I’m surprised AI mindshare is only down 3% this week.This is probably one of the most exciting times to be deep in crypto with an insane cadence of developments:1) The market shift from centralized to decentralized Perps (@Aster_DEX @HyperliquidX @Lighter_xyz and the smaller DEXs like @vooi_io )2) Privacy, ZCash and ZK tech3) DeFI protocols & interesting launch/investment mechanisms (@MeteoraAG + @flyingtulip_ )4) NFT Innovation with PUNKSTRATEGY and all the derivatives adding liquidity flows to an otherwis ...

this is the most asymmetrical setup I've seen for Solana since December 2022there is a small, real, but closing window to take the throne and become the internet's capital marketsome folks have gotten way too cocky, way too rich, and way too shortsightedmost importantly: way too 0-sum because some think we've already wonthe amount of gossip im hearing between teams and their competitors is silly, get rid of this loser mentalitynothing has been won, we are embarassingly behind on stables and perpsrevenue is ...

Brazil has emerged as Latin America’s undisputed crypto leader, fueled by a combination of financial pragmatism, regulatory clarity, and the rapid rise of stablecoins as practical financial tools. A report from Chainalysis shows that between July 2024 and June 2025, Brazilian users received an estimated $318.8 billion in digital assets, nearly one-third of all crypto transactions across Latin America. Across the region, cumulative crypto transaction volume reached nearly $1.5 trillion during the same per ...

Stablecoins Could Lure $1 Trillion in Deposits Away From Banks: Analysts► https://t.co/cO6Wxi0seJ https://t.co/cO6Wxi0seJ ...

RT Hubert Newell (@hnewell21)Watch this space...Integrating stablecoins into our most loved wallets is a real game changer. Cutting out all the middle men, to deliver more yield/rewards to the users, via @m0 infrastructure. ...

RT s4mmy (@S4mmyEth)As Bitcoin [temporarily] breaks all time highs it begs the question; "wen alt szn?"AI will be at the forefront of this rally, particularly as stablecoins gather momentum & Issuers realize that Agents drive the next phase of stablecoin adoptionHere's the DeAI news roundup from the past week:- Microsoft Launches Unified Agent Framework. This integrates Model Context Protocol (MCP) and Agent to Agent (A2A) which allows crypto agents to use the entire MS suite of tools- @bankrbot reveals its ...

RT Tamar 天马 (@tamarincrypto)Stablecoins on Solana had one of their biggest weeks yet.→ Total stablecoin supply on @solana reached a new all-time high of $15.4B (up 750% since Jan ’23, s/o to @artemis @tokenterminal for the data).→ @tryaltitude is now live in 150+ countries, offering businesses USD/EUR accounts, 5% APY, cross-border payments, and modern treasury management powered by stablecoins.→ USYC, a tokenized money market fund by @circle that accrues yield directly to the token price, is now live on So ...

As Bitcoin [temporarily] breaks all time highs it begs the question; "wen alt szn?"AI will be at the forefront of this rally, particularly as stablecoins gather momentum & Issuers realize that Agents drive the next phase of stablecoin adoptionHere's the DeAI news roundup from the past week:- Microsoft Launches Unified Agent Framework. This integrates Model Context Protocol (MCP) and Agent to Agent (A2A) which allows crypto agents to use the entire MS suite of tools- @bankrbot reveals its building the bankr ...

Core Insights - Solana (SOL) demonstrated resilience in September 2025, achieving a modest price gain of +2% despite significant market volatility, with prices fluctuating between $200 and $250 following a flash crash [2][3] - On-chain metrics such as stablecoin supply, decentralized exchange (DEX) volume, and tokenized asset activity showed strong growth, indicating that Solana may be undervalued relative to its potential [1][4] Financial Performance - Solana's revenue experienced an 11% month-over-month decline, reflecting a broader slowdown in crypto market volatility, while SOL's own volatility decreased by 16% [3] - The SOL/ETH ratio remains below its one-year trendline, suggesting a potential area of concern for investors [3] Institutional Demand - The launch of two major Digital Asset Treasuries (DATs) in September, Forward ($1.5 billion) and Helius ($500 million), has increased institutional interest in SOL, with Solana-based DATs now holding approximately 2.5% of the total SOL supply [4] Technical Upgrades - A significant upgrade, Alpenglow, was overwhelmingly approved by Solana validators (98%), aimed at reducing transaction finality time from 12 seconds to 150 milliseconds and enhancing overall network performance [5] - Plans are in place to increase block capacity by 25% by year-end, addressing throughput limitations, while Jump's Firedancer team proposed a solution to eliminate fixed compute-unit limits [6] - The introduction of P-tokens is expected to replace the current SPL token format, significantly reducing computational demand and potentially increasing transaction throughput by nearly 10% [7] Market Positioning - Solana's role in global finance is expanding, particularly in the realms of stablecoins and tokenized assets, with the network adding $2 billion in stablecoins, bringing the total to $14.3 billion [8] - Solana's speed, efficiency, and low transaction costs position it as a potential "stablecoin network of Wall Street" [8]

Core Viewpoint - Mastercard is a leading player in the payments industry with a significant market capitalization of approximately $525 billion, reflecting a remarkable increase of over 12,000% since its IPO in 2006 [1] Group 1: Business Performance - Mastercard's stock has experienced a decline of 4% since its peak in late August, raising questions about its current investment potential [2] - The company reported a payment volume of $2.6 trillion in Q2 2025, representing a year-over-year increase of 9.4% [5] - Mastercard's net income for Q2 increased by 14% year over year to $3.7 billion, with a net income margin of 46% [9] - The diluted earnings per share (EPS) have grown at a compound annual rate of 20% over the past three years, with analysts forecasting a 15% annual EPS gain from 2024 to 2027 [11] Group 2: Market Position and Trends - The company benefits from sustainable trends such as the decline in cash usage and the rise of online shopping, which drive the demand for cashless transactions [4] - Mastercard's powerful network effect enhances its competitive position, with billions of active cards accepted at 150 million locations [6] - The emergence of stablecoins in the financial services sector is acknowledged, but Mastercard is adapting by introducing stablecoin compatibility and forming partnerships with fintech companies [8][7] Group 3: Investment Considerations - Despite its strong business fundamentals, Mastercard's stock has underperformed compared to the S&P 500 index over the past five years, with a 70% increase versus the benchmark's 100% gain [10] - The current price-to-earnings (P/E) ratio of approximately 39 is considered high, indicating potential downside risk for investors [12] - While Mastercard is recognized as a high-quality company, the current valuation may not present a compelling investment opportunity unless the P/E ratio falls below 30 [13]