Market Size Projection - JPMorgan 认为到 2028 年稳定币市场达到 2 trillion 美元（2万亿）的预测“有点过于乐观”[1] - JPMorgan 预计未来几年稳定币市场更有可能增长两到三倍，而不是从目前的 260 billion 美元（2600亿）规模增长数倍[1] Key Constraint - JPMorgan 指出，不发达的基础设施是稳定币市场增长的关键制约因素[1]

Stablecoin Exploration - Consumer companies, retailers, platforms, and tech firms are exploring launching their own stablecoins due to the GENIUS Act signing [1] Risks and Considerations - Launching a stablecoin is not like launching a new app; it's infrastructure [1] - Getting stablecoin implementation wrong has real consequences [1]

So, the Democratic National Committee has a review in the works to try to figure out what exactly went wrong in the 2024 election, but it's raising some questions about what it's reportedly not looking into. Six people briefed on the review's progress told the New York Times it is expected to mostly steer clear of digging into whether former President Joe Biden should have run for reelection, whether he should have dropped out of the race earlier, and whether Kla Harris was the right replacement. To quote t ...

Investment Strategy - Long-term success requires prioritizing essential needs before pursuing desires [1] - Investment should focus on infrastructure, food security, energy security, and defense [1] Macroeconomic Perspective - The pyramid of needs concept applies to nations, highlighting the importance of basic necessities [1]

Solana's silent infrastructure play materializing fast:• DeFi Development Corp stacked 47,272 SOL todayTotal holdings: 690,420 SOL ($102.7M)• RWAs hit ATH $418M (+150% in 90 days)53,000+ users tokenizing real assets• Q2 network revenue: $271M3rd consecutive quarter leading all L1s/L2s• $90M bridged in from other chains last week$40M+ from Ethereum aloneThe smart money isn't chasing pumps anymore ...

Industry Vision - The future of crypto is infrastructure that is seamless and unnoticeable [1] - Focus should be on building applications rather than new blockchains [1]

And um I had received a letter from the Iran Iranian foreign minister saying that they had taken protective measures already. They did not get into details uh into what that meant but clearly that was the implicit uh meaning of that. So we can um imagine that this material is is is there. So um for for for that to confirm for the um the the whole situation um to evaluate we need to return.When you look at the VA alba the um reconstruction of of the infrastructure is is is not impossible. First, there has be ...