Core Viewpoint - The growth of Circle Internet's USD stablecoin, USDC, is outpacing that of its larger competitor, USDT, in the context of a more positive stance from the U.S. government towards digital assets [1] Group 1: Market Performance - USDC's market capitalization increased by 73% to $75.12 billion, while USDT's market capitalization grew by 36% to $186.6 billion [1] - In 2024, USDC is projected to continue its higher growth rate compared to USDT, with expected growth rates of 77% for USDC and 50% for USDT [1]

Group 1 - The core drivers of the cryptocurrency market in 2025—regulatory compliance, spot ETFs, stablecoins, and asset tokenization—are expected to create a strong "compound effect" in 2026, further increasing global adoption rates [1][2][3] - The successful issuance of spot ETFs has opened compliant entry points for institutional funds, with digital assets increasingly appearing on corporate balance sheets, a trend expected to become more pronounced in 2026 [1][3] - The compression of ETF approval cycles and the growing importance of stablecoins in cross-border payments and delivery versus payment (DvP) structures are embedding crypto infrastructure deeply into mainstream financial systems [1][3] Group 2 - The transparency of the regulatory environment is seen as a "stabilizing factor" for institutional entry, with the advancement of the U.S. GENIUS Act and the integration of the European MiCA providing clear operational guidelines for the industry [2][3] - Institutional-level applications are being built on the foundation of these regulatory advancements, moving crypto technology from the periphery to the core of the financial system [2][3] - The changing investor structure is reshaping the market ecosystem, with current crypto demand driven by macroeconomic factors, technological changes, and geopolitical dynamics rather than solely by narratives like "halving" or "speculation" [4]

Core Insights - Professional Diversity Network, Inc. (IPDN) has made a strategic investment of approximately US$2.59 million in Deeptrade Token (DTT), the native token of DeeptradeX.AI, to enhance its presence in AI, digital assets, and Web3.0 sectors [1][4][6] Company Overview - IPDN is a technology holding company focused on AI technologies and solutions, with a commitment to next-generation intelligent financial technologies [1][7] - The company has a diversified business model that includes career development platforms, education technology, and AI research [7] Investment Details - The investment in DTT is part of IPDN's strategy to build a sustainable global digital asset and intelligent investment ecosystem [4][6] - DTT serves as the core utility token for DeeptradeX.AI, enabling users to access AI computing power, trading strategies, and participate in community governance [5] DeeptradeX.AI Overview - DeeptradeX.AI focuses on intelligent investment and automated trading solutions, utilizing advanced AI algorithms to provide data-driven investment services [2][3] - The platform's AI-driven end-to-end trading system allows users to execute professional-level investment strategies, enhancing operational efficiency and risk management [3] Strategic Vision - The CEO of IPDN expressed confidence in the long-term prospects of AI technologies and the digital asset industry, viewing the investment in DTT as a significant milestone for expansion into emerging technology sectors [6] - IPDN aims to deepen its involvement in the DeeptradeX.AI ecosystem, focusing on platform operations, product development, and technological innovation [5][6]

Core Viewpoint - Galaxy Digital (GLXY) is transitioning from a focus on digital assets to a more diversified financial and data center operation, presenting a bullish investment opportunity moving forward [1]. Company Summary - Galaxy Digital is working on diversifying its operations beyond digital assets, indicating a strategic shift that could enhance its market position [1]. - The company is perceived positively due to its efforts in expanding into financial services and data center operations, which may lead to increased revenue streams [1]. Analyst Background - The analyst has over a decade of experience in the stock market and a strong background in political economics, providing a unique perspective on macroeconomic impacts on assets [1]. - The analyst emphasizes a comprehensive and fundamental approach to investment analysis, which aids in identifying potential investment opportunities [1].

Core Insights - VCI Global Limited is launching a proprietary Real-World Asset (RWA) Exchange in 2026 to facilitate the tokenization and secondary trading of real-world assets across various sectors, including precious metals, ESG projects, real estate, and infrastructure [1][2] Group 1: RWA Exchange Overview - The RWA Exchange will be a regulated, blockchain-verified marketplace aimed at enhancing transparency, liquidity, and governance for tokenized assets, addressing increasing investor demand [2] - The exchange will utilize the Oobit digital payment infrastructure, in collaboration with Tether (USDT), to ensure instant global settlement and institutional-grade liquidity [3] Group 2: Strategic Vision - The company views tokenization as a long-term evolution of capital markets, focusing on building a robust operating layer for institutional-grade real-world assets that emphasizes governance, transparency, and scalability [4] - VCI Global aims to integrate technology innovation with financial ecosystems to capture opportunities in the digital economy, developing scalable platforms that provide resilience and long-term value [6] Group 3: Asset Classes and Initiatives - The exchange will support the tokenization of various asset classes, including a US$200 million Bridge Gold mandate for a stablecoin backed by physical gold [7] - It will also facilitate the tokenization of carbon credits and renewable energy projects, enabling traceable ownership and improved price discovery for sustainability-linked investments [7] - The platform is designed to allow fractional ownership of income-generating real estate portfolios and utility-scale infrastructure assets, unlocking liquidity in traditionally illiquid markets [7] - Additionally, the RWA Exchange will serve as a liquidity venue for the XVIQ utility token, which supports VCI Global's AI compute and GPU cloud ecosystem [7]

