Seems like a replay of the Zelle vs. Venmo wars.
JPMorgan is playing it smart by acting faster this time—expanding its reach across all avenues to ensure it isn't sidelined by the next wave of stablecoin disruptors.
@AltcoinsFrance Peut être qu’un jour on finira avec une collection d’entreprises proposant des services « gratuits » et « souverain » qui suffiront pour faire tourner le pays. On les ferait tourner via des taxes et impôts.
On limiterait la concurrence et on appellerait ça…. 🤔 « communisme».
🚨🇪🇺 L’UE VEUT SORTIR DE VISA & MASTERCARD
L’Union européenne annonce le lancement d’une infrastructure de paiements numériques 100 % européenne, destinée à remplacer Visa / Mastercard ainsi que Apple Pay / Google Pay.
👉 Zéro frais annoncés
👉 Contrôle européen intégral
👉 Objectif : souveraineté des paiements, réduction de la dépendance aux acteurs américains
Ce projet s’inscrit clairement dans la stratégie UE de souveraineté financière et technologique, en parallèle des travaux sur l’euro numérique.
Christopher Nolan est daltonien, il ne perçoit donc ni le rouge ni le vert.
C'est pourquoi ses films privilégient donc les tons sourds, les palettes bleu-gris et les ombres profondes.
Privacy for what, you dumbass? To encrypt the dog's hat?
We must tokenize all the world's assets, immediately. That's the clear next step.
The future is clear.
@santiagoroel Great article, thanks @santiagoroel .
I especially agree with the distribution part.
One question for you :
Don’t you think the valuation model of a permissionless L1 should take into account the real GDP circulating on the chain EVEN IF it doesn’t generate a lot fees ?
Crypto got everything it wanted - ETFs, adoption, legitimacy - and prices are still down.
We valued casino flow like recurring software revenue.
“Dear LPs, we outperformed ETH… and still lost 80% of the fund.”
Full post:
open.substack.com/pub/obviously/…
Yesterday vibe coding I attempted to build a @avax cross-chain swap using @NEARProtocol intents stack as the coordination layer while all funds stay on avalanche and settle cross-chain.
But damn I still have difficulties trying to add the NEAR intent hub and AVAX escrow.
I wanna give big props to @lifiprotocol for their amazing docs and solutions.
Is someone building something similar?
Ironic everyone is going all in on privacy meanwhile Avalanche has been winning deals with the largest institutions and enterprises in the world because we’ve offered privacy for years.
Larps, zoom out
Corporate adoption is accelerating:
- Western Union launching stablecoin on @solana
- Citi rolling out custody services in 2026
- JPYC launched first yen stablecoin
- IBM launching crypto platform with @dfnsHQ
- Oracle launching asset tokenization platform
- @Securitize going public at $1B+ valuation
We're about to see unprecedented B2B FOMO 🤯
Japan’s $2T payments giant TIS is launching an Avalanche-based platform--built with @AvaCloud and designed to enable issuance & settlement of stablecoins, tokenized deposits & digital assets.
The platform will serve banks, corporates & public institutions, positioning TIS as a key player in Japan’s transition toward programmable finance & real-time digital payments.
The underlying @avax L1 is tailored to Japan’s Payment Services Act requirements, including compliance, permissioning & interoperability with banks & financial institutions.
The initiative reflects Japan’s growing regulatory & market momentum around stablecoins & tokenized assets, following the launch of JPYC, the country’s first regulated yen-backed stablecoin supported by bank deposits & government bonds, also powered by Avalanche.
coindesk.com/business/2025/…
@EricForgy@mert I've been thinking about L1 coins valuations.
I think it could be a formula with several factors :
1) the amount of value the network secures
2) velocity of this exchanged value
3) Network revenue
Do you identify others ?
I've been thinking about valuations for native tokens recently and haven't been able to come up with a framework. What is the fundamental rationale for SOL at $103B market cap? I can imagine protocols running on Solana worth that much, but that doesn't mean SOL should be worth that.
everyone in stablecoin land is exploring private payments. we talked to the teams. my list on the high-level technical requirements of an MVP
- 1000+ TPS
- amount hidden
- no new trust assumptions, i.e. correctness must remain verifiable onchain