Core Scientific Investment Overview - DSC Meridian Capital increased its stake in Core Scientific by nearly 1.4 million shares, bringing total holdings to 2.3 million shares valued at approximately $40.9 million at quarter-end, reflecting a $25.4 million increase in position [1][2] - Core Scientific now represents 8.3% of DSC Meridian Capital's 13F assets under management [3] Company Performance Metrics - As of the latest report, Core Scientific shares are priced at $13.57, down 15% over the past year, underperforming the S&P 500, which is up 12% [3] - Core Scientific has a market capitalization of $4.2 billion, with a trailing twelve months (TTM) revenue of $334.2 million and a net income of -$768.3 million [4] Business Operations - Core Scientific operates digital asset mining facilities and provides blockchain infrastructure and digital asset mining services in North America, targeting institutional clients and enterprises [6][9] - The company reported a year-over-year revenue decline to $81.1 million, but high-density colocation revenue increased to $15 million from $10.3 million, indicating a strategic pivot towards AI and advanced compute infrastructure [10] Financial Stability - Core Scientific's gross profit turned positive at $3.9 million, a significant improvement from losses in the prior-year quarter, while net losses narrowed despite ongoing capital investments [10] - The company exited the quarter with approximately $695 million in liquidity, including cash and bitcoin holdings, which is crucial for its long-term strategy [10] Market Sentiment - Analysts have recently become more positive about Core Scientific, with firms like Macquarie, Clear Street, and Cantor Fitzgerald raising their price targets or issuing more favorable ratings [11]

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Core Insights - Ondo Finance launched the Ondo Bridge for tokenized stocks and ETFs on Ethereum and BNB Chain, enabling seamless transfers of over 100 tokenized assets [1][4] - The tokenization market is growing, with Ondo Finance establishing itself as a key player, having surpassed $350 million in total value locked and $2 billion in trading volume [3] - The new bridging system replaces isolated per-token bridges with a unified framework, facilitating the cross-chain movement of hundreds of tokenized assets [4] Company Developments - Ondo Bridge allows for the integration of additional Ethereum Virtual Machine (EVM) chains within weeks, enhancing its scalability [5] - Over 2,600 applications and protocols integrated with LayerZero can now easily add Ondo assets, promoting broader adoption [6] - Ondo Finance's President emphasized the importance of seamless transfers and the potential for advanced cross-chain use cases, positioning Ondo tokenized stocks as foundational DeFi assets [7]

LATEST: 🏦 The DTTC has received SEC approval to pilot blockchain-based US Treasury tokens on the Canton Network, marking the first live test of on-chain assets directly tied to DTC custody under US regulatory oversight. https://t.co/Ys63lbfUTR ...

Core Insights - Nuvei has received approval to operate under the European Union's new regulatory framework for cryptocurrency, allowing it to offer regulated crypto-asset services throughout the EU [2][4] - The approval includes a Crypto-Asset Service Provider (CASP) license and a Payment Institution license, enabling Nuvei to support crypto-asset, electronic money tokens (EMTs), and fiat-based payment and settlement flows through a unified platform [2][4] Group 1 - The CASP license allows Nuvei to provide services such as crypto storage, administration, transfers, and the exchange of crypto assets into funds, integrated into its global payments infrastructure [3] - This regulatory framework facilitates easier deployment of crypto-enabled payment and settlement capabilities for merchants and platforms across multiple European markets [2] - Nuvei's CEO emphasized that this authorization is a significant milestone in the integration of payments and digital assets, enhancing customer confidence in moving value across different payment systems [4] Group 2 - The emergence of stablecoins is highlighted as a critical layer for B2B transactions, with recent regulations in the U.S. and EU shaping the blockchain infrastructure [5] - There are misconceptions regarding stablecoins, particularly the belief that they can resolve all issues related to cross-border payments, which may not always be the case [6] - The focus should be on identifying where stablecoins can outperform traditional payment systems rather than merely following trends [7]

