Austin

A new edition of In The Stables just dropped, and I think this might be the best edition yet. This week, we talk about how the supply of yield-bearing stablecoins has begun to decouple from the broader market, growing more than 15× faster over the past six months. Most major issuers follow an onchain “money market fund” model instead of separating their business into payments and yield assets. We also cover: >> Mastercard's partnership with SoFI >> Sui's new USDsui >> Developments within stablecoin payments development >> Onchain metrics Check out the newsleter here 👇 messari.io/report/in-the-…

What impact does the CLARITY Act bring to crypto? Join our exclusive webinar presented by @oztxn for a complete rundown of the CLARITY Act. You’ll examine the bill's regulatory context, get a briefing on its history, and learn where it stands today. This is one webinar you’re not going to want to miss.

New In The Stables just dropped! Read the full newsletter: messari.io/report/in-the-… This week’s edition covers: >> Stablecoin market cap up 0.63% WoW to $293.7B, led by USDS/PYUSD gains >> Transaction volume +6.3% WoW to $312.5B; daily tx +9.5% signaling retail return >> Net inflows surge 414% WoW to $1.7B amid rebounding issuance demand >> AllUnity launches MiCA CHF stablecoin; Meta eyes payments; Qivalis euro plans; Visa/Stripe cards go global By @ahbeaudry & @oztxn

@Solofunk @serotonin_hq @circle @vaneck_us @Figure @amandacassatt @ajbanon @elise_ransom @everett_io Congrats!

Excited to share I've joined @serotonin_hq as Director of Research! Financial infrastructure is moving onchain faster than ever. Serotonin's mission is to accelerate the adoption of breakthrough technologies, supporting institutions such as @circle, @vaneck_us, @Figure, and @WisdomTreeFunds, as well as emerging financial products from @daylightenergy, @m0, @SteakhouseFi, @DinariGlobal, @solsticefi, and others. After several years at @MessariCrypto, I'll be building a thesis-driven research function focused on the evolution of finance and the onchain products reshaping capital markets. Our first report examining the onchain financialization of private credit is underway. If you're building at the intersection of finance and crypto and want to explore how research can sharpen your positioning, @amandacassatt, @ajbanon, and I would love to connect.

1/ Strategy's CEO says the company is safe above $8K $BTC. Safe for whom? At that price, net debt repayment alone would strip away all of Strategy's BTC NAV and render common equity worthless. $8K isn't the number $MSTR shareholders should be watching 🧵

6/ For a deep dive into the bill and a detailed look at possible outcomes, check out the full Enterprise Report: messari.io/report/clarity…

5/ The window to pass the bill is shrinking. It still needs: - Senate Banking approval - Senate floor passage (60 votes) - House and Senate agreement on a final bill - Presidential signature Spring remains the best window, with odds decreasing after April as midterm election campaigns ramp up.

1/ I read 700 pages of legislative text so you don’t have to. My latest report on the CLARITY Act breaks down its history, key provisions, and potential outcomes. Here’s a quick primer…🧵

New In The Stables just dropped! Read the full newsletter: messari.io/report/in-the-… This week's edition covers: >> Net USD inflows into stablecoins fell 82.9% WoW to $249.9M, with February monthly flows flipping to -$4.4B in net outflows >> The number of stablecoin transactions fell 4.6% WoW, however, monthly growth remains high at 15.6% >> Bridge receives conditional OCC approval to establish a national trust bank for stablecoin issuance and digital asset custody >> South Korea ends a nine-year ban on corporate crypto trading, with stablecoin legislation in the pipeline >> Quantoz Payments becomes a principal Visa member, enabling stablecoin-backed debit cards across the EEA By @ahbeaudry & @oztxn

.@reserveprotocol's CMC20 Index provides diversified exposure to the top 20 cryptocurrencies in a single token Check out @oztxn’s new report to learn how the index works and what its early data shows so far.

New In The Stables just dropped! 📩 Read the full newsletter: messari.io/report/in-the-… This week’s edition covers: >> Stablecoin market cap down 0.48% WoW amid $1.37B in net USD outflows >> Transaction volume up 38.5% WoW, with larger average transfer sizes >> @0xPolygon acquires Coinme and Sequence to build stablecoin payments in-house >> JPMorgan plans native JPM Coin issuance on the @CantonNetwork >> Senate draft tightens restrictions on yield-bearing payment stablecoins ✍️ By @ahbeaudry & @oztxn

@tulipking @notthreadguy @macdegods @counterpartytv Congrats brother. Been a pleasure working with you

After four of the best years of my life at Messari, it's time for my next adventure with @notthreadguy, @macdegods, and the team @counterpartytv The CounterParty thesis is simple: Internet markets are up only forever, traditional media is too slow to cover them, everybody wants the most authentic content possible, and we have the right team to deliver it. We're going to keep hosting the smartest voices in these new markets. We're going to keep learning in public. We're always going to have skin in the game. And most importantly, we're all going to win together. PULL UP to stream because we're going to be televising the internet market revolution in real time🌷👑

Crypto won’t go mainstream until it pays like a card. 💳 Panel: “From Stablecoins to Payment Cards: Designing Architecture for Mass Adoption” With @RosuGrigore (@pisquared), @nlevine19 (@Visa), @tomerweller (@StellarOrg), @john3gan (@0xPolygon), @oztxn (@MessariCrypto) 📅 Nov 19, AdoptionCon 👉 RSVP: luma.com/adoptcon25