Core Insights - The podcast discusses the global economic outlook for 2026, focusing on key themes that could impact digital asset markets, despite not mentioning cryptocurrency directly [2]. Group 1: Federal Reserve Independence - The independence of the Federal Reserve is highlighted as a critical issue for 2026, with potential changes in leadership as President Trump may appoint a new Fed chair when Powell's term ends in May 2026 [3]. - Erosion of Fed independence could undermine market confidence in controlling inflation, affecting the status of the dollar and Treasury market [4]. - A weakened dollar could enhance Bitcoin's appeal as "digital gold," while policy uncertainty may lead to risk-off sentiment, negatively impacting crypto prices [4]. Group 2: AI Bubble Risk - There is a warning about a potential correction in AI-related stocks in 2026, drawing parallels to historical market bubbles [5]. - The current high usage of AI tools like ChatGPT does not translate into significant revenue for companies like OpenAI, raising concerns about sustainability [5]. - A correction in AI stocks could create a risk-off sentiment that may adversely affect the crypto market, as crypto remains influenced by broader market trends [6].

Core Insights - JPMorgan is considering allowing institutional clients to trade cryptocurrency, including spot and derivatives trading, indicating a significant shift in its approach to digital assets [1] - The bank's recent initiatives include allowing Bitcoin and Ether as collateral for institutional clients and launching a tokenized money fund [2] - CEO Jamie Dimon's previous negative stance on cryptocurrency contrasts with the bank's current expansion into the sector [3] Group 1: JPMorgan's Crypto Strategy - JPMorgan is exploring the introduction of cryptocurrency trading for institutional clients, which may include both spot and derivatives trading [1] - The bank has recently allowed institutional clients to use Bitcoin and Ether as collateral, showcasing its growing acceptance of digital assets [2] - The launch of JPMorgan's first tokenized money fund further emphasizes its commitment to expanding its crypto offerings [2] Group 2: Industry Context - The shift towards cryptocurrency by JPMorgan aligns with a broader trend among major financial institutions, as companies like BlackRock and Fidelity are also increasing their involvement in digital assets [5] - The regulatory environment for cryptocurrencies has improved, particularly following the enactment of the Genius Act, which provides a framework for stablecoins [4] - Despite the adoption of digital assets by Wall Street, major cryptocurrencies have seen significant price declines, with Bitcoin down approximately 30% from its peak [6]

LATEST: 🇬🇭 Crypto trading is now legal in Ghana after its parliament passed the Virtual Asset Service Providers Bill, with the Bank of Ghana now authorized to regulate and license digital asset providers. https://t.co/53lb6aMDWk ...

Core Insights - Jiuzi Holdings has signed a cooperation agreement with EXSAT.NETWORK LTD to explore the cryptocurrency depository business, targeting a total scale of up to $3 billion USD [1][2] - This partnership is a significant milestone for Jiuzi Holdings, marking its entry into the high-end global digital asset sector [1][4] Business Framework and Technical System - The collaboration aims to create a business framework and technical system focused on institutional-grade cryptocurrency depository and custody services [2] - Key initiatives include designing a blueprint for a $3 billion USD crypto asset depository business and establishing a custody model that meets regulatory compliance [2] Integrated Solutions and Value-Added Services - The partnership will leverage EXSAT NETWORK's expertise in public chains, wallet technology, and security to develop integrated solutions featuring multi-signature and distributed custody [3] - There will be an exploration of value-added services such as yield management, clearing & settlement, and innovative financial products related to custodied assets [3] Strategic Development and Growth Potential - Management views this collaboration as a qualitative leap in Jiuzi Holdings' strategy across its "New Energy + FinTech + Digital Asset" pillars, enhancing its global perspective and industry position [4] - The partnership is expected to open new value channels with significant growth potential, with an optimistic outlook for the company's development over the next three to five years [4] Industry Impact and Brand Premium - Industry observers note that this partnership will enhance Jiuzi Holdings' influence and brand premium in the digital asset space, especially as global crypto assets move towards institutionalization and compliance [6] - The collaboration is seen as a catalyst for a potential long-term revaluation of JZXN's stock [6]

Bitcoin may be the first digital asset, but it shouldn’t be the only one affected by legislation, Indiana State Rep. Kyle Pierce told Decrypt. https://t.co/mVnRRs8w2c ...