Core Insights - The stablecoin market is increasingly reliant on short-term U.S. government debt, transforming it into a private distribution layer for dollars rather than a replacement for traditional finance [1][2] - Dollar-pegged stablecoins constitute 97% of the issuance, with USDT and USDC making up approximately 90% of the market, indicating a high concentration in the sector [2] - The migration towards safer, more liquid backing assets, particularly U.S. Treasuries and Treasury-collateralized repos, is evident in the stablecoin ecosystem [3][4] Market Dynamics - Stablecoin reserves are significantly allocated to Treasury bills and repos, with projections indicating that by mid-2025, USDC reserves will heavily feature these assets [4] - Tether reported a record exposure of $141 billion to U.S. Treasuries at the end of 2025, highlighting the trend towards safer investments [4] - Stablecoin demand has the potential to influence Treasury pricing, with research indicating that inflows into stablecoins can lead to a measurable drop in three-month Treasury yields [5][6] Usage Trends - The primary use of stablecoins remains driven by crypto trading, although payment applications are on the rise [6] - Reserve disclosures from stablecoin issuers show a clear trend towards Treasury bills and repos, aligning stablecoins more closely with money-market instruments [6]

Welcome to FYI, the 4-year innovation podcast. This show offers an intellectual discussion on technologically enabled disruption because investing in innovation starts with understanding it. To learn more, visit ark-invest.com. Ark Invest is a registered investment adviser focused on investing in disruptive innovation. This podcast is forformational purposes only and should not be relied upon as a basis for investment decisions. It does not constitute either explicitly or implicitly any provision of service ...

Sorry, Morgan. Apologize in advance. I'm holding, you know, dollars on chain. I'm getting 10% yield. My bank gives me like half a percent. So, why would I ever go back to my bank? You know, all your costs are in Filipino peso because you're producing in the Philippines, but now your your revenue is in Mexican peso, right? And what you would want to do is you would knowing when you get those future cash flows, you would basically buy a hedge. Whatever you get, you know, you pay a small fee for basically maki ...

LATEST: 🇲🇾 Malaysia's central bank has launched three regulatory sandbox programs to test ringgit-pegged stablecoins with Standard Chartered and others for wholesale settlement between institutions. https://t.co/AktrSY8oW6 ...

Core Insights - Levl, a platform for global payments in fiat and stablecoins, has successfully raised $7 million in seed funding, led by Galaxy Ventures with participation from various notable investors [1][2] - The platform facilitates cross-border transactions, supporting both fiat currencies and stablecoins like USDC and USDT, and claims to enable same-day settlements in over 75 countries [2][4] - Levl aims to expand its product offerings, focusing on B2B cross-border transfers, card and stablecoin payment processing, and lending solutions [2][4] Company Overview - Levl was established in 2023 as a spin-off from Galaxy Digital, with founder Sandhu having a background as an FX trader at AQR [1][3] - The platform has achieved an annualized transaction volume exceeding $1 billion within just four months of operation [4] - Levl's international presence includes locations in London, New York, Canada, and Switzerland, and it is regulated in Switzerland and Canada [5] Market Position - The platform targets various use cases, including mobile wallets, neobanks, merchants, fintechs, remittance providers, brokers, and FX platforms, with institutional leaders like TerraPay, TapTap Send, and Nala utilizing its services [5] - Levl's mission is to democratize access to modern financial infrastructure by integrating traditional payment systems with digital solutions, simplifying the technical complexities of blockchain for businesses [4][3]

📰 #AscendEX Daily Updates🔷Trump praises the non-farm payrolls report and reiterates his call for the Fed to slash interest rates to the "lowest in the world."🔷Bank Negara Malaysia announces the launch of a regulatory sandbox for stablecoins and asset tokenization trials.🔷Hong Kong optimizes virtual asset supervision, incorporating Bitcoin and Ethereum as eligible collateral for securities margin financing.#AscendEX #Crypto #CryptoNews ...

There is still A LOT of silver lining in cryptoTbh I understand the doom and gloom.Prices suck ass, it hasn’t been a “flight to safety” like many believedBut zoom out.Everything is becoming tokenizedTrad fi has literal ETFs that are entirely focused on digital assets / cryptoDigital asset treasuries, albite a scam, were an attempt from trad fi at innovation for exposure to cryptoCrypto rails are scaling faster than ever with stripe and Shopify taking USDCWe are seeing globally more adoption of stable coins ...

I want to start with just the broader context here and we hit this with Mike but you know we're down 50% from market peak you've got you know a lot of money leaving the system clarity act uh unclear when that will pass uh yet Robert you just raised $82 million my you just took over the entire crypto team over at PayPal a lot of turnover there talk to me about why even though we're in in the midst of this bare market uh well down from the market peak of 126,000 for Bitcoin. Why you still see so much optimism ...

RT Token Terminal 📊 (@tokenterminal)The market cap & holder count for tokenized EUR are at an all-time high.Everyone talks about USD stablecoins, but EUR stablecoins are also a big market:⛓️ Onchain EUR: $1.2 billion market cap🧮 Offchain EUR: $16.1 trillion market cap https://t.co/onvBzWW8H4 ...

RT Euler Labs (@eulerfinance)Tokenized equities just became usable DeFi collateral on Euler.Tokenized stocks → supplyStablecoins → borrowExposure → keptSupply tokenized stocks on Euler and use them as collateral to borrow liquidity without selling. Built with @OndoFinance, @SentoraHQ, and @Chainlink. ...