이승희

skymaky

[Nico Cabrera @NicoCabrera92]

🚨 Hoy ha pasado algo que casi nadie está explicando bien, y conviene que lo entiendas porque dice mucho de hacia dónde va esto.

Se ha lanzado Open USD (OUSD), una nueva stablecoin. Pero lo importante no es "otra stablecoin más"... es QUIÉN está detrás.

Más de 140 empresas que normalmente se pelean a muerte entre sí, juntas en el mismo proyecto: Visa, Mastercard, American Express, BlackRock, Google, Samsung, Stripe, Coinbase... y sí, Ripple también.

¿Y por qué se juntan todos? Aquí está la jugada, y es brillante.

Hasta ahora el negocio de las stablecoins funcionaba así: tú le das tu dinero a Circle (los de USDC), ellos emiten el token, y con TU dinero compran deuda de EEUU y se quedan ellos casi todo el rendimiento. Dinero gratis para el emisor.

OUSD le da la vuelta a la tortilla: el rendimiento se reparte entre las empresas que participan. La stablecoin deja de ser el negocio y pasa a ser solo la tubería. Un estándar compartido en vez de un emisor que se lo queda todo.

¿Y a quién le sienta esto como una patada? A Circle.
Hoy mismo sus acciones cayeron casi un 16%.
Ni Circle, ni Tether, ni PayPal están invitados a la fiesta. Normal.

Y ahora fíjate en quién dirige esto, porque lo explica TODO. El CEO de Open Standard (la empresa detrás de OUSD) es Zach Abrams, cofundador de Bridge. ¿Y qué es Bridge? La infraestructura de stablecoins que Stripe compró por 1.100 millones de dólares en 2024.

O sea: esto es, en el fondo, una jugada del ecosistema Stripe.
Por eso de entrada OUSD NO sale en todas partes. Sale nativo en Solana desde el día uno (donde Bridge ya tiene toda la fontanería montada y rodada) y en Tempo, que es la propia blockchain de pagos de Stripe.

No es casualidad ni ideología: lanzan donde el equipo fundador ya tiene la infraestructura funcionando.

¿Y las demás cadenas? Aquí te aviso, porque he visto a medios soltar alegremente "sale en Solana, Stellar, Base y Polygon".

Cuidado: eso NO lo ha confirmado Open Standard. Lo único sólido es Solana + Tempo el día uno. El resto es especulación de periodistas mirando qué cadenas están entre los socios.

No te lo creas hasta que salga la documentación técnica.
Y la cosa no estará del todo operativa hasta más adelante en 2026 — no hay fecha firme todavía.

Ahora, la pregunta que de verdad importa para nosotros: ¿qué pinta Ripple ahí?

Y aquí te voy a ser sincero, sin venderte humo: Ripple está en la lista de socios, pero eso NO significa que OUSD vaya a funcionar sobre la XRP Ledger.
La XRPL es, como mucho, un riel más entre varios posibles.
Y el centro técnico de todo esto no es la XRPL... es Bridge + Tempo, o sea, Stripe. Ripple está en la periferia estratégica, no en el núcleo.
Ripple está jugando a estar sentada en TODAS las mesas que importan.
Es estrategia de cobertura: "yo me pongo en todos los raíles posibles y ya veremos cuáles ganan". Inteligente, pero hay que llamarlo por su nombre.

Y ojo al detalle que nadie te va a decir, porque no vende: aunque OUSD acabara corriendo sobre la XRPL, las transacciones ahí cuestan fracciones de céntimo. Eso quemaría un goteo ridículo de XRP.
Que la red se use NO significa automáticamente que el token suba.
Lo llevo diciendo tiempo: una cosa es la utilidad de la red, otra muy distinta que ese valor llegue al token.
Resumen para que te lo lleves claro:
✅ Bueno para Ripple como empresa/infraestructura (está en la mesa de los grandes).
⚠️ Neutro para el precio de XRP a corto (el mecanismo que conecta uso → precio sigue siendo flojo).
💥 Muy malo para Circle (le acaban de montar una coalición en contra).
🏗️ Y en el fondo, esto huele a Stripe: su CEO viene de Bridge, sale en su cadena Tempo, y el núcleo técnico es suyo.

Esto va de raíles, no de tokens. Y el que entienda esa diferencia, va a leer este mercado mucho mejor que el que solo mira el precio.

