The Reserves Race.
This week's Enterprise Onchain Weekly:
→ @BlackRock files two tokenized money market funds designed for GENIUS-compliant stablecoin reserves
→ @jpmorgan files for JLTXX, its second tokenized Treasury fund on Ethereum
→ Galaxy and @Sharplink plan a $125M onchain yield fund deploying staked ETH into DeFi
→ @bankofengland publishes its DLT Innovation Challenge final report and confirms a Spring 2026 Synchronisation Lab
→ @krakenfx parent Payward acquires Hong Kong stablecoin payments firm Reap for $600M
→ @amazon Bedrock launches AgentCore Payments on Coinbase's x402 protocol
Read the full edition here 👇
https://t.co/1RuEhttfrg
0/ Clear signing is now live.
An open standard to end blind signing, making human-readable transactions default.
This effort brings a major UX and Security upgrade to transaction signing on Ethereum.
This week's @enteronchain Weekly:
→ @Meta rolls out USDC payouts
→ @coinbase names Centrifuge its preferred tokenization infrastructure and cuts 14% of staff and restructures around AI
→ @AllUnityStable launches the first MiCAR-compliant Swiss franc stablecoin
→ Tetra launches CADD, Canada's first regulated CAD stablecoin, supported by Shopify and National Bank of Canada
→ @qivaliseu euro stablecoin consortium set to expand to at least 19 European banks
→ @BNYglobal builds digital-asset custody infrastructure in Abu Dhabi
and more
Read the full here 👇
https://t.co/FgS7xWEcQS
This week on Enterprise Onchain
→ Morgan Stanley launches a money market fund built for stablecoin reserves
→ JSCC, Mizuho and Nomura put JGB collateral onchain
→ JPMorgan says tokenization will reshape the funds industry, not just ETFs
→ DeFi United pledges reach 132,000 ETH after $292 M KelpDAO exploit
→ Coastal Bank routes cross-border payments through Tempo
→ Toss weighs L1, L2 and a native token amid Korea's Digital Asset Basic Act delay
→ China Carbon Neutral Group issues 500M tokenized carbon credits on Ethereum via DigiFT
→ Fluent launches Ethereum L2 mainnet with $50 M day-one liquidity and BLEND token
Read here 👇
https://t.co/bvcArgO1er
This week on @enteronchain
→ Kelp DAO hit for $292M in largest DeFi exploit of 2026
→ Hong Kong SFC enables 24/7 trading of tokenised funds
→ HSBC launches tokenized deposits in the US
→ Coinbase and Bybit in talks to tokenize US stocks
→ Morgan Stanley says crypto is "becoming daily business"
→ Goldman Sachs files for its first Bitcoin ETF
→ SIX Group puts €2T in equities data onchain
→ Mitsui deploys precious metals token on Ethereum L2
Read here 👇
https://t.co/fna7l2RhHz
This week on Enterprise Onchain 👇
→ Hong Kong issues first stablecoin licenses to HSBC & Standard Chartered
→ Deutsche Börse Group puts $200M behind Kraken
→ Ondo Finance files with SEC to put equities on Ethereum
→ Six Swiss banks sandbox a digital franc on Ethereum
→ Invesco takes strategic stake in Superstate's $82.5M Series B
Read here 👇
https://t.co/xuTXmCgIFK
This week on @enteronchain
→ Jamie Dimon: "We need to roll out our own blockchain technology"
→ DTCC stands up dedicated tokenization unit
→ Schwab opens BTC/ETH waitlist for 38.9M accounts
→ Bitpanda launches regulated Ethereum L2 with euro stablecoin rails with Optimism
→ IMF publishes tokenization policy framework
→ Canada's securities regulators launch tokenization initiative
Read in the next post👇
Permissioned RWAs are currently underutilised. DeFi is moving to meet issuers’ requirements. This is the big opportunity and unlock currently underway, with large buy in from both sides. This will happen for instututions on Ethereum, as they prioritise reliability and liquidity.
