Jay🍊🌙

1 dragon 1 orange🍊 1 contrabass 1 guitar 1 "thanh xuân vibe"

[Jay🍊🌙 @Jaytran179]

It brings custody of USDC's $73.2B in reserves in-house, under direct federal oversight. Ripple, BitGo, Paxos, Fidelity Digital Assets and https://t.co/BxNYzdxuZZ are chasing the same charter — stablecoins are becoming as regulated as the banks they bypassed.

[Jay🍊🌙 @Jaytran179]

Every $1 of USDC is backed by $1 in reserves — cash and short-term T-bills, redeemable 1:1. Newcomers should ask: who actually holds that dollar? Until Friday, the answer was just 'some bank' — often a commercial one.

[Jay🍊🌙 @Jaytran179]

That's how USDC depegged in 2023, when reserve-holder Silicon Valley Bank collapsed. Now Circle has OCC approval for its own federally chartered trust bank, Circle National Trust — custody and fiduciary services only, no deposits, no loans.

[Jay🍊🌙 @Jaytran179]

The real catalyst sat in Seoul: Kospi +4%, SK Hynix priced a $26.5B share sale, yen +0.6%, dollar's third straight losing week.

Turns out the market that never sleeps takes its cues from Korean memory chips, not war headlines. Bitcoin: still not about bitcoin.

[Jay🍊🌙 @Jaytran179]

$BTC shrugged off an oil shock, a bond selloff, and two rounds of US strikes on Iran this week. Closed near $64k, +4.2% on the week.

Zero credit to crypto itself. No ETF inflows of size, no protocol news, no exchange failure.

[Jay🍊🌙 @Jaytran179]

@CVAgentlauncher ALERT: @CVAGENTLAUNCHER ACCOUNT HAS BEEN HACKED BY BANE PROJECT. CVAGENTLAUNCHER IS NOT RELATED TO BANE.
CAREFULLY WITH THEM,GUYS

[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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[Jay🍊🌙 @Jaytran179]

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