Stablecoins
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X @Token Terminal 📊
Token Terminal 📊· 2025-10-26 22:21
Why stablecoins, DeFi, and asset tokenization are important for @ethereum and $ETH 👇To date, the market cap of tokenized assets on Ethereum has set the floor for ETH's market cap.The more assets that get tokenized (incl. stablecoins), the more ETH's market cap benefits. https://t.co/nWAyMZPFNM ...
X @s4mmy
s4mmy· 2025-10-26 18:37
Crypto x AI Developments - Crypto x AI 领域发展迅速,AI + 支付领域呈现类似加速趋势,涉及 Neo 银行、稳定币和 DeFi [1] - 行业内存在数十甚至数百个协议,拥有巨大的资金储备,机构资本正被用于创建下一代支付系统 [1] Disintermediation and Threat to Traditional Systems - 传统金融系统在国际交易中效率低下且成本高昂,行业面临被颠覆的风险 [2] - 传统支付体系被迫转型以应对挑战,否则可能被取代 [2] AI Integration and Future Implications - 增强的支付体系与物理 AI 结合,将使机器人能够融入社会,尽管这需要较长时间 [2] - x402 只是颠覆性变革中的一环 [2] Key Players and Initiatives - Tether 推出 Wallet Dev Kit + Plasma [3] - Visa 推出 "Intelligent Commerce",构建 AI 代理购物的未来 [3] - Mastercard 推出 Agent Pay,与 VISA 竞争 [3] - Coinbase 推出 x402 (HTTPS & payments) [3] - Circle 与 Coinbase 合作,将受益于 x402 的下游效应 [3] - Cloudflare 专注于 AI 代理的稳定币 NET Dollar,用于计算等 [3] - Tria 是一家利用 AI 进行最佳交换的 Neo 银行 [3] - Revolut 收购了汉莎航空孵化的 AI 旅行代理初创公司 "Swifty" [3] - Almanak 提供稳定币收益优化和 Pendle 策略的自主流动性金库 [3] - Gizatechxyz 提供自主稳定币策略 + Pendle [3]
X @s4mmy
s4mmy· 2025-10-26 15:10
RT s4mmy (@S4mmyEth)A year ago I began writing daily posts on crypto x AI developmentsThat compounded into twice daily as the rate of development hit escape velocityI’m getting the same feeling specifically with AI + payments, but this time it involves Neo banks, stablecoins & DeFi:- @Tether_to: Recent Wallet Dev Kit + Plasma (XPL: God forbid we break even)- Visa: “Intelligent Commerce”: building a future where AI Agents shop for you- Mastercard: Agent Pay (VISA rival) announced within 2 days of VISA- @coin ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-10-26 12:53
Stablecoins are a trojan horse to pull the legacy financial system on-chain. ...
1 Important Tailwind That Could Send Ethereum (ETH) Skyrocketing
Yahoo Finance· 2025-10-26 11:45
Key Points DeFi and particularly stablecoins have taken off in 2025. Over 50% of the value locked into DeFi applications is on Ethereum. Ethereum's dominant market share could help it reach new heights if DeFi continues to grow. 10 stocks we like better than Ethereum › Ethereum (CRYPTO: ETH) is the second-largest cryptocurrency, with a market cap of about $480 billion (as of Oct. 21). Even though cryptocurrencies that explode tend to be smaller coins, Ethereum made a big jump this year, going from ...
X @s4mmy
s4mmy· 2025-10-25 20:24
X402 Protocol Overview - X402 协议旨在实现链上支付,被誉为“支付模型上下文协议 (MCP)”,使代理能够与真实世界数据交互并进行交易 [1] - Coinbase 收购 Echo 凸显了其在 AI 代理领域的重要性,可能比其他项目更具潜力 [1] Backers and Partnerships - Coinbase 和 Cloudflare 是 X402 的支持者,预计该协议将在 Base 上活跃,并支持跨链操作 (Solana, Polygon, Near 等) [1] - GoKiteAI 与 Brevis 合作,利用 X402 协议增强代理支付的隐私性 [2] - Cloudflare Agents SDK + Google A2A 支付协议也与 X402 相关 [2] Relevant Protocols and Tokens - 与 X402 相关的协议包括 @pingobserver, @heurist_ai, @virtuals_io, @questflow, @AnchorBrowser, @PayAINetwork [3] - 与 X402 相关的代币包括 $DREAM, $SANTA, $GLORIA, $AURA (均为 Virtuals 代币) [3] Stablecoin and Neo Banks - Circle 与 Coinbase 保持合作关系,USDC 稳定币可能成为代理交易的首选 [4] - Tether 推出钱包开发工具包,预计将出现数万亿个钱包,主要用于 AI 代理 [4] - useTria 与多个 AI 协议以及 Billions 合作,为支付提供 zkKYC 隐私保护 [4] - Visa 和 Mastercard 几个月前宣布了 AI 代理计划,并正在推出支持数万亿交易的基础设施 [4] Market Predictions and Insights - A16zcrypto 报告预测到 2030 年,AI 代理的自主交易价值将达到 30 trillion 美元 [1][5] - RibbitCapital 认为 AI 系统将成为经济参与者,进行收入和支出 [5] - Stripe 和 PayOS 等公司将在为代理构建基础设施方面获得巨大价值 [5] - 稳定币和可编程货币将被人类和代理用于支付和资产管理 [5] - AI 代理支付将成为自主实体新的金融轨道 [5]
X @Andy
Andy· 2025-10-25 11:27
if I told you at the beginning of this year...- sbf is teasing about being released on x- coinbase bought echo for 375m- bitcoin to underperform gold- stablecoins would be announced as collateral for nasdaq trading- cz would be pardoned by trump- hyperliquid would have a $1B treasury company- robinhood, Stripe, Circle would announce their own chains- Tom Lee & Joe Lubin would buy billions of Ethereum- ETH would hit $1,400 then rally to $4,800 in a few months- pumpdotfun launched a token- trump would announc ...
X @CoinDesk
CoinDesk· 2025-10-25 00:40
📊 INSIGHT: Stablecoins rival the world’s largest payment networks.Over the past 12 months, stablecoins processed $46T in total volume, surpassing Visa ($16T) and nearing ACH ($87T).(h/t @a16zcrypto) https://t.co/dJSXy2mRZ3 ...