SINGAPORE, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Davis Commodities Limited (Nasdaq: DTCK) today announced that it is evaluating the creation of an inter-regional, ESG-tokenized yield corridor built around its Real Yield Token (RYT) ecosystem and certified commodity finance. This corridor concept seeks to digitally align Asia–Africa–Latin America trade routes, bridging capital demand with verified supply chains through programmable finance rails. Defining a Tokenized Yield Corridor A tokenized yield corridor ref ...

Core Insights - Ethereum (ETH) is positioned as a transformative infrastructure capable of replacing outdated settlement systems in traditional finance, which has not yet been fully recognized by investors [1][2] - The current financial ecosystem is fraught with inefficiencies, including lengthy settlement periods and counterparty risks, which Ethereum's atomic settlement capabilities can address [2] - Ethereum's programmable finance features allow for rapid portfolio rebalancing and efficient transaction processing, providing a competitive advantage for institutions [3] Infrastructure Investment Timing - There is a notable shift in institutional investor education and adoption regarding Ethereum, with the launch of Ethereum ETFs in July 2024 marking a significant inflection point [5] - Treasury companies are currently accumulating approximately $14-15 billion in ETH holdings, indicating growing institutional interest [5] Broader Applications - Ethereum is described as a platform for verifiable trust, solving counterparty risk through cryptographic verification, which extends its utility beyond finance [4] - Applications in AI verification and autonomous systems highlight Ethereum's potential to serve as a foundational layer for various sectors [4]

Core Insights - Davis Commodities Limited is conducting a strategic review of a Fractal Bitcoin Reserve (FBR) model and tokenized ESG commodity infrastructure due to increasing institutional interest in real-world asset (RWA) tokenization and blockchain-linked treasury tools [1][2] - The company aims to align with a projected $16 trillion global RWA tokenization market by 2030, inspired by the growing use of Bitcoin as a corporate treasury asset [2][8] - The FBR framework proposes a hybrid treasury structure backed by Bitcoin, stablecoins, and tokenized instruments to enhance capital formation and trade resilience [3][10] RWA Tokenization and ESG Focus - Davis Commodities is evaluating a tokenization framework for certified agricultural products, starting with Bonsucro-certified sugar and ISCC-certified rice, to create traceable, ESG-compliant instruments for institutional investors [4][5] - The evaluations align with favorable regulatory developments, such as the U.S. GENIUS Act and Hong Kong's Stablecoin Ordinance, which support the emergence of regulated digital assets [4][10] Market Potential and Efficiency Gains - The company aims to improve capital deployment efficiency by 30-40% and facilitate multi-currency bridging between fiat, stablecoins, and ESG-linked agri-tokens [6][7] - A projected $5-10 billion ESG-linked agri-investment market is identified, with potential reductions in trade financing cycle times by up to 60% through smart contract settlements [7][8] Long-Term Vision - Davis Commodities emphasizes a compliance-first strategy with no current token issuance or stablecoin launch, focusing on regulatory engagement and operational feasibility [9][10] - The strategic assessment reflects the company's ambition to become a digitally enabled, ESG-aligned commodity platform, enhancing sustainable trade and capital efficiency [10]

Market Overview - Stablecoins are processing more transactions than Visa and Mastercard combined [1] - However, stablecoins currently represent only 1% of global money [1] Industry Trends - Stablecoins are facilitating payments, payroll, remittances, and other use cases [1] - The industry anticipates improvements in user experience (UX) and underlying infrastructure (rails) to drive further adoption [1] - The industry foresees a shift towards programmable finance, potentially replacing traditional fiat currencies as the new financial default [1]

Core Viewpoint - Visa faces emerging competition from retail giants Walmart and Amazon, which are exploring the launch of their own stablecoins, potentially threatening Visa's traditional payment network [1][4]. Visa's Position on Stablecoins - Visa has recognized the growing interest in stablecoins and has initiated a seven-day-a-week stablecoin settlement service, achieving over $200 million in cumulative stablecoin volume [4]. - The company is investing in the crypto space and has built a team of experts to navigate this evolving landscape [4]. Financial Performance - In fiscal Q2 2025, Visa reported a 9% revenue growth, generating $9.6 billion, while net income was $4.6 billion, reflecting a 2% year-over-year decline due to a $992 million litigation provision [8]. - Adjusted for special items, Visa's net income would have increased by 6% year-over-year to $5.4 billion [8]. Shareholder Returns - Visa has a strong capital return strategy, increasing its dividend for the 16th consecutive year, with a quarterly dividend of $0.59 per share, yielding 2.3% [9]. - The company has reduced its share count by 9.2% over the past three years and spent $4.5 billion on stock buybacks in the most recent quarter, with a new $30 billion buyback program approved [10]. Market Position and Valuation - Visa maintains a dominant position in the global payments industry, supported by its extensive network and regulatory expertise, which provides a strong competitive moat [12]. - Despite its strong fundamentals, Visa's stock is trading at 36 times earnings, indicating that much of the positive outlook may already be reflected in its current price [13]. Conclusion - Visa is well-positioned to adapt to the rise of stablecoins, but valuation concerns suggest that investors may prefer to hold rather than buy at the current price [15].

First Quarter 2025 Earnings May 12, 2025 Important notice Unless the context otherwise provides, "we," "us," "our," "Bakkt" and like terms refer to Bakkt Holdings, Inc. and its subsidiaries. FORWARD-LOOKING STATEMENTS This presentation and accompanying oral presentation contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements include, but are not limited to, Bakkt's gu ...