XRP is quickly becoming the star of cryptocurrency’s exchange-traded fund boom. Spot ETFs backed by the fourth-largest crypto have pulled in $898 million since their blockbuster launch in November, SoSoValue data shows. That is triple Solana products’ $270 million in the same time frame. Meanwhile, Bitcoin ETFs saw $2.6 billion in selloffs, while Ethereum ETFs shed $691 million, DefiLlama data shows. “The ETF boom will continue,” Bitwise Asset Management executive Katherine Dowling told DL News. “It is ...

Market Trend - Vitalik Buterin proposes a trustless gas futures market to hedge Ethereum fees [1] Debate - The proposal sparks debate over feasibility [1]

Core Insights - Argentina's central bank is considering regulations that would allow traditional banks to offer trading and custody services for cryptocurrencies, marking a significant shift in the country's crypto landscape [1][2] - The potential approval of these regulations could occur around April 2026, indicating a near-term change in the regulatory environment for crypto in Argentina [2] - The demand for cryptocurrencies in Argentina has surged due to high inflation and currency controls, with Argentines being six times more likely to use crypto daily compared to the average Latin American resident [3] Regulatory Developments - The proposed regulations aim to integrate crypto activities into the formal financial system, allowing banks to handle cryptocurrencies directly [1][2] - Analysts suggest that regulated banks could provide clearer disclosures and compliance checks, making digital assets more appealing as standard investment options [4] Market Context - The crypto demand in Argentina is driven by the need for stability amid economic challenges, with digital assets serving as a parallel store of value for many households [3] - The recent Libra meme coin scandal has raised concerns about the political promotion of speculative tokens, impacting confidence in the crypto market [5][6] Historical Events - The Libra token scandal, which occurred in February 2025, involved President Javier Milei endorsing the token, leading to a rapid price increase followed by a significant collapse, highlighting the risks associated with speculative crypto investments [6][7]

Binance co-founder Changpeng “CZ” Zhao agreed on Sunday with Strategy Inc. (NASDAQ:MSTR) Chair Michael Saylor’s argument that U.S. Bitcoin (CRYPTO: BTC) stockpiling would force its adversaries to purchase the leading cryptocurrency at significantly higher prices.Saylor Pushed For US Dominance In ‘Digital Gold Rush’Saylor’s remarks from the DC Blockchain Summit 2025 in July drew parallels to the 1849 California Gold Rush and extended it to “digital gold,” or Bitcoin.“We should just go grab the digital gold. ...

Core Insights - The debate surrounding the POL price is intensifying as analysts consider the potential of a "stablecoin supercycle" to revitalize Polygon's market performance [1][2] - The success of this supercycle may hinge on the speed and extent of global institutions issuing tokenized money in the coming years [2] Group 1: Stablecoin Supercycle - The "stablecoin supercycle" is gaining traction, with forecasts indicating over 100,000 stablecoins will be issued by 2030 from various entities including banks and governments [3] - This trend signifies a transition from speculative cryptocurrency to infrastructure-level digital currency [3] Group 2: Drivers of Adoption - Key drivers include banks aiming to prevent capital flight, corporations seeking closed-loop currencies, and nations looking to strengthen their monetary systems through tokenization [4] - Consumer applications are also motivated to create internal digital currencies to avoid card-network fees [4] Group 3: Monetary Control and Market Fragmentation - The narrative around stablecoins is evolving; they are seen as enhancing monetary control rather than undermining it, as evidenced by the increased global demand for USD stablecoins [5] - The emergence of numerous tokens due to competition is leading to market fragmentation, necessitating neutral settlement layers [5] Group 4: Polygon's Position - Polygon is well-positioned with ultra-low fees (under $0.002), scalable throughput, and integrations with major platforms like Visa and Shopify, processing 3 million transactions daily and holding over $1.24 billion in stablecoin supply [6] - If the supercycle materializes, Polygon could become a key infrastructure for tokenized money [6] Group 5: Real-World Payment Flows - Polygon has established itself as a backbone for real-world payment flows, processing $4.3 billion in Q2 2025 and commanding 32% of global USDC P2P transfers [7] - The addition of approximately $700 million in new Total Value Locked (TVL) this year indicates robust growth [7] - The anticipated AggLayer could unify liquidity across chains, positioning Polygon as a settlement mesh for interoperable stablecoins [7]

