Coinbase Buys Deribit, Stripe’s Stablecoin Launch, and Ethereum’s Pectra Upgrade | Weekly Roundup

Bullish:

• $STABLES - Stablecoins are gaining significant traction, with major companies like Stripe adopting them for global expansion and financial infrastructure development. This trend is expected to continue, potentially impacting traditional finance and tech companies.

  • “Stripe would never say it like this because it's for regulatory reasons, but Stripe just launched a stablecoin a stablecoin bank for merchants. Stripe is in 45 countries today. Because of stablecoins, they're now in a hundred and one countries.”

    Jason·29:28

  • “You've got instant twenty four seven financial infrastructure being built in real time in front of our eyes. It's pretty damn cool.”

    Jason·37:25

  • “If you're Zuck or any major executive, like, you're seeing these companies like Visa and Stripe and, Ramp and all of them, like, really just, adopt stable coins. Like, embedding payments in your app, if your Facebook made all the sense in the world in 2019, it was just a very different regulatory environment.”

    Santi·50:08

  • “Over the next year, pay attention, control f when you see a 10 k, 10 q stablecoins.”

    Santi·57:52
• $COIN - Coinbase's acquisition of Deribit for nearly $3 billion, the largest crypto M&A deal in history, signals significant growth and consolidation in the cryptocurrency exchange market.

  • “You've got Coinbase acquiring Derabit for almost 3,000,000,000 in the biggest crypto m and a deal in history.”

    Jason·0:00
• $INFRA - The rapid development of 24/7 financial infrastructure in the crypto space is creating new opportunities and transforming the financial landscape.

  • “You've got instant twenty four seven financial infrastructure being built in real time in front of our eyes. It's pretty damn cool.”

    Jason·37:25
• $META - Meta (Facebook) could potentially benefit from adopting stablecoins, following the trend of major companies in the payments industry.

  • “If you're Zuck or any major executive, like, you're seeing these companies like Visa and Stripe and, Ramp and all of them, like, really just, adopt stable coins. Like, embedding payments in your app, if your Facebook made all the sense in the world in 2019, it was just a very different regulatory environment.”

    Santi·50:08
• $TRADFI - Traditional financial services companies are likely to increasingly adopt stablecoins, as evidenced by the growing mentions in financial reports.

  • “Over the next year, pay attention, control f when you see a 10 k, 10 q stablecoins.”

    Santi·57:52