The Binary Holdings 🦏

After clocking ~30M txs/day, activating 75mn wallets and reaching 169mn users.. We’re excited to finally break the news - The Binary Network is an @avax L1. This is one giant step forward in our mission to onboard Web2 users onto Web3. Through Avalanche’s sub-second finality, we ensure loyalty points move at scale across millions of devices. Full details: thebinaryholdings.com/blog?id=75

@DefiantNews @aave @StaniKulechov Growth at that scale depends less on technology alone and more on alignment between stakeholders, use cases, and distribution.

🚨 ICYMI: New Podcast with @aave founder @StaniKulechov DeFi isn’t expanding fast enough. Aave wants to go from ~$50B to hundreds of billions — even $1T. But scaling isn’t just technical. It requires alignment. Watch the full episode 👇 youtube.com/watch?v=c-EMkq… open.spotify.com/episode/5GxMgy…

@Cointelegraph @rkbaggs @wooklee91000 @Edenaofficial When governments and legacy enterprises like MasterCard, engage, it tends to accelerate trust and adoption at scale.

Did you know that governments are tokenizing sovereign assets? @rkbaggs spoke with @wooklee91000, CEO and founder of @Edenaofficial, who are doing exactly that... #CHAINREACTION

@CoinSharesCo @Bitcoin @animocabrands @ysiu Beyond assets, the real differentiator will be infrastructure, how effectively it supports scale, usability, and real-world deployment.

“We believe altcoins are going to be collectively larger than @Bitcoin” @animocabrands’ Chairman of the board Yat Siu (@ysiu) on the future of crypto. From digital ownership to the rise of the “ownership economy”, he explains why: - Bitcoin = gold - Altcoins = the stock market - Web3 = infrastructure

@wintermute_t @EvgenyGaevoy @FortuneMagazine Technology adoption rarely follows the 'winner takes all' narrative people expect. Different infrastructure layers tend to emerge for different use cases, and the rollout happens gradually as real utility gets proven over time.

No blockchain has won yet Despite the narratives around Ethereum and Solana, our CEO @EvgenyGaevoy says no chain has the moat and a new blockchain with a new cohort of believers could still emerge More with @FortuneMagazine ↓

In many Asian markets, the smartphone is the primary gateway to the internet. This makes simple, accessible consumer apps essential. Telco apps already have what most platforms are trying to build. Scale. Distribution. Daily users.

One of the most overlooked ways to create new revenue streams might surprise you. Every day, users spend time engaging with your platform. TBH’s engagement infrastructure captures that attention and converts it into measurable economic activity. With a single integration, engagement stops being just a metric and becomes a new revenue stream.

@MilkRoad The path forward is collaboration—enterprises bring distribution, while crypto infrastructure brings capability. Together, that’s what unlocks real adoption.

Mastercard is set to acquire the stablecoin infrastructure company BVNK for $1.8B. This is a very big signal. BVNK is a picks-and-shovels play in the stablecoin world. They build enterprise-grade infrastructure - the onchain payment rails that let financial institutions move stablecoins, tokenized deposits, and tokenized assets without rebuilding their entire tech stack from scratch. Think of it this way: Mastercard doesn't want to become a crypto company. They want to stay Mastercard - and BVNK lets them do that while still plugging into onchain money movement across 130+ countries. This is the real shift happening in crypto right now. TradFi giants aren't building their own crypto rails. They're buying the companies that already built them. We saw it with Stripe acquiring Bridge last year. Now Mastercard and BVNK. The pattern: stablecoin infrastructure is becoming critical financial infrastructure, and the acquisition window is moving fast. Here's what this would mean if it closes: - BVNK's enterprise clients get Mastercard's global network overnight. - Institutions get onchain payment rails backed by a name every CFO already trusts. - Visa doesn't have a comparable deal, and now they're watching. - Crypto-native payment networks just lost a potential acquirer from the pool. This deal tells you everything about where big money thinks stablecoin infrastructure is headed.

The impact of stablecoins is often discussed at an institutional level, but their real significance may lie in how they serve the unbanked. Enabling users to earn through everyday digital interactions and redeem that value for real-world utilities can become a practical bridge into the formal financial system.

💡Stablecoins are rewiring finance, from institutions trading trillions to lifelines for the unbanked. Today, @rkbaggs was joined by @Tian_wei, CEO and co-founder of @StraitsX, to explore the transformation of payments and why it matters for you. #CHAINREACTION

Moments like this highlight an important shift — the future of crypto adoption will likely be shaped through legacy distribution channels. Banks already hold the trust, scale, and user base. Embedding onchain infrastructure within these systems is what transforms potential into real-world utility.

Today marks a new chapter for U.S. banking. The Cari Network, developed alongside five regional banks, is building a new platform to bring tokenized deposits onchain. Secure. Private. Within the regulatory perimeter. Powered by ZKsync’s Prividium.

