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Cryptocurrency Industry Trends - Core™'s current trajectory may lead to the creation of two separate chains [1] - One chain will focus on NFTs, dapps, rollups, DeFi, stablecoins, tokenization, and cloud storage [1] - The other chain will focus on Bitcoin [1]

Bitwise Solana ETF (BOL) Performance & Outlook - Bitwise's Solana staking ETF (BOL) experienced significant inflows, reaching $417 million in its first week, including $67 million on one day alone [1] - The ETF is recognized as the fastest-growing new ETF launch of the year across all asset classes, indicating strong investor demand for Solana exposure [2] - Bitwise views the current market pullback as a favorable entry point for investors, with Solana trading below $160 [3] Solana's Potential & Staking Rewards - Bitwise emphasizes that investing in BOL provides exposure to both the growth of stablecoins and tokenization markets, with Solana poised to capture an increasing market share [4][5] - The company highlights Solana's potential for substantial growth (2x, 3x, or even 10x) in the coming years if both stablecoin/tokenization adoption and Solana's market share increase [7] - BOL stakes 100% of its Solana holdings, offering investors a yield of 7% or more, contributing to the ETF's attractiveness [8] Bitwise's Staking Leadership & Future ETF Plans - Bitwise is a leader in crypto staking, operating a dedicated staking division (Bitwise Onchain Solutions) [9] - The company plans to upgrade existing Ethereum staking ETFs to include staking rewards, similar to its European offerings and the new Solana ETF [10][11] - Bitwise anticipates launching more spot crypto ETFs tied to other altcoins like XRP, potentially offering diversified, index-based crypto ETF products in the future [12][13] Crypto Market Trends & Bitcoin Outlook - The crypto market is currently divided, with retail investors experiencing "max desperation" while institutional investors remain bullish [23][24][25] - Bitwise believes the market is nearing the end of the retail washout and anticipates a rally into the end of the year and into 2026, driven by institutional investment [26] - The company is optimistic about Bitcoin, suggesting it could reach new all-time highs by the end of the year (above $125,000 - $130,000) and potentially reach Michael Saylor's target of $150,000 [28]

Core Viewpoint - Visa Inc. is recognized as a strong investment opportunity, with a "Buy" rating maintained by TD Cowen analyst Bryan Bergin, supported by robust financial performance and a positive outlook for the future [1][2]. Financial Performance - In Q4 2025, Visa reported a 12% growth in net revenue, reaching $10.7 billion, driven by healthy consumer spending trends, particularly in the US and an acceleration in the Asia-Pacific region, especially Mainland China [2]. - The company's earnings per share (EPS) and revenue exceeded expectations, attributed to growth in data processing and favorable cross-border transactions [1]. Innovation and Market Position - Visa is positioned to lead in the evolving commerce landscape due to its focus on innovation and product development, leveraging technologies such as AI-driven commerce, real-time money movement, tokenization, and stablecoins [3]. - The company operates the world's largest retail electronic payment network, which is expected to benefit from the proliferation of stablecoins, potentially expanding the addressable market for card networks [3]. Market Sentiment - Despite a decline in shares amid a broader selloff in card network stocks, the investment management company Sands Capital does not view stablecoin proliferation as a threat to card volumes, suggesting that card networks could enhance stablecoin adoption by providing necessary rules and protections [3].

🔥 INSIGHT: Bitwise CIO says $SOL offers “two ways to win” in stablecoins and tokenization. https://t.co/Si4Iwpm7zD ...

Core Insights - Coinbase reported strong quarterly results with $1.9 billion in revenue and over $800 million in adjusted EBITDA, driven by various factors including subscription and services revenue reaching an all-time high of $748 million [1][2][24] - The assets on the platform surpassed $500 billion, with significant growth in USDC, staked assets, custody, and average loans [2][3] - Institutional trading revenues grew over 120% due to the acquisition of Darabit and the expansion of derivatives offerings [4][26] Revenue and Growth - Subscription and services revenue reached a new high, significantly contributing to overall revenue growth [2][24] - USDC on the platform exceeded $15 billion, contributing to the overall market cap growth of USDC to $74 billion [3][4] - The trading front saw outperformance in US spot trading, particularly among advanced traders utilizing new service offerings [4][25] Regulatory Environment - Regulatory clarity has been a significant tailwind for Coinbase, enhancing growth opportunities [6][16] - The Clarity Act is anticipated to be a key regulatory development that could unlock further growth in the tokenization of assets [16][29] Strategic Vision - Coinbase aims to evolve into an "everything exchange," focusing on integrating various asset classes and enhancing its payments platform [9][28] - The company is exploring the potential of a base token, which could represent a significant market opportunity [14][29] - Partnerships, such as with Citibank for USDC transactions, are expected to drive the growth of the payments ecosystem [12][13] Market Positioning - Coinbase is positioning itself as a comprehensive platform for both retail and institutional investors, focusing on building out infrastructure for derivatives and other financial services [27][36] - The company is investing in technology and partnerships to maintain its competitive edge in the rapidly evolving crypto landscape [30][32]

Solana offers 'two ways to win' as stablecoin and tokenization bets align, Bitwise CIO says https://t.co/rsTsH0nLBY ...

