Crypto Innovation & Mainstream Adoption - Stablecoins are considered the biggest crypto innovation since Bitcoin due to their obvious mainstream applications [1] - Flipster focuses on solving user problems for traders, as users will migrate to platforms that better address their needs [2] Regulatory Landscape & Global Trends - The crypto industry faces a diverse regulatory environment, ranging from countries forbidding crypto to those with comprehensive frameworks like the UAE [2] - A majority of crypto companies are now refocusing on the US market, driven by its status as the world's largest economy [3] Convergence of Traditional Finance & Crypto - The industry anticipates a convergence of traditional finance and crypto players within the next two to three years [3] - Policy changes and legislation in the US have opened the door for this convergence to occur [3] Current State of Crypto - The current state of crypto is a reality, not a future promise [4]

Regulatory Landscape - Sovereignty versus decentralization is a key challenge, exemplified by India's state rails approach to private crypto [1] - Enforcement is intensifying, with Dubai's penalties demonstrating that compliance is mandatory [1] - Licensed innovation is accelerating, while "unbacked" assets are facing headwinds [1] Market Opportunities - Stablecoins are exploring opportunities in Islamic finance, with Malaysia aiming to tap into the $5 trillion market [1]

Market Trends & Predictions - Bitcoin 的四年周期可能不会持续，如果持续创造流动性 [1][26] - 预测比特币到 2028 年可能达到 320 万美元，但这仅为一种可能性 [2] - 多数资金将流入比特币，新趋势是基本面现金流和收入 [4] - 稳定币领域可能由 Tether、Athena 和 USDC 三家主导 [28] - 预测市场可能成为重要的社会指标，尤其是在政治领域 [35][36] Tether Analysis - Tether 被认为是人类历史上最好的银行，拥有极高的效率和盈利能力 [1][5] - Tether 拥有 150 名员工，每年产生约 80 亿美元的净收入 [5] - Tether 的估值达到 5000 亿美元，与 SpaceX 和 OpenAI 等公司处于同一水平 [4] Investment Strategies & Portfolio - Maelstrom 的投资组合主要为长期持有比特币和以太坊 [7] - 基金中 10%-20% 的资金用于交易其他加密货币 [7] - 风险投资方面，主要进行小额投资，以便了解行业动态 [8] - 公司对数字资产 Treasury (DAT) 公司持乐观态度，认为这是一个金融产品 [11] - DAT 的成功关键在于发行非稀释性资本和购买代币的能力 [17] Stablecoins & DeFi - Athena 被视为增强型储蓄账户，收益来自加密货币交易 [31] - Athena 通过杠杆交易获取收益，并以利息形式支付 [33] - Tether 是美元支持的稳定币，而 Athena 是合成美元 [33]

Regulatory Approval - Malaysia approves its first Islamic digital bank using stablecoins [1] Digital Finance - The approval signifies a move towards integrating digital assets within Islamic finance [1]

NeobanksSam (@0xCryptoSam):The Neobank Whiteboard:- Fiat On/Offramps will be commoditized by infra like @Stablecoin- The best directional long has been going onchain (Banks -> Wallets)- Stablecoins are the first viable accelerant to bringing non-crypto native users onchainUsers will inevitably be https://t.co/NiI42nGwpM ...

$300b stablecoins sitting idle at btc $125k ath. that's not how cycles work. solana captured 40% stablecoin growth in 3 months vs ethereum's 27%. visa stripe paypal all building payment rails on sol not eth. when $300b rotates from usdc to risk the settlement layer wins first ...

Can stablecoins draw $1T+ from emerging market banks by 2027???Stablecoin adoption in developing economies expected to surge from ~$170B to $1.2T by 2028.Why?People want out of their failing home country fiat currency into the strong USD. While new crypto regulations have tightened the rules for compliant stablecoin issuers from passing on yields from US treasuries, there is still a massive demand for storing wealth.When I was in Argentina in April 2023, the USD/peso ratio was 1/300.Fast forward to today, i ...

Core Insights - Bank of New York Mellon Corp. is testing tokenized deposits to modernize its payments infrastructure and expand blockchain use in global finance [1] - The initiative aims to facilitate blockchain-based payments using tokenized versions of traditional deposits [1][3] Group 1: Project Overview - The project supports real-time, instant, and cross-border transactions across BNY Mellon's global network [2] - BNY Mellon's treasury services division processes approximately $2.5 trillion in payments daily [3] Group 2: Technology and Benefits - Tokenized deposits serve as digital representations of cash held at commercial banks, enabling instant transfers and real-time transaction settlements [4] - This technology is expected to make payments cheaper, faster, and available 24/7 [4] Group 3: Industry Context - BNY Mellon's move aligns with growing blockchain adoption among major financial institutions, with JPMorgan and HSBC also launching similar initiatives [5] - Several European banks are exploring fiat-linked stablecoins, indicating a trend towards modernizing the global payments ecosystem [6] Group 4: Regulatory Environment - The acceleration of blockchain adoption in traditional finance is influenced by emerging regulatory clarity in the U.S. and Europe [7]

>> LIVE FROM BLOOMBERG’S WORLD HEADQUARTERS, I’M SCARLET FU. TIM: AND I’M TIM STENOVIC. WE’LL SPEAK TO ONE OF THE MOST PROMINENT VOICES IN CRYPTO, KATIE HAUN WHO MANAGES BILLIONS ACROSS DIGITAL ASSETS AND WAS A EARLY BELIEVER IN STABLECOINS.SCARLET: AS PART OF HER INVESTMENTS SHE’S ADDICTED TO THE MARKET. AND $2 BILLION WILL BE INVESTED IN MOLLYMARKET -- POLYMARKET. TIM: BITCOIN HITTING A FRESH RECORD ON SUNDAY, CLIMBING TO $125,000 PER BITCOIN.WE’RE JUST SHY OF THAT NOW. LET’S ROUND IT UP, $122,000. IT WAS ...

TOTAL2, EXCLUDING STABLECOINS, IS CLOSING IN ON ALL-TIME HIGHS.THAT’S WHERE ALTSEASON BEGINS... https://t.co/f0Bs3Qfu8f ...