KBC

[Bull Theory @BullTheoryio]

BREAKING:

🇺🇸 US ISM Services PMI came in at 55.4, while the expectation was 54.3.

The US economy is expanding.

[Benjamin Cowen @benjamincowen]

Initial claims

Actual: 206k
Estimated: 205k
Prior: 203k

[KBC @KBCocbj]

@BCBacker

[KBC @KBCocbj]

@BCBacker

[KBC @KBCocbj]

@BCBacker Yep I remember the clowns at 38k saying BTC was going to 3k

Then it went to 126k

[KBC @KBCocbj]

@BCBacker

[KBC @KBCocbj]

@BCBacker

[KBC @KBCocbj]

@BCBacker Yep I remember the clowns at 38k saying BTC was going to 3k

Then it went to 126k

[BSCN @BSCNews]

It's hard not to be bullish on XRP right now...

Spot @Ripple ETFs are on an earth-shattering 11 day net inflows streak, culminating in a +$14.4M net inflow on September 1.

The products hold 1.7% of XRP's current supply and have not seen a single day of net outflows since August 5.

@bgarlinghouse and the team are cooking...

[SMQKE @SMQKEDQG]

‼️THE DTCC’S TOKENIZATION GO-LIVE IN OCTOBER 2026 IS A MAJOR UPCOMING CATALYST FOR CRYPTO‼️

“You won't see SERIOUS MOMENTUM in tokenized public equities unless DTCC is ready to MOVE.”😏💨

The entire banking industry is closely watching how the DTCC will launch the largest tokenization initiative to date.👀

This is documented below.📝👇

[The Kobeissi Letter @KobeissiLetter]

BREAKING: There are now a record 1.9 million onchain tokenized equity holders, up +134% month-over-month.

The total number of holders is up +1,360% year-to-date.

Amid a record IPO market, driven by SpaceX, OpenAI, and Anthropic, and increased demand for 24/7 markets, tokenization is seeing rapid adoption.

Just 10 months ago, there were less than 100,000 people holding tokenized assets.

Jupiter, the largest onchain trading platform on Solana, has driven much of this growth, with 61% of volume now traded during off-hours.

The platform has also seen a +46% month-over-month increase in active tokenized equity traders.

Tokenization is the future.

[Barchart @Barchart]

JUST IN 🚨: U.S. Treasury is forecasted to buy back $12.5 Billion of their own debt tomorrow

[Cointelegraph @Cointelegraph]

🚨 NOW: G20 finance chiefs formally recognize digital assets' role in economic growth, pledging clearer regulatory pathways and improved cross-border payment systems.

[SMQKE @SMQKEDQG]

‼️BANKS WILL CONSOLIDATE FOREIGN ACCOUNTS INTO ONE SINGLE XRP LIQUIDITY POOL‼️

Banks keep money sitting in other countries so they can pay people there on demand.
Those parked balances are nostro accounts.🏦

To run this model, banks must hold multiple
accounts and multiple currencies.

Most of the cash in those accounts sits idle until it is needed. That is trapped liquidity.🔻

Those costs are why banks look for a cheaper alternative.🎯

This is where XRP comes in.😏💨

Instead of managing multiple currencies, banks on the Ripple network only need to hold their local currency and XRP.

When a payment is instructed under this framework, the bank’s local currency is converted to XRP, XRP is transferred, and XRP is converted into the destination currency.✅

That removes the need for separate foreign accounts and turns trapped capital into liquidity that can be used.💯

Documented below.📝👇

[Eleanor Terrett @EleanorTerrett]

🚨NEW: There’s a notable nod to digital assets in the G20 Chair’s Statement released today by @SecScottBessent, with finance ministers and central bank governors from the 20 largest economies recognizing the potential of digital assets to support economic growth and committing to create “clear pathways” for responsible innovation.

The statement also calls for improvements to cross-border payments, including keeping the systems banks and central banks use to move large or time-sensitive payments open longer, encouraging wider use of ISO 20022 (a common global messaging standard used by banks), and making it easier to transmit financial services data across borders.

The group is also awaiting findings from the Financial Stability Board on the cross-border implications of global stablecoins.

[Nicholas Mugalli @RealNickMugalli]

If you’re a macro investor, connect the dots for a second. Markets are pricing in a September hike, yields are surging, and the consensus is completely taking the bait.

Druckenmiller who literally trained both Warsh and Bessent publicly takes a swing at Bessent’s bond market interventions. Bessent plays along, firing right back. Meanwhile, Warsh and Druck wrote this piece calling on the Fed to hold off on hikes in 18.

It’s a masterclass in narrative control imo. Warsh gets styled as the uncompromised hawk to buy the central bank maximum market credibility even though everyone knows the core mandate from Trump is to cut rates.

Trump throws up a bone, gets a deal with Iran. Crude gets crushed-> yields come down, energy drops, and inflation cools. Warsh gets his cover to aggressively cut, equities rip to fresh all time highs, and the Admin claims its "Golden Age."

I mean come on it’s too obvious!!!

[Cointelegraph @Cointelegraph]

🔥 LATEST: Bitwise’s XRP ETF has surpassed $500M in assets under management just nine months after launch.

[KBC @KBCocbj]

@jimcramer Thanks Jim you just magically made sure they will go down.

[Bull Theory @BullTheoryio]

BREAKING: The London Stock Exchange is putting its top 100 stocks on the blockchain, letting them trade 24/7.

Opening up roughly $3.5 trillion in UK equities to crypto rails.

[CoinDesk @CoinDesk]

MARKETS: Institutional money is quietly piling into ripple:native futures on CME even as the broader market cuts exposure.

CME's share of open interest jumped from 10% to 17% in two weeks, while ripple:native rallied nearly 40%.