Crypto Pasakos

Exploring the digital frontier of finance | Deep dives into digital markets & investing insights | Navigating the future of money💰

[TechDev @TechDev_52]

Oh boy.

[Generation Infinity @Genfinity]

🚨 BREAKING: Quote Trade Goes Live on XDC Network

The AI-native Dark Pool DEX now supports XDC with native Circle-issued USDC settlement.

- No bridges, no wrapped assets
- Private orders, no front-running
- Zero platform fees, 1,500+ tokens
- Up to 5x leverage, long and short

Institutions, market makers, and AI agents get a private venue on XDC.

@Quote_Trade @XDCFoundation @circle

[Cointelegraph @Cointelegraph]

🔥 ADOPTION: Samsung says Samsung Wallet will add stablecoin support, bringing payments, rewards and digital assets into one service.

[Yuto 🇯🇵 @yutokanzakireal]

第589条は、あなたが想像するよりもはるかに頻繁に援用されるでしょう。

外国の借り手は、過去の承認が将来の資金調達を保証すると考えるべきではない。

日本を通じて借り換えを続けられると思っているすべての借り手への警告：

第589条は普遍的です。

[Cointelegraph @Cointelegraph]

🇨🇭 JUST IN: Swiss bank BancaStato launches regulated crypto trading via Sygnum, letting customers buy, sell, and hold Bitcoin, Ether, Litecoin, and Solana through its banking app.

[Whale Insider @WhaleInsider]

JUST IN: 🇷🇺 Russia passes major crypto bill, pending President Vladimir Putin’s signature before taking effect on Sept. 1.

[The Wolf Of All Streets @scottmelker]

CIRCLE $CRCL CEO JEREMY ALLAIRE SAYS GENIUS ACT WILL OPEN STABLECOIN INFRASTRUCTURE TO MAJOR BANKS, PAYMENT FIRMS AND PUBLIC COMPANIES, POTENTIALLY GROWING THE MARKET TO SEVERAL TRILLION DOLLARS

[Ondo Perps @OndoPerps]

The switch is about to be flipped.

Trading changes forever.

Tomorrow.

[Crypto Pasakos @cryptopasakos]

Xrp is not for retail.

[Stellar Rippler🚀 @Stellar_Rippler]

🚨🤯 Former Ripple Global Head Dilip Rao just CONFIRMED: XRP was NEVER meant for retail!

He straight-up said the shallow retail trading on exchanges “is NOT the use case we are pursuing.”

What they want is XRP as a financial asset for sophisticated institutions as a bridging mechanism.

And the killer line:

“As this transitions away from retail to institutions… that’s when the turning point will come.”

I’ve been warning everyone, they’ve been systematically shaking out the weak retail hands through price manipulation and FUD to clear the decks for institutions to accumulate.

Japan just showed they’re fully adopting the XRPL ecosystem protocols for yield(Doppler Finance) and privacy (@DNAOnChain) and not just XRP.

This is the moment they’ve been engineering.

Every single XRP will be treated like DIGITAL GOLD. 🪙💰

Real adoption starts NOW.

[Eric Balchunas @EricBalchunas]

"We process $4 quadrillion of settlements a year. There's no blockchain that can handle that.. so we're working with Canton, Stellar, a few others..." - Nadine Chakar, Head of DTCC Digital Assets on Trillions re their massive project to tokenize Wall Street w/ @isabelletanlee

[Cointelegraph @Cointelegraph]

⚡️ LATEST: Interactive Brokers has added 9 crypto listings and launched stablecoin withdrawals to external wallets using USDC, PYUSD and RLUSD.

[𝗕𝗮𝗻𝗸XRP @BankXRP]

🚨 JAPAN JUST FLIPPED THE SWITCH 🇯🇵

Crypto is now officially "financial assets" under Japanese law. Not payment tokens. Not a gray area. Real financial assets, regulated like securities.

New insider trading rules. Real disclosure requirements. Exchanges getting a serious upgrade.

[Depository Trust & Clearing Corporation @The_DTCC]

Today.

