Bitcoin Treasury Pressure Mounts as Stablecoins Gain Strength

After months of sliding digital asset prices, public companies that embraced Bitcoin (BTC) as a treasury strategy are facing renewed scrutiny. Activist investors are now challenging those balance-sheet bets, echoing broader concerns about the volatility and long-term viability of the corporate Bitcoin model. Stablecoins, meanwhile, continue to anchor the market. Circle posted a stronger-than-expected fourth quarter, even as early signs of a so-called “crypto winter” began to surface.  However, not every payments player is sharing in that momentum. PayPal’s push into digital assets, including the launch of its PayPal USD…

Why Yen Stablecoins Are Key to Japan’s Crypto Ambitions

Japan is preparing its financial system for a world of stablecoins and tokenized assets, with banks, regulators and financial conglomerates working to bring the yen economy onchain. The country is the world’s fourth-largest economy, and its yen is one of the most important currencies in global finance. According to the International Monetary Fund, the yen accounted for 5.82% of global foreign exchange reserves, ranking third worldwide. A major reason for the yen’s systemic importance is the carry trade. Due to low interest rates, investors borrow cheap yen, convert it into…

SEC Tells Broker-Dealers Stablecoins Can Count Toward Net Capital

The US Securities and Exchange Commission (SEC) staff last week clarified that broker-dealers can apply a 2% “haircut” to their stablecoin holdings without objection from the SEC. Previously, broker-dealers were uncertain whether to apply a 100% haircut to their dollar-pegged stablecoins, meaning that they did not count the tokens toward their net capital under existing regulations. The clarification came in the form of a posting by the staff of the SEC’s Division of Trading and Markets as a “Frequently Asked Questions Relating to Crypto Asset Activities and Distributed Ledger Technology.”…

Jordi Visser: AI and crypto will disrupt existing market structures, stablecoins are processing more volume than Mastercard, and Bitcoin’s performance is closely tied to software ETFs

AI’s rise could reshape money markets, leaving traditional players behind as crypto gains traction. Key Takeaways AI and crypto are poised to disrupt existing market structures significantly. The next decade may see a reshaping of money markets with different beneficiaries than in the past. Stablecoins are processing more transaction volume than major credit card companies like Mastercard. Profit margins are increasing even as job creation remains stagnant, presenting a unique economic situation. Investor fear is growing over AI’s potential to disrupt software companies. Bitcoin’s performance is closely aligned with software…

Beginner’s guide to paying with stablecoins using crypto cards

Today, a lot of people are starting to keep part of their savings in stablecoins. But there’s still a simple question many people have: how do you actually spend this crypto on everyday things like groceries, subscriptions, or travel? That’s where crypto cards come in. They let you spend stablecoins almost the same way you would use a USDT debit card. In this short guide, we’ll show you how crypto cards work and how you can start using them yourself. What are stablecoins and why use them for payments? Stablecoins…

Jeremy Allaire: Stablecoins are redefining global money usage, bridging fiat and crypto networks, and necessitating regulatory collaboration

Stablecoins act as a crucial bridge between fiat currencies and crypto networks, facilitating smoother transitions. The emergence of stablecoins represents a new, general-purpose architecture for money on the internet. We are on the cusp of a global transformation in how money is utilized, driven… Key Takeaways Stablecoins act as a crucial bridge between fiat currencies and crypto networks, facilitating smoother transitions. The emergence of stablecoins represents a new, general-purpose architecture for money on the internet. We are on the cusp of a global transformation in how money is utilized, driven…

BVNK Survey Finds 39% Receive Income in Stablecoins

A global survey commissioned by BVNK and conducted by YouGov found that 39% of crypto users and prospective users across 15 countries receive income in stablecoins, while 27% use them for everyday payments, citing lower fees and faster cross-border transfers as key drivers. The survey of 4,658 respondents, conducted online in September and October 2025 among adults who currently hold or plan to acquire cryptocurrency, found that stablecoin users hold an average of about $200 in their wallets globally, though holdings in high-income economies average around $1,000.  It also found…

Charles Yoo-Naut: The financial system is moving towards tokenization, stablecoins can revolutionize cross-border investments, and infrastructure is key for crypto growth

The financial system is moving towards tokenization, with stablecoins poised for significant growth. Currently, only 1% of US dollars are in stablecoins, indicating massive growth potential. Stablecoins offer a faster, cheaper alternative for cross-border investments compared to traditional banking. Key takeaways The financial system is moving towards tokenization, with stablecoins poised for significant growth. Currently, only 1% of US dollars are in stablecoins, indicating massive growth potential. Stablecoins offer a faster, cheaper alternative for cross-border investments compared to traditional banking. Crypto-native businesses face challenges in spending their assets due to…

Zach Abrams: Stablecoins will revolutionize payment systems

Payment systems offer numerous layers for innovation beyond just transactions. Cash App leveraged existing infrastructure to innovate instant payments. The US dual banking structure fosters fintech innovation through diverse competition. Key Takeaways Payment systems offer numerous layers for innovation beyond just transactions. Cash App leveraged existing infrastructure to innovate instant payments. The US dual banking structure fosters fintech innovation through diverse competition. Despite robust infrastructure, the US lags in payment performance among developed nations. Successful financial products enable faster and cheaper transactions. Stablecoins are poised to become a significant payment…

Trove Markets discreetly refunds influencers via stablecoins after ICO crash

Trove Markets, a decentralized exchange platform, refunded select influencers in stablecoins following the collapse of its native token, according to blockchain analytics firm Bubblemaps. BREAKING: @TroveMarkets quietly refunded KOLs while presale participants lost everything Onchain proof and leaked chats đź§µ pic.twitter.com/GD7cYX8790 — Bubblemaps (@bubblemaps) February 12, 2026 The project raised $11.5 million in an initial coin offering, initially marketed to launch on Hyperliquid. But shortly before the token generation event, Trove announced on X that it would instead launch on Solana. Around the same time, a third-party liquidity provider offloaded…