Treasury’s Bessent says the dollar has survived past doubts — from Nixon’s gold exit to now. Stablecoins may be its next global anchor https://t.co/tJ37T6SLOh ...

RT Annika Lewis (@AnnikaSays)"Stablecoins, stablecoins, stablecoins" ...

Market Focus - Stablecoins are a major theme [1] - Robinhood & Arbitrum gained significant attention [1] - Polygon's brand is perceived as revitalized [1] - NFTs received little attention [1] DeFi Landscape - Ethereum DeFi is considered to be in its strongest state since inception [1] - Aave, Ethena, and Etherfi are gaining traction and adoption [1] - There's a growing interest in institutional and compliant DeFi [1] Market Sentiment - No ETH to $10K targets were mentioned, potentially indicating bullish sentiment [1] - The general atmosphere is relaxed but focused [1] - Many new projects are emerging [1]

STSP #8: From “stablecoins are boring” to “growth investors are starved for anything that isn’t AI"We cover:1:00 Market Overview9:49 IPO & Markets12:48 Robinhood & Coinbase29:16 L2 & Altcoins40:41 Staking ETFs & Solana Growth50:28 Circle IPO Frenzy https://t.co/GZw7LveG3g ...

Core Insights - Block experienced a 10% gain in share price in June, driven by a product launch in an important overseas market and positive analyst notes [1] Analyst Recommendations - Evercore ISI upgraded Block's rating to outperform from in line, raising the price target to $75 per share from $58 [2] - Barclays's Ramsey El-Assal also increased his fair value assessment to $75 per share from $57 while maintaining an overweight recommendation [6] Market Trends and Product Developments - Analysts noted stable consumer spending trends that support small and mid-sized businesses using Block's Square payment system [4] - New product rollouts in hardware and software were positively received, contributing to the stock's valuation being considered cheap compared to peer fintech companies [5] Competitive Landscape - Block's stock faced some volatility due to reports of U.S. retailers exploring stablecoin payments to save on transaction fees [7] - The announcement of the Square Handheld rollout to the U.K. market was seen as a positive development, targeting the restaurant demographic [8] Company Strategy and Risks - Block is recognized for its strong performance in transaction management for small and mid-sized businesses, but its ventures into other finance segments, such as cryptocurrencies, introduce a degree of unpredictability and risk [9]

This got spicy. Fun one.The Rollup (@therollupco):NEW EP: Haseeb Qureshi on Proof Of Stake, Revenue, and StablecoinsIn today's episode from our @Permissionless series, @ayyyeandy and @robbie_rollup sit down with @hosseeb to explore:> Why Nominal Yields Don't Beat Real Inflation> How Stablecoins Are Quietly Reshaping https://t.co/Akap7jOnZE ...

RT The Rollup (@therollupco)NEW EP: Hasseb Qureshi on Proof Of Stake, Revenue, and StablecoinsIn today's episode from our @Permissionless series, @ayyyeandy and @robbie_rollup sit down with @hosseeb to explore:> Why Nominal Yields Don't Beat Real Inflation> How Stablecoins Are Quietly Reshaping Payments> Investing at Intersection of Crypto and TradFi> Haseeb’s Bullish & Bearish Takes> Growth vs Revenue InvestingFull episode links below.Timestamps00:00 Intro00:46 Magic Ad01:13 Starknet Ad01:37 Nominal Yields ...

RT f1go.eth (@FigoETH)Lol.Solana was $250 in Dec and is now $156.So what. BTC dominated everything since then because it's narrative is extremely easy to digest.Next meta is stablecoins and RWAs (RH bringing tokenized stock to retail trading etc.).Let's see which chain champions this.Likely that one having 80% RWA TVL and >50% stablecoins.Endgame is ETH. ...

Well, Bitcoin has been on a tear in 2025, up nearly 15% and notching all-time highs. But comparatively, altcoins, they have lagged with the market vector digital asset 100 small cap index showing over $300 billion of market value wiped out. For more, I want to bring in Noel Aches, who is the author of crypto is macro now Substack.Great to have you here with us. So, first just just take us into your assessment of why altcoins are seeing this move while Bitcoin is notching new record highs over the course of ...

Core Viewpoint - Mastercard has been found in violation of European competition law for imposing excessive interchange fees, which restrict competition and lack justification, similar allegations are faced by Visa [1][10] Group 1: Legal and Financial Implications - The ruling exposes Mastercard to significant financial liability as U.K. retailers can seek damages, potentially leading to sizable payouts for both Mastercard and Visa [2][4] - The U.K. Payment Systems Regulator may impose stricter oversight and cap interchange fees across the industry due to rising card fees [2] - A trial is ongoing to determine if merchants passed these costs onto consumers, with both Mastercard and Visa expected to appeal the decision [3] Group 2: Competitive Landscape - Legal and competitive pressures, including the rise of fintech disruptors, may challenge the duopoly of Mastercard and Visa, although their robust business models and profitability remain strong [5] - Merchant interest in alternatives like stablecoins is likely to grow, as they offer lower transaction fees and faster settlements, potentially impacting Mastercard's market share [6] Group 3: Company Developments - PayPal launched its stablecoin, PYUSD, in August 2023, and is registered with the Financial Conduct Authority in the U.K., indicating readiness for expansion [7] - Mastercard has launched its Multi-Token Network and piloted USDC settlements to integrate blockchain into its payment system [8] Group 4: Financial Performance and Valuation - Mastercard shares have gained 4.5% year to date, outperforming the broader industry's growth of 3.2% [9] - The company trades at a forward price-to-earnings ratio of 31.81X, which is higher than the industry average, and carries a Value Score of D [12] - The Zacks Consensus Estimate for Mastercard's 2025 earnings implies a 9.5% rise year over year, followed by 16.7% growth in the subsequent year [13]