BNY is adding institutional minting, custody, transfer, and redemption support for USDC, giving large clients a bank-based way to move digital dollars through regulated rails. It’s a big win for stablecoin infrastructure — and a sign Wall Street wants in, not out.
Read Full Article
Circle shares are bouncing, but the real question is whether USDC’s growth, institutional adoption, and a tougher U.S. stablecoin regime can turn Circle’s lead into a durable moat. Strong numbers help — but reserve-income dependence and execution risk still loom.
Read Full Article
Circle is sliding hard, but Nomura’s new USDC settlement deal keeps the long-term bull case alive. With the stock below key moving averages and insider selling muddying sentiment, bulls are betting stablecoin adoption can still turn this beaten-down crypto infrastructure play into a real payments machine.
Read Full Article
The U.S. is steering toward regulated private stablecoins as its digital dollar layer while blocking a retail Fed CBDC, a move that favors USDC and USDT but keeps privacy, control, and reserve-risk debates very much alive.
Read Full Article
Bitcoin and USDC led the day’s outflows, but the flow data looks more like a defensive liquidity rotation than a full crypto exit. USDT gained as traders shifted where they park capital, while a few smaller pockets still attracted inflows.
Read Full Article
AIMCo’s $25M bet on Circle shows institutions still want stablecoin exposure, but the market is cooling fast. USDC remains a key crypto rail, yet Circle faces harsh valuation resets, regulatory risk, and growing competition.
Read Full Article
Tether’s USDT is running into a regulatory wall in Europe as MiCA forces exchanges to choose between compliance and convenience. MiCA’s transition window closes July 1 USDT may be delisted or restricted on EU-compliant exchanges USDC is better placed to absorb some of the displaced liquidity South Korea may take a similar route with its […]
Read Full Article
Coinbase has launched a higher-yield USDC vault with Ethena, Morpho, and Steakhouse Financial, giving users a cleaner route into DeFi-style lending — and, as usual, the shiny interface doesn’t magically erase the risk hiding underneath. Steakhouse High Yield USDC Vault is now live on Coinbase Powered by USDe on Morpho through an Ethena × Coinbase […]
Read Full Article
Circle moves _4B USDC to Coinbase in record HyperEVM transfer reportedly moved roughly 4.397 billion USDC to a Coinbase-linked address via HyperEVM, in what blockchain analytics firm Arkham described as the largest USDC transaction ever. This wasn’t a sleepy wallet shuffle — it looks more like a serious liquidity and treasury move tied to Hyperliquid’s […]
Read Full Article
Stablecoin supply has pushed past $320 billion, and the bigger signal is not just the size — it’s the concentration. The market is still growing, but the gains are flowing mostly to a handful of dominant issuers while trading activity on centralized exchanges keeps sliding. Stablecoin market cap hits $320 billion Growth is concentrating in […]
Read Full Article