🔥 Jack Ma–backed Ant Group is integrating @Circle’s $USDC into its global payment platform. This is massive for crypto. Here’s why🧵.

5/ TL;DR: Stablecoins are going mainstream. $USDC is leading and Ant just made it inevitable. 🌍.

4/ This puts pressure on banks, PayPal, and CBDCs. Ant + $USDC could redefine global payments. Crypto rails just hit the fast lane.

3/ Impacts:. $USDC utility skyrockets. Real-world use cases expand (remittances, trade, DeFi). Alipay’s 1.3B+ users get access to tokenized dollars.

2/ This isn’t just adoption—it’s regulatory alignment. Ant’s applying for stablecoin licenses in US, HK, SG and LU. $USDC becomes the first stablecoin to bridge TradFi and regulated crypto finance.

1/ Ant processed $1T+ in payments last year — $333B on-chain. Now it’s plugging in $USDC. Think instant, low-fee, cross-border $USD payments at global scale.

8/ ✅ TL;DR:. • $BTC +6% in 2 weeks.• Meme & alts rotating ( $DOGE, $PEPE, $ARB).• ETF flows + regulatory clarity driving momentum.• Security & macro risks remain. Analyst mood: bullish, but cautious on volatility.

7/ 🎨 NFT & DeFi:. • NFT market +7.2% in June, Immutable flipped ETH in volume. • DEX share up to 27.9%, PancakeSwap leading. • Focus shifting to real yield over speculation. 👉 DeFi narrative evolving.

6/ 🔐 Security Snapshot:. • Nobitex hack ($100M) on June 30, withdrawals resumed. • Hacks down 52% Q2 vs Q1, but $2.5B lost in H1 2025. 👉 Security remains a top watchpoint.

5/ ⚠️ Key Risks:. • Middle East tensions = sudden dips. • Spot trading volumes near 4-year lows — retail quieter. • Meme surges & ETF rumors lack strong backing. 👉 Play the trend, manage risk.

4/ ⚖️ Regulatory Tailwinds:. • GENIUS Act (stablecoins) passed Senate. • CLARITY Act advanced in House “Crypto Week.”.• Trump signals $BTC support with strategic reserve talk. 👉 Policy momentum fueling upside.

3/ 🏦 Institutional Flows:. • $BTC ETFs: $14.4B inflows, 50K $BTC added in 30 days. • First US Solana staking ETF approved (7.3% yield). • Tokenized S&P 500 fund launched. • Coinbase +40% YTD, Robinhood +130% YTD. 👉 Institutions are stacking.

2/ 🌊 ETH & Alts:. • $ETH stable at ~$2,460 post-May rally. • $SOL at $149, recovering from June drop. • $DOGE +6% today, leading majors. • $HYPE & $ARB up 7% weekly, $PEPE outperforming DOGE. 👉 Alt rotations picking up.

1/ 🚀 $BTC Market Moves:. • +6% in 2 weeks, from ~$104,862 → ~$108,125. • Hit $110K June 30, dipped on whale moves + options expiry. • Bouncing on Fed rate cut hopes. 👉 Bulls watching $110K reclaim.

🧵 𝗖𝗿𝘆𝗽𝘁𝗼 𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 | 𝗝𝘂𝗻𝗲 𝟮𝟯 – 𝗝𝘂𝗹𝘆 𝟳, 𝟮𝟬𝟮𝟱. $BTC rallied, $ETH held strong, $DOGE led gains, ETFs & regulations boosted sentiment. Here’s what happened 👇

“Global payments are broken. Stablecoins are the Trojan horse for a seamless, onchain financial system. Here’s why we believe stablecoins will reshape global finance:” — @emmacui, Co-Founder of @LongHashVC. ✅ $27.6T in Q1 2025 volume, surpassing Visa + Mastercard. ✅ Instant,.

🔹 Great field notes from our co-founder @emmacui at Permissionless. Stablecoins as Trojan horses. Onchain consumer apps gaining ground. AI + crypto convergence just starting. Bitcoin evolving beyond SoV. NYC post-Circle IPO shows crypto is now inevitable. We’re extremely.