US & Germany Discuss Strategic BTC Reserve, Solana App Revenue Record & More

Welcome back!

This is J264G and this week I’ve got these titbits for you:

• EU Bonds: Euro Stablebonds are now globally accessible via Etherfuse. 

• Strategic BTC Reserve: Governments consider crypto for their balance sheets.

• Aggregator Wars: Titan, a new aggregator, is poised to compete with Jupiter.

Crypto has crossed the adoption threshold. Don't take my word for it, just look at how Bitcoin Spot ETFs have been performing. 

Now, let’s jump right into this week’s newsletter!

Click on any underlined heading/hyperlink to learn more.

Spotlight

Now Or Never

Gary Gensler, Chairperson of the U.S. Securities and Exchange Commission, may soon be out of a job. 

For crypto, this signals a potential turning point that could usher in a more balanced and impartial SEC that refrains from weaponising its regulatory power.

If a more nuanced approach materialises, the U.S. will solidify its place as the unchallenged global hub for crypto. With the world’s largest capital markets and sophisticated financial infrastructure, the U.S. has both the scale and rigour necessary to explore, test, and expand digital assets such as Bitcoin and Solana, alongside their underlying blockchain networks.

Having said that, the departure of Gensler wouldn't just benefit the United States — it represents a global opportunity. 

Singapore and the United Arab Emirates are already incorporating crypto to boost their economic outcomes. Now, as the U.S. inches closer to adopting a pro-crypto stance, these countries may be prompted to ramp up their crypto adoption even further, striving to maintain their early-mover advantage.

However, the crypto race is only just beginning. While Singapore, the UAE, and potentially the U.S. are leading the charge, other economies — such as Germany, the UK, France, Brazil, Argentina, Mexico, South Korea, Japan, and Taiwan — still have a window of opportunity to position themselves as crypto leaders. 

If these nations prioritise crypto-friendly regulations and leverage blockchain technology, they could unlock new growth potential, fuel innovation across sectors, and attract more foreign direct investment. Let me be clear: Embracing crypto is not merely an option any longer, but a strategic move to enhance the global economic standing of Germany & Co.

The time to embrace crypto is now. 

For countries facing economic stagnation or declining growth rates, crypto could be the catalyst they need to propel their economies forward. Ignoring this means passing up a significant opportunity for economic expansion and enhanced global influence — a risk these countries can no longer afford. 

By seizing the moment and embracing crypto, they can, however, secure a place in the new digital frontier — laying the foundation for a more resilient and dynamic economic future.

Chart Of The Week

News Bites

Stablecoin Adoption: Currency volatility costs emerging markets and developing economies an estimated $1.2 trillion. However, traditional hedging options are often limited — making USD-pegged stablecoins an increasingly popular alternative in these regions. Discover more stablecoin insights in the latest research report from Squads.

Onboarding Rails: Venmo’s 60 million U.S. users now have seamless access to buying crypto with Phantom, making it simpler than ever to enter the onchain economy.

Bitcoin Financialisation: Coinbase launched cbBTC on Solana, a SPL token 1:1 backed by Bitcoin held in Coinbase's custody. This marks Coinbase's first token on Solana, enabling users to leverage and trade BTC across DeFi platforms such as Jupiter.

Aggregator Wars: Titan, a new DEX aggregator poised to compete with Jupiter, is set for its Solana mainnet launch. The team claims that their platform secures the best token price 81% of the time, positioning it as a strong contender in Solana’s DeFi ecosystem.

Volatility Farming: Building on the wave of new DeFi protocols launching on Solana, Watt brings in volatility farming. Instead of seeing volatility as a risk, Watt turns it into an opportunity, enabling users to earn yield on their assets regardless whether prices rise or fall.

EU Bonds: Euro Stablebonds are now globally accessible via Etherfuse. Combining the stability of government bonds with the transparency of blockchains such as Solana, Stablebonds represent a next-generation investment option with competitive APYs.

Caught In 4K

Weekly Take

Keks & Giggles

And that's a wrap!

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Talk soon!

J264G

_{DISCLAIMER
None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research. Lastly, please be advised that we discuss products and services from our partners from which our team members may hold tokens/equity.}