Ethereum's Position - Ethereum quietly reinforced its position at the center of onchain activity [2] - Ethereum remained the dominant settlement layer for stablecoins, real-world assets (RWAs), and tokenized financial infrastructure [2] Institutional Adoption - Large, risk-averse players overwhelmingly chose Ethereum for stablecoins, RWAs and tokenized financial infrastructure [2] - Institutions chose Ethereum because of its proven track record of security, liquidity, tooling, compliance pathways, and developer depth [2] Market Perception vs Data - Narrative might suggest Ethereum lost ground, but data indicates otherwise [1][2]

Crypto Meta Trends - The crypto meta for 2026 will not be the "next shiny thing" but rather established categories [1] - The three biggest crypto metas for 2026 are Tokenization, Stablecoins, and DeFi [1][2] - These three categories are primarily being built on Ethereum [1] Ethereum's Dominance - Ethereum remains the dominant settlement layer for institutions [1] - Institutions are choosing Ethereum for Tokenization [2] - The majority of stablecoin settlement lives on Ethereum [2] - Ethereum is still the base layer for DeFi [2] Ethereum's Advantages - Ethereum has a proven security track record [2] - Ethereum offers deep liquidity and tooling [2] - Ethereum provides compliance pathways institutions need [2] - Ethereum has the developer depth to support scale [2]

RT Token Terminal 📊 (@tokenterminal)either intern is good at cherry-picking data, or tokenized assets are trending up across stablecoins, tokenized funds, stocks, and commodities https://t.co/0a6lOZUXcc ...

Company Overview - Circle is a fintech company that mints stablecoins, including the dollar-denominated USDC, and provides developer tools for digital asset storage and payments [4] - USDC is the second-largest stablecoin by market value and the largest compliant with stringent regulations in the U.S. and Europe [4] Financial Performance - Circle's stock is currently trading at 8.1 times sales, with revenue projected to increase at 32% annually through 2027 [1] - Circle's revenue from stablecoins is expected to grow at 54% annually through 2030, positioning the company to benefit significantly from this trend [3] Market Position and Opportunities - Circle has expanded into payments with the launch of the Circle Payments Network (CPN), which could disrupt traditional payment systems [2] - The focus on regulatory compliance has made USDC the preferred stablecoin among financial institutions, according to analysts from JPMorgan Chase [3] Analyst Insights - Among 27 analysts, Circle Internet Group has a median target price of $118 per share, implying a 37% upside from its current share price of $86 [5]

RT BSCN (@BSCNews)Regulation is finally giving stablecoins a clear rulebook.CertiK’s policy insights show how security and compliance are becoming real competitive advantages. ...

Welcome to CBC's Crypto World. I'm Jordan Smith. We're jumping right into our main story today.A conversation with Andy Bear of Coindesk Indices, talking about this disappointing Q4 that crypto has had and where things could head in 2026 as we look ahead towards more Wall Street adoption with tokenization. And all right, Andy, I'm going to start with I guess the big question for crypto. What happened at the end of the year here.Because historically, I mean, Q4 is pretty strong for crypto. And I, if you go b ...

Regulation is finally giving stablecoins a clear rulebook.CertiK’s policy insights show how security and compliance are becoming real competitive advantages.CertiK (@CertiK):Based on our U.S. Digital Asset Policy Report, @Forbes explores how regulation is reshaping stablecoin markets.As our CEO Prof. @RonghuiGu puts it: "As regulatory uncertainty recedes, the competitive frontier becomes operational.”Read more👇https://t.co/fK60KSYPSo ...

either intern is good at cherry-picking data, or tokenized assets are trending up across stablecoins, tokenized funds, stocks, and commodities https://t.co/0a6lOZUXcc ...

Core Insights - Intuit has entered a multi-year strategic partnership with Circle Internet Group to integrate Circle's USDC stablecoin into its platform, aiming to enhance financial transactions for users [1][2]. Company Overview - Intuit is a fintech company known for products like TurboTax, Credit Karma, and QuickBooks, and is expanding its capabilities by incorporating stablecoins to facilitate faster and more cost-effective transactions [2][3]. Partnership Details - The partnership is designed to create a "digital dollar" rail for Intuit, allowing for near-instant transaction settlements and lower costs, thereby improving the overall user experience [2]. - Circle's USDC stablecoin is a digital asset pegged to the U.S. dollar, providing a stable value for transactions [3]. Market Context - Regulatory clarity around stablecoins, as highlighted by the GENIUS Act, is seen as a significant factor for large companies considering digital assets for their operations [4]. - Circle recently went public on the New York Stock Exchange, experiencing the largest two-day post-IPO surge since 1980, indicating strong market interest in digital assets [4]. Long-term Opportunities - Intuit aims to leverage its extensive user base of approximately 100 million consumers and businesses to embed advanced financial capabilities and automation into daily workflows, enhancing the overall financial ecosystem [5].

Like USD stablecoins in 2020. https://t.co/PtY3R8Kbcn ...