JasonSkkkkr

JUST IN: $30 BILLION CIRCLE JUST TOLD CNBC THAT THE GENIUS ACT WILL UNLOCK TRILLIONS FOR #BITCOIN AND CRYPTO “ONCE IT GOES INTO EFFECT, EVERY MAJOR BANK, CAPITAL MARKETS FIRM, AND ENTERPRISE WILL BUILD ON THIS INFRASTRUCTURE.” “ANALYSTS SEE THIS GOING FROM $1 TRILLION TO SEVERAL TRILLION DOLLARS IN THE COMING YEARS.” “TREAT IT AS DIGITAL CASH IN THE ECONOMIC SYSTEM.” THIS IS ONLY “THE VERY START.” YOU'VE BEEN WARNED. BEAR MARKET ABOUT TO BE OVER. THIS IS MASSIVELY BULLISH FOR BTC 🚀

🔥CIRCLE PRESIDENT: "CIRCLE IS PLAYING THE LONG GAME" Heath Tarbert addressed the stock falling from $260 to $62 saying Circle is building "full-stack internet platform infrastructure" and that "in the long run, the stock is going to take care of itself." When asked about a 140-company consortium launching a rival stablecoin OUSD, he said USDC's network effects are "incredibly hard to replicate.

Today, tokenization continues to move from discussion toward real-world market activity. Through live production use cases, DTCC is demonstrating how tokenized assets move through established market infrastructure. Follow along: brnw.ch/21x49lK

Today is a historic day for Circle, and I think symbolic of a much bigger evolution in the architecture of the emerging internet financial system. Circle has received final approval from the OCC to operate as a national trust bank. We have been granted a charter for First National Digital Currency Bank, NA. Over 10 years ago, as we were forging the concepts of Circle, we believed a new kind of national bank would ultimately be needed to issue full-reserve dollar digital currency. This was before USDC even existed. The vision was clear: a new base layer of money on the internet would be necessary, and for it to reach widespread use, it needed to operate under national banking supervision. Years later, after launching USDC and achieving strong product-market fit, I wrote that we sought a charter for a full-reserve digital currency bank. Then, through a half-decade of work with policymakers and regulators, we saw the GENIUS Act codify into federal banking law a framework for these safe, efficient, and technologically superior digital dollars. Launching and operating as Circle National Trust, we will offer custodial services for digital assets, including stablecoins and other tokenized assets, held to the highest standards afforded under Federal national trust bank supervision. As the GENIUS Act approaches full implementation in early 2027, we are now poised not only to be supervised by the OCC, as required by law, but to bring critical components of USDC's operation and reserves into this structure. This is all part of building a new fundamental money layer for the internet. A layer that can scale from an AI agent paying another AI agent in fractions of a second for fractions of a cent, to retail transactions, to investments, trading and lending, to the largest wholesale transactions between global systemically important institutions. All of this needs a form of money and regulated infrastructure that can support the entirety of this new internet-native economic system. A new architecture for money on the internet has arrived. It is now being hardened into an edifice the world can trust and build on. We are thrilled to be the first of a new cohort of firms establishing this kind of banking infrastructure. Jeremy

I’m very confident that $BTC is exactly at this point.

Adjusted Stablecoin Volume Hits Record $1.79T in June, Up 63% from May According to Visa Onchain Analytics, adjusted stablecoin transaction volume reached a record $1.79 trillion in June, up 63% from $1.10 trillion in May and surpassing the previous high of $1.78 trillion set in February. USDC accounted for about 67% of volume at $1.21 trillion, followed by USDT with $576 billion (32%). By network, Base ranked first with $565 billion, narrowly ahead of Ethereum at $562 billion, while Tron placed third.

