Market Trends - Ethereum's price surged to almost $3800, more than doubling since April [1] - The surge is fueled by institutional bets on stablecoins and tokenization [1] - Ethereum leads in Real World Asset (RWA) tokenization, holding nearly 60% of the market [1]

Cross-border payments, dollar access, and stablecoins at the frontier across 100+ pages.State of Stablecoins.Tomorrow.10 AM.Synth (@0xSynthesis1):State of Stablecoins 2025.Dropping tomorrow, July 22 (free to everyone).We cover cross-border payments, dollar access, and stablecoins at the frontier across 100+ pages.@MessariCrypto x 18 contributing partners. https://t.co/z66wq8Hnq6 ...

Investment Strategy & Differentiation - The company is not a buy and hold Treasury, but an institutional vehicle generating risk-adjusted returns by actively managing Ether [1] - The company differentiates itself through unparalleled experience and proprietary technology in generating yield within the Ethereum space [3] - The company outperforms exchange-traded funds (ETFs) without yield and ETPs with limited staking capacity by staking, re-staking, and using Ether as collateral in the DeFi economy [4] Ethereum Ecosystem & Market Position - The company views Ethereum as the next generation of the Internet, enabling tokenization of infinite assets and deployment into smart contracts [6][7] - Ethereum benefits most from regulatory tailwinds as 90% of stablecoins and high-quality liquid assets reside on it [9] - Ethereum is poised to have gravitational pull, attracting more assets for settlement [9] Investor Confidence & Long-Term Vision - Capital partners are considered long-term investors, indicating confidence in Ethereum's potential [6] - Investors believe Ethereum is the next generation of the Internet, similar to Bitcoin but with broader capabilities [6]

"The U.S. Government has put its stamp of approval on stablecoins." - Paul Atkins, SEC Chairman.Stablecoins will power the best markets in the world.And those markets move faster on Sei. ($/acc) https://t.co/1azrmVWCY9 ...

🚨State of Stablecoins, tomorrowDive into The GENIUS Act and more> Tether & Circle vs. the Field> Cross-border Payments> Payments & E-commerce> Dollar Access & Financial Inclusion> Regulation & Policy> Tokenized Money Market Funds> FutureJake (@immutablejacob):The GENIUS Act just made crypto history.Messari's State of Stablecoins report drops tomorrow, covering:> A timeline of global stablecoin events> GENIUS's impact on yield-bearing stablecoins> A breakdown of EU's MiCA, Singapore's MAS, and UK's FSMA> and ...

With new legislation from Crypto Week reshaping digital asset frameworks, stablecoins are set to accelerate mainstream dollar access and innovation.On Trade Talks, @MorganKrupetsky broke down the real adoption curve, from digital dollars to DeFi to debit cards.TradeTalks (@TradeTalks):.@CoinDesk @AvaLabs & Shielded join @JillMalandrino on @Nasdaq #TradeTalks to discuss stablecoins, tokenization, & next-generation payment infrastructures, & what it means for accessibility & efficiency for markets, institutio ...

RT Circle (@circle)Unlocking Native @USDC: Linea’s Seamless Upgrade from Bridged USDC Standard@LineaBuild transitioned from bridged to native USDC, without disrupting users, liquidity, or apps.✅No liquidity migration✅No smart contract changes✅No end user frictionThis was the first ever in-place upgrade from Bridged USDC Standard to native USDC. Over $21 million was upgraded instantly.CCTP V2 was deployed the same day, unifying liquidity across supported chains.The result?Tighter spreads, better access, and ...

Unlocking Native @USDC: Linea’s Seamless Upgrade from Bridged USDC Standard@LineaBuild transitioned from bridged to native USDC, without disrupting users, liquidity, or apps.✅No liquidity migration✅No smart contract changes✅No end user frictionThis was the first ever in-place upgrade from Bridged USDC Standard to native USDC. Over $21 million was upgraded instantly.CCTP V2 was deployed the same day, unifying liquidity across supported chains.The result?Tighter spreads, better access, and a playbook for any ...

DeFi (Decentralized Finance) - DeFi is considered the lifeblood of crypto, enabling financial engineering and value accrual [4] - DeFi can revitalize previously lagging projects, exemplified by Hydration's impact on Polkadot awareness, achieving mid-9 figures (hundreds of millions) in TVL [5] - The industry is actively seeking undervalued DeFi opportunities where value appreciation is anticipated but not yet recognized by the market [6] - The current period is viewed as a golden age for stablecoins and decentralized finance [6] Emerging Applications & Trends - The industry is observing the emergence of new applications with interesting value propositions, such as Time fun and Opinions fun [2][3] - There's a growing destigmatization of putting things onchain, encouraging innovation [3][4] - Competition on good ideas is beneficial for consumers [2] Regulatory Landscape - Anticipation of crypto bill signings that will provide a framework for the industry [6]

as tariff fears ebb. Joining us now Tom Lee Fundstrat Global Advisors head of research. Probably not coming as a big surprise to you, Tom.You've been saying similar things, but one of the things you're emphasizing today, the most hated V-shape bounce in history, or at least in your young but but getting older life. >> Yes, that's right. I think many people when April happened and we tariff Armageddon and the market went into a freefall, investors liquidated because they thought we were entering a recession. ...