[SMQKE @SMQKEDQG]

‼️JUST IN: NEW IMF REPORT HIGHLIGHTS THE XRPL AS A PLATFORM FOR EURO STABLECOINS‼️

Published 6 hours ago.😏💨

“In addition, some banks appear interested in issuing stablecoins on PERMISSIONLESS blockchains, such as Société Générale's EUR denominated stablecoin ConVertible issued on Ethereum, Solana, Stellar, and the XRP Ledger.”✅

Documented.📝👇

[🥖Tokenicer✲⥃⬢ @Tokenicer]

🎯Things on $XDC have been looking great lately

In the first 13 days of July alone, we've seen:

• SBI XDC joint venture expand to Toppan partner
• SBI XDC x DSRV for Japan x South Korea DLT
• RWA TVL on XDC passes $1 Bil
• Stripe owned Bridge integrates XDC Network

And let's not forget all the institutional validators

The big names are catching onto the innovations that DLT can bring to global trade finance

And there's no better choice for that than XDC

[Cointelegraph @Cointelegraph]

🔥 LATEST: The Linux Foundation has launched the x402 Foundation to develop open payment standards for AI agents, APIs and applications.

Its 40 members include AWS, Google, Visa, Mastercard, Stripe, Coinbase, Ripple and Circle.

[Dom Kwok | EasyA @dom_kwok]

market cap does not apply to crypto.

in fact, i'd go as far as to say it's completely irrelevant.

i spent my undergrad @wharton studying valuation and later on wall street at @blackstone and @goldmansachs.

i've valued hundreds of assets across every major industry.

understandably, many of you have asked for my thoughts on why "market cap" does not matter.

so here's why:

1. stock vs crypto market caps (an apples to oranges comparison).

the most common mistake people make is comparing the market cap of a stock to that of a token. many people claim that X token can't reach Y market cap because it would be worth more than Apple or Nvidia - quelle horreur!

to understand why this is incorrect, it's important to note how market cap is measured differently for stocks vs crypto.

stock market cap = share price x no. shares outstanding

crypto market cap = token price x circulating supply

as you can see, you're measuring two entirely different things:

- stocks generate revenue, cash flow and represent ownership in an underlying company. a stock price is (typically) derived by discounting the company's future cash flows to find a present value.

- crypto (much like commodities) is valued by its utility, supply / demand, and how much it's being used on a particular blockchain network. utility tokens are not designed to be bought and held. they're designed to be used to pay gas fees for conducting transactions on a blockchain network.

therefore, comparing stock and crypto market caps inevitably yields non-sensical results. it's like arguing whether lionel messi or michael jordan are better athletes.

it's also why comparing the market cap of bitcoin to that of a company (ie walmart) makes no sense; bitcoin generates no revenue and has no physical value, yet its market cap greater than walmart's.

2. crypto market cap reflects the total monetary value of a digital network (ie blockchain).

unlike a company, tokens can't be valued by discounting future cash flows (most do not generate meaningful revenues). instead, their value (much like gold) comes from the market deciding what they're worth and their usage.

so as demand increases, price increases (often regardless of traditional fundamentals like revenue, EBITDA etc).

3. fixed supply vs non-fixed supply

fundamentals aside, crypto market dynamics (which more closely resemble those of commodity markets vs stocks) also make "market cap" is a misleading metric. given the absence of strict fundamentals, price is largely determined by supply and demand.

most importantly, but not limited to, two main reasons:

- crypto (much like commodities) has a (mostly) fixed supply. this means that following any sudden increase in demand, price will increase suddenly due to the fixed supply (also known as a supply shock).

- stocks, on the other hand, have a non-fixed supply. big run-ups in price are typically met with "secondary offerings", whereby companies issue more stock at the higher price to capitalise on the increased demand and raise money at better terms.

this is an important but subtle difference that means crypto market caps can balloon far beyond what would be considered realistic. anyone remember tulipmania, where one tulip became worth as much as a mansion in amsterdam?

4. market cap multiplier

perhaps the most nuanced point of all, and contrary to popular belief, reaching a market cap of $1 trillion does not actually require people to invest $1 trillion. in reality, the amount of fiat invested into the token is only a fraction of its market cap.

thanks to the multiplier effect, $1 of new capital invested could increase the market cap of the token by multiples of that number.

so while it might sound smart to bring up "market cap", it's a misnomer when it comes to crypto (or pretty much any new technology - see $SPCX and other AI companies!).

[CoinDesk @CoinDesk]

JUST IN: @Circle receives OCC approval for a national trust bank charter, placing $USDC infrastructure under direct federal oversight for the first time.

[Levi | Crypto Crusaders @LeviCryptoGuy]

💥 THIS IS HUGE!!

Senator Cynthia Lummis has just confirmed that the CLARITY ACT will pass, with strong support from Democrats!

IT IS NEAR THAN YOU THINK $XRP FAM!

[Depository Trust & Clearing Corporation @The_DTCC]

The shift from experimentation to production is underway. July 15 – the day tokenization moves closer to real-world production at scale.

Learn what’s next and why it matters: https://t.co/91YPSM4dku