$BTC Interesting setup is developing, supply band above price is gone and demand band is showing up, looks like chasing bids are being added as price keeps consolidating.
A breakout week for tokenization.
Tokenized holders passed 1 million, a global custody bank moved toward 24/7 settlement, and regulators aligned across borders.
Latest news ↓
1️⃣ BNY moves toward 24/7 tokenized Treasury settlement
BNY, the world's largest custody bank, plans to support round-the-clock settlement for tokenized and conventional US Treasuries in 2027, with tokenized Treasury pilots on its private blockchain beginning by year-end.
https://t.co/xybjBuwuSD
2��⃣ Tokenized asset holders surpass 1 million
Tokenized asset holders grew by more than 200,000 in a single week, a roughly 20% jump past 1 million total, as onchain RWA value climbed to approximately $36.6 billion.
https://t.co/9ThCJ7TvHW
3️⃣ Samsung Wallet to add native stablecoin support
Samsung announced at Galaxy Unpacked 2026 that Samsung Wallet will add native stablecoin support, placing dollar-pegged digital currencies inside an app installed on hundreds of millions of Galaxy devices.
https://t.co/HuYYjeU7Ic
4️⃣ US and UK align on tokenized finance roadmap
The US and UK Treasuries released a 10-point roadmap coordinating oversight of tokenized assets and stablecoins across both markets, including a private sector group to test cross-border tokenization.
https://t.co/Yi7yp4QZ0i
5️⃣ Ondo's Oasis Pro Markets secures FINRA authorization for US tokenized securities
Ondo's SEC-registered broker-dealer subsidiary Oasis Pro Markets received authorization to offer tokenized equities and funds to US institutional and retail investors under SEC and FINRA oversight.
https://t.co/hOt61bQ79M
In 2026, there are a few narratives I’ll be fully locked in on because the momentum in these sectors is going to be massive.
• Prediction Markets
• Real World Assets (RWA)
• Perpetual DEXs
• Bitcoin DeFi (BTCFi)
• Meme Launchpads 2.0
These narratives are already shaping the market structure for 2026.
With crypto experiencing a recent pump, the only coin that have done little to no improvement at all is $SUI
This is why I sold my bags because I don’t see what they are building. If things continues to remain this way it will only get worse.
I hope the team get their head together and give the community something to believe in.
Will we ever see $sui at $1 again?
I wasnt gonna do it, but fuck it!!
$ZANSEM IS COMING! 🤫
Everyone who fwm knows i never fail to impress
Just stealth launched my own memecoin
10,000,000 will be equally distributed among first 999 to retweet and drop
$SOL wallets!
Ca - In 6 hours - 3 PM UTC
Aave DAO reached its first $1M in swap revenue since the Aave Will Win went live. This revenue stream brings transactional revenue streams into Aave besides AUM based fees.
More features to come to increase the surface with leverage tool, tx builder and V4 support in Aave Pro.
🚀 O2 Perp DEX is launching soon!
The next generation of AI-powered on-chain trading is about to go live.
⚡ AI-driven strategy execution
🔒 Full self-custody, no intermediaries
🌐 Lightning-fast perpetual trading
🤖 Built for both traders and AI agents
Smarter trading. Faster execution. True ownership.
#O2 #PerpDEX #AITrading #DeFi #Web3 #Crypto
Monday Pivot High. ✅
Textbook NY session sweep, exactly as outlined. We rejected my POI perfectly.
That said, we're now at a critical level. If $BTC fails to hold 64K, be prepared for a move back below 60K.
Stablecoins are evolving from a crypto asset into financial infrastructure, with @base already processing $19T in stablecoin volume this year.
Coinbase's latest launch shows the race is no longer about exchanges, but about owning the rails that move money globally.
Here's what's actually happening:
—
● Stablecoins Are Becoming the New Payment Rails
The most important shift is that crypto is no longer competing to own users, but to own the infrastructure that moves money.
Just as @Visa , @Mastercard , and SWIFT became foundational payment rails in traditional finance, Coinbase is positioning stablecoins as the next generation of global settlement infrastructure.
• ~$316B stablecoin market cap
• ~$28T annual stablecoin volume
• 1–5 day settlement -> seconds
• 24/7 global availability
The real opportunity is not issuing another stablecoin, but becoming the default rail businesses use to move value across the internet.
—
● The Real Product Isn't the Stablecoin
The market has already moved beyond speculation, with stablecoins processing tens of trillions in annual volume and increasingly serving real-world payment, treasury, and settlement use cases.
