LATEST: 💳 Credit card giant Visa has launched a new Stablecoins Advisory Practice, which will guide banks, fintechs, merchants and other businesses on stablecoin market fit, strategy and implementation. https://t.co/SOAuSCOo9F ...

Core Insights - Visa has launched its Stablecoins Advisory Practice to provide insights and recommendations for banks, fintechs, merchants, and businesses regarding stablecoin market fit, strategy, and implementation as the stablecoin market cap exceeds $250 billion [1] - Visa's annualized settlement volume has reached $3.5 billion as of November 30, indicating a significant acceleration in transaction activity [1] Group 1: Service Offerings - The Stablecoins Advisory Practice offers a suite of services including stablecoin strategy development, market entry planning, use case sizing, and technology enablement for stablecoin integration [5] - Visa Consulting & Analytics combines Visa's scale and expertise to deliver tailored recommendations and insights for businesses exploring stablecoins [3] Group 2: Industry Impact - Stablecoins are seen as a potential opportunity to enhance payment speed and reduce costs, with organizations like Navy Federal Credit Union evaluating their integration into broader strategies [2] - Visa has over 130 stablecoin-linked card issuing programs across more than 40 countries, showcasing its extensive involvement in the stablecoin ecosystem [4] Group 3: Client Engagement - Clients, such as VyStar, have benefited from Visa's consulting services, gaining access to insights that help them understand the stablecoin landscape and develop informed strategies [4] - The growing prevalence of stablecoin infrastructure and emerging regulatory standards necessitates a comprehensive stablecoin strategy for businesses [3]

Core Insights - Visa Inc. is currently viewed as one of the most profitable stocks on the NYSE, with recent upgrades from Evercore ISI and BofA, indicating strong potential for returns [1][2] - The company is expanding its influence in the financial technology space through strategic collaborations and new product offerings, particularly in Southeast Asia [3][4] Group 1: Analyst Ratings and Price Targets - Evercore ISI maintained an In Line rating on Visa and raised the price target to $380 from $375, adding it to the "Tactical Outperform" list [1] - BofA upgraded Visa from Neutral to Buy, setting a price target of $382, citing attractive return potential and manageable risks associated with stablecoins [2] Group 2: Leadership Changes - Visa appointed Najada Kumbuli as the President of Visa Foundation, effective December 11, responsible for impact investing and global philanthropy [2] Group 3: Strategic Collaborations - Visa and Pismo announced a collaboration with Circle Asia Technologies to launch Vietnam's first AI-powered PayLater card, aimed at enhancing user experience and credit access [3] - The AI-powered card is set for a phased rollout in early 2026, designed to improve credit building and financial management for users in Vietnam [4] Group 4: Product Offerings - Visa provides a range of digital payment services, including credit cards, debit cards, prepaid products, and commercial payment solutions [4]

Summary of Key Points from the Conference Call Industry Overview - The report discusses the macroeconomic landscape and key themes for 2025, focusing on trade policy, innovation, institutional credibility, and geopolitical developments [2][3][4][5]. Core Themes and Arguments 1. **Trade Policy Changes**: - The year began with significant tariff discussions as Donald Trump resumed the presidency, leading to concerns about a potential US economic contraction due to changes in trade policy [3][10]. - The effective tariff rate in the US has increased, currently standing at 13.3%, which is lower than the feared rate of over 20% [34][36]. 2. **Innovation and AI**: - Innovation, particularly in artificial intelligence (AI), remained a central focus, with heightened valuations raising concerns about market bubbles [3][48]. - Investment in AI-related sectors is projected to grow, with significant capital expenditures from major tech firms [58][60]. 3. **Institutional Credibility**: - There is growing concern regarding institutional credibility, particularly around fiscal sustainability and the reliability of economic data, which may lead to persistent high bond yields [4][10]. - This unease has contributed to a favorable environment for the debasement trade, where investors seek to hedge against currency devaluation [4][10]. 4. **Geopolitical Developments**: - The geopolitical landscape has been reshaped, particularly regarding the Russia-Ukraine conflict and the intensifying US-China tech rivalry [5][10]. - These developments have significant implications for global security and economic policies [5][10]. Additional Important Content - The report emphasizes the importance of understanding the broader economic context when making investment decisions, highlighting that this report should be considered as one of many factors [6]. - The document also includes a crossword puzzle related to the discussed themes, indicating a tradition of engaging readers in a more interactive manner [11]. Conclusion - The macroeconomic environment for 2025 is characterized by significant trade policy shifts, a focus on innovation particularly in AI, concerns over institutional credibility, and evolving geopolitical dynamics. Investors are advised to remain vigilant and consider these factors in their decision-making processes [2][3][4][5][6].

The U.S. Financial Stability Oversight Council (FSOC) said in its 2025 annual report that it has eased its stance on crypto assets and stablecoins, no longer framing them as an immediate systemic risk. FSOC cited the GENIUS Act, which took effect in July, as providing a federal regulatory framework for payment stablecoins, bringing greater clarity while supporting U.S. stablecoin innovation. The report dropped prior warnings about run risks and market concentration, and noted that most on-chain activity is ...

Ethereum holds 60% market share in stablecoins.Another $1.7 trillion is expected to come onchain in the next 3 years.Assuming a gradual market share decline for @ethereum (from 60% to 50%), the L1 would still see $850 billion in new stablecoin supply by 2028. https://t.co/vyRMXZV63C ...

Partnerships & Initiatives - Bhutan signed an MoU with Cumberland DRW [1] - The MoU aims to support Bitcoin reserve management [1] - The collaboration will explore stablecoins, mining, and AI compute [1] Gelephu Mindfulness City Focus - The initiatives will be based in Gelephu Mindfulness City [1]

Group 1 - Shares in Juventus rose over 17% after Exor rejected Tether's all-cash offer valued at €2.66 ($3.13) per share, which was approximately 21% higher than the previous closing price [1][2] - Exor's Board of Directors unanimously rejected Tether's unsolicited proposal, reaffirming its intention not to sell any shares of Juventus to third parties, including Tether [2] - Juventus' current market capitalization is around €924 million ($1.08 billion), with shares trading at €2.56 ($3.01) at the close of European markets [2] Group 2 - Juventus last won a Serie A title in the 2019-2020 season, and it is uncertain if Tether will make a new bid after the initial offer was rejected [3] - Tether has been actively investing, participating in an $81 million seed round for an Italian robotics firm and increasing its stake in Rumble to around $679 million [4] - Tether is reportedly seeking to raise around $20 billion at a $500 billion valuation as the stablecoin market continues to grow [4]

RT The Block (@TheBlock__)Anthony Scaramucci: “Paying for coffee with tokenized stocks isn’t far off” ☕️📈@Scaramucci told Layer One that he sees a future where tokenized equities and stablecoins run on rails like Avalanche, offering real-world discounts and new corporate finance tools 🏦 https://t.co/abytOiy4W3 ...

Dec 8–Dec 14, 2025 #LookonchainWeeklyReportDespite weaker DEX volumes, the market saw $1.4B in new stablecoins and strong institutional accumulation. Whales and funds continued to rotate aggressively into ETH and majors, including Bitmine's 102K ETH purchase and Saylor’s 10.6K BTC buy.🟢 Stablecoin MarketThe total stablecoin market cap increased by $1.4B.🟢 Spot & Perps Trading Volume on DEXs🟢 Protocol Revenue🟢 Last week, 8 companies increased their holdings by 11,662.78 $BTC($1.03B) and 2 companies decreased ...