@JamesMeng007 @TJ_Research 确实有，兄弟你tql

@TJ_Research 贝莱德与circle的协议确实是排他性的，以下是这个的原文以及Ai分析的“贝莱德出现在名单中的可能原因”

但凡有点常识，就知道不可能140家一起深度合作，宣传手段，OUSD是Stripe牵头的。 但凡行业和Circle有点了解的都不会简单的得出140家公司一起法币，Circle完了的结论，KOL何尝不是一群草台班子？ 我看到新闻第一反应，为何会有贝莱德，因为贝莱德和Circle的协议是不发任何竞争稳定币，换来帮Circle管理基金，那为何会出现在名单里？那名单的合作方式是什么？没听到有任何人提出质疑。 最后，不应该对Stripe进入稳定币有任何意外，作为支付巨头，有派发，有应用场景，的确是威胁。但稳定币的护城河从来不是发币本身，而是围绕币的生态

孙学第二部，2026今年下半年出版

以前上班的时候，公司有什么宣传活动，都会让很多大客户在朋友圈发海报打call，基本都会帮忙。 今天很多人被140+大公司的打call PR吓尿了。 1.Stripe的面子的确很大，各个机构打个call、发给推文的面子还是要给的； 2.如果一家金融、支付机构，连OUSD都支持，难道会不支持USDC吗？

如何才能获取一手英伟达的消息 英伟达每次消息的发布 都有孕育重大投资的机会 比如GLW康宁 早在5月初英伟达就已发布 并详细阐述了看好的逻辑 当时价格仅仅是170左右 你无需盯着任何推特博主 他们不会影响美股 你只需关注英伟达新闻编辑部 在AI大牛市持续演变的过程中 总龙头英伟达和教主黄仁勋 他们的所有动作都会被市场无限放大 我今天分享的，别人不会告诉你。

VC interest in robotics is surging Charts of the Week: a16z.news/p/charts-of-th…

“未来收益最好的一波人，就是在这个狗都嫌弃的时候，还在坚持买入的一波人” “垃圾一个，不如买比特币” 嗯？很多人以为我是在看空CRCL的价格 不不不，我可以说70+美元，不到200亿美元的市值极具性价比 甚至可以说，这里就是CRCL这轮“熊市周期”的底部 好好读一读上一篇的第二段 我真正看空的是什么？ 你的机会与时间成本 你的焦虑导致的持仓心态失衡进而影响已定的交易操作 美股我继续看牛，而比特币也快跌到了5万+ 这一波的美股只是正常的阶段性调整，而比特币一直看跌，也顺利跌至5万+ 人们都在心心念念等待着5-5.4万的精准抄底区，那么市场真会如你所愿？ 价格不一定顺利到达，保持这个可能性的概率思考 所以，我说比特币真跌到了5万，为什么按下买入的手会抖？ 一部分恐慌，更大一部分是激动啊激动... 尼玛的等了大半年终于快跌到了我想要的中长线抄底价格区 所以综合来看，CRCL无论是基本面还是技术面更跟随比特币的脚步而不是美股大势，这一波就能感受到 当比特币跌至长线5万+关键支撑区，而我认为5-5.8这个区域的每一个价格都有可能成为它这一波下跌的终点 那么，当下抄底CRCL确实是值得的，且从我的角度来说胜率还非常大 就算比特币再破下跌新低到达5万，CRCL再来一波50刀的价格，难道不够吸引你吗？ 然而，相比于CRCL，我更推荐PURR！ 因为时间成本，机会成本~ 如果你想在未来5年获取超20倍的收益率 那么 你只需要买入PURR，在恰当的时机卖出 然后， 再买入CRCL，等到它到达2000-5000亿美金市值 最后卖出！ 有人说，CRCL有50倍的收益，市值可能将达万亿美元 有可能，我也不反对，但这个概率大大小于我提到的可能性，且中途不确定性太多，谁说未来竞争者不会很快出现并很强大？ 所以，我真正看空的不是CRCL的价格 而是它可能在未来一两年处于50-140价格大区间震荡徘徊 你，有更优的选择 那就是PURR！ 当然，这仅仅只对于加密美股，而不是真正的美股AI超级周期主赛道 因为每一轮加密牛市，必然有一只更强于BTC的加密个股 上一轮，MSTR涨幅30倍+！ 所以，CRCL值得期待，但时机最重要！ 对于长线投资或定投者来说 现在及往后一年多，都是你长线定投最好的时机！ ㊗️大家投资愉快😉 #CRCL