The challenge is that building stablecoin products still requires stitching together custody, compliance, banking, infrastructure, and fiat access across multiple providers and jurisdictions.
• ~$33T annualized stablecoin volume estimates
• $1.9T–$4T projected market size by 2030
• Multiple compliance and banking integrations
• Global regulatory and operational complexity
Coinbase's bet is that the winner will not be the company issuing the stablecoin, but the one providing the full-stack infrastructure layer behind it.
—
● Coinbase Is Building a Full-Stack Stablecoin Operating System
Rather than competing at a single layer, Coinbase is integrating the entire stablecoin stack from payment initiation to final settlement and custody.
• Layer 1: Payments Infrastructure
This layer enables businesses, developers, and AI agents to move money through a unified payments and compliance framework.
@Checkout@NiumGlobal@awscloud ( @bedrock AgentCore)
@x402pulse_com
Coinbase Onramp
ACH
Fedwire
SWIFT
SEPA
CDP CLI
AgentKit
Coinbase Payments APIs
@hyperbolic_labs@openmind_agi@Cloudflare
Coinbase Business
Coinbase Prime
• Layer 2: Stablecoins
This is the value layer where businesses can issue, transfer, and settle assets across multiple currencies and jurisdictions.
$USDC ( @circle )
$USDT ( @tether )
$PYUSD ( @PayPal / @Paxos)
$EURC ( Circle)
$AUDD ( @NovattiPayments )
$XSGD ( @StraitsX )
Custom Stablecoins (Coinbase Stablecoin-as-a-Service)
• Layer 3: Settlement
This is where transactions are finalized, with Base positioned as the primary settlement network inside the Coinbase ecosystem.
@base@ethereum@arbitrum@Optimism@0xPolygon@solana@Aptos@SuiNetwork@cctpto (Circle)
x402 Facilitator
• Layer 4: Custody
This layer provides the regulated storage, security, compliance, and institutional infrastructure required to operate at scale.
Coinbase Custody
Coinbase Prime
Custodial Wallets
Non-Custodial Wallets
Agentic Wallets
@BlackRock
$BTC ETF Issuers
$ETH ETF Issuers
Coinbase Business Accounts
Together, these four layers transform Coinbase from an exchange into a vertically integrated financial infrastructure provider for the stablecoin economy.
—
● The Real Bet Might Be x402, Not Base
Most people focused on Base, but USDC may be the larger moat because Coinbase controls distribution, infrastructure, and one of the largest pools of stablecoin liquidity in the market.
USDC -> Money
Base -> Settlement
Coinbase Payments -> Infrastructure
Together, these three layers create a reinforcing flywheel that becomes stronger as stablecoin adoption grows.
But the most interesting piece sits on top of that stack: x402.
x402 is Coinbase's payment standard built around the HTTP 402 "Payment Required" status code, allowing software and AI agents to transact directly across the internet.
• 160M+ agentic payments processed
• 480K+ agents transacting
• ~$50M+ payment volume
Today: Human -> Website -> Payment
Future: AI Agent -> API -> Payment
Instead of requesting a credit card to access data, compute, APIs, or reports, software can pay autonomously, turning payments into a native internet primitive for machine-to-machine commerce.
—
The strategy is simple:
Stablecoins -> Payments -> Base Settlement -> USDC Liquidity -> AI Agent Payments -> More Volume -> More Base Usage
This is why Coinbase is increasingly positioning itself as a payments company, not an exchange.
While CT focuses on TPS, TVL, and yields, Coinbase is building for cross-border payments, treasury management, merchant checkout, and AI commerce.
USDC as the money, Base as the settlement layer, x402 as the payment standard, and Coinbase Payments as the infrastructure connecting them all.
https://t.co/9Fkpk8yMCr
🚨 The 2026 Institutional Triforce is here! 🚨 ($LINK + DTCC + SWIFT)
🟩 @swiftcommunity payments framework starts this month. @chainlink connects Swift messaging to tokenized asset workflows as the abstraction layer.
🟩 @The_DTCC Collateral AppChain goes live Q4 with @chainlink CRE.
🚨 BREAKING
ANTHROPIC TO RELEASE AI THAT “HACKED” BITCOIN TOMORROW!
6 WEEKS AGO, CLAUDE MYTHOS CRACKED A 15-BIT PRIVATE KEY THAT POTENTIALLY GIVES ACCESS TO 6.9 MILLION BTC, WORTH OVER $430,000,000,000.
THIS IS NOT LOOKING GOOD FOR BITCOIN AND CRYPTO...