К TAC присоединились еще 21 компания

cryptonews.ruPubblicato 2024-04-27Pubblicato ultima volta 2024-09-27

Токенизированные активы продолжают привлекать внимание мировых финансовых институтов и лидеров криптоиндустрии. Согласно последним данным, Коалиция токенизированных активов (Tokenized Asset Coalition, TAC) опубликовала новый отчет о состоянии индустрии цифровизации, предоставив комплексный анализ текущих тенденций, инноваций и регуляторных аспектов.

Одновременно с этим представители коалиции объявила о пополнении своих рядов. Стало известно, что к организации присоединились 21 новый участник, включая такие известные учреждения, как a16z, WisdomTree и Galaxy Digital. Новые члены коалиции представляют разнообразные отрасли — от венчурного капитала и финансовых технологий до управления активами и децентрализованных финансов. Среди участников такие компании, как Aptos Labs, Galaxy Digital, Flow Traders, Injective и Mercado Bitcoin.

Коалиция токенизированных активов была создана в конце 2023 года и с тех пор активно продвигает использование публичных блокчейнов и децентрализованных финансов (DeFi). Основная цель — изменить подход к формированию и управлению капиталом, привлекая внимание как институциональных инвесторов, так и традиционных финансовых игроков. Среди основателей коалиции компании Aave, Centrifuge, Circle, Coinbase и другие. На сегодняшний день в ее состав входят более 40 ведущих организаций, работающих в сфере токенизации активов.

В отчете за 2024 год особое внимание уделено роли регулирования в принятии токенизированных активов и росту интереса со стороны институциональных инвесторов. Среди ключевых выводов эксперты коалиции отметили, что такие финансовые гиганты, как McKinsey, Citi и Standard Chartered, прогнозируют рост рынка токенизированных активов до $2 трлн – $30 трлн в течение следующего десятилетия.

На текущий момент объем составляет лишь $176 млрд, причем значительная их часть представлена в виде частных кредитов и казначейских облигаций. Отдельное внимание в отчете уделяется результатам опроса, проведенного Coinbase среди руководителей компаний из списка Fortune 500. Более половины опрошенных (56%) заявили, что уже работают над проектами, связанными с внедрением блокчейнов и токенизированных активов в свои бизнес-процессы. Кроме того, все больше внимания привлекают такие сегменты, как цифровизация металлов и недвижимости.

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CLARITY Act Countdown: How Will the Crypto Market Fare If It Doesn't Pass Before the August Recess?

The CLARITY Act, a major US crypto market structure bill, faces a tight deadline before the Senate's August 10 recess. It must overcome final hurdles—negotiations on ethics provisions and law enforcement concerns—to secure the 60 votes needed for passage. Analysts warn that missing this window significantly lowers its chances in 2026, with prediction markets giving only a 40% probability of success this year. If the act fails to pass by the recess, the market is expected to react not with a crash but with continued "slow bleeding," particularly in premium products like ETFs. June saw record net outflows from US Bitcoin spot ETFs, partly attributed to this legislative uncertainty. Assets like XRP, which would receive permanent commodity classification under the act, stand to lose a "regulatory premium" on further delays. Bitcoin and Ethereum, already classified as commodities by regulators, face less direct impact, but DeFi innovation and institutional capital inflows would remain stifled by regulatory ambiguity. The path forward includes passing before the recess (a major catalyst), postponement to 2027 (prolonging uncertainty), or failure, requiring the bill to be reintroduced in the next Congress. Despite the stalled negotiations, the bill's advancement this far signals the US is closer than ever to resolving crypto regulatory clarity.

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CLARITY Act Countdown: How Will the Crypto Market Fare If It Doesn't Pass Before the August Recess?

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The Impact of OUSD on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Landscape

OUSD's Impact on Circle, Tether, and Paxos: A Nuanced Competitive Reshuffle The launch of OUSD, a new stablecoin initiative, has complex implications for the stablecoin market. For Circle (CRCL), the initial 15-20% stock drop reflects legitimate competitive concerns but is not a "death sentence." Circle retains deep liquidity, existing integrations, and first-mover advantages. A potential restructuring or termination of its Coinbase partnership could even double its net revenue in the short term, providing more competitive freedom. However, OUSD, backed by Stripe's engineering and product strengths, could become the default stablecoin within the Stripe ecosystem for new adopters, challenging USDC's position. OUSD does not solve the core barrier for corporate adoption: it remains a credit exposure to its issuer (likely a Bridge-related entity), which, like Circle, is not an investment-grade entity. Large banks and asset managers could still capture the most lucrative enterprise use cases. Circle must accelerate its payment/fintech product development and consider defensive M&A. For Tether, OUSD targets a different market segment. Tether will continue focusing on distribution channels not prioritized by Stripe or Circle. Its market share may decline over time, but within a significantly growing total market. Paxos faces the greatest pressure. OUSD undermines the key selling points of its USDG stablecoin, and Paxos's regulatory advantages may diminish as frameworks mature. This poses a more existential challenge, explaining Paxos's recent shift back to its brokerage-as-a-service business.

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The Impact of OUSD on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Landscape

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OUSD's Impact on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Reshuffle

This article analyzes the impact of the newly announced stablecoin OUSD, backed by a consortium including Stripe, on major incumbents like Circle (USDC), Tether (USDT), and Paxos (USDG). For Circle, the announcement is not a simple negative. While the initial market reaction was rational, it's not a "death sentence." Circle retains deep liquidity, existing integrations, and first-mover advantage. A potential restructuring or termination of its exclusive revenue-sharing deal with Coinbase could even near-double its net income in the short term, providing more competitive flexibility. However, within the Stripe ecosystem, OUSD, with its strong engineering and product focus, could become the default choice, displacing USDC for new integrations. Circle must accelerate its own fintech product development and consider defensive M&A. OUSD does not directly threaten Tether's core markets, which focus on different distribution channels. Tether's market share may decline over time but within a significantly growing overall market. Paxos faces the greatest pressure. OUSD undermines the primary value proposition of its USDG stablecoin, and Paxos's regulatory advantages may erode as frameworks mature, posing a more existential challenge. This explains Paxos's recent strategic pivot towards brokerage-as-a-service. A fundamental unresolved issue for enterprise adoption remains: if issued by a Bridge-related entity, OUSD, like USDC, still represents a credit exposure to a non-investment-grade issuer, unless a parent company guarantee is provided. Large banks and asset managers entering the space later could still compete for the most lucrative enterprise use cases.

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OUSD's Impact on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Reshuffle

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Will this Senator’s crypto bill force Trump out of the memecoin business?

In a July press release, Senator Kirsten Gillibrand addressed ethical concerns regarding former President Donald Trump's cryptocurrency involvement. Trump's 2025 financial disclