The Changing Crypto OrderIn my new blog post I cover:• ETFs and the Great Rotation• Why not all tokens pump anymore• Stablecoins, DATs and RWAs• The end of 4-year cycle?Read it here: https://t.co/io4VNcDrbY ...

Stablecoins are quite prevalent in the crypto payments ecosystem because economies are still largely dollar-based.@TheDesertLynx https://t.co/7OxDLq0tOY ...

Core Viewpoint - The CFTC is considering allowing stablecoins like USDT and USDC to be used as collateral in the U.S. derivatives market, marking a significant shift in regulatory policy [1][7]. Group 1: Regulatory Changes - Acting Chair Caroline D. Pham described the proposal as a "measured step" to align the CFTC's regulatory framework with modern finance [2]. - If approved, stablecoins would be accepted alongside cash and U.S. Treasurys as margin, potentially reshaping a market valued in the quadrillions [2][5]. Group 2: Background and Development - The initiative to recognize stablecoins as collateral originated from the February 2025 Crypto CEO Forum, aimed at enhancing liquidity and modernizing risk management [3]. - The proposal builds on findings from the President's Working Group on Digital Assets and recommendations from the CFTC's Global Markets Advisory Committee [3]. Group 3: Implementation and Feedback - The plan includes a pilot "sandbox" program to test tokenized non-cash assets, reflecting the CFTC's history of controlled innovation [4]. - Public comments are open until October 20, focusing on valuation standards, custody, settlement mechanics, and necessary rule amendments [4]. Group 4: Market Impact - The recent legislative changes, including the passage of the GENIUS Act, indicate a shift in Washington's approach to crypto, moving from viewing digital assets as speculative to establishing a regulatory framework [5]. - Allowing stablecoins in derivatives markets could significantly enhance their utility beyond exchanges and payments [5]. - Traders would benefit from the ability to post collateral in USDC or USDT instantly, reducing the need for fiat conversion and lowering barriers for institutional and retail investors [6]. - Analysts suggest this shift could unlock trillions in dormant crypto capital into the broader financial system [6].

Core Insights - Elliptic has secured investment from HSBC, becoming the only blockchain analytics firm backed by four globally systemically important banks (G-SIBs): HSBC, JPMorgan Chase, Santander, and Wells Fargo [1][6] - The investment aligns with the increasing interest from financial institutions in stablecoins and tokenized assets [1] Company Developments - Richard May from HSBC has joined Elliptic's board, emphasizing the importance of mitigating financial crime risks in the evolving digital asset landscape [2] - Elliptic reported record-breaking customer and revenue growth in Q2 2025, indicating significant traction [2] Product Innovations - The company has introduced a product called Issuer Due Diligence, aimed at helping banks evaluate stablecoin issuers and manage wallet risk [3] - This tool reflects the growing demand for institutional-grade risk management as banks prepare to integrate digital assets into their operations [3] Strategic Positioning - CEO Simone Maini stated that Elliptic was built for the current moment, anticipating institutional adoption and focusing on compliance, scalability, and real-time analytics [4] - The backing from four global megabanks enhances the legitimacy of Elliptic's offerings amid increasing regulatory scrutiny [5] Market Trends - The investment from HSBC is expected to fuel Elliptic's next phase of expansion as global banks deepen their exposure to digital assets [3][6] - The partnership signifies a deeper integration of blockchain tools within traditional banking infrastructure as interest in digital assets grows [5]

#Stablecoins provide a safe harbor in volatile markets. Are you using them to hedge your risk? ⚖️ ...

💥 STABLECOINS SET TO REVOLUTIONIZE GLOBAL PAYMENTS!With the passing of the GENIUS Act, #stablecoins could handle up to $4 trillion annually.Are you ready for the future of crypto payments? 🚀 https://t.co/aa0QbL0R6Y ...

🚨 CFTC Updates Crypto Rules!Tokenized collateral, including stablecoins, now integrated into derivatives markets. A big step for #crypto 🌐Could this push #Bitcoin & #Ethereum to new highs? 💹 https://t.co/bJ8bqZTaUH ...

Blockchain analytics firm Elliptic has secured a strategic investment from HSBC, making it the only company in the sector to be backed by four globally systemically important banks (G-SIBs). HSBC joins JPMorgan Chase, Santander and Wells Fargo on Elliptic’s investor roster. As part of the deal, Richard May, Group Head of Financial Crime at HSBC’s corporate and institutional banking arm, will take a seat on Elliptic’s board. Banking on blockchain oversight Elliptic’s technology is used by financial insti ...

⚡️ INSIGHT: Stablecoins are outpacing traditional credit cards systems with faster settlement, lower cross-border costs, and programmable rewards. https://t.co/4mUB8Rku5T ...

🚨UPDATE: US CFTC TO EXPLORE TOKENIZED COLLATERAL IN DERIVATIVES MARKETS, INCLUDING STABLECOINS, SAYS ACTING CHAIR CAROLINE D. PHAM ...