Stablecoins

Revolut CEO: lending stays under 10% of the balance sheet, since banks trade at 10x

9 insights: 100,000 signups a day with no growth budget until 2022, a bets process that shuts the bottom quartile, and an AI venture arm he puts in the…

10 hrs ago • Scuttlebutt

Santiago Capital CEO: a dollar breaking above 105 is when the bad things start

12 arguments: why a weaker dollar would be good news, how Europe faces a slow shave and not a collapse, and why the US and China will weaponize compute…

Nov 9 • Scuttlebutt

"It's not coming, it's here": Coinbase Institutional strategy head on tokenization

7 calls: why 33 issuers saying no is a waiting game, how a Friday-night crude hedge makes the case for 24/7 markets, and who is really taking community…

Nov 9 • Scuttlebutt

At $80K, Bitcoin is likely past its softest bear market ever, Kraken's co-CEO finds

9 takeaways: Kraken's confidential S-1, xStocks passing $1B in assets, a European bank deal, and why stablecoins are a "Trojan horse" for the rest of…

Nov 9 • Scuttlebutt

1 in 3 Australians have owned crypto and 90% know Bitcoin, Coinbase Australia's COO finds

11 takeaways: Coinbase custodies over 75% of Bitcoin value, why a stablecoin transfer costs five basis points, and what ASIC's coming rules will and…

Nov 6 • Scuttlebutt

Figure chair on DeFi: "Figure puts over $2.5 billion dollars a month of assets on chain"

8 arguments: Why Figure's HELOCs cost under $1,000 to originate against $11,000 for a mortgage, how Navra's keyless custody works, and why 50 of 62…

Nov 4 • Scuttlebutt

Alpaca digital assets head: tokenized stocks are moving from custody to clearing

9 insights: why tokenized spot is harder than perps, why "the token is the share" is false, and why Wall Street nets its flow down 98% while crypto…

Oct 29 • Scuttlebutt

7 of the largest banks have onboarded to Coinbase, says Coinbase Institutional co-CEO

10 insights: why a bank CEO called his RFP a distraction, why Bitcoin treasury companies collapsed, and why Coinbase now moves tokenized JPMorgan…

Oct 29 • Scuttlebutt

Formation CEO: small data-center firms pay 14–20% for loans hyperscalers get near SOFR

9 arguments: why an Apollo credit fund stalled at $10–12M onchain, why Orca's token owns the whole stack, and why Formation is spending revenue on…

Oct 29 • Scuttlebutt

Stablecoins can undercut the 6% cost of wiring money abroad — Robinhood crypto VP

8 takeaways: tokenized US stocks for investors locked out of US markets, Robinhood's 5% perps rollout, Bitstamp's 50 licenses, and opening private…

Oct 22 • Scuttlebutt

Tempo go-to-market head on bank deposits: "I think the capital flight risk is overblown"

11 arguments: why the Genius Act brought Visa, Mastercard and Stripe into stablecoins, why Tempo built private zones for enterprises, and why he calls a…

Oct 16 • Scuttlebutt

Tokenization speeds up money without curing inflation, a Bitcoin tailwind — Onramp

7 takeaways: what a tampered batch of Ledger wallets says about self-custody, why proof of reserves proves little, AI and elliptic-curve keys, and…

Oct 14 • Scuttlebutt

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