今日crcl最低跌到了67u/股 市值跌破了170亿美金 btc跌到了最低58000 usdc的发行量目前跌到了738亿u 与峰值相比btc跌了53% usdc的发行量与峰值相比只跌了10% 但即使如此 crcl还是跟随btc的趋势一起大跌 一个月前crcl140u如今跌了50%到70u不足 有人说是因为usdc增发不及预期 其实对比btc的跌幅由于beta是-50% usdc是-10% 实际crcl的成长速度是满足40%的 而且这还只是半年数据 短期内并不指望btc能大涨 带动usdc发行量增发了 但不管是币安上美股还是hype交易量增长 其实都在拉动usdc增发 各种RWA 以及越南等稳定币支付也在加速稳定币渗透 币圈如果还有牛市 稳定币会很快继续保持增发 币圈如果没有牛市 稳定币可能慢一点但是稳稳增长也是可预期的 ARC这里的收入和增长还没有计入crcl的财报 AI货币支付方面也有进展 5 月 7 日亚马逊云联合 Coinbase、Stripe 推出 Bedrock AgentCore Payments 预览版 底层完全依托 USDC 协议 支持 AI 智能体自主支付算力 无需人工授权设置单笔预算交易时效风控围栏 6 月 1 日官方发布完整技术白皮书服务开放 美欧亚四大区域云节点 AI 智能体不触碰私钥 由 Coinbase 托管钱包完成 USDC 毫秒级结算 6 月 15 日行业数据显示 接入该体系的 AI 机器交易 70% 使用 USDC 完成结算 所以crcl还是一只AI概念股 随着btc可能继续新低 crcl短线依然有下跌可能 但这主要是情绪而不是crcl的价值面真的变了 我每天使用ai也在每天使用稳定币 如果稳定币未来是万亿美金以上发行量 crcl的未来没有理由不是万亿美金的企业 守着一堆美元拿国债稳定收益 妥妥的钱矿 可能还是会被骂 但会保持继续买入 坚定持有 耐心等待

这个网站统计了全球几千个城市的宜居数据，包括但不限于生活成本、气候、基建：饮食、租房、交通、温度、湿度，例子👇 国内城市还会统计大型商超、餐饮、医疗和交通基建数据：宜家家居、万达广场、万象城、星巴克、麦当劳、三甲医院、高铁站、机场 在规划未来的时候，北上广深杭并不一定适合所有人，我也会经常在这个网站上面了解X友们分享的城市，找找究竟适不适合，有无雷点 非常适合数字游民、规划未来发展的朋友们，从数据层面分析这个城市建设跟你的需求合不合 livabble.com

Can Bitcoin Escape the Fed Chair Transition Curse? As Powell’s term ends in May 2026, market attention shifts to Kevin Warsh’s transition. Historical data shows Bitcoin (bitcoin:native ) often declines after a new Fed Chair or term begins. 📍Read more: en.macromicro.me/spotlights/255…

AWS WAF AI traffic monetization is now generally available to help change that: protect, monetize, and scale your content for AI bot traffic to generate new revenue streams, with automated payment collection at the edge. 650+ bots detected. Zero code changes. go.aws/4xruI9j

机场再牛逼也不如自建，美西最好的自建VPS是搬瓦工（三网各自优化）、Dmit（三网优化），香港最好的自建VPS是Dmit（三网cn2gia）和狗妈（三网各自优化），日本最好的自建VPS是Dmit（三网cn2gia）和狗妈（三网各自优化）。一个实时监控VPS的网站：vpsing.de

《GENIUS法案》通過，「穩定幣第一股」Circle股價暴漲近34%，加密交易平台 Coinbase 升16%， Robinhood升超4%。Coinbase宣佈面向商業平台推出Coinbase Payments支付功能。 #富途牛牛 #穩定幣 #CRCL #COIN #GENIUS法案 #加密貨幣 #Stablecoin #Crypto