Two new tokens are live in the US 🇺🇸💦 $HYPE — powering onchain finance via the Hyperliquid DEX and L1 (@HyperliquidX)🤖 $KITE — an L1 enabling onchain AI interaction for the agentic internet.Now tradeable on the New Money App 👇https://t.co/sYZHTVo1sV https://t.co/stnzRDEEJz ...

Onchain Finance - Colb 将进入以太坊网络 [1] - 现实世界的金融正在走向链上 [1] - Colb 的资产，包括代币化的结构性基金、pre-IPO 和管理策略，将很快在以太坊主网上本地访问 [1] Decentralized Infrastructure - 行业正在构建一个更安全和包容的金融系统，该系统始于在全球范围内得到验证的开放、去中心化基础设施 [1]

Core Insights - Circle Internet Group's focus on developing USDC-based payment infrastructure is expected to enhance long-term growth prospects, with the launch of Arc, a new open Layer-1 blockchain for onchain financial applications now available for public testnet [1][9] Group 1: USDC and Payment Infrastructure - Arc supports programmable capital markets, global payments, and tokenized assets with predictable dollar-based fees, sub-second finality, optional privacy, and native integration with Circle's platform products, including USDC [2] - As of October 16, $75.86 billion USDCs were in circulation, backed by highly liquid, price-stable cash and cash equivalents, gaining traction due to an improving regulatory environment, including the passage of the GENIUS Act [3] - Circle Payments Network is a platform for financial institutions to utilize stablecoins for payments, with over 100 institutions in the pipeline, and Circle Gateway enables seamless cross-chain USDC usage supported by eight new blockchain partners [4] Group 2: Competitive Landscape - Circle faces competition from Strategy (MSTR), which holds 640,250 bitcoins and expects a bitcoin yield of 30% with potential gains of $20 billion if bitcoin reaches $150,000 by year-end [5] - IREN Limited, a low-cost bitcoin miner, achieved 326% year-over-year hashrate growth and is expanding its GPU fleet with additional NVIDIA GPUs [6] Group 3: Stock Performance and Valuation - Circle shares have increased by 2.6% in the past month, outperforming the broader Zacks Finance sector, which saw a decline of 0.6% [7] - The Zacks Consensus Estimate for 2025 earnings is projected at a loss of $1.94 per share, an improvement from previous estimates [11]

Industry Trend - The entire financial world, including banks, financial institutions, market makers, custodians, payments companies, and research businesses, is transitioning onchain [1] Sentiment Analysis - The industry suggests that current bullish sentiment regarding the onchain transition of the financial world is insufficient [1]

Core Insights - Circle Internet Group has launched the public testnet for Arc, an open Layer-1 blockchain aimed at increasing economic activity onchain [1] - Arc is described as a new "Economic Operating System" for the internet, featuring predictable dollar-based fees, sub-second transaction finality, configurable privacy, and integration with Circle's platform [1] Industry Collaboration - The network has attracted collaboration from over 100 institutions, including major players like BlackRock, Visa, and Amazon Web Services, as well as banks and fintech companies [2] - Early partners include significant financial institutions such as Goldman Sachs, BNY Mellon, and Société Générale, who will experiment with tokenized assets and programmable FX settlement [4] Financial Infrastructure - Circle aims to create a unified, programmable financial infrastructure for the global economy, enabling faster and more inclusive financial systems [3][7] - The testnet features integration with global payments and fintech leaders, targeting cross-border payments and merchant settlements [5] Governance and Future Vision - Circle plans to transition Arc towards distributed, community-driven governance, expanding validator participation and ensuring transparent operations [6] - The vision for Arc is to serve as a shared, neutral layer of economic infrastructure that connects regulated institutions, fintech innovators, and decentralized networks [7]

Key Partnerships & Events - Chainlink, Sei, and Monaco are collaborating for an exclusive event in NYC during SmartCon Week [1] - The event aims to bridge Wall Street with onchain finance (represented as $/acc) [1] Industry Focus - The event targets the intersection of traditional finance (Wall Street) and decentralized finance (onchain) [1] - The onchain financial stack is built upon trusted data, battle-tested rails, and real-time execution [1]

Core Insights - Caliber is sponsoring the 2025 SmartCon Conference, highlighting its commitment to the evolution of traditional finance to digital finance [1] - The company is the first Nasdaq-listed entity to adopt a Digital Asset Treasury strategy anchored in Chainlink (LINK), providing shareholders with transparent exposure to LINK [2][5] - Caliber aims to build one of the largest LINK treasuries held by a public company through a dollar-cost-averaging strategy [3] Company Overview - Caliber manages over $2.9 billion in assets and has a 16-year history in private equity real estate investing [5] - The Digital Asset Treasury strategy bridges real and digital asset investing, incorporating staking for yield [5] Event Details - The SmartCon Conference will gather leaders from governments, financial institutions, and Web3 projects to discuss blockchain technologies and their impact on markets and public services [4]

Acquisitions & Strategic Direction - Aave Labs acquired GetStable [1] - The acquisition strengthens Aave's push to make onchain finance mainstream [1]

Acquisition - Aave Labs is acquiring @GetStableApp [1] - The acquisition aims to integrate onchain finance into everyday finance [1] Strategy - Aave Labs reinforces its commitment to the future of onchain finance [1]

do you get it yet?seriously, do you understand?as all of your finances move onchain, those hungry for power will use it to control you. this is not a conspiracy, literally just look at thisunstoppable private money must winBasil the Great (@Basil_TGMD):🚨UK BANK STARTS MONITORING CARBON FOOTPRINT OF WHAT YOU BUYNatWest have updated their banking app so it will now monitor your carbon footprint based upon what you purchaseThis will soon be tagged to your Digital I.D no doubtThe UK is going insane https://t.co ...