¿Qué opináis? ¿Ripple cubriéndose las espaldas o tiene una carta que aún no enseña? 👇

[SMQKE @SMQKEDQG]

Major digital asset deadlines and milestones stacking up for July 2026:

July 1, 2026 - California DFAL Effective Date

July 1, 2026 - EU MiCA Transitional Period Ends

July 1, 2026 - Australia AUSTRAC Travel Rule Effective

July 2026 - DTCC ISO 20022 Early Adoption & Production Testing

July 2026 - DTCC Tokenization Initial Trades

July 2026 - CLARITY Act Senate Floor Consideration / Vote

Busy month ahead😶‍🌫️

[Ripple @Ripple]

Stablecoins are transforming how value moves, and interoperability is the key to institutional scale.

We're proud to join Open USD as a day-one integration partner, reinforcing Ripple's commitment to open, multichain infrastructure that supports institutional adoption across the digital asset ecosystem.

[SMQKE @SMQKEDQG]

Hedera, Ripple, Cardano, XDC.✅

“Trusted by Institutions Shaping MiCA Compliance.”🏦

Documented.📝👇

[X Finance Bull @Xfinancebull]

Yes, the $XRP price is going down. But the spot ETFs keep outperforming everything.

On June 26, XRP led the entire US crypto spot ETF board with $15.63M in single-day net inflows.

Look at the gap.

SOL pulled $1.99M.
HYPE $1.82M.
LINK just $133K.
DOGE, AVAX, HBAR, and others sat flat at zero.
ETH bled -$12.85M.
Bitcoin hemorrhaged -$444.51M.

XRP brought in roughly 7.9x more than SOL and 8.6x more than HYPE.

Now here's the kicker.

XRP did this with only 5 ETFs. Bitcoin has 13. Ethereum has 10. And both posted outflows while XRP topped the list.

So when you feel uneasy about the red candles, look here instead.

Fewer products, more demand, number one on the board.

Watch the flows, not the fear.

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

THIS IS RAY DALIO, ONE OF THE BEST INVESTORS IN THE WORLD

5 MONTHS AGO, HE INVESTED AROUND $438 MILLION IN MICRON $MU STOCK

NOW HIS STAKE IS WORTH OVER $1,790,000,000 BILLION DOLLARS

THIS IS THE BEST INVESTMENT IN HISTORY!!

[Ripple @Ripple]

We're proud to announce that Ripple USD ($RLUSD) is now officially available in Japan, following approval from the Japan Financial Services Agency (JFSA): https://t.co/ChkYMQ6kxW

Through our partnership with SBI Group and @sbivc_official, $RLUSD will be accessible to both institutional and retail users via the VCTRADE platform, serving as a bridge for payments, tokenization, and collateral management.

With $1.7 billion in market cap and a 10-year relationship with SBI, this is a significant milestone in advancing regulated stablecoin adoption across Asia.

[STEPH IS CRYPTO @Steph_iscrypto]

🚨DAVID SCHWARTZ:

"There is no way to create more $XRP because the code simply doesn't exist."

SUPPLY IS 100% FIXED.

[Eleanor Terrett @EleanorTerrett]

🚨🗞️NEW: Crypto PACs Target Maryland, New York Primaries as Clarity Act Faces Critical Week Ahead of July 4 Recess

Pro-crypto candidates face off in key primaries Tuesday as senators push to make progress on the Clarity Act before leaving DC on Thursday.

https://t.co/tazMSqw0D2

[Anlık Haber Analiz @Anlik_Analiz]

ABD'nin Arizona eyaletinde aşırı sıcaklardan arabaların kaputu şişti asfalt ve plastik'ler eridi!

[SMQKE @SMQKEDQG]

XRP is positioned to power liquidity on mBridge.🌐

As you can see in the official demo video for Project mBridge, central bank participants maintain an “mCBDC wallet.”😶‍🌫️

mCBDC = multi-CBDC 🔑

This mCBDC wallet represents wholesale CBDCs that are transferred between central banks. 🏦

A few examples of wholesale CBDCs used within mBridge are even revealed in the video: e-CNY (China), e-HKD (Hong Kong), e-THB (Thailand), e-AED (UAE).