Core Insights - Visa reported a GAAP net income of $20.1 billion for FY25, a 2% increase from the previous year [1] - The company's GAAP earnings per share grew by 5% to $10.20 [1] - Visa's net revenue for the year was $40 billion, reflecting an 11% increase year-over-year [1] Revenue Breakdown - Payments volume increased by 8% on a constant dollar basis, while cross-border volume (excluding intra-European transactions) rose by 13% [1] - Total processed transactions reached 257.5 billion, a 10% increase from the prior year [2] - Service revenue for the year was $17.5 billion, up by 9% [2] - Data processing revenue increased by 13% to $20 billion [2] - International transaction revenue grew by 12% to $14.2 billion [2] - Other revenues rose by 27%, reaching $4.1 billion [2] - Client incentives amounted to $15.8 billion, representing a 14% increase [2] Quarterly Performance - For Q4 FY25, net income decreased by 4% to $5.1 billion compared to the same quarter of the previous year [3] - Net revenue for Q4 rose 12% to $10.7 billion, supported by gains in payments volume, cross-border activity, and processed transactions [4] - Payments volume for Q4 increased by 9% on a constant-dollar basis [4] - Cross-border volume (excluding intra-Europe transactions) grew by 11% on a constant-dollar basis, while total cross-border volume was up 12% [4] - Processed transactions in Q4 reached 67.7 billion, a 10% increase from a year earlier [4] Share Repurchase Activity - Visa repurchased approximately 54 million shares of class A common stock at an average price of $335.44 per share, totaling $18.2 billion [3] - As of the end of September 2025, the company had $24.9 billion authorized for future share repurchases [3] - In Q4, Visa repurchased about 14 million shares at an average price of $349.77 per share, costing $4.9 billion [5] Strategic Focus - The company continues to invest in its Visa as a Service stack to enhance its position in the payments ecosystem [6] - Emphasis on innovation and product development is aimed at leading the transformation in commerce driven by technologies like AI, real-time money movement, tokenization, and stablecoins [6]

Market Trends & Cryptocurrency Performance - Crypto majors experienced declines of 1-3% ahead of the FOMC meeting, with Bitcoin at $113,100, Ethereum at $4,000, and BNB at $1,115 [1] - Bitcoin ETFs saw net inflows of $1493 million, while ETH ETFs saw $246 million in inflows [1] - Memecoin leaders were mostly down, including DOGE (-3%), Shiba (-1%), PEPE (-2%), PENGU (-3%), BONK (-2%), SPX (-5%), and FARTCOIN (-10%), while TRUMP (+18%) showed gains [1] New Products & Partnerships - Western Union announced a stablecoin on Solana [1] - Visa will start taking payments in four different stablecoins across four blockchains, with the ability to convert them back into fiat [1] - Trump Media introduced a new prediction market called Truth Predict [1] - Circle's Arc blockchain went live in testnet [1] - Polymarket teased its US launch coming within weeks with a focus on sports [2] Funding & Investment - Bitwise's BSOL ETF debut had the highest launch-day volume of ALL ETF launches in 2025 with $56 million [1] - BlackRock's tokenization platform Securitize shared plans to go public via a $125 billion SPAC [1] - Sharplink shared plans to deploy $200 million of its ETH holdings into Linea DeFi [1] - MegaETH's public ICO has already seen over $700 million raised with just over 1 day left (15x oversubscribed) [1] NFT Market - NFT leaders were flat, with Punks at 39 ETH, Pudgy +1% at 695 ETH, BAYC -1% at 65 ETH, and Hypurr's -1% at 1,190 HYPE [2]

Industry Collaboration & Institutional Adoption - Hideera joined the Institute of International Finance (IIF), alongside major players like Circle, Coinbase, and BlackRock, to foster global financial stability and sustainable economic growth [3] - The IIF, a global association of the financial industry with over 400 members from more than 60 countries, focuses on innovative research, global advocacy, and industry events [4] - Hideera is highlighted as the only public Distributed Ledger Technology (DLT) associated with the IIF, suggesting a significant role in future financial developments [7] - Hideera's Chief Policy Officer was invited by the IIF to NASDAQ's ring the bell ceremony, emphasizing the intersection of traditional finance and emerging tech [11] Project Agora & Central Bank Involvement - Hideera is participating in the Bank of England and the Bank for International Settlements (BIS)'s DLT innovation challenge, exploring central bank money transactions on external programmable ledgers [18] - The BIS's Project Agora involves the IIF and major central banks, with Hideera potentially playing a key role due to its technology stack [15][16][18] Tokenization & Future Financial Systems - NASDAQ and the IIF convened global financial leaders to champion a future-proof financial system, with Hideera playing a part [10][12] - The IIF's CEO highlighted tokenization of securities, the rise of stable coins, and advances in generative AI as innovations reshaping finance [24][26] - Hideera's involvement with the IIF and NASDAQ suggests its selection as a key network by major institutional players for the future financial system [29][31]