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✅ Solana Foundation Unveils Solana Developer Platform 🔍 Key Features • Designed to enable API-based implementation of tokenized deposits, stablecoins, tokenized Real Assets (RWA), and payment flows. • Main functions consist of three modules: Issuance, Payments, and Trading. • Issuance and Payments are available for immediate use. • Trading is scheduled for release in 2026. ✅ Module Configuration • Issuance: Issuance of tokenized deposits, stablecoins, and RWAs. • Payments: On-ramp, off-ramp, and stablecoin payments. • Trading: Support for atomic swaps, vaults, and on-chain FX is planned. ✅ Early Adoption Cases • Mastercard: Stablecoin settlement. • Worldpay: Merchant payments and settlement. • Western Union: Reviewing cross-border remittance applications. ✅ Implications • Enterprises can access nodes, wallets, compliance, and on/off-ramps through a single API without having to attach them separately. • Over 20 infrastructure partners are integrated. Structure that lowers barriers to institutional adoption • Designed for use in AI coding environments such as Claude Code and Codex ❓ Key Partners • Node: Alchemy, Helius, QuickNode, Triton • Wallet: Anchorage, BitGo, Coinbase, Fireblocks, Paxos • Compliance: Chainalysis, Elliptic, TRM • Ramps: Bridge, BVNK, Lightspark, Modern Treasury, MoonPay ✍️ This announcement is less about the launch of a simple development tool and more about Solana’s expansion into the realm of institutional financial infrastructure. The key point is that payment, remittance, and asset issuance functions have been bundled into APIs, making it easier for existing financial institutions and enterprises to adopt Solana. 🔸 Original Text #SOL #Solana #Solana
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✅ Tether Signs First Full Audit Contract with Big 4 Accounting Firms 🔍 Key Points • Transitioning beyond the existing quarterly attestation to a full, independent financial statement audit. • Tether explained that it currently has a USD₮ market capitalization of over $184 billion and more than 550 million global users. • Through this audit, the company aims to more strongly demonstrate full reserve collateralization, high liquidity, and a robust risk management system. ✅ Background • While attestation is the standard practice in the stablecoin industry, Tether is taking a step further by pursuing a full audit. • The company explained that the initial onboarding process was completed a few weeks ago, during which accounting firms conducted a comprehensive review of systems, internal controls, and financial reporting frameworks. • It also mentioned that listed securities are scheduled to be moved within the next few days as part of the audit preparation process. ✅ Key Points • Given the persistent pressure for verification regarding reserve transparency, this announcement is a move to directly address these issues. • By formalizing a full audit by a Big 4 accounting firm—going beyond a mere confirmation—the company aims to simultaneously build institutional credibility and comply with regulatory requirements. Conscious Flow • However, the real name of the accounting firm was not disclosed in this announcement, and the completion date of the audit has not yet been provided. ✍️ The key point of this announcement is that, rather than simply signing a contract, Tether has officially formalized its move from an attestation system to a full audit phase. 🔸 Original Text #Tether #USDT
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✅ Invesco to Manage Superstate On-Chain Government Bond Fund USTB 🔍 Key Details • Structure in which Invesco Advisers serve as the investment managers for the Superstate Short Duration US Government Securities Fund (USTB). • Division of roles: USTB will operate on Superstate's tokenized infrastructure as before, while Invesco will handle day-to-day portfolio management. • The transition is scheduled to be completed in the second quarter of 2026. Afterward, the fund name will change to Invesco Short Duration US Government Securities Fund, but the USTB ticker, smart contract, and token address will be maintained. ✅ Background • With total assets under management of $2.2 trillion, Invesco is making a full-scale entry into the tokenized government bond market through this collaboration. • USTB is Superstate's first tokenized fund, launched in early 2024. It has onboarded over 150 institutional investors, with cumulative transaction volume reaching billions of dollars. • Through this structure, Invesco is the first to utilize Superstate's digital transfer agency infrastructure. Becoming an Asset Management Company ❓ Significance • This is not merely a simple investment announcement; it represents a concrete trend of role separation where Superstate maintains the existing on-chain fund infrastructure, while traditional asset managers focus solely on asset management. • With Invesco joining BlackRock, Franklin Templeton, and others, competition among traditional financial institutions within the tokenized U.S. Treasury market is becoming more pronounced. • This is one example of tokenized funds evolving beyond a simple experimental stage into a structure where existing asset managers and crypto infrastructure companies collaborate. ✅ Key Point • The key point is that Invesco is not creating a new fund from scratch, but rather entering the market by taking over Superstate's already established USTB. • From an institutional perspective, this appears to be a signal that the tokenized asset market is moving beyond a pilot phase to a stage of advanced operational and distribution structures. ✍️ As U.S. asset management firm Invesco has agreed to manage the investment of Superstate's tokenized U.S. Treasury short-term fund (USTB), the trend of traditional asset managers entering the on-chain Treasury market is accelerating. 🔸 Original Text #Invesco