Project mBridge needs liquidity pools to convert one country’s digital currency into another.☝️

Someone has to fund those pools and maintain them. 🙇‍♂️

Every new digital currency pair is a new corridor that needs funding. 💯

Ripple’s On-Demand Liquidity (XRP) is positioned as one the best platforms for that liquidity layer. 🎯

The documents below show exactly how Ripple can facilitate mCBDC transactions for Project mBridge:

“The second way to maintain the liquidity pool is by bringing the m-CBDC bridge on Ripple’s On Demand Liquidity Platform.”✅

This places XRP directly within the CBDC framework used by BRICS nations.🔒

Documented below.📝👇

[𝓐𝓶𝓮𝓵𝓲𝓮 @_Crypto_Barbie]

‼️ JUST IN: RIPPLE CHANGED THEIR BIO FROM „WE‘RE BUILDING THE INTERNET OF VALUE“ TO „WE‘RE ENABLING THE INTERNET OF VALUE“ 🛜💎

IS THE ACTIVATION OF ripple:native FOR USE IMMINENT? 👀

[ヒロクライム🐼 @tannokasa9]

楽しそうですね😹😹😹

[Cointelegraph @Cointelegraph]

🔥 LATEST: Ripple acquired a stake in Flutterwave, valuing the African fintech firm at $3.3B.

[Eleanor Terrett @EleanorTerrett]

🚨NEW: Some color on Wednesday’s meeting between law enforcement groups, administration officials and Congressional members and staff on the Clarity Act:

📌 The meeting was hosted by @patrickjwitt and the White House Crypto Council in the Eisenhower Executive Office Building. Around 20 attendees were present, including @GOPMajorityWhip and @DavidSacks who delivered opening remarks before departing. Also in attendance were officials from @USTreasury, @FinCENnews, Senate staff and @DAGToddBlanche office.

📌 On the law enforcement side, attendees included the Fraternal Order of Police (@GLFOP), National Association of Police Organizations (@NAPOpolice), International Association of Chiefs of Police (@TheIACP), the National District Attorneys Association (@ndaajustice), and the National Association of Assistant U.S. Attorneys (@WeAreNAAUSA). The National Sheriffs’ Association (@NationalSheriff) was invited but did not attend.

📌 Sources tell me the meeting consisted of almost 90 minutes of substantive discussion and debate, much of it focused on the Blockchain Regulatory Certainty Act (BRCA).

📌 Potential solutions to strengthen crypto crime reporting and enforcement tools were also discussed as lawmakers and stakeholders continue working to build support for the legislation.

Ultimately, these groups will need to signal to Democratic senators like @CortezMasto and @MarkWarner that they are not opposed to the bill’s parameters, including the BRCA, to secure their votes on the floor.

[Eleanor Terrett @EleanorTerrett]

👀Spotted: Clarity Act-themed foam fingers sponsored by @Ripple at tonight’s Congressional Baseball Game @NationalsPark.

[Ripple @Ripple]

More than 2 billion people worldwide lack access to safe water at home.💧 Addressing the global water crisis requires collective action.

We're proud to join @Water in support of Get Blue, a campaign helping expand access to safe water for communities around the world.

Find out how @Water is using $RLUSD to make a greater impact where it's needed most. https://t.co/wvcF2ws5QN

[SMQKE @SMQKEDQG]

Bitcoin and Ethereum fall OUTSIDE THE SYSTEM.🔻

Meanwhile, XRP falls WITHIN THE SYSTEM.✅

This is why they fear XRP.😶‍🌫️

And this is why you hold this digital asset.🎯

As an irreplaceable component of 🌐the future financial system.

Despite their size, BTC and ETH are not designed to replace major components of the financial system.🙇‍♂️

XRP, on the other hand, was designed to solve some of the financial system’s biggest inefficiencies.💯

Documented below.📝👇

[🇬🇧 ChartNerd 📊 @ChartNerdTA]

Probably nothing..

25 banks are going live with SWIFT in June 2026 to define account-account cross-border transactions.

Ripple has connections to more than 30 of the existing 50 bank members in the coalition, alongside direct SWIFT connectivity via Thunes, FIDES & RT ✅️ $XRP

[daoland589 @stoneiland]

2026년 2월 27일.
DTCC가 조용히 문서 하나를 발송했다.

수신: 전체 참가자.
내용: 신규 참가자 목록 변경.

세 줄짜리 표 안에
Hidden Road Partners CIV US LLC
PERS 0443 HRFI
First Trade Date: March 02, 2026.

이게 전부다.
화려한 발표 없었다.
프레스 릴리즈 없었다.
트위터 이벤트 없었다.

그냥 명단에 이름이 올라갔다.

근데 그 명단이
월가 전체 후선 업무가 돌아가는
NSCC 디렉토리다.

같은 시기.
DTCC는 멀티체인 전략을 공식화했다.

Canton — 기관용 프라이빗 레일.
Stellar — 퍼블릭 레일.
Chainlink — 두 레일을 잇는 오케스트레이션 레이어.

그리고 NSCC 명단 안에
방금 이름을 올린 회사가 있다.

레일이 깔렸다.
명단이 채워졌다.
다음은 돈이 흐르는 일만 남았다.