Why stablecoins, DeFi, and asset tokenization are important for @ethereum and $ETH 👇To date, the market cap of tokenized assets on Ethereum has set the floor for ETH's market cap.The more assets that get tokenized (incl. stablecoins), the more ETH's market cap benefits. https://t.co/nWAyMZPFNM ...

Crypto x AI Developments - Crypto x AI 领域发展迅速，AI + 支付领域呈现类似加速趋势，涉及 Neo 银行、稳定币和 DeFi [1] - 行业内存在数十甚至数百个协议，拥有巨大的资金储备，机构资本正被用于创建下一代支付系统 [1] Disintermediation and Threat to Traditional Systems - 传统金融系统在国际交易中效率低下且成本高昂，行业面临被颠覆的风险 [2] - 传统支付体系被迫转型以应对挑战，否则可能被取代 [2] AI Integration and Future Implications - 增强的支付体系与物理 AI 结合，将使机器人能够融入社会，尽管这需要较长时间 [2] - x402 只是颠覆性变革中的一环 [2] Key Players and Initiatives - Tether 推出 Wallet Dev Kit + Plasma [3] - Visa 推出 "Intelligent Commerce"，构建 AI 代理购物的未来 [3] - Mastercard 推出 Agent Pay，与 VISA 竞争 [3] - Coinbase 推出 x402 (HTTPS & payments) [3] - Circle 与 Coinbase 合作，将受益于 x402 的下游效应 [3] - Cloudflare 专注于 AI 代理的稳定币 NET Dollar，用于计算等 [3] - Tria 是一家利用 AI 进行最佳交换的 Neo 银行 [3] - Revolut 收购了汉莎航空孵化的 AI 旅行代理初创公司 "Swifty" [3] - Almanak 提供稳定币收益优化和 Pendle 策略的自主流动性金库 [3] - Gizatechxyz 提供自主稳定币策略 + Pendle [3]

RT s4mmy (@S4mmyEth)A year ago I began writing daily posts on crypto x AI developmentsThat compounded into twice daily as the rate of development hit escape velocityI’m getting the same feeling specifically with AI + payments, but this time it involves Neo banks, stablecoins & DeFi:- @Tether_to: Recent Wallet Dev Kit + Plasma (XPL: God forbid we break even)- Visa: “Intelligent Commerce”: building a future where AI Agents shop for you- Mastercard: Agent Pay (VISA rival) announced within 2 days of VISA- @coin ...

Stablecoins are a trojan horse to pull the legacy financial system on-chain. ...

Core Insights - Ethereum is the second-largest cryptocurrency with a market cap of approximately $480 billion as of October 21, experiencing significant price movement from under $1,400 in April to nearly $5,000 in August, followed by a 22% pullback due to a broader crypto market slump [1] Group 1: Decentralized Finance (DeFi) Growth - Decentralized finance is rapidly expanding, leveraging blockchain technology as an alternative to traditional finance, with smart contracts enabling various financial services [3][4] - The U.S. passed the Genius Act in July 2025, regulating stablecoins, contributing to the stablecoin market's growth from $205 billion at the start of the year to $308 billion [3] - The value of tokenized real-world assets (RWAs) increased from $16 billion to $34 billion during the same period [3] Group 2: Ethereum's Market Position - Ethereum is the most popular blockchain platform for DeFi applications, holding over 50% of the total value locked (TVL) in DeFi, which is currently $151 billion, with approximately $86 billion on Ethereum [5][7] - Ethereum commands 54% of the stablecoin market, benefiting from its first-mover advantage in smart contract capabilities [7] Group 3: Future Projections - The DeFi market is expected to grow at an annual rate of 27% through 2032, indicating strong future demand [8] - The stablecoin market is projected to reach a value of $2 trillion by 2028, further supporting Ethereum's growth potential [8]

X402 Protocol Overview - X402 协议旨在实现链上支付，被誉为“支付模型上下文协议 (MCP)”，使代理能够与真实世界数据交互并进行交易 [1] - Coinbase 收购 Echo 凸显了其在 AI 代理领域的重要性，可能比其他项目更具潜力 [1] Backers and Partnerships - Coinbase 和 Cloudflare 是 X402 的支持者，预计该协议将在 Base 上活跃，并支持跨链操作 (Solana, Polygon, Near 等) [1] - GoKiteAI 与 Brevis 合作，利用 X402 协议增强代理支付的隐私性 [2] - Cloudflare Agents SDK + Google A2A 支付协议也与 X402 相关 [2] Relevant Protocols and Tokens - 与 X402 相关的协议包括 @pingobserver, @heurist_ai, @virtuals_io, @questflow, @AnchorBrowser, @PayAINetwork [3] - 与 X402 相关的代币包括 $DREAM, $SANTA, $GLORIA, $AURA (均为 Virtuals 代币) [3] Stablecoin and Neo Banks - Circle 与 Coinbase 保持合作关系，USDC 稳定币可能成为代理交易的首选 [4] - Tether 推出钱包开发工具包，预计将出现数万亿个钱包，主要用于 AI 代理 [4] - useTria 与多个 AI 协议以及 Billions 合作，为支付提供 zkKYC 隐私保护 [4] - Visa 和 Mastercard 几个月前宣布了 AI 代理计划，并正在推出支持数万亿交易的基础设施 [4] Market Predictions and Insights - A16zcrypto 报告预测到 2030 年，AI 代理的自主交易价值将达到 30 trillion 美元 [1][5] - RibbitCapital 认为 AI 系统将成为经济参与者，进行收入和支出 [5] - Stripe 和 PayOS 等公司将在为代理构建基础设施方面获得巨大价值 [5] - 稳定币和可编程货币将被人类和代理用于支付和资产管理 [5] - AI 代理支付将成为自主实体新的金融轨道 [5]

Stablecoin Market - The market is experiencing a Cambrian explosion of stablecoins [1] - Stablecoins are capitalizing on the opportunity to facilitate payments [1] Industry Analysis - Artemis report highlights the growth and potential of stablecoins [1]

if I told you at the beginning of this year...- sbf is teasing about being released on x- coinbase bought echo for 375m- bitcoin to underperform gold- stablecoins would be announced as collateral for nasdaq trading- cz would be pardoned by trump- hyperliquid would have a $1B treasury company- robinhood, Stripe, Circle would announce their own chains- Tom Lee & Joe Lubin would buy billions of Ethereum- ETH would hit $1,400 then rally to $4,800 in a few months- pumpdotfun launched a token- trump would announc ...

功能更新 - Bitget Wallet 用户现在可以使用 USDT、USDC 和 BGB 支付 gas 费用 [1] - 该功能支持 Solana、BNB Chain 等多个网络 [1]

📊 INSIGHT: Stablecoins rival the world’s largest payment networks.Over the past 12 months, stablecoins processed $46T in total volume, surpassing Visa ($16T) and nearing ACH ($87T).(h/t @a16zcrypto) https://t.co/dJSXy2mRZ3 ...