PayPal 现在允许美国商家接受加密货币支付，而 PayPal 自家的稳定币 PYUSD 也有不少理财机会的。究其本质，是这家老牌的支付公司在通过补贴打法，试图抢先一步占领稳定币市场的高地，在其他支付公司还没整明白的时候就已经铺开 mass adoption他们的思路是多链 ——> 头部 dApp ——> 补贴战撒钱，最开始是在 @Solana_zh 链上和 kamino 合作补贴把 TVL 拉高，现在又拓宽到了 @berachain 的头部 DeFi Infrared @InfraredFinance 。Infrared 是由 @BinanceLabs 、 @hiFramework 等知名 VC 领投的流动性质押项目 就与 PayPal 合作推出了BYUSD Vault（PYUSD 在 Berachain 上的名字是 BYUSD）Bera 链现在虽然萎靡不振，但是链上的 DeFi 还是有不少大户愿意去挖矿的。看了眼 Infrared 里目前 BYUSD-HONEY 的 APR 有 15.35%，几天之内 TVL 已经有 12.73M 美金，在 Alt Layer1 的 DeFi 矿里算很不错了15.35% ...

Hong Kong fintech firm RD Technologies raises $40 million ahead of stablecoin licensing rollout https://t.co/BsSqhX3KZn ...

Visa Flags Modest Stablecoin Uptake, Calls for Clear US Regulation► https://t.co/vghobjeljN https://t.co/vghobjeljN ...

📊 UPDATE: Stablecoin transaction volume surpasses Visa's in Q1 2025, nearly doubled Visa’s volume with over $6T, per Bitwise data. https://t.co/Af2PZu8r5m ...

On July 29, the Bank of Korea announced an organizational restructuring, officially establishing a“Virtual Asset Team”and renaming the“Digital Currency Research Office”to the“Digital Currency Office”to strengthen regulatory oversight and policy response capabilities for the Korean won stablecoin and other virtual asset markets. https://t.co/niK3KYFv8L ...

Crypto Adoption & Payment Rails - Samsung Pay and Coinbase integration connects 150 million users to instant crypto settlement, indicating a shift towards mainstream crypto adoption through payment rails rather than trading [1] - Grab integrates USDT for its 112 million users, expanding stablecoin accessibility [1] - Base Pay is launching USDC checkout, further facilitating crypto payments [1] Stablecoin Market - Total stablecoin market capitalization has increased by 22% year-to-date, reaching $268 billion [1]

Today, cryptos in the red again ahead of the Fed's decision on rates. This week, Kraken's Tomas Prumo breaks down the findings of the crypto exchanges new OTC report and Missouo's Dan Dolev discusses what the Genius Act means for PayPal's future. Welcome to CNBC's Crypto World.I'm Talia Kaplan. Digital currency is in the red again this morning as investors await this week's rate decision from the Fed. By noon Eastern, Bitcoin dropped to the $117,000 level.Ether fell to $3,760 and XRP sank to $39. Taking a l ...

Core Insights - Coinbase Global (COIN) is expected to report second-quarter 2025 results on July 31, with a consensus revenue estimate of $1.5 billion, reflecting a 4.3% year-over-year increase [1] - The consensus estimate for earnings is 83 cents per share, indicating a year-over-year decrease of 22.4% [2] Financial Performance - COIN has a history of beating earnings estimates, achieving this in three of the last four quarters with an average surprise of 32.71% [3] - The Earnings ESP for Coinbase is +12.05%, with the Most Accurate Estimate at 93 cents, higher than the consensus estimate [5] Revenue Drivers - Increased trading volume due to higher volatility is expected to benefit COIN's second-quarter performance, with trading volume estimated at 235 million, a 4% increase year-over-year [6] - Transaction revenues are projected to rise 23% year-over-year, estimated at $1.325 billion [9] - Subscription and services revenues are expected to be between $600 million and $680 million, driven by stablecoin income growth [10] Cost Management - COIN anticipates sales and marketing expenses to range from $215 million to $315 million, influenced by performance marketing variability [11] - Technology and development expenses are projected to be between $700 million and $750 million, a decline from the previous quarter [12] Market Positioning - Coinbase is positioned to benefit from increased crypto asset volatility and rising prices, with a strategic shift towards subscription and service-based income enhancing revenue stability [17][18] - The company is focusing on operational efficiency and maintaining a disciplined cost structure, with a relatively strong debt position [19] Regulatory Environment - The supportive regulatory landscape under the Trump administration is expected to benefit Coinbase, enhancing its market share in both retail and institutional segments [20]

The shift is happening: banks are investing in blockchain.➡️$100B+ invested in blockchain companies since 2020➡️$700B/month in stablecoin volume➡️$18T projected in tokenized assets by 2033Our latest report with @CBInsights and @UKCBT_org uncovers how financial institutions are shaping the future through strategic investments, partnerships, and emerging use cases: https://t.co/EIjazUmywK ...

You may not have heard from me during the Gensler era because there was no upside in speaking but every minute of every day since proof of stake I have been institutionally managing and securing the Ethereum network. Now that we have a positive regulatory tailwind, where we have acts like the Genius Act, which basically gave stable coin clarity and the largest beneficiary of the Genius Act is Ethereum because the majority of stable coins settle to Ethereum and now it's time to get loud again and it's time t ...