원문 보기
We have some fresh news from good old Visa, baby. Look at this. According to Visa research, consumers in the US are showing greater interest in using stablecoins. It states that 56% of those surveyed would consider using stablecoins if they offered fraud protection and deposit insurance similar to banks.
Without such protection, this figure drops to 36%. Greater protection could mean more people will be willing to use stablecoins. That's quite interesting, isn't it? Because we're starting to see Visa and Mastercard, which are your two leading credit companies, I would say, in the world, right? And definitely in the USA.
They are starting to delve more and more into the use of stablecoins. When we think about stablecoins, we think about what Ripple is doing, we think about Ripple's partnerships with Visa and Mastercard, you have to understand that RLUSD is well positioned here. I mean, in the US, it really comes down to two stablecoins, right?
Tether is 100% out of the game. So, it's either what Circle created with USDC, which , frankly, is useless, or Ripple's RLUSD. Friends, let's be honest, the crypto market has been moving sideways for some time now . Many people simply hold onto their coins, waiting for the next big move. But while you wait, your cryptocurrency just sits in your wallet and does nothing.
So I want to mention one of my long-time partners—Forest X. Instead of your assets sitting idle, you can stake supported cryptocurrencies in liquidity pools and receive daily rewards while retaining the ability to withdraw funds at any time. And one of the reasons I continue to work with them is that they constantly raise the bar.
The team is public, they have passed Cyberscope KYC, undergone an independent security audit, and the platform has been steadily developing for many years. Their focus is on long-term growth, transparency, and security, not hype. In such a market, it makes sense to make assets work, instead of letting them sit idle.
Follow the link below. But that brings us to... I don't want to show that yet. Until then. Remember this article from April of this year ? When blockchain stops being news, when Visa, Ripple, and institutional adoption matter. This is a rather interesting article about Visa's decision to launch a validator node on the Tempo blockchain.
This is interesting because at the same time, Ripple is partnering with a major South Korean insurer for a pilot project for near- real- time government bond settlements. Visa talks about the validator, as this is a great example, talks about the infrastructure. But this brings us to the direct connections between Ripple and Visa.
Visa operates a validator node in Tempo, placing it in the operational layer alongside the broader implementation of Ripple’s institutional blockchain. It is noted that as part of a broader wave of institutions moving from pilots to real deployments, Visa’s decision to operate a validated node on the Tempo blockchain represents a significant increase in commitment, placing Visa directly at the operational level of the blockchain network, responsible for validating transactions and maintaining the integrity of the system.
Let's not forget that Ripple joined the X402 foundation as a premier member, including Visa and Mastercard. If you don't know what a 402 fund is, it's a standard that allows AI agents to make transactional payments without cards or human approval. And Ripple is now a member of it. Ripple has released its AI starter kit.
Remember, we just saw how the XRP Ledger started generating these machine payments. Remember how slow it was in the beginning? It just moved. Then we reached the first million. And the next thing we see is about 6 million transactions . All of this is from machine to machine. Visa, MasterCard— they will come to this.
I don't want you to forget, or maybe you weren't around then . Maybe you were here sometime in 2019. There was a company called Earthport. Earthport has been integrated into the Ripple network and XRP Ledger for quite some time. Well, they put themselves up for sale. They were selling the company. Visa and MasterCard competed with each other.
I mean, it was a real bidding war. A real price war has broken out for this company. As a result, Visa overtook MasterCard. Next we have Visa, Coinbase, and Crypto Spend Link. Visa's own crypto strategy is indirectly linked to XRP through Coinbase. It is noted that Visa has partnered with Coinbase, allowing users to spend Bitcoin, ETH, and XRP at any merchant that accepts Visa.
This is a huge thing. It is also stated that Visa is actively exploring digital currency initiatives to enhance its payments platform and is considering RippleNet and the Interledger protocol to increase interoperability. Remember, Apple and Safari integrated the Interledger protocol back in 2018–2019 , sometime around that time.
If you don't know what ILP is, listen, when you hear ILP, a lot of people get it wrong. They think that the Interledger protocol automatically uses XRP. This is not true. It is blockchain- agnostic. But he does something that brings all these assets together, i.e. Bitcoin, Ethereum, XRP, substitute anything else you like.
This puts them all on a level playing field, and the fastest, cheapest, most efficient chain and asset for that particular use case , regardless of what is happening at that moment, will win. Historical background, look at this. A 2019 erroneous report claimed that Visa had acquired one of Ripple's payment partners, linking it to Ripple's network of Swift-connected banks.
This is Earthport. This is what I was talking about. Friends, this... this is getting hot. Indeed so. Which brings us to this article, because French Hill says tokenization has evolved from a futuristic concept discussed during FIT21 and Clarity to something that is actually happening in real time. He says we can actually tokenize as a real security or something like that.
Yes, we are doing it now. What 's interesting about this is that all these guys tried to fight it. And now they are all getting on the same train. Just 2 years ago, or when we passed both FIT21 and even Clarity, journalists were asking us, "Well, you know, can you talk about this futuristic thing, like, tokenization?
Well, we can actually tokenize as an actual security or something like that ." Yes, we are doing this right now . Only 2 years. And the funniest thing about this , I mean, just perfect timing, I guess, is that BlackRock was just on stage in Dubai with Ripple, discussing tokenization. Call it a coincidence, call it what you want.