Core Insights - The Asia-Pacific region is a highly competitive market for global cryptocurrency firms, with recent developments indicating an escalation in competition [1][2] - Robinhood's acquisition of two regulated Indonesian financial companies marks its first significant entry into Southeast Asia [3][5] - Binance has secured a full set of operational licenses from Abu Dhabi's Financial Services Regulatory Authority, becoming the first exchange to operate under comprehensive regulatory supervision in the emirate [2][8] Robinhood's Expansion - Robinhood has entered into agreements to acquire PT Buana Capital Sekuritas and PT Pedagang Aset Kripto, gaining access to Indonesia's dynamic retail trading market [3][4] - The acquisition allows Robinhood to service existing customers while expanding its product offerings to include U.S. equities and crypto trading [4][5] - This move signifies Robinhood's intention to compete with regional exchanges like Tokocrypto and Indodax [5] Binance's Regulatory Achievement - Binance has achieved a regulatory milestone by obtaining a full suite of licenses from the FSRA of Abu Dhabi Global Market, enabling it to operate a complete digital asset ecosystem [6][8] - The licenses include authorization for a regulated exchange, a clearing and custody entity, and a broker-dealer platform [8] - This positions Abu Dhabi as a potential new hub for closely supervised crypto activities [8]

We recently published December Disappointments: 10 Big Names Troubled Early. American Bitcoin Corp (NASDAQ:ABTC) is one of the worst performers of last week. American Bitcoin nosedived by 47.4 percent week-on-week, as investors sold off positions following the expiration of a lockup period, while presidential son and co-founder Eric Trump pointed to profit-taking as having dragged down its share price. “Our pre-merger private placement shares unlocked—these early investors are freely available to cash in o ...

Group 1 - The core conflict between the U.S. and China regarding cryptocurrency stems from differing financial strategies, with the U.S. viewing it as a means to address its national debt crisis, while China aims to protect its citizens from potential financial losses [1][9] - The emergence of Bitcoin in 2008 coincided with significant changes in global finance, particularly the end of Swiss banking secrecy, which led wealthy individuals to seek new ways to hide their assets, with Bitcoin's anonymity fulfilling this need [3][5] - The 2018 implementation of global anti-money laundering treaties increased scrutiny on financial transactions, driving illicit activities towards cryptocurrencies, which became a preferred method for money laundering due to their decentralized nature [5][9] Group 2 - The U.S. government has actively promoted cryptocurrency as a solution to its $36 trillion national debt, with regulations like the GENIUS Act requiring stablecoins to be backed by U.S. dollars or short-term U.S. Treasury bonds, effectively channeling speculative funds into U.S. debt [5][7] - During Trump's administration, the acceptance of cryptocurrencies was further legitimized, leading to significant investments in U.S. Treasury bonds by stablecoin issuers like Tether, which now holds nearly $120 billion in U.S. debt [7] - China's crackdown on cryptocurrency is driven by two main principles: maintaining the credibility of the RMB without reliance on speculative assets and protecting ordinary citizens from financial losses associated with cryptocurrency investments [9][11] Group 3 - The collapse of major cryptocurrency exchanges like FTX in 2022 highlighted the risks associated with the sector, leading to significant financial losses for millions of investors and reinforcing China's regulatory stance [9][11] - Hong Kong's introduction of a stablecoin regulatory framework aims to facilitate cross-border transactions while minimizing risks, showcasing China's strategic approach to digital currency innovation [11] - The differing approaches to cryptocurrency between the U.S. and China reflect a fundamental divide between prioritizing financial security and short-term speculative gains [11]

As a Dubai enjoyoor, I came across ADI recently and was very impressed with their track record:They power the settlement infrastructure for the official UAE's dirham-backed stablecoin on ADI chain and are set to tokenize a part of Abu Dhabi's real estate sector.Partnered with them to bring some awareness to this and excited to see them cook, outside of the projects mentioned, they have 50+ more government and enterprise projects lined up from 20+ countries worldwideADI Chain (@ADIChain_):ADI Chain Mainnet a ...

🇦🇪 JUST IN: Binance secures full suite of licenses from Abu Dhabi's FSRA, becoming the first digital asset trading platform to achieve this milestone under ADGM. https://t.co/89yC76rlpy ...