similar to existing functionalities in other wallets [72][73]

RT Sei (@SeiNetwork)Institutional finance is converging on Sei.• Native RWA exposure via fastUSD, backed by BlackRock, Hamilton Lane, and Apollo funds• Regulated, fully reserved stablecoins with Circle• Tokenized treasuries with Ondo (coming soon)As the institutional-grade asset ecosystem on Sei evolves, the infrastructure advantage will become obvious.RWAs Move Faster on Sei. ...

Remittance Market Analysis - LatAm incurred over $4 billion (十亿) in remittance fees in 2023 [1] - Emerging regions' remittances are historically extractive [1] Stablecoin Solution - Stablecoins offer a solution to extractive remittance practices [1] - Circle's secure dollars (USDC) facilitate seamless transactions [1] Technology & Infrastructure - Sei network powers USDC transactions at a global scale [1] - USDC transactions are faster on the Sei network [1]

Market Overview - The onchain market cap of stablecoins & tokenized RWAs is at an all-time high [1] Growth Drivers - The report explores which chains, issuers, and assets are driving this growth [1]

XRP is set to eat Wall Street alive. Yes, I strongly believe that this is the case. We're going to go over exactly what I mean by this and why it's so important to focus on these types of crypto projects. Now, what do I mean by that? Well, the main thing that I'm looking at here is projects with utility. Projects that are enabling the largest use cases that every big player outside of crypto is looking at. What are those use cases? Stable coins, tokenization, the big two, right? Because again, once you have ...

Stablecoin Growth & Adoption - Total USDC borrowed on Kamino Finance surged by $100 million in just over a week [1] - Tether USD supply on Solana surpassed $2 billion for the first time [2] - Hylo's HyUSD circulating supply crossed $5 million [2] - SkyEcosystem allocated over $4 million USDS for utilisation; circulating supply surpassed 50 million USDS [2] New Stablecoin Initiatives & Partnerships - R2Yield and Saros are partnering to launch R2USD on Solana, backed by T-Bills and private credit [1] - OnRe Finance launched on Solana in collaboration with Kamino Finance and Global Dollar, allowing users to borrow USDG [3] - Unitas Labs is working with Orca to enable seamless swaps between USDu and USDC [4] Funding & Recognition - Hylo raised $1.5 million in seed funding and surpassed $10 million TVL [2] - S&P Global Ratings issued its first-ever credit rating action for a stablecoin system: SkyEcosystem Protocol (USDS) [3] Ecosystem Development - Circle minted $1.25 billion USDC on Solana this week, including $750 million on August 8, 2025 [1] - Reflect Money is a new tool that enables anyone to create stablecoins and capture yield spreads [3] - Drift Protocol joined Ondo Finance's Global Market Alliance alongside Solana Foundation, Jupiter Exchange, Trust Wallet, and more [2]

Partnership & Innovation - Shift4 Payments 与 Blue Origin 合作，允许客户使用加密货币和稳定币支付太空旅行费用 [1] - 支持的加密货币包括比特币、以太坊、Solana、USDT 和 USDC [1]

Rewards, savings on stablecoins and new ways to grow your project 👷Here's what’s happening on BNB Chain this week 🧵 https://t.co/xh9RTWohdh ...