Evan Langsam

@AlanaDLevin same thought. I think this is net good news for them and makes the life of every other "new stablecoin" a whole lot harder.

BREAKING: company that makes money on treasury yields and faces constant questions around whether that take rate can persist FALLS nearly 20% on news that it may now have a regulatory moat that helps it keep the yield

the next neobank isn't built for you. it's built for your AI agent

@KatieAWheeler @OndoFinance @BlackRock Congrats Katie!

🙌🏼 Excited to share that I’ve been promoted to Managing Director, Global Partnerships at @OndoFinance. 👏🏼 The past 2.5 years at Ondo — and nearly four years in crypto since leaving @BlackRock — have been nothing short of incredible. What started as a bold bet on tokenization is now rapidly becoming reality. 🏦 Our second annual Ondo Summit last month felt like a true full-circle moment — sharing the stage with former BlackRock colleagues to discuss how onchain finance is reshaping global markets. 🙏🏼 Thank you to all of our partners building alongside us — we couldn’t do this without you. 💪🏼 I’m confident tokenization will define the next era of finance, and Ondo will continue leading the conversation. 🐂 I’ve never been more bullish — on tokenization or on Ondo.

Market weakness breeds opportunity. We are looking for talent to help us maximize it. DM if you are interested in talking about investing alongside us at @DCGco. linkedin.com/jobs/view/4369…

Congrats to @LunoGlobal for their collaboration on the launch of @ZARUniversal (ZARU) 👏 An institutional grade, fully Rand-backed stablecoin designed for real time payments and seamless cross-border trade

500k new customers. $50m in new capital. @AvivaFinanciera is on a tear. 🚀 @CIM_LLC just extended Aviva a $50m facility to scale microloans across Mexico’s 🇲🇽 underserved cities. At @DCGco we’ve doubled down on this team for a reason - they execute! bloomberg.com/news/articles/…

@aaronqfu @hugfink @rise_pay @DCGco 🚀🚀

Constantly blown away by @hugfink's blitz execution! @rise_pay continues to prove that stablecoins are gonna be the default infra for forward thinking enterprises to run global 🌎 payroll - congratulations on the $1bn milestone and for having @DCGco on this journey with y'all!

Huge congrats to @hugfink and the @rise_pay team on reaching $1B in payroll volume! As global work expands, Rise is leading the way in simplifying how companies pay teams across 190+ countries. Thrilled @DCGco gets to tag along the journey and back this world-class team 🚀

Big congrats to @sserrano44 and @RipioApp on the launch of wARS, a new Argentine peso stablecoin! Exciting to see more non-USD stablecoins emerging and no one better than Ripio to deliver this 💪

When I first started in the stablecoin space, explaining their value to U.S. friends & family was tricky. “We have Zelle, Venmo… why do we need this?” I’d say: "Yea but if I have Zelle and you use Venmo, how do I pay you? Maybe we both use cash app, but maybe not. Imagine if Gmail users could only email other Gmail users. Outlook only talks to Outlook. This seems weird and impractical but that’s today’s payment apps." Stablecoins change that with one universal, borderless protocol for money. Send, receive, and settle anywhere across the world, instantly.

Total stablecoin supply recently crossed $300B Treasury Sec Scott Bessent thinks its feasible for supply to reach $3.7T by 2030. That’s 15% of M2 with 65% YoY growth through the end of the decade. Why? ➡️GENIUS Act passed. ➡️Everyone (Banks, payments giants, FIs) is racing to launch and integrate stables. They’re now embedded in America’s financial backbone. ➡️Growth is decoupling from crypto cycles. No longer just trading fuel, now B2B/B2C payments, treasury ops, dollar store of value, etc. Non-crypto natives (both consumers and businesses) are simply doing more and fast ➡️and a whole lot more..... Something I’ve been thinking about: 99%+ of stablecoins are USD-backed today. What share will be non-USD backed by 2030? And what other currencies will lead the pack?👀

So much happening in the Stablecoin Cinematic Universe this week 📈 → Zelle integrating stablecoins for cross-border payments → Western Union launching a stablecoin (USDPT) to supercharge remittances & treasury operations → Mastercard's planned acquisition of Zero Hash for $2B → Coinbase x Citi partnership to unlock stablecoin payments and on/off ramps → Circle launches Arc public testnet Can't wait for next week.

What a week in Mexico City! 🇲🇽 Two days of powerful conversations on Stablecoins and AI at DCG House. Huge thanks to our speakers and partners @Bitso, @AvivaFinanciera, @ReapGlobal, @Nascent_VC, and @worldcoin. Take a peek at what happened at DCG House - the energy was unmatched. ¡Hasta la próxima! #MexicoTechWeek

Shoutout to Artemis for their latest stablecoin payments report: stablecoin.fyi A few key takeaways (that don’t surprise me one bit): -> Stablecoin payment volumes up 70% since Feb ‘25 -> Crypto card–linked volumes keep climbing -> B2B volumes are exploding After spending last week in CDMX for Mexico Tech Week, these highlights are unsurprising. They were some of the core topics discussed around stablecoins. On B2B: “Aggregate B2B stablecoin volumes among companies in the study have grown from < $100M/month in early 2023 to > $6B/month by mid-2025.” 👉I spoke with tons of financial services companies across Latm about stablecoins. While everyone mentions the $60B+ US–Mexico cross-border remittance opportunity, what stood out was how many are now focused on treasury management, vendor payments, and payroll. And these aren’t just crypto natives. There are incumbent PSPs, fintechs, even banks, all eager to figure out stablecoins fast. On cards: “Stablecoin-linked card payments have grown from ~$250M/month in early 2023 to > $1.5B/month by mid-2025.” 👉I expect this to grow massively. We’re watching crypto neobanks in Latam become the daily finance app for millions. For people living with volatile currencies, stablecoin wallets + DeFi yield are simply a better product than traditional banking. Next up is clearly more spending utility. As fintechs, merchants and consumers realize the scalability of this infrastructure and the improved economics for all, adoption will accelerate.