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325 posts tagged with "Stablecoins"

Stablecoin projects and their role in crypto finance

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Stripe's 'AWS for Money': How Bridge, Privy, and a Federal Bank Charter Built the First Vertically Integrated Stablecoin Stack
·Dora Noda·10 min

Stripe's 'AWS for Money': How Bridge, Privy, and a Federal Bank Charter Built the First Vertically Integrated Stablecoin Stack

Stripe has assembled the world's first vertically integrated stablecoin developer platform — combining Bridge's $1.1B settlement infrastructure, Privy's 75M-account embedded wallet, and a conditional OCC federal bank charter into a single API stack. Here's what it means for developers in 2026.

Stripe
stablecoins
payment-infrastructure
AI agents
+1
$73M and 176 Million Transactions: How AI Agents Made Crypto Rails the Default Payment Layer
·Dora Noda·9 min

$73M and 176 Million Transactions: How AI Agents Made Crypto Rails the Default Payment Layer

AI agents settled $73M across 176 million transactions in twelve months — 98.6% in USDC, and 76% of payments below Visa's $0.30 fee floor. Here's why crypto rails won, why USDC dominance is both a strength and a risk, and how x402, MPP, AP2, and ACP are racing to own the $450B agent economy's payment layer.

AI agents
stablecoins
micropayments
payment-infrastructure
+1
Fasset's $51M Series B: The Stablecoin-Powered Islamic Neobank Quietly Moving $32B Across 50+ Emerging Market Corridors
·Dora Noda·7 min

Fasset's $51M Series B: The Stablecoin-Powered Islamic Neobank Quietly Moving $32B Across 50+ Emerging Market Corridors

Fasset's $51M Series B reveals where stablecoin adoption is actually accelerating: not in New York boardrooms, but across 50+ payment corridors in Asia, Africa, and the Middle East — where a Sharia-compliant neobank is processing $32B in annualized volume for 1,000+ SMEs and 2 million wallets.

stablecoins
payments
financial inclusion
neobank
+1
Tether's MiningOS Bet: How a $189B Stablecoin Giant Is Trying to Own Bitcoin's Mining Stack
·Dora Noda·9 min

Tether's MiningOS Bet: How a $189B Stablecoin Giant Is Trying to Own Bitcoin's Mining Stack

Tether's release of MiningOS under Apache 2.0 is the latest move in its quiet bid to control Bitcoin's full financial stack — from stablecoin issuance to mining infrastructure. Here's what MOS actually does, how it compares to Braiins and LuxOS, and why 'free and open-source' doesn't mean 'strategically neutral.'

Bitcoin
Tether
Mining
stablecoins
+1
Circle Bets $3 Billion That Owning the Rail Beats Riding Someone Else's
·Dora Noda·7 min

Circle Bets $3 Billion That Owning the Rail Beats Riding Someone Else's

Circle's $222M Arc token presale at a $3B valuation marks the company's pivot from stablecoin issuer to blockchain operator — combining USDC issuance with its own settlement rail and competing with Coinbase Base and Stripe Tempo for institutional on-chain finance.

stablecoins
institutional-investment
Layer-1
GENIUS Act
+1
The $5 Trillion Protocol War: Google UCP, x402, Stripe Tempo, and Circle Arc Racing to Become the Default AI Agent Payment Rail
·Dora Noda·9 min

The $5 Trillion Protocol War: Google UCP, x402, Stripe Tempo, and Circle Arc Racing to Become the Default AI Agent Payment Rail

Google UCP, Coinbase x402, Stripe Tempo, and Circle Arc are racing to become the default payment rail for AI agents in a $3-5 trillion agentic commerce market. An analysis of the four contenders and what's at stake.

AI agents
Web3 Payments
x402
stablecoins
+1
Coinbase's Quiet Revolution: How Derivatives and Subscriptions Are Remaking Crypto's Biggest Exchange
·Dora Noda·9 min

Coinbase's Quiet Revolution: How Derivatives and Subscriptions Are Remaking Crypto's Biggest Exchange

Coinbase's Q1 2026 earnings showed a 31% revenue drop on the surface, but underneath: derivatives volume surged 169%, global market share hit an all-time high 8.6%, and subscription revenue now accounts for 44% of net revenue — the clearest signal yet that crypto's biggest exchange is becoming infrastructure.

Coinbase
crypto
trading
stablecoins
+1
From Libra's Ashes: How Meta's Stablecoin Comeback Changes Everything
·Dora Noda·10 min

From Libra's Ashes: How Meta's Stablecoin Comeback Changes Everything

Meta launched USDC creator payouts in Colombia and the Philippines in April 2026, using Stripe's Bridge infrastructure — a compliance-first return to crypto payments four years after the Libra/Diem collapse. Four structural changes made this launch succeed where Libra failed.

stablecoins
payments
Meta
regulation
+1
Polymarket's Infrastructure Revolution: How CLOB v2 and pUSD Are Rebuilding the Prediction Market Stack
·Dora Noda·8 min

Polymarket's Infrastructure Revolution: How CLOB v2 and pUSD Are Rebuilding the Prediction Market Stack

Polymarket's April 28, 2026 CLOB v2 launch and pUSD migration replace ghost-fill-prone V1 architecture and Wormhole-bridged collateral with a rebuilt matching engine and a native Polygon stablecoin — a decisive infrastructure bet made under competitive pressure from Hyperliquid HIP-4's zero-fee structure and Kalshi's CFTC-licensed moat.

prediction markets
Hyperliquid
Polygon
infrastructure
+1
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