I...And that's the way it is. I mean, it will happen. I keep talking about BlackRock and Ripple . This is going to [ __ ] happen . And friends, if you have n't already registered with my link to CowShed, now is the time to do so. Why? Well, it's very simple. You invest $50 in any perpetual contract.
And how to open a permanent contract? Look, click on any asset you want. You enter your amount here, $50. You decide . Do you think the price will go up or do you think the price will go down? If you think it will go up, move the slider. You can choose your leverage. If he doesn't hang up on me, he did it.
This is normal. I don't know why he did it. Why is he blocking me? But either way, you can choose where you think the price will go. Seven. And you can move it. This shows you the liquidation price. So, if I'm making 3x on Bitcoin, for me to get liquidated, Bitcoin has to hit $103,000. Besides, the price keeps going up, I keep making money.
Those who follow me at Cal Shi , we have already doubled XRP. Look, this account started at 50 bucks, we almost tripled it. We still hold a position on Chainlink, we are up over 40%. We are still short Bitcoin. It only takes 50 bucks and they'll give you 25 bucks for free. If you have 75 bucks and you triple it, you will have over 200 dollars.
I don't know why you don't do it. Regarding Chainlink, Ripple and Chainlink—everyone wants to pretend they are competing with each other. These two things are in no way related to each other in terms of competition. They are partners. Chainlink provides price feeds, which is very important because if you are trading stocks 24/7 365 days a year, you need to make sure the price feed is accurate.
So, it is said that Ripple is now using the Chainlink standard to obtain quality XRP USD price data. By adopting the Chainlink standard for verifiable data on the Ethereum blockchain, Ripple increases the utility of RLUSD for your on-chain economy. That's right. And look at this, Capital Bcel. I mean , just by looking at him, you know what you want to do to his face.
In any case, Bitcoin is the only asset that the US government does not want to sell. Let's listen to this. I want to know if you agree with this. Capital B, of course, intends to buy as many Bitcoins as possible, as quickly and profitably as possible. Why? Because we are now in a context where all financial institutions in the world accept Bitcoin.
The corporate sector is also accepting Bitcoin. First of all, we are Bitcoin maximalists. We believe in the potential of Bitcoin and that the best way to use it is to buy it, hold it forever, never sell it, never lose it, and issue credit against it. So, as Shahaf Atty from Tobam just pointed out, we are at a unique moment where we are opening up a fixed- bid asset.
The world is discovering it for itself. The United States government decides that this is the one asset the government does not want to sell. The only asset the government doesn't want to sell. This is a loud statement. And all the companies in the world are starting to accumulate Bitcoin . But, in fact, the assets in the world are about 1 quadrillion dollars , and only 2% of the capital can be purchased by Bitcoin itself.
98-99% of the world's capital can only interact with securities. Securities are shares of public companies or debt obligations of public companies. And stocks are maybe 100 trillion, debt is about 300 trillion , and cash is 100 trillion. So in that context, as a public company, you have the ability to issue equity to access that 100 trillion market and issue debt to access that 300 trillion market.
And this opportunity allows you to create the largest balance sheet in your region, on your continent, to become the foundation of digital capital markets. I don't know, dude. To me, this just sounds like another Bitcoin maximalist, after all. Tom Lee: “ Inflation could fall sharply over the next 6 months, giving the Fed room to ease its tight stance.
I think the probability that it will decrease is very high." For him, the housing market is a point of tension worth monitoring. You know, the returns have increased to a level that rivals stocks. We're still trying , I think the market is still trying to figure out why the yields are higher. I mean, there are many reasons, but I think two things are getting lost in this conversation .
First, where will interest rates be in 6 months, because where will inflation be? And secondly, I think that increasing profitability improves conditions for stronger companies. This means that some companies will become even more attractive as profitability increases. And I think, as you point out, Scott, that's probably the reason why the "Magnificent Seven" is growing.
You know, as profitability increases, their ability to get financed remains easy, but it becomes harder for competitors. And regarding inflation, I still think the next 6 months will be the most important, because if inflation starts to fall, it won't be because of the Fed's rate hike last week. This is because of the policy that is already in place.
And I think that means the Fed may actually be backing off a little bit on its tightening. Yeah, I mean, what if it doesn't happen? That yields and inflation will remain high for longer than you assume. After all, the Fed's own forecasts do not exactly suggest that inflation will return to target next month, or a month later, or the month after that.
Yes, I'm Scott, and I think the probability of falling is very high. First, because of the PCE methodology: on September 30, they will present a new calculation methodology. This will likely reduce the rate by 20-40 basis points on an annualized basis. So, 3.4% could turn into 3%, and the effects of tariffs and flash memory are starting to fade.
Commissions for portfolios on the stock market are also decreasing, and as for energy, if oil remains at 100, in six months it will not affect inflation. So to accelerate inflation, housing prices would have to rise, but higher wages would hold that back, and the price of oil would have to reach 150, and flash memory would have to collapse again.
But again , this is removed from the methodology. Therefore, I believe that the chances of significantly lower annual inflation in 6 months are quite high. And remember, if they lower rates, and they will someday , it will provide another boost to these markets. I mean , I keep saying this, and I know I sound like a broken record, but it's a good record.
2027 and 2028 will be crazy years for crypto markets. They really will. I hope you enjoyed it. Like and subscribe. See you in the next video.
Comments 0