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X @Messari
Messari· 2025-07-23 13:27
Remittances are shifting to crypto faster than expected.Jake (@immutablejacob):Remittances are shifting to crypto faster than expected.Bitso Business moves more than 10% of the US-to-Mexico corridor (≈ $64B/yr) using stablecoins. https://t.co/aCpfwFftCT ...
Western Union (WU) Soars 6.2%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-23 12:26
Company Overview - Western Union (WU) shares increased by 6.2% to close at $8.6, supported by strong trading volume, contrasting with a 4.1% decline over the past four weeks [1][2] - The company is focusing on stablecoins as a growth area, aiming to enhance cross-border money transfers and maintain value stability in volatile markets [2] Earnings Expectations - WU is projected to report quarterly earnings of $0.44 per share, unchanged from the previous year, with revenues expected to be $1.04 billion, a decrease of 2.9% year-over-year [3] - The consensus EPS estimate has been slightly revised higher in the last 30 days, indicating a potential for price appreciation [4] Industry Context - Western Union operates within the Zacks Financial Transaction Services industry, which includes other companies like Shift4 Payments (FOUR) [5] - Shift4 Payments has seen a 13.2% return over the past month, with its EPS estimate for the upcoming report revised down by 1.2% to $1.23, reflecting a year-over-year increase of 28.1% [6]
X @Wu Blockchain
Wu Blockchain· 2025-07-23 07:17
Why Amazon and JPMorgan Are Launching Their Own Stablecoins? https://t.co/KBOnS8Pwgg ...
X @Solana
Solana· 2025-07-23 00:20
RT Tamar 天马 (@tamarincrypto)Really enjoyed diving into @MessariCrypto’s State of Stablecoins report.This slide in particular caught my eye.Stablecoins velocity is highest on @solana, a strong signal of actual medium-of-exchange usage.We should lean into stablecoins that move. Why?TVL + Velocity = UtilityTVL = trust and capital base.Velocity = actual usage.Together? Not just parked capital but actual value in motion on-chain.s/o to @artemis and @Perena__ teams! ...
Trump Company Buys BILLIONS of Bitcoin
Anthony Pompliano· 2025-07-22 21:00
Bitcoin & Crypto Market Trends - Bitcoin保持在118,000美元的水平,Trump媒体购买了价值20亿美元的比特币,成为第五大比特币公司金库[1] - 美国证券交易委员会主席Paul Atkins表示,鼓励上市公司采用比特币和加密货币作为储备资产[1] - Tether CEO出席白宫活动,稳定币被认为是增加美元全球主导地位、推动美元在全球的采用、成为传统金融系统的重要组成部分以及更便宜和更快速的未来[1] - Tether拥有约4亿链上用户,且以每季度3000万用户的速度增长,但仅占全球人口的约1/16,而美元占全球贸易交易的近50%,稳定币的使用有巨大的增长空间[10] Regulatory Landscape - 美国通过了Genius Act,为支付稳定币创建了首个联邦监管框架[1] - Clarity Act 帮助确定数字资产是证券还是商品,解决美国证券交易委员会或商品期货交易委员会之间长期存在的管辖权混乱[1] - 反中央银行数字货币法案禁止美联储发行中央银行数字货币,解决对隐私和政府过度干预的担忧[1] Stablecoins & US Dollar - 稳定币将成为市场的重要组成部分,降低摩擦,增加速度,最终将更多资本投入比特币[10] - 各国都在寻求摆脱美元,但人们实际上想要美元,稳定币将继续在国际贸易中变得越来越受欢迎[10] Retail vs Institutional Investors - 散户投资者在4月份股市下跌时买入,并在市场反弹时获得回报,而机构投资者则持观望态度[12] - 散户投资者在特斯拉、Palantir、GameStop、Open Door和比特币等投资上是正确的[13] - 机构正在关注散户,因为他们意识到散户有能力影响市场[25] Self-Directed Investors - 自主投资者通过互联网学习,直接进入市场,不依赖金融顾问或股票经纪人[11] - 自主投资者可以承担更多风险,因为他们不是在管理别人的钱,他们关心的是绝对回报[13] Open Door Case Study - Eric Jackson认为Open Door的股票被低估,并预测其股价可能达到82美元,这引起了散户投资者的关注[16][17] - Open Door的股票交易量创下纪录,并多次因波动性过大而暂停交易[19] - Open Door可能会利用投资者对股票的兴趣来筹集资金,以加强其资产负债表[20][21] Athletes as Investors - 运动员有责任利用自己的财富创造世代财富,而不是浪费掉[47] - 运动员通常具有竞争性,并且喜欢通过学习和分析来找到表现优于其他资产的投资[50] - 联盟正在努力教育运动员有关财务管理和投资的知识[54]
X @Trust Wallet
Trust Wallet· 2025-07-22 19:01
Promotion Details - Trust Wallet's promotion of sending stablecoins with zero gas fees on BNB Chain is ending soon [1] - USDT and USD1 transfers remain free until July 31 [1][2] - Free transfers for FDUSD and USDC end on July 1, 00:00 UTC [1][2] Supported Actions - Users can withdraw, bridge, or transfer stablecoins with zero gas fees during the promotion period [1][2]
X @Messari
Messari· 2025-07-22 18:41
Stablecoin & Dollarization - Stablecoins, particularly Tether/Tron, are facilitating global dollarization [1] - Stablecoins are enabling improvements in DeFi, e-commerce, and payments [1] Key Players - Tether (Tether_to) and Tron (trondao) are central to the stablecoin narrative [1]
X @Messari
Messari· 2025-07-22 18:14
PayFi 🤝 StablecoinsHuma Finance 🟣 (@humafinance):JUST IN: @MessariCrypto releases their 128-page State of Stablecoins report 📊We’re honored to be featured alongside leading banks, payment giants, and valued partners shaping the future of finance.The report highlights stablecoins as crypto’s strongest use case, powering https://t.co/yGzLojVmCL ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-22 18:02
RT SBET (SharpLink Gaming) (@SharpLinkGaming)Stablecoins needed a home and they found EthereumAccelerate ...