CryptoSignalUK

Researching institutional crypto infrastructure & tokenization. No hype, not financial advice either, just signals.

[CryptoSignalUK @CryptoSignalUK]

🇺🇸 US M2 just printed another record!

That has usually been good for crypto. It has not been a guarantee though.

@KobeissiLetter:

July M2 +$102.8B to $23.22T.

27th straight monthly rise. +$863B since Jan. Now $1.43T above the March 2022 peak.

History in short:

2020-21 M2 exploded and $BTC ripped. 2022 M2 tightened and crypto got wrecked.

Late 2025 into 2026 M2 kept growing while bitcoin sold off hard. The old chart broke for a stretch.

Liquidity still matters. So do real rates and the dollar.

More dollars in the system is the backdrop crypto wants.

It is not a buy alarm on its own.

Not financial advice.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply surged +$102.8 billion in July, to a record $23.22 trillion.

This marks the 27th consecutive monthly increase.

Since the start of 2026, M2 has now risen +$862.7 billion.

Furthermore, money supply now stands $1.43 trillion above the March 2022 peak.

Since 2000, money in circulation has grown at an average annual rate of +6.3%, or ~$700 billion a year.

US money creation is expanding at a rapid pace.

[CryptoSignalUK @CryptoSignalUK]

canton-network:native | Onchain sovereign repo settles on Canton in under 10 minutes

@Tradeweb,Virtu Financial and M1X Global completed a fully onchain repo using USDM1, a Marshall Islands sovereign digital bond backed 1:1 by short-dated US Treasuries. Securities delivery, cash and repurchase settled atomically on @CantonNetwork with no prime-broker middleman.

That is tokenized debt used as live institutional collateral, not a pilot issuance.

One bilateral trade does not make a market, but it is production repo settlement on the same network DTCC is using for tokenized Treasuries.

(Educational - not financial advice)

Source: Tradeweb

https://t.co/wU1E0Jo0BW

[CryptoSignalUK @CryptoSignalUK]

base:0x833589fcd6edb6e08f4c7c32d4f71b54bda02913 on the Chelsea shirt. That’s a new one.

@ChelseaFC just named @circle Principal Partner and Official Front-of-Shirt Partner for 2026/27 Men’s, women’s and academy.

A regulated digital dollar sitting on a Premier League kit next season.

On-chain money just got a much bigger audience!

[Chelsea FC @ChelseaFC]

NEW FRONT OF SHIRT. 💙

Welcome to Chelsea, @USDC by @Circle. 🤝

From 2026/27, Circle becomes our new Principal Partner and Official Front-of-Shirt Partner across the men’s, women’s and academy teams.

Bringing together the global game and the future of finance.

[CryptoSignalUK @CryptoSignalUK]

ripple:native | 🇺🇸 SEC clears Evernorth, S-4 is effective. That is not a Nasdaq listing yet.

A lot of posts are saying the SEC approved @evernorthxrp to list on @Nasdaq as $XRPN. That is not what happened.

The @SECGov declared the Form S-4 effective. That lets Armada send the proxy and hold the shareholder vote on 30 Sept.

Listing only happens if that vote passes and the merger closes.

Still a real step. Just not the listing(yet!)

Exciting none the less!

(Educational - not financial advice)

Source: https://t.co/mz0NgdjS9V

[CryptoSignalUK @CryptoSignalUK]

🚨Market update | Quiet green session🟩

Last 24-48h performance (approx):

ripple:native -> +1.4%
stellar:native -> +0.9%
canton-network:native -> -3%
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 -> +1-2%
hyperliquid:native -> +2.5-3%
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca -> +1.8%
hedera-hashgraph:native -> +0.5-1%
bitcoin:native -> +1.3%
ethereum:native -> +0.5-1.5%

BTC ETFs still pulling inflows (another +$240M day, multi-day streak intact).

HYPE and SOL showing relative strength while CC lags.

Modest broad bid with infrastructure names mixed, no clear risk-off shift yet.

Not financial advice.

[CryptoSignalUK @CryptoSignalUK]

🚨Update since Friday:

Price performance (approx):

$XRP → +45% to +50%
$ETH → +30%
$BTC → +22%
$XLM → +25%
$LINK → +23%
$HBAR → +21%
$CC → +20% to +24%

On-chain: XRPL activity remains elevated with strong transaction spikes and higher successful tx counts in recent sessions. Trading volume also hit multi-month highs.

