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325 posts tagged with "Stablecoins"

Stablecoin projects and their role in crypto finance

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Q1 2026 Crypto Scorecard: The Quarter That Rewrote the Rulebook
·Dora Noda·8 min

Q1 2026 Crypto Scorecard: The Quarter That Rewrote the Rulebook

Bitcoin fell 24% in Q1 2026 — its worst quarter since 2018 — yet institutions poured $18.7B into spot ETFs while stablecoins hit a $316B ATH and RWA tokenization surged 300% YoY. A data-driven breakdown of crypto's most contradictory quarter.

Bitcoin
crypto
DeFi
stablecoins
+1
REV Replaces TVL: Why Protocol Revenue Is Now DeFi's Most Important Number
·Dora Noda·9 min

REV Replaces TVL: Why Protocol Revenue Is Now DeFi's Most Important Number

TVL has dominated DeFi rankings for five years, but Q1 2026's data makes the case for Real Economic Value (REV) — net protocol revenue after incentive costs — as the metric that actually separates sustainable protocols from liquidity subsidies.

DeFi
investment-research
RWA
stablecoins
+1
Stablecoins Enter the Boardroom: How Fortune 500 CFOs Quietly Turned Crypto Rails Into Corporate Strategy
·Dora Noda·9 min

Stablecoins Enter the Boardroom: How Fortune 500 CFOs Quietly Turned Crypto Rails Into Corporate Strategy

Stablecoin mentions in Fortune 500 earnings calls surged roughly 10x in 2025, as CFOs from logistics, manufacturing, and tech quietly shifted from pilots to production. Here's what's driving the boardroom pivot — and what comes next.

stablecoins
payments
institutional-investment
GENIUS Act
+1
The $318B Stablecoin Yield War: How an 'Activity-Based Rewards' Loophole Could Break Washington's Deadlock
·Dora Noda·9 min

The $318B Stablecoin Yield War: How an 'Activity-Based Rewards' Loophole Could Break Washington's Deadlock

The US stablecoin yield debate has deadlocked Congress: banks want a clean ban, crypto firms want 'activity-based rewards' carve-outs, and the White House's own economists say prohibition costs consumers $800M with minimal benefit to banks. Here's what it means for the $318B stablecoin market.

stablecoins
regulation
DeFi
compliance
The 90-Day Tariff Countdown: Three Scenarios for Bitcoin When the Trade Truce Expires July 8
·Dora Noda·10 min

The 90-Day Tariff Countdown: Three Scenarios for Bitcoin When the Trade Truce Expires July 8

Trump's 90-day tariff pause bought markets a reprieve until July 8, 2026. Three scenarios — soft landing, muddle-through, or trade war reignition — map to very different Bitcoin outcomes, and structural shifts in institutional ownership and stablecoin usage change how this cycle plays out.

Bitcoin
crypto
stablecoins
institutional-investment
+1
Toss's "Money 3.0" Gamble: How South Korea's Largest Fintech Is Betting Blockchain on 30 Million Users
·Dora Noda·9 min

Toss's "Money 3.0" Gamble: How South Korea's Largest Fintech Is Betting Blockchain on 30 Million Users

South Korea's dominant financial super-app Toss has filed 24 KRW stablecoin trademarks and is recruiting blockchain engineers as it prepares a 'Money 3.0' vision of programmable, borderless money — but a regulatory standoff and the ghost of Klaytn stand in the way.

stablecoins
fintech
blockchain
regulation
+1
TRON's Invisible Infrastructure: The Blockchain Powering 75% of All USDT Transactions Nobody Talks About
·Dora Noda·8 min

TRON's Invisible Infrastructure: The Blockchain Powering 75% of All USDT Transactions Nobody Talks About

TRON quietly processes over 75% of all global USDT transactions — $23.9 billion daily — at sub-cent fees, yet receives almost no positive press coverage. Here's what the data actually shows about crypto's most underreported payment infrastructure.

crypto
stablecoins
payments
infrastructure
+1
The GENIUS Act Compliance Countdown: How 100 Days Will Reshape the $308B Stablecoin Market
·Dora Noda·10 min

The GENIUS Act Compliance Countdown: How 100 Days Will Reshape the $308B Stablecoin Market

The GENIUS Act's July 18, 2026 rulemaking deadline puts the $308B stablecoin market on a six-month compliance clock. Here's what Circle, Tether, and Paxos must do to stay in the US market — and what it means for banks, DeFi, and global regulation.

stablecoins
regulation
compliance
DeFi
+1
Six Days That Could Reshape Crypto Forever: Inside the SEC's April 16 CLARITY Act Roundtable
·Dora Noda·9 min

Six Days That Could Reshape Crypto Forever: Inside the SEC's April 16 CLARITY Act Roundtable

The SEC's April 16 CLARITY Act roundtable arrives as the Senate returns from Easter recess, creating a narrow window for the US to resolve which agency governs the $2.36T crypto market and unlock $100B+ in waiting institutional capital.

regulation
compliance
digital-assets
institutional-investment
+1
Showing 127–135 of 325 posts
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