Ethereum is the #1 chain for stablecoins.@SharpLinkGaming @BitMNR & Co. recognized this & have built their $ETH value appreciation models w/ the expectation that this market leadership will continue (to grow).Here are the issuers that they're effectively betting on: https://t.co/0ALFx06LR5 ...

I mean for launchpads etc you can make up narratives but we're literally talking about stablecoins here, why would I be bullish on that ...

Why do we even need so many different stablecoins?Can’t we just stick to USDC & USDT and call it a day?? What am I missing here ...

4️⃣ Real-world payments with stablecoinsWe've already enabled USDC on Base for the Bitget Wallet Mastercard.Next, we're expanding the PayFi flywheel: bringing seamless onchain payments for e-commerce, cross-border settlements, and everyday real-world adoption. ...

🚨 CMC News: China Eyes Yuan-Backed Stablecoins for Global Trade Push.🔗 https://t.co/dCTsFMm44t https://t.co/Et0MAWGXRJ ...

#Stablecoins bring balance to volatile markets. Do you keep some in your portfolio? ⚖️💲 ...

Summary of ZhongAn Online P & C Insurance Co Ltd Conference Call Company Overview - **Company**: ZhongAn Online P & C Insurance Co Ltd - **Ticker**: 6060.HK - **Industry**: Insurance - **Region**: Hong Kong/China Key Financial Highlights - **1H25 Earnings**: Net earnings reached Rmb668 million, a significant increase of 1103.5% year-over-year, surpassing Morgan Stanley's estimate of Rmb523 million [2][8] - **Return on Equity (ROE)**: Annualized ROE improved to 6.3% in 1H25 [2] - **Book Value per Share (BVPS)**: Increased by 3% to Rmb14.7 [2] - **Comprehensive Solvency Ratio**: Remained healthy at 226% [2] Growth Metrics - **Gross Written Premiums (GWP)**: Increased by 9.3% year-over-year to Rmb16.7 billion, driven by: - Health: +38% - Auto: +34% - Consumer Finance: +24% - Digital Lifestyle: -16% due to product mix optimization [3][8] Cost and Efficiency Metrics - **Combined Ratio (CoR)**: Improved by 2.3 percentage points to 95.6%, slightly better than the expected 96.0% [3][8] - **Loss Ratio**: Decreased by 6.0 percentage points to 54.7% [3][10] - **Expense Ratio**: Increased by 3.7 percentage points to 40.9% [3][10] Segment Performance - **Consumer Finance**: Notable improvement with a loss ratio decrease of 13.9 percentage points [3] - **Digital Lifestyle**: Experienced a deterioration in expense ratio, contributing to the overall expense ratio increase [3] Banking and Technology Performance - **ZA Bank**: Achieved profitability earlier than expected with a profit of HK$49 million [8] - **Tech Segment**: Continued to narrow losses by 32% to Rmb56 million, on track for profitability in FY25 [8] Market Outlook and Valuation - **Price Target**: Set at HK$24.60, indicating a potential upside of 31% from the current price of HK$18.77 [6] - **Market Capitalization**: Approximately US$3.525 billion [6] - **P/E Ratio**: Expected to decrease from 27.0 in 2025 to 18.1 by 2027 [6] Risks and Considerations - **Upside Risks**: - Revaluation of Insurtech and stablecoins business - Improved CoR trend and investment yield - Rapid expansion and profitability of tech unit - Increased ROE and shareholder returns [13] - **Downside Risks**: - Slower than expected development of stablecoin business - Rising claims and expenses in P&C insurance - Continued losses in the Tech segment - Potential selling pressure from major shareholders [13] Conclusion ZhongAn Online P & C Insurance Co Ltd has demonstrated strong earnings growth and improved operational efficiency in 1H25, positioning itself favorably in the insurance market. However, ongoing challenges in certain segments and external market conditions warrant careful monitoring.

ARKHAM ALERT: US GOVERNMENT FUND MOVEMENTA U.S. Government wallet just received $300K withdrawn from Coinbase. The wallet currently holds $35M of BNB, WETH and ETH along with stablecoins seized from the Uranium Finance Hacker.Address: 0x308000D0169Ebe674B7640f0c415f44c6987d04D ...

🥉 ICYMI: @solana ranks 3rd in both stablecoins & RWAs 👇Token Terminal 📊 (@tokenterminal):Higher. https://t.co/vzI8l8sE5w ...

Market Trends & Regulatory Focus - FED Waller 表示比特币和稳定币正在推动美国的支付革命 [1] - FOMC（联邦公开市场委员会）会议纪要中 8 次提及稳定币 [1] Cryptocurrency Implications - 这对 ETH（以太坊）来说是极大利好 [1]