Enterprises often hesitate to introduce new systems because the outcomes are uncertain and the operational effort is high. TBH’s engagement Infrastructure removes that uncertainty. Because the infrastructure operates on the existing user base within the app, enterprises activate engagement where users already spend their time. User engagement converts into measurable outcomes such as increased active users, stronger retention, and new revenue streams.

While user behavior has diversified across gaming, content, commerce, and digital services, many telco apps still operate primarily as service provider platform. Modern users engage across multiple digital environments. To remain relevant, enterprises must offer multi-layered engagement experiences that match these evolving behaviors. Telco apps already possess strong distribution power. What they need is the right infrastructure to activate users within the app. With TBH’s engagement infrastructure, enterprises can capture sustained user attention and transform it into new revenue streams. With a single integration, enterprises can reclaim a larger share of user attention.

Netflix relies on AWS for cloud infrastructure, while platforms like Shopify and Lyft rely on Stripe for payments. Integrating external infrastructure reduces development time, lowers operational complexity, and allows enterprises to focus on growth rather than system maintenance. The same logic now applies to engagement infrastructure. Our engagement infrastructure integrates within enterprise applications, driving growth without the pressure of development and operational cost. For example: National-scale enterprises like telcos do not need to build engagement infrastructure internally. The modern move is to activate it through TBH’s engagement infrastructure.

On one side are legacy services like telcos, operating at nationwide scale with millions of users. But creating new revenue streams for such large ecosystems usually requires significant operational effort. On the other side, these same users spend four or more hours on their mobile phones every day. Yet the telco app, captures only a few minutes of that time. Between massive reach and limited engagement share, a gap emerges. TBH closes this gap, allowing legacy services to optimize their existing customer base and generate new revenue opportunities without rebuilding their infrastructure.

User attention is easy to capture for a moment. Sustaining it over time requires structure. Long-term engagement emerges when users develop habits around the platform. TBH’s engagement infrastructure enables enterprises to build these habits by introducing incentive loops within the app ecosystem. Each interaction by a user creates an opportunity to earn rewards and redeem it within the ecosystem. This incentivization reinforces repeat participation over time. For enterprises, sustained attention produces long-term operational value. Higher engagement frequency increases daily and monthly active users, strengthens retention, and reduces churn.

As we move into the second week of March, the pieces of our 2026 strategy are falling into place. Here's a quick recap: ________________________ Links: Must Read: x.com/thebinaryhldgs… Founder’s Take: linkedin.com/posts/manitpar…

@LeonWaidmann Mass adoption happens when all this complexity runs in the background and users just see 'payment sent.' The best infrastructure is invisible, people don't need to understand the stack to benefit from it.

You send a stablecoin payment. It settles in seconds. Simple, right? Not even close. Behind every stablecoin transaction sits a full payment stack most people never see 👇 From the bottom up: 🔹 Fiat base: USD, EUR, JPY. Real money backing real tokens. 🔹 Issuers: Tether, Circle, Ripple mint and maintain stablecoin supply against those reserves. 🔹 Liquidity: Market makers like Keyrock ensure there's always depth to trade against. 🔹 Custody + Compliance: Fireblocks, Utila, Chainalysis secure assets and keep everything within regulatory bounds. 🔹 Networks: Ethereum and Solana actually settle the transactions onchain. 🔹 Wallets / DeFi: Privy handles key management so users don't need to think about private keys. 🔹 Ramps: TransFi connects the onchain world back to local bank accounts. Every layer depends on the one below it. Remove one and the whole thing breaks. This is why stablecoins aren't just "crypto dollars." They're the front end of an entirely new global payment infrastructure. Faster than SWIFT. Cheaper than card networks. Available 24/7. Programmable by default. Stablecoins are not the innovation. The stack powering them is. 📈

@therollupco Banks and telecommunications providers already manage platforms with millions of users. As digital expectations evolve, upgrading infrastructure becomes less of a strategic choice and more of an operational necessity.

Every major bank and asset manager in New York will have a formal Ethereum strategy within two years. Not because they believe in decentralization. Because the operational cost savings are too large to ignore. Vivek Raman just gave the cleanest articulation of the Neo Finance value proposition to institutions.

@brian_armstrong @BlackRock Traditional players like BlackRock matter more for the distribution, they bring millions of traditional consumers who trust them. Same principle applies to telcos, banks, and platforms across emerging markets. Access through familiar channels beats building from scratch.

Congrats to @BlackRock on the launch of their ETH staking ETP, ETHB. We’re making crypto more accessible through familiar, trusted platforms. Wider access = more opportunity.

Technical progress is necessary, but adoption rarely follows technology alone. Distribution is what translates capability into real usage. When infrastructure becomes accessible through products people already use, that’s when networks move from ecosystem growth to true mass participation.

Ethereum is the #1 chain in terms of application TVL, stablecoin supply, and tokenized RWA market cap. Now the network is catching up also in terms of performance. The cost to transact on Ethereum is at an all-time low, while the onchain activity is at an all-time high.