ETF flows (latest weekly data):

BTC → ~$1.92B inflows
ETH → ~$697M
XRP → ~$40M

Institutional and on-chain signals still aligning while price leads.

Not financial advice.

[CryptoSignalUK @CryptoSignalUK]

@KuwlShow Explained it here as well 👇🏻👇🏻

[CryptoSignalUK @CryptoSignalUK]

Calling ripple:native a scam or “just a cheap gas token” while real assets are moving onto the ledger is short-sighted.

Most current XRPL activity (Dubai real estate, tokenized gold, Ravn Robotics, Australia Project Acacia, RLUSD, Ripple Prime DTCC involvement) will mainly generates tiny fees.

Yes, those burns are negligible for supply or price right now.

XRP’s price is still primarily driven by retail sentiment and ETF flows.

But if tokenization continues to scale on the XRPL, those assets need liquidity to move. High speed and payment splitting help, but they don’t remove the need for depth.

One XRP cannot be in two places at the same time - concurrent large flows still require available inventory.

That’s when higher XRP price starts mattering again for efficiency, the same dynamic as the classic bridge-asset thesis.

So while it’s mostly gas today, the direction of travel (more real assets living and trading on one fast ledger) is what can turn it into meaningful liquidity demand over time.

Dismissing it as “just gas” or a scam ignores where this is heading.

But I appreciate your take and I think more debate on these type of topics are needed.

It's was an interesting watch!

@TheNode_Network @xrpmickle

Not financial advice.

[CryptoSignalUK @CryptoSignalUK]

This. 3–5 seconds is settlement speed, not how long that $XRP is free to do the next job.

1 $XRP cannot be in two places at the same time.

AMM inventory, collateral, corridor float and DEX depth all occupy units while another transfer is waiting.

That is why available supply and occupancy matter more than theoretical velocity.

[CryptoSignalUK @CryptoSignalUK]

🚨BIG move by US banks 🇺🇸 - Most calling the BankChain Alliance bad for crypto.

I see it differently :

39 state banking associations are building their own network for tokenized deposits, regulated stablecoins and smart payments.

Target is 2027. They want it interoperable with other networks.

This isn’t panic. It’s banks admitting on-chain money is coming and trying to control a piece of it.

They’ve been testing this stuff for years. The difference now is the scale.

More regulated money on-chain is still more money on-chain.

That grows the overall market. These networks will still need interoperability and settlement layers.

That helps $LINK. It also fits the multi-network setup that keeps $XRP and $CC relevant.

Not financial advice.

[Coin Bureau @coinbureau]

JUST IN: 39 U.S. state banking associations are joining forces to build a nationwide, bank-run blockchain network.

The “BankChain Alliance” is targeting a 2027 launch and will support regulated stablecoins, tokenized deposits and smart payments.

The industry-owned network will represent thousands of banks and be interoperable with other networks.

[CryptoSignalUK @CryptoSignalUK]

stellar:native | Franklin Templeton brings tokenized US government fund to Asia via HashKey 🇺🇸 🇭🇰

Franklin Templeton is extending its tokenized US government money market fund to Asia through Hong Kong-licensed HashKey Exchange, which listed the OnChain US Government Liquidity Fund on its Earn channel.

@FTDA_US built the fund on public-chain rails including @StellarOrg , making it one of the longest-running tokenized money market products.

The tie-up gives professional investors in the region a regulated onramp to onchain Treasuries, as tokenized real-world assets become one of crypto's fastest-growing segments.

(Educational - not financial advice)

Source:
https://t.co/h3qE50ueFp

[CryptoSignalUK @CryptoSignalUK]

CLARITY Act 🇺🇸 | Stand With Crypto endorses 32 pro-CLARITY Act lawmakers for 2026 midterms

@coinbase -backed Stand With Crypto has endorsed 32 House incumbents seeking reelection this November, all of whom voted for the Digital Asset Market Clarity Act when the House passed it in July 2025.

Senate endorsements are due closer to the Nov. 3 election.

The CLARITY Act would split digital-asset oversight between the SEC and CFTC and set rules for exchanges.

By tying endorsements to that specific voting record rather than party, the crypto lobby is making regulatory stance a measurable election issue, and the bill's fate in the next Congress depends heavily on who returns.

(Educational - not financial advice)

Sources:

https://t.co/BajCSJsxJ9

[CryptoSignalUK @CryptoSignalUK]

🚨 ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed just hit $2.07B in supply-
+30% in the last 30 days as 🇺🇸 U.S. authorities freeze large amounts of solana:Es9vMFrzaCERmJfrF4H2FYD4KCoNkY11McCe8BenwNYB

The split is now roughly 54% on Ethereum and 46% on XRPL.

Meanwhile solana:Es9vMFrzaCERmJfrF4H2FYD4KCoNkY11McCe8BenwNYB sits at ~$183B.

The difference is scale, but the direction matters.

U.S. authorities have repeatedly frozen large amounts of USDT tied to Iranian networks and IRGC-linked activity.

That creates real compliance risk for the largest stablecoin.

ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed is still tiny in comparison, but it is regulated, growing fast, and sitting on both XRPL and Ethereum.

If institutions keep prioritising cleaner rails, the gap will not stay this wide forever.

Not financial advice.

[CryptoSignalUK @CryptoSignalUK]

ethereum:native | RWA deposits triple to $7.4B as DeFi activity cools

Real-world asset deposits on decentralized lending and trading platforms hit $7.4 billion in Q2 2026, more than triple the $2.3 billion a year earlier, according to a CoinShares report built with Token Terminal data. Spot volume in tokenized assets jumped about 220% over the same period, while overall decentralized exchange activity fell roughly 70%.

The split matters: tokenization kept growing even as the wider DeFi market shrank about 15% in total deposits. Nearly 70% of deployed RWA collateral sat in Ethereum-based lending markets. CoinShares argues the trend looks structural rather than cyclical, though the data alone does not prove tokenized assets have detached from crypto's broader cycles.

(Educational - not financial advice)

Source: https://t.co/er9ZfXW4If

[CryptoSignalUK @CryptoSignalUK]

🚨Update since Friday:

Price performance (approx):

$XRP → +45% to +50%
$ETH → +30%
$BTC → +22%
$XLM → +25%
$LINK → +23%
$HBAR → +21%
$CC → +20% to +24%

On-chain: XRPL activity remains elevated with strong transaction spikes and higher successful tx counts in recent sessions. Trading volume also hit multi-month highs.

ETF flows (latest weekly data):

BTC → ~$1.92B inflows
ETH → ~$697M
XRP → ~$40M

Institutional and on-chain signals still aligning while price leads.

Not financial advice.

[CryptoSignalUK @CryptoSignalUK]

ripple:native is leading almost the entire market right now!🚨

Last 24–48h performance:

$XRP → +16% to +19% (top large-cap performer)
$CRV → +17% to +18%
$XLM → +8% to +11%
$BTC → +7% to +8.5%
$LINK → +7% to +9%
$HYPE → +3% to +7%
$ETH → +4.5% to +5%
$ONDO → +5% to +6%
$HBAR → +4% to +6%
$CC → roughly flat to -2%

Apart from a couple of small memes, almost nothing meaningful has outpaced XRP in this move.

When the market starts moving with real size, infrastructure names tend to show up first.

Not financial advice!

@MichaelXBT @MoonLamboio @ChartNerdTA @CasiTrades

[CryptoSignalUK @CryptoSignalUK]

ripple:native | SBI Holdings deepens Ripple ties with $1B valued Fasset bet 🇯🇵

Japan's SBI Holdings, @Ripple's longest-standing partner in Asia, has made an additional investment in UAE-based stablecoin payments firm Fasset, leading a round that values the company at $1
billion.

The deal builds on @sbigroup 's May 2026 strategic stake and is expected to make Fasset an equity-method affiliate once its Series C warrant exercise closes.

Fasset runs stablecoin-based remittance, payments and investment rails across Asia, the Middle East and Africa, with wallets in over 100 countries.

SBI and Fasset are also in talks to launch a digital bank in Malaysia and share the tokens Fasset issues, while SBI Remit has already signed on for next-generation cross-border settlement.

The move extends Ripple-adjacent infrastructure deeper into regulated payments corridors as institutional stablecoin adoption accelerates.

(Educational - not financial advice)

Sources:
https://t.co/0mnlUqBu8Y

[CryptoSignalUK @CryptoSignalUK]

canton-network:native | Canton Network tapped for three-state US benefits pilot 🇺🇸

@digitalasset , the firm behind the @CantonNetwork, and former US House Speaker Paul Ryan's American Idea Foundation announced a pilot to run state-administered benefits on Canton across three US states.

The RISE program is slated to launch in Q1 2027, pending federal approval, and would consolidate several benefits into one or two monthly payments with built-in spending rules for categories such as food, child care and cash.

Canton has so far made its name in institutional finance, including tokenized US Treasury settlement between Franklin Templeton and Virtu.

A public-benefits pilot extends the network's permissioned model into government administration, letting agencies track payments and compliance while keeping sensitive data access-controlled.

(Educational - not financial advice)

Sources:

https://t.co/tsWext3Tvr

[CryptoSignalUK @CryptoSignalUK]

bitcoin:native / ethereum:native | Spot Bitcoin and Ether ETFs just logged their strongest week since October

US spot Bitcoin and Ether ETFs pulled in $2.61 billion across the five sessions through Aug. 21, their best combined week since October 2025, per SoSoValue data cited by The Block.

Bitcoin funds drove about 73% of the total, with BlackRock's IBIT taking in $239 million on the final day alone, nearly 78% of that session's inflows.

The reversal is sharp: the prior week saw $389.7 million leave Bitcoin ETFs. A swing of that size in two weeks points to institutions re-engaging after the summer lull, with BlackRock absorbing the lion's share of new demand.

(Educational - not financial advice)

Source: The Block - https://t.co/Z0G2c9BPGJ

[CryptoSignalUK @CryptoSignalUK]

ripple:native | Goldman Sachs reclaims top spot as largest XRP ETF holder

Goldman Sachs has re-entered XRP exchange-traded funds and reclaimed the position of largest disclosed institutional holder, according to its Q2 2026 filing with the U.S. SEC.

The bank built about $86.5 million of exposure across Bitwise, Franklin Templeton, Grayscale, Canary and 21Shares XRP ETFs, after fully exiting its XRP ETF positions last quarter.

A major Wall Street institution rotating back into the spot XRP ETF wrapper is a concrete signal of renewed institutional comfort with the product, and adds weight to the broader inflow story during XRP's strongest week in months.

(Educational - not financial advice)
Source:
CoinGape - https://t.co/5fXpWPOV7W

[CryptoSignalUK @CryptoSignalUK]

ripple:native / stellar:native | XRP Ledger overtakes Stellar in stablecoin supply as RLUSD scales

On-chain data from DeFiLlama shows the XRP

Ledger now carries about $1.09 billion in stablecoins, edging ahead of Stellar's roughly $969 million, with XRPL supply up 14.3% over the period while Stellar's fell 5.9%.

Ripple's RLUSD makes up about 90% of XRPL's stablecoin supply (over $988 million) and has itself crossed a $2 billion market cap, making it the fastest growing NYDFS-regulated stablecoin by one validator's measure.

This is a hard adoption milestone, not just price action. RUSD is pulling real institutional settlement volume onto XRPL and taking share from a payment-focused peer, which strengthens the case that Ripple's stablecoin is becoming core infrastructure rather than a side product.

(Educational - not financial advice)

Source:
CoinGape - https://t.co/IzKkWuvfWd

[CryptoSignalUK @CryptoSignalUK]

🚨Update:

ripple:native continues to lead the pack.

Approximate performance:

ripple:native → +15% to +17% (24h) | strong double-digit weekly gains
stellar:native → +10% range
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca → +8% to +10%
$HYPE → +8% to +12%
$ONDO → +6% to +7%
$HBAR → +5% to +6%
$CRV → cooling after its earlier surge
$BTC → +2% to +3%
$ETH → mixed / lower single digits

XRP remains the clear large-cap standout in this move.

Not financial advice.

[CryptoSignalUK @CryptoSignalUK]

ripple:native is leading almost the entire market right now!🚨

Last 24–48h performance:

$XRP → +16% to +19% (top large-cap performer)
$CRV → +17% to +18%
$XLM → +8% to +11%
$BTC → +7% to +8.5%
$LINK → +7% to +9%
$HYPE → +3% to +7%
$ETH → +4.5% to +5%
$ONDO → +5% to +6%
$HBAR → +4% to +6%
$CC → roughly flat to -2%

Apart from a couple of small memes, almost nothing meaningful has outpaced XRP in this move.

When the market starts moving with real size, infrastructure names tend to show up first.

Not financial advice!

@MichaelXBT @MoonLamboio @ChartNerdTA @CasiTrades