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 ...

Core Insights - Visa Inc. is modernizing payment systems by introducing USDC-based settlements for U.S. institutions, allowing select partners to settle obligations using Circle's dollar-backed stablecoin alongside traditional fiat methods [1][4] - The initiative aims to enhance speed and availability, enabling fund movement across blockchains seven days a week, which can compress settlement cycles and improve liquidity efficiency for banks and fintech companies [2][5] - Visa's monthly stablecoin settlement volumes have surged to an annualized rate of over $3.5 billion as of November 30, 2025, indicating strong momentum in this area [3][9] Visa's Strategic Developments - The U.S. rollout of USDC settlements builds on previous stablecoin pilots and reflects Visa's strategic pivot to bridge traditional financial systems with blockchain infrastructure [4][5] - Visa has launched a global Stablecoins Advisory Practice to assist financial institutions in navigating the evolving stablecoin market [4] - Visa plans to utilize Arc, a new Layer 1 blockchain designed for high performance and scalability, to support USDC settlements and strengthen its position in the blockchain ecosystem [3][9] Market Performance - Over the past year, Visa's shares have increased by 8.7%, contrasting with a 9.9% decline in the industry [8] - Visa currently holds a Zacks Rank of 3 (Hold), with better-ranked stocks in the business services sector including OppFi Inc., FirstCash Holdings, and Dave Inc., all rated 1 (Strong Buy) [10]

Core Insights - Circle Internet Group (CRCL) is transitioning from a stablecoin issuer to a comprehensive financial infrastructure platform by expanding the adoption of its Arc product, which has seen participation from over 100 global institutions [1][9] Group 1: Arc Development and Strategy - The launch of Arc's public testnet is a significant step in building a broad ecosystem of developers and institutions, prioritizing long-term adoption over immediate transaction fees [2][9] - Arc is integrated with Circle's existing platforms, including USDC and tokenized assets, enhancing network effects and embedding Arc into enterprise workflows [3][9] - The mainnet launch of Arc is scheduled for 2026, with strong institutional interest indicating solid long-term potential for revenue diversification beyond interest-sensitive income [4][9] Group 2: Competitive Landscape - Circle competes with Coinbase Global (COIN) in stablecoin distribution and crypto payments, with Circle's fee-based model potentially offering more sustainable growth compared to COIN's cyclical revenue structure [5] - PayPal (PYPL) is another competitor, leveraging its extensive networks for blockchain payments, but Circle's infrastructure-focused approach positions it as a neutral stablecoin provider [6] Group 3: Financial Performance and Valuation - Circle's stock has decreased by 58.4% over the past six months, underperforming the broader Zacks Finance sector [7] - The company is currently trading at a forward price-to-sales ratio of 6.11, which is above the industry average of 3.36, indicating a potentially overvalued position [11] - The Zacks Consensus Estimate projects a loss of $0.87 per share for 2025, with a forecasted earnings of $0.92 per share for 2026, reflecting stability in earnings expectations [14][15]

Core Viewpoint - Neptune Digital Assets Corp. has announced a strategic investment of US$300,000 in X.AI Corp., emphasizing its commitment to pioneering technologies, particularly in artificial intelligence [1][2]. Investment Details - The investment will allow Neptune to acquire shares of xAI valued at US$300,000, positioning xAI as a growth asset at the intersection of critical future technologies [2]. - Neptune's CEO highlighted the alignment of this investment with the company's strategy to capitalize on transformative technologies, similar to its previous successful investments in SpaceX [3]. Strategic Rationale - The planned investment in xAI aims to enhance Neptune's portfolio of high-growth, innovative technology assets, complementing its existing holdings, including SpaceX [4]. - The company is focused on key technology sectors such as blockchain, artificial intelligence, and space exploration, aiming to build long-term shareholder value [4]. Company Background - Neptune Digital Assets Corp. is one of the first publicly traded blockchain companies in Canada, engaging in various operations across the digital asset ecosystem, including Bitcoin mining and decentralized finance [6].

get yourself a chain that can keep a secret (as a service) ...