Market Brief – 24h
Bitcoin gained 1.46% but the session’s alpha lay in AI-exposed miners. Mining stocks rallied on multi-billion-dollar AI infrastructure deals and a pivot to cloud compute, per Cointelegraph, lifting sector sentiment. Altcoins outperformed broadly: INJ surged 5.14%, ADA +3.1%, HYPE +2.99%, ETH +2.2%, SOL +1.95%, XRP +1.79%. The standout laggard was US, collapsing 13.67%, while GPU dipped 0.59%. BTC +1.46%, ETH +2.2%, SOL +1.95%, USDC flat. Mining equities benefited from a sector rotation toward AI compute infrastructure, with multi-billion-dollar contracts driving a rerating. Broad altcoin strength contrasted sharply with the US token’s collapse.
Stablecoins aren’t just crypto anymore: $400B in 2025 payments has banks on edge
Rising stablecoin adoption and projected $400B in 2025 payments are creating tension between crypto assets and traditional banking systems.
XRP Utility Debate Returns As Ripple Stablecoin Migration Plans Draw Attention
Discussions regarding Ripple's stablecoin migration plans have renewed focus on the utility of the XRP token.
JPMorgan Cuts Circle, Coinbase Earnings Forecasts Over Hyperliquid USDC Deal
JPMorgan lowered earnings forecasts for Circle and Coinbase due to a new USDC revenue-sharing deal with Hyperliquid.
Bolivia includes USDT in payment systems – Tether CEO hails ‘cornerstone’
Bolivia has integrated USDT into its payment systems as part of a softer government stance on cryptocurrencies.
Japan’s biggest card network taps Circle to bring stablecoins to 40 million merchants
Japan's JCB and Circle are collaborating to integrate USDC for cross-border payments and transactions across 40 million merchants.
AI-Powered Microbusiness Boom Could Drive $262B in Stablecoin Payments by 2033
Swyftx projects that AI-powered microbusinesses could drive $262 billion in annual stablecoin payment volume by 2033.
Convenience Store Giant Lawson Tests JPYC Stablecoin Payments in Japan’s First POS Retail Pilot
Lawson is piloting JPYC stablecoin payments in Japan, marking the first POS retail use case.
Stablecoin FX priced below interbank rates in Q2, with routing now the biggest cost lever: Borderless
Borderless reports that stablecoin payments were priced 3.2 bps below interbank FX rates in Q2.
Jeremy Allaire: Early Life and Net Worth — The Circle CEO Driving Stablecoin Innovation — 36Crypto
A profile of Circle CEO Jeremy Allaire and his role in developing the USDC stablecoin and regulated financial infrastructure.
Japanese Convenience Giant Trials Stablecoin Payments Starting August
Japanese convenience store chain Lawson will trial yen-pegged stablecoin payments at a Tokyo location starting in August.
Thailand Targets Stablecoins and Cash in Sweeping Anti-Money Laundering Push
Thailand's central bank is implementing strict anti-money laundering controls on high-volume stablecoin transactions and large cash deposits.
$10 Billion Stablecoin Exodus: Why Market Experts Remain Calm
The stablecoin market saw a $10 billion decline in capitalization, though experts view this as temporary consolidation rather than a bear market.
Japan’s SBI Group to launch JPYSC stablecoin lending service this month
Japan's SBI Group is launching a lending service offering a 3% annual yield on JPYSC stablecoin deposits.
The Stablecoin Market Just Lost $10 Billion — Here’s Why Analysts Aren’t Worried
The stablecoin market lost $10 billion since May 2026, though analysts remain optimistic due to record-high transaction volumes.
USDT usage at 35% in 2026 – What’s the key factor driving investors to stablecoins?
Analysis suggests stablecoin usage, particularly USDT, is expected to grow as investors seek reliable blockchain payment methods.
Japan’s Lawson convenience store pilots stablecoin payments with JPYC: report
Japan's Lawson convenience stores are piloting stablecoin payments using JPYC in collaboration with KDDI and HashPort.
Stablecoin market cap has shrunk by $10 billion since May, but analyst sees no reason to panic
The stablecoin market cap decreased by $10 billion since May, though analysts maintain a long-term positive outlook.
Hyundai’s ‘real world adoption of USDT’ cut transfers to 7 minutes: Details
Hyundai reports USDT transfers now average seven minutes, while USDC is projected to dominate 2026 stablecoin volume.
Hyundai becomes first major South Korean company to introduce internal stablecoin transfers
Hyundai becomes the first major South Korean company to implement internal stablecoin transfers for international operations.
Tether’s TON Integration Pushes USDT Deeper Into Telegram’s Crypto Economy
Tether's integration with the TON network expands USDT adoption within the Telegram ecosystem.
Circle Wins OCC Approval for National Trust Bank to Strengthen USDC Infrastructure
Circle received OCC approval to establish a national trust bank, strengthening the regulatory infrastructure for USDC.
Bitcoin Is Bottoming, And Smart Investors Are Already Earning 6.5% APY on Bitrue
Robinhood upgraded by Morgan Stanley and Barclays after launching a Layer‑2 blockchain.
Robinhood (HOOD) Stock Gets Back-to-Back Upgrades as Blockchain Bet Pays Off
Kraken adds USDT0 and USDC.e deposits/withdrawals on the Tempo network.
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