Core Insights - Stablecoins are gaining significant attention on Wall Street as they intersect with payments infrastructure, regulatory frameworks, and government financing, making them crucial for traditional finance to consider [2][30]. Group 1: Payment Infrastructure - Stablecoins eliminate inefficiencies in wire transfers and international payments, which are currently burdened by high fees and long processing times, attracting major corporations [3][4]. - PayPal and Visa are strategically integrating stablecoins into their operations, with stablecoins processing $46 trillion in transaction volume by 2025, doubling from the previous year [4]. - JPMorgan Chase has developed its own internal stablecoin to maintain competitiveness in the payment processing market, reportedly processing over $1 billion daily [5][6]. Group 2: Government Financing - Stablecoins have become significant players in U.S. government financing, with Tether and Circle holding substantial amounts of U.S. Treasuries, positioning them among the largest holders of government debt [8]. - The adoption of stablecoins increases demand for government debt, creating a feedback loop that influences monetary policy [9][10]. - Federal Reserve economists are monitoring stablecoin market cap changes due to their potential impact on Treasury liquidations and government borrowing costs [10][11]. Group 3: Banking Competition - Stablecoins function as synthetic deposits outside the traditional banking system, posing a competitive threat to banks [12]. - The emergence of stablecoins adds another option for short-term savings, operating globally without minimum balances, which could impact banks' deposit-gathering capabilities [13][14]. - Major financial institutions are adapting to the challenge posed by stablecoins, with firms like Bank of New York Mellon and Goldman Sachs exploring blockchain solutions [15]. Group 4: Regulatory Developments - The GENIUS Act, the first federal stablecoin law, is expected to drive stablecoin market capitalization to $2 trillion by 2028, attracting institutional capital [17][18]. - Regulatory clarity will facilitate the integration of stablecoins into traditional financial systems, allowing for broader adoption and investment opportunities [19]. Group 5: Systemic Implications - As stablecoins approach systemic importance, regulators are considering treating large issuers like systemically important payment systems, which could lead to heightened oversight [21][22]. - Institutions that develop robust risk management frameworks for stablecoins can position themselves as trusted partners, capturing revenue from issuers [22]. Group 6: Institutional Adoption - Stablecoins provide a controlled entry point for institutions into digital assets, allowing them to participate without taking on cryptocurrency risk [23]. - The use of stablecoins helps institutions build internal expertise and familiarity with blockchain technology, paving the way for broader adoption [24][25]. Group 7: Market Trends - The stablecoin market surpassed $309 billion in December 2025, reflecting a 50.95% increase year-to-date, indicating significant growth potential [26]. - Future developments may include competition from central bank digital currencies and major retailers launching their own stablecoins, further integrating stablecoins into mainstream commerce [27][28]. - Wall Street's interest in stablecoins stems from recognizing their potential to address real business problems, such as expensive payments and slow settlements [30].

Core Insights - Visa Inc. has launched USDC settlement in the U.S., marking a significant step in its stablecoin settlement pilot program aimed at modernizing its settlement layer for commerce [1] - The initiative allows U.S. issuer and acquirer partners to settle transactions using Circle's USDC, a fully reserved, dollar-denominated stablecoin [1] - Initial banking partners include Cross River Bank and Lead Bank, with plans for broader availability in the U.S. by 2026 [1][2] Group 1: USDC Settlement Features - USDC settlement enables faster funds movement over blockchains, with seven-day availability and enhanced operational resilience during weekends and holidays [1] - Visa's monthly stablecoin settlement volume surpassed a $3.5 billion annualized run rate as of November 30, 2023, indicating significant growth since Visa began settling transactions in stablecoins [2] - Visa's U.S. stablecoin settlement framework includes modernized liquidity and treasury management, allowing automated treasury operations for bank participants [4] Group 2: Partnerships and Technological Integration - Visa is collaborating with Circle on Arc, a new Layer 1 blockchain designed to support Visa's global commercial activities on-chain [1] - Early banking partners highlight the benefits of API-driven settlement experiences, with Lead Bank emphasizing the importance of seven-day settlements and clearer liquidity timing for clients [3] - Visa Consulting & Analytics has launched a Stablecoins Advisory Practice to assist financial institutions in navigating the evolving landscape of stablecoin integration [3]

JPMorgan Chase & Co. (NYSE:JPM) is included among the 12 Best Dogs of the Dow to Invest in. JPMorgan (JPM) Launches Tokenized Money Fund for Investors Image by Steve Buissinne from Pixabay According to a report by the Wall Street Journal, JPMorgan Chase & Co. (NYSE:JPM) is stepping into a new corner of finance by bringing blockchain technology to a familiar product: the money-market fund. The bank’s $4 trillion asset-management business is launching its first tokenized money fund. Instead of traditional ...

wowinterestingalmost like this privacy thing was indeed importantDEGEN NEWS (@DegenerateNews):NEW: WALL STREET GIANT DTCC PICKS PRIVACY FOCUSED BLOCKCHAIN CANTON NETWORK FOR TOKENIZATION - COINDESKSOURCE: https://t.co/z9ZgQHnG05 https://t.co/csYEvKEL8X ...