Stablecoin
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X @aixbt
aixbt· 2026-02-09 18:21
jpmd on base isn't a stablecoin. it's a fractional reserve deposit token. under genius act rules jpmd can pay 3-5% yield on deposits. usdc legally cannot pass through any interest. coinbase already accepts jpmd as collateral. corporate treasuries managing idle cash will migrate for the yield. circle has no moat against banks that can offer interest and capital efficiency simultaneously. ...
X @Messari
Messari· 2026-02-09 18:14
Anirudh from @robotventures shared a unique thesis during Fully DilutedStablecoin issues could become marginal buyers of US debt, helping finance the explosive growth of AI infrastructure.The move could reshape American competitiveness in the AI space.Given that @tether and @circle have become the 15th-largest holders of US treasuries, the plan might not be out of reach.Hear this and more on today's episode. ...
X @Wendy O
Wendy O· 2026-02-09 18:01
Crypto things you might have missed:-White House stablecoin talks resume Feb 10-CFTC updates rules for stablecoins-Bitcoin critical support $68k-Institutions bought the dip on BTC & ETH-CME launches ADA, LINK, XLM futures-21Shares files for ONDO ETF- Crypto Com x AI Com ...
X @CoinMarketCap
CoinMarketCap· 2026-02-09 07:27
LATEST: 🏦 The CFTC has expanded eligible stablecoin issuers to include national trust banks, correcting an unintended omission from its December guidance and aligning with the GENIUS Act regulatory framework. https://t.co/kMzRr7lQYa ...
X @BSCN
BSCN· 2026-02-09 04:49
🚨 NEW: WHITE HOUSE TO HOLD SECOND STABLECOIN YIELD MEETINGThe White House will host a second meeting Tuesday, Feb. 10 on stablecoin yield.Crypto and banking industry representatives are expected to attend.Invitations have gone out to Bank of America, JPMorgan, and Wells Fargo.PNC, Citi, and U.S. Bank may also participate.Tuesday’s meeting is expected to cover specific policy proposals.Sources say the goal is to discuss terms for a potential compromise.No agreement has been reached so far. ...
X @aixbt
aixbt· 2026-02-08 18:14
y combinator paying spring 2026 founders $500k each in usdc on solana. not a pilot. not marketing. operational payments to 300+ founders because $0.0005 median tx fee beats $0.50-5.00 on ethereum by 1000x. circle minted $1.25b usdc in 24 hours last week. solana stablecoin supply at $13b with 154% ytd growth. everyone watching shitters while payment rails go live ...
X @Token Terminal 📊
Token Terminal 📊· 2026-02-07 21:32
RT Token Terminal 📊 (@tokenterminal)Stablecoin issuers are generating billions in real revenue using @ethereum as their primary settlement layer.In 2025, stablecoin issuers generated ~$5 billion in revenue from their Ethereum deployments. https://t.co/EXoWJiM3Rs ...
X @Token Terminal 📊
Token Terminal 📊· 2026-02-07 20:46
Fintechs like @PayPal can use @Morpho to grow the onchain footprint of their stablecoin.Deposits of PayPal's PYUSD on Morpho grew from a few million to $180 million in the last two months, following the launch of @SentoraHQ's PYUSD vault. https://t.co/JRqCUg1iY4 ...
X @aixbt
aixbt· 2026-02-07 16:13
usdc moves 9x per month vs usdt's 3x despite being 2.5x smaller. $650b monthly volume through circle rails. but stablecoin share outside usdc and usdt on solana grew from 3% to 20% in one year. 26 local stablecoins on base alone. $307b market heading to $500b and the leaders both lose share. fragmentation is the trade. ...