“USD-linked stablecoins like USDT and USDC command over 99% of the $300 billion market as of October 2025. A yuan-backed stablecoin hitting 10–15% share could ignite bloc tensions. Conflict only arises if it surpasses 20%, fracturing global liquidity.”Stablecoins remain an extension of dollar liquidity. Around 99% of circulation is USD-pegged, with USDT and USDC dominant. Non-dollar or commodity-backed tokens could spark bloc-based competition — a clear sign that liquidity may fragment along political lines ...

Core Viewpoint - Visa Inc is expected to report strong fourth-quarter financial results, with analysts predicting revenue growth and earnings per share increase compared to the previous year [1][2]. Earnings Estimates - Analysts forecast Visa's fourth-quarter revenue to be $10.61 billion, an increase from $9.62 billion in the same quarter last year [1]. - Expected earnings per share for the fourth quarter are $2.97, up from $2.71 in the previous year [2]. Recent Performance - Visa has exceeded analyst revenue estimates in four consecutive quarters and in nine of the last ten quarters overall [2]. - The third-quarter results showed a revenue increase of 14% year-over-year and earnings per share of $2.98, with payments volume up 8% and processed transactions up 10% year-over-year [7]. Market Sentiment - Jay Woods, Chief Market Strategist at Freedom Capital Markets, highlighted Visa as a key stock to watch, noting concerns over competition and high valuation expectations [3]. - The stock has not shown significant movement recently, reflecting market apprehension [3]. Key Items to Watch - Investors will be looking for commentary on volume growth and competition from alternative payment methods, as any signs of slowing growth or margin compression could negatively impact stock performance [4]. - The earnings report follows a strong performance from American Express, which may positively influence Visa's results [5][8]. Analyst Ratings - Recent analyst ratings include Citigroup initiating a Buy rating with a price target of $450, Wells Fargo with an Overweight rating and a price target of $412, and Baird raising its price target from $400 to $410 while maintaining an Outperform rating [7]. Stock Performance - Visa's stock was trading at $349.34, with a 52-week range of $281.35 to $375.51, and has increased by 10.5% year-to-date in 2025 [9].

On Monday, JPYC launched a yen-pegged stablecoin. The Tokyo-based startup’s token, called JPYC, is fully backed by yen deposits and Japanese government bonds. It aims to provide a regulated bridge between traditional banking and blockchain-based payments. “We hope to spur innovation by giving startups access to low transaction and settlement fees,” Noritaka Okabe, CEO of JPYC, said during a press briefing, Reuters reported. “Increasing global interoperability would benefit us too, so we’re open to capita ...

Stablecoins are a bridge from fiat to crypto, but they're also a Trojan horse that bring us back to using Dollars and bank-like entities that can censor our transactions and surveil us at all times.This is from the FSB-DAC in NH.Thank you @CryptoCoinMind for the recording.https://t.co/Uzd5tBZJR2 ...

We’re collaborating with @Citi to build the future of payments.→Exploring making it easier for Citi clients to use digital assets→Unlocking the power of stablecoins for payments→Improving on and off-rampsTime to make digital assets an integral part of the global economy. https://t.co/jGaTZ8wPRf ...

arbitrum pulled $8.8b net inflow this month, highest since q1 2024. $173.8m of that came directly from ethereum mainnet. morpho hit $485m tvl there, silo hit $113m. zero hype, zero shilling, just capital rotating to the l2 with $4.7b stablecoins and actual defi infrastructure. arb token sideways at $0.50 as the network absorbs 35% of ethereum's outflows. ...

"The whole global financial system … will be tokenized."@SergeyNazarov joined @coinbureau to discuss:• His recent meetings on Capitol Hill & market-structure legislation• How stablecoins & tokenization are reshaping global finance• Chainlink's work with the U.S. Department of CommerceAnd much more ↓Coin Bureau (@coinbureau):🎙️NEW INTERVIEW🎙️@nicrypto sat down with @chainlink co-founder @SergeyNazarov to reveal how tokenization takes everything on-chain.RWAs, stablecoins, gov data… #Chainlink leads the way.W ...

RT Tamar 天马 (@tamarincrypto)Stablecoins on @solana had another packed week.Here’s a quick look at what’s been happening:→ Annual stablecoin transfer volume surpassed $50T globally, with volume on @solana crossing $7T (source: @tokenterminal).→ Zepz, the multi-billion-dollar payments group, launched @sendwaveapp, a cross-border money app powered by Solana stablecoins and now live in 100+ countries.→ @coinbase users in New York can now send and receive USDC on Solana.→ MAJORITY, a leading neobank in Latin Ame ...

Core Insights - IBM is launching a new platform, the IBM Digital Asset Haven, aimed at banks, governments, and large corporations for secure management of digital assets across multiple blockchains [1][2] - The platform will provide custody, transaction routing, and settlement services across over 40 public and private chains, along with compliance tools such as identity verification and anti-money laundering checks [2][4] - The software-as-a-service (SaaS) version is expected to be operational in Q4 2023, with broader support anticipated by Q2 2026 [2] Industry Trends - Financial institutions and businesses are increasingly exploring the use of stablecoins and tokenized real-world assets to facilitate cheaper, faster, and less frictional cross-border transactions compared to traditional banking systems [3] - The rise in adoption of tokenized assets and stablecoins necessitates the evolution of institutions to modernize their product offerings [4] Collaboration and Technology - IBM's platform was developed in partnership with Dfns, a crypto wallet infrastructure firm, leveraging IBM's hardware-level security and Dfns' custody technology [4] - The platform supports features such as multi-party approvals, programmable access controls, and hybrid deployment options across various environments [4][5] - The infrastructure aims to meet the same standards as traditional financial systems to enable the integration of digital assets into core banking and capital markets [5]

Core Insights - Ant Group has applied for trademarks related to virtual assets and blockchain technology in Hong Kong, including "ANTCOIN" [1][2] - The applications cover online payments, electronic wallets, foreign exchange services, and stablecoins [2] - The trademark filings are seen as a strategic move to protect Ant Group's interests in the virtual asset sector [3] Company Developments - The ANTCOIN trademark application was submitted in June and is currently pending [1] - In July, Ant Group partnered with Circle to pilot USDC-based cross-border payments, integrating a regulated stablecoin into its payment infrastructure [5] - In September, Ant Digital Technologies launched a blockchain platform to tokenize energy assets in China, linking approximately $8 billion worth of infrastructure to on-chain systems [6] Industry Context - Major tech firms, including Ant Group, were reportedly ordered to suspend stablecoin initiatives in Hong Kong in October 2025 [4] - Traditional financial institutions globally are moving towards stablecoin adoption, with Japan's major banks planning to issue stablecoins and North Dakota announcing a state-backed stablecoin [7]