Core Insights - Visa aims to replicate its success in payments within the decentralized finance (DeFi) sector by establishing a robust lending infrastructure [1][2][3] Group 1: Visa's Strategy and Vision - Visa's report rebrands decentralized finance as "onchain finance," targeting institutional compatibility amid regulatory changes [2] - The company envisions institutions as liquidity providers for programmable lending protocols, leveraging its data and compliance capabilities [3] - Visa's whitepaper indicates a shift from crypto experimentation to a focus on institutional infrastructure, highlighting over $670 billion in stablecoin loans issued since 2020 [4] Group 2: Onchain Credit Market Dynamics - The onchain credit market has evolved, with stablecoins becoming essential for automated credit markets that operate continuously [5] - Examples of functioning stablecoin-based credit systems include Morpho, Credit Coop, and Huma Finance, showcasing diverse applications [6][7] - Visa's approach mirrors traditional finance, focusing on technology without direct exposure to lending risks [7] Group 3: Infrastructure Development - Visa aims to control the infrastructure, including APIs, analytics, and settlement systems, to connect programmable credit with traditional finance [8] - The company does not intend to issue tokens or fund loans directly, instead facilitating connections between crypto projects and traditional finance [8]

On-Chain Asset Management Growth - Tokenized fund AUM on Ethereum has increased by approximately 2,000% since January 2024 [1] - The growth is attributed to major asset managers like BlackRock & Fidelity bringing their fund products on-chain [1]

Decentralized Finance (DeFi) & Perpetual DEXs - The industry acknowledges the difficulty and importance of building perpetual DEXs across ecosystems, emphasizing their necessity for on-chain finance to surpass traditional systems [1] - The industry highlights the need to support and improve on-chain infrastructure for decentralized finance [1] Solana Ecosystem - The industry expresses pride in the Solana ecosystem, particularly the Anza core team's improvements and Helius's handling of the majority of chain usage with zero issues [1] Cryptocurrency Market & Values - Despite a generally red market, ZEC is hitting new highs for consecutive weeks, driven by a renewed focus on cypherpunk values, privacy, and self-sovereignty [1] - The industry suggests a shift towards prioritizing values like privacy and self-sovereignty in crypto, moving away from a sole focus on adoption [1] - The industry emphasizes the importance of supporting ecosystems that prioritize privacy and self-sovereignty, such as those pioneering ZK tech, with fair distribution and minimal centralized control [1] - The industry believes that price, attention, and building are crucial for a positive feedback cycle to scale the movement towards privacy and self-sovereignty exponentially [1]

COMMENT: The company secured $100 million through a private placement last month, calling the move a key pillar of its onchain finance strategy.BSCN (@BSCNews):PINEAPPLE ROLLS OUT $100M INJECTIVE TREASURY WITH $8.9M INJ BUY- Pineapple Financial launches a $100 million @Injective Digital Asset Treasury (DAT) strategy. The Toronto-based fintech confirmed an open market purchase of 678,353 Injective (INJ) tokens worth about $8.9 million. https://t.co/bzItwvrwLG ...

We are in a tokenization frenzy.Actually, it's a full blown mania.Alpaca just rolled out instant stock-to-token conversion. 24/7 rails. Working with Backed, Dinari, DRW, Ondo. and using Solana as "settlement layer" for their assets.Incredibly bullish for onchain. Institutions can mint/redeem in-kind solving the liquidity question & bringing tighter spreads.Tradfi assets are coming onchain in troves. ...

Core Insights - Caliber has completed a $6.5 million acquisition of Chainlink (LINK) tokens as part of its Digital Asset Treasury (DAT) Strategy, marking its second purchase under this strategy and positioning it as one of the largest publicly traded holders of LINK [1][2] Group 1: Acquisition Details - The company acquired 278,011 LINK tokens at an average price of $23.38 per token, bringing its total stake in LINK tokens to $6.7 million [2] - Funding for the LINK acquisitions is sourced from existing shelf registration, cash reserves, and equity-based securities [2] Group 2: Strategic Alignment - Caliber's LINK holdings are approximately equal to the current balance of the Chainlink Reserve, which supports the network's long-term growth [3] - The acquisition is structured to align Caliber's treasury with the Chainlink Reserve, reinforcing the company's commitment to Chainlink's infrastructure-first vision [4] Group 3: Future Plans - Caliber intends to grow its LINK reserve through disciplined, incremental acquisitions, aiming to build one of the largest LINK treasuries held by a public company [4] - The DAT Strategy allows the company to dollar-cost-average its LINK purchases while generating long-term appreciation and staking yield [4] Group 4: Company Overview - Caliber is a diversified alternative asset manager with over $2.9 billion in managed assets, specializing in private equity real estate investments [6] - The launch of the Digital Asset Treasury strategy in 2025 bridges real and digital asset investing, providing investors access through publicly traded equity and private equity real estate funds [6]

Partnerships & Adoption - Saudi Awwal Bank partners with Chainlink to boost onchain finance adoption in Saudi Arabia [1] Technology & Infrastructure - The partnership will leverage Chainlink's CCIP (Cross-Chain Interoperability Protocol) and Chainlink Runtime Environment [1] - The goal is to develop next-generation onchain applications [1]

Industry Adoption - Saudi Awwal Bank partners with Chainlink to boost onchain finance adoption in Saudi Arabia [1] - The collaboration utilizes Chainlink's CCIP and Runtime Environment for developing advanced onchain applications [1]

RT Token Terminal 📊 (@tokenterminal)🇪🇺⛓️ @Spiko_finance is bringing the EUR onchain.If the current growth trajectory of EUTBL continues, we might see an EUR product in the top 20 next year 👇 https://t.co/FCQS65Fm8e ...

can't wait to put all of my money, assets, and financial history onchain for everyone who has ever lived to see forever ...