🚨JUST IN: Apple hints at adding stablecoin support, potentially allowing CRYPTO payments via Apple Pay. Apple posted a job listing requiring stablecoin expertise for payment roles, offering up to $280,000. This follows Samsung’s plans to introduce the same feature to Samsung Wallet. Together, Apple and Samsung have more than 3.5 BILLION active devices worldwide.

Real World Assets are one of the leading narratives in crypto this cycle. The stats reflect the hype: ▫️ Distributed Asset Value: $36.84B (+2.79%) ▫️ Stablecoin Value: $297.24B (+0.21%) ▫️ Total Stablecoin Holders: 278.41M (+3.01%) ▫️ Total RWA Holders: 1.36M (+38.07%) Capital has remained steady while adoption continues to accelerate, setting the stage for the next wave of tokenized capital. Institutions aren't just talking about tokenization. They're building Infrustructure layer to support the stack: 🏛 Asset Managers • BlackRock: Larry Fink called tokenization "the next upgrade to financial plumbing" and BlackRock continues expanding its tokenized fund lineup. • Franklin Templeton: Partnered with Ondo to bring tokenized ETFs onchain. • JPMorgan: Kinexys is already powering institutional blockchain settlement. 🏢 Private Markets • Hamilton Lane, KKR, Apollo & Brevan Howard: Launched permanent tokenized private market funds through Securitize, reducing minimum investments from ~$250K to around ~$10K. ⚙️ Platforms & Infrastructure • Securitize: Surpassed ~$4-5B in tokenized assets and listed on the NYSE (SECZ). • Ondo Finance: Oasis Pro received SEC/FINRA approval for tokenized US equities. • Circle: USYC has grown into a ~$3B tokenized Treasury product. 🛤 The Rails • DTCC: Executed its first live production trades for tokenized stocks, ETFs and Treasuries with 40+ firms including BlackRock, JPMorgan, Goldman Sachs, Circle and Ondo. • Swift: Testing a blockchain ledger for 24/7 tokenized deposits with 17 global banks. 🏦 Banks • Goldman Sachs, BNY Mellon, HSBC, Citi, UBS, Wells Fargo, State Street, Fidelity & Standard Chartered are all participating across DTCC pilots, Swift experiments or tokenized collateral initiatives. 🌍 Sovereigns • UK HM Treasury: Formed a 54-member industry taskforce beginning with tokenized repo markets. • Mubadala: Tokenized a private markets fund, raising ~$75M with backing from Coinbase. No longer a niche crypto experiment. Asset managers are creating products, private market giants are opening access, infrastructure providers are building the rails, banks are integrating the technology, and governments are shaping regulation. The tokenization race is well underway.

Source: Bloomberg 🚨 Fed Fund Futures implying a 70% chance of a hike for Sept 9/16 meeting 🚨

From the CEO of @base @coinbase, the futures of crypto is infrastructure & AI. Crypto will become AI rails or regular infrastructure. In the future, people will simply ask for custom tools, workflows, payments, automations, identity checks, escrow, settlement, authentication, data access, ownership transfers, and agent-to-agent transactions. Under the hood, crypto rails will be chosen because they are dramatically more efficient than the legacy financial system. Anything that needs to transact, verify, authenticate, settle, permission, coordinate, or transfer value can run on open crypto infrastructure. The user will not think, “I am using crypto.” They will think, “This just works.” And that is the real new bull market. Crypto stops being a product people have to understand and becomes invisible infrastructure that lets users and AI agents build, coordinate, and transact at a fraction of today’s cost.

Global crypto race - This is the reason why the US is pushing for the Clarity Act so hard! In the span of 5 months: 🇯🇵 #Japan - Jul 15 - Diet moves 105 tokens under FIEA. Tax from 55% to flat 20%, TSE spot ETF path opens. 🇷🇺 #Russia - Jul 21 - Duma passes "Digital Currency & Digital Rights". Crypto is property, not money, with judicial protection. Domestic payments banned, foreign trade settlement allowed. Digital Ruble rollout Sept 1. 🇪🇺 #Europe - Jul 1 - any crypto company serving EU customers without a licence is now breaking the law. ~294 firms officially licensed. 🇬🇧 #UK - big stablecoins must back 70% with short-term UK government debt, 30% parked at the Bank of England earning nothing. 🇭🇰 #HongKong - first stablecoin licences granted Apr 10. Beijing reaffirmed the yuan stablecoin ban in February. 🇰🇷 #Korea - Framework Act on Digital Assets returns September. Package includes spot crypto ETFs and tokenized government bonds. 🇻🇳 #Vietnam - licence applications opened Jan 20, regulated exchanges targeted for Q3. Barriers are steep: 10,000 billion VND charter capital, 65% institutional, 49% foreign cap. 🇧🇷 #Brazil - new rules block eFX providers from using stablecoins to settle overseas. 🇮🇳 #India - every trade, conversion and disposal must be disclosed from Apr 1. 🇺🇸 #USA - CLARITY cleared Senate Banking May 14. Still blocked on ethics provisions, federal preemption, SEC/CFTC seats. The US holds 328,372 $BTC, the largest known sovereign stack, and still hasn't decided who regulates what. Everyone else finished writing their rules first.

Key Crypto + Macro Events This Week 🗓️ Crypto ▪️ Jul 27 | @Bybit_Official turns on Galaxy, its loyalty program for active traders. Pre-reg is already open ▪️ Jul 28 | @Zcash ships Ironwood. New shielded pool and audited consensus changes, aimed straight at the supply-integrity questions people have been asking ▪️ Jul 29 | @Stacks hard forks to PoX-5 and Bitcoin Staking goes live. Self-custodial BTC yield, still pending SIP-031 ▪️ Jul 29 | @cedomis TGE ▪️ Jul 30 | @grvt_io TGE ▪️ Jul 31 | @aeroxyz and @VelodromeFi merge into Aero, one liquidity layer instead of two Two TGEs back to back into a Fed week is a choice.