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03-20
✅kalshi Secures $1 Billion in New Investment Prediction market platform Kalshi is reported to have raised over $1 billion in a new investment round. The company was valued at $22 billion in this round, which is approximately double the $11 billion valuation from last December. 🔍 Key Points • Kalshi raises over $1 billion in a new round • Valuable at $22 billion • Approximately double the $11 billion valuation from last December • A trend reflecting renewed capital expectations for the prediction market sector ✅ Points to Note • Recently, prediction markets have grown in presence within the market by covering everything from presidential elections and macroeconomic variables to geopolitical issues. • This round goes beyond simple fundraising and is connected to a trend where prediction markets are beginning to be viewed as an independent financial infrastructure. • Notably, Kalshi stands out for continuing to attract capital and re-evaluate its valuation even amidst regulatory controversies. ✍️ This suggests that the market has recently begun to view prediction markets not as a temporary trend, but as a new financial and media layer that combines information aggregation with event betting. 🔸 Original Text #Kalshi #PredictionMarket #Funding #VC #PredictionMarket
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03-19
✅ U.S. Regional Banks Build ‘Tokenized Deposit Network’ Based on zkSync U.S. regional banks are building a tokenized deposit network on zkSync to counter stablecoins. This is an attempt to improve payment and settlement efficiency by bringing bank deposits on-chain. 🔍 Key Points • U.S. regional bank consortium develops tokenized deposit network • Built on zkSync (utilizing ZK rollups) • Goal: Payment infrastructure capable of competing with stablecoins • Enables direct utilization of bank deposits on the blockchain ✅ Key Changes • Previous: Private stablecoins such as USDT/USDC led payments • Change: A structure where banks' own deposits move on-chain • Significance: The "Banks vs. Stablecoins" competition intensifies → This is not simply a competition over payment methods, but a question of "who will issue the digital dollar." ✅ Structural Aspects • Stablecoins = Privately issued digital dollars • Tokenized Deposits = On-chain versions of bank deposits • Banks have an advantage in terms of regulation and trust • Stablecoins are strong in liquidity and scalability ❓ Key Points • Timing of actual commercialization (Pilot vs. Actual Use) • Whether regulatory approval is available • Potential to compete with existing stablecoin liquidity ✍️ Ultimately, the trend converges: "The dollar itself moves on-chain" In the middle” 🔸 Original Text #zkSync #Stablecoin
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03-18
📌 Everything Depends on Securing Dominance over the Strait of Hormuz: The Final Battle by Ray Dalio 1. Why the Strait of Hormuz Is Important Because the Strait of Hormuz is a key passage for global energy transport, who controls it is not merely a military issue but is directly linked to the global economy. If Iran continues to threaten this strait or holds it as a bargaining chip, the United States could be judged to have lost the war. 2. What Does It Mean If the U.S. Loses? If the United States fails to control Hormuz, it would not be merely a tactical failure but a signal of the weakening of U.S. hegemony. Allies would begin to doubt the U.S.’s ability to guarantee security, and the market could also re-evaluate the power and credibility of the United States. 3. Conversely, If the U.S. Wins Conversely, if the United States succeeds in ensuring safe navigation in the Strait of Hormuz and controlling Iranian threats, its military power and leadership could be strongly reaffirmed. This could lead to a result that instills confidence in U.S. allies and markets. 4. It is highly unlikely to be resolved through negotiation I believe it is difficult for this war to end with simple negotiations or agreements. Ultimately, it is highly probable that a major clash will erupt over who actually controls the strait, and that will be the moment that determines the true victory or defeat. 5. U.S. Weakness The United States is not superior solely by military power; what matters more is its ability to withstand the pain of a prolonged war. Iran is highly likely to endure a long-term conflict and sacrifices, while the U.S. is more sensitive to rising oil prices, worsening public opinion, and election pressures; therefore, the longer the conflict drags on, the more disadvantageous it may become. 6. The Aftermath of this Conflict The Hormuz issue is not merely a matter for the Middle East; it is connected to various geopolitical issues involving trade flows, capital flows, energy prices, confidence in the dollar, and China, Russia, North Korea, Europe, Japan, and India. In other words, this war is part of a larger shift in the global order. Source
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