As institutional interest in stablecoins grows, our CEO @ethanyish explored Visa's on-chain analytics, retail stablecoin trends, & tokenized deposit challenges on @TokenizedPod Thanks to @cuysheffield & @nlevine19 for the great discussion!

Check out our updated dashboard in partnership with @AlliumLabs to track stablecoin activity including retail-sized transaction volume.

1/ There has been a lot of discussion lately about the potential use case of stablecoins for retail payments at merchants. Given every stablecoin transaction is publicly visible today, what does the onchain data show?

Historic day for the stablecoin ecosystem and payments innovation. Can’t wait to see what the future brings as stablecoins become integrated into the global financial system.

Today marks a milestone in payments history. I’m glad to see the U.S. bring regulatory clarity to stablecoins with the passage of the GENIUS Act. These guardrails will open paths for adoption and usher in the next age of programmable digital money.

Stripe broke the internet when they spent $1.1bn for Bridge 💸 But this was a small part of a bigger master plan 🧠 In this Exclusive @TokenizedPod Interview, President of @stripe, @gaybrick takes us behind the scenes... 🧵 Here are some of his best quotes: ✍️ - On Stablecoins “We're almost shocked by how performant stablecoins are. Who knew money could work this way?” - On the acquisition of Bridge: "Bridge is helping entrepreneurs solve problems that are otherwise completely intractable. They are antibiotics in the late 1920s - actual newly discovered lifesavers." - On the Acquisition of Privy “We think privy can really sort of be a coefficient, if not sort of an exponent, on the growth rates of stablecoin application development” - On Banks “Looking a few years out, if you're not tokenizing your balances as a bank, think you're really at risk of losing some of your deposits” - On Fragmentation in the Stablecoin Ecosystem “I’m picturing in my mind ‘Stripe sessions 2030’. Slide one, here's the 200 payment methods we accept, and slide two, here's the 200 stable coins we accept. And I think that's a word we don't want to be” *** Timestamps: 00:00 Introduction 02:28 Problems with traditional fiat payment systems and inefficiencies 04:36 Stablecoins as programmable dollars in an open ecosystem 07:24 Stripe's acquisition of Bridge 09:39 Stablecoin financial accounts expanding to over 100 countries 11:15 Visa cards for spending stablecoin balances in 12 markets 16:20 Role of non-custodial wallets in stablecoin adoption 18:56 Companies like Walmart and Amazon issuing their own stablecoins 21:37 Programmability of stablecoins and future of on-chain disputes 26:47 Risk management and compliance in stablecoin adoption *** 👉𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳!

Stripe broke the internet when they spent $1.1bn for Bridge. But this was a small part of a bigger master plan. In this Exclusive @TokenizedPod Interview, President of @Stripe Will Gaybrick takes us behind the scenes... 🧵

How close are stablecoins to mainstream adoption? 🚀 @rubail breaks down three factors needed to accelerate the future of programmable money.

What if Tokenized deposits ARE the off ramp

🚨 Ep. 39 of @TokenizedPod: Why Banks Are Launching Crypto Products @cuysheffield is joined by: ➡️ @olijharris, Founder & CEO @Arda_Global – former MD of Digital Assets @GoldmanSachs ➡️ @haonan, Co-Founder & CEO @codex_pbc ➡️ @rajparekh_, Head of Stablecoins/Payments @monad_xyz, Co-Founder @portal_hq To discuss: 💳 Monad Foundation acquires Portal for stablecoin payments 🥊 Competition among blockchains in stablecoin adoption 🛠️ Vertical integration in blockchain foundations 🪙 Concentration of stablecoin supply on Ethereum, Tron, Solana 👛 Embedded wallets and orchestration in crypto 💸 BBVA launches Bitcoin and Ether trading for retail 🏦 Bank of England considers stablecoins for wholesale payments *** Timestamps: 00:00 Introduction 02:12 Monad Foundation acquires Portal for stablecoin payments 04:25 Competition among blockchains in stablecoin adoption 06:35 Vertical integration in blockchain foundations 11:26 Concentration of stablecoin supply on Ethereum, Tron, Solana 14:47 Embedded wallets and orchestration in crypto 17:40 BBVA launches Bitcoin and Ether trading for retail 22:02 Crypto-backed lending market and bank involvement 28:23 Bank of England considers stablecoins for wholesale payments 31:26 Future of non-dollar backed stablecoins and on-chain FX *** 👉𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳! 👈