Some elements have to be permissioned. This still happens on publicly verifiable rails, with composability and privacy when required.
RWA TVL dramatically lags stablecoin TVL - not for long.
Introducing @Predictstreet⚡️
The Official Prediction Market Partner of the @FIFAWorldCup 2026™
More than 5 billion fans will watch the World Cup.
ADI Predictstreet was built to reach every single one of them.
The first consumer-facing ecosystem project on ADI Chain is going live on the biggest sporting stage the world has ever seen.
→ Predict match outcomes, player stats, and tournament moments
→ FIFA World Cup Bracket Challenge powered by ADI Predictstreet
→ In-stadium activations across FIFA Fan Festivals
Every prediction settles onchain, powered by $ADI.
More details coming soon.
The Ethereum Foundation ran an invitation-only institutional forum in NYC on Monday.
Hundreds of banks, asset managers, and infrastructure providers showed up.
Combined AUM: $250T+.
They weren't there as curious observers.
BlackRock, Western Union, Robinhood, Moody's, Baillie Gifford, and Securitize were on panels as builders - actively working on Ethereum, not just watching it from a distance.
"Institutional adoption" used to be a bumper sticker.
A story people told themselves to feel better about bags they already held.
This is different.
Firms managing a combined $250T in assets sat in rooms and talked about what they're actually building on $ETH.
The Ethereum Foundation also unveiled its post-quantum security strategy and launched a dedicated post-quantum resource hub.
The EF getting ahead of it in a room full of banks sends a signal:
$ETH infrastructure is thinking decades out, not quarters.
If you've been skeptical about whether serious institutions would commit to building on Ethereum...
It's looking like Monday made a pretty strong case.
Yesterday we hosted the Institutional Ethereum Forum in NYC.
A private, closed-door, invite-only for institutional execs.
$250T+ in combined assets represented.
Attended by leaders at:
→ DTCC
→ Swift
→ Euroclear
→ BlackRock
→ Morgan Stanley
→ Fidelity
→ JPMorgan
→ State Street
→ Mastercard
→ Visa
→ Stripe
→ PayPal
→ Nasdaq
→ LSEG
→ Broadridge
→ S&P Global
→ Moody's
→ Microsoft
→ EY
→ Invesco
→ Franklin Templeton
→ T. Rowe Price
→ Baillie Gifford
→ CoinFund
→ WisdomTree
→ VanEck
→ U.S. Bank
→ Western Union
→ Paxos
→ Consensys
→ Aave
→ Uniswap
→ Chainlink
→ Securitize
→ Ondo Finance
→ Paradigm
→ a16z
→ Dragonfly
→ Anchorage Digital
And many more.
Co-hosted by our friends at
→ @aave
→ @zksync
→ @arbitrum
→ @Optimism
→ @chainlink
The institutions aren't coming. They're here.
Ethereum.
Fair warning. This post is bullish on Ethereum.
Yesterday, the Ethereum Foundation Enterprise team ran the Institutional Ethereum Forum in New York City.
Broad Adoption Activated.
Invitation only. 100's of Banks, asset managers, and infrastructure providers representing around $250 trillion in assets under management.
feedback so far
"Absolute banger tbh."
"People won't stop talking and networking and the content has all been great."
"Your institutional team did an amazing job. I was there. Kudos."
BlackRock. Western Union. Robinhood. Moody's. Baillie Gifford. Securitize. All on panels. Not as guests. As participants building on Ethereum.
This is what adoption actually looks like. EF also presents its post-quantum security strategy and launches https://t.co/1fPpbCRIcY.
EF also presented its post-quantum security strategy and launched https://t.co/1fPpbCRIcY. This is not just leading blockchain. No major technology platform has a published, open-source post-quantum migration roadmap at this level of detail. Ethereum is doing it before it is required, not after.
Proud of the Enterprise team for putting this together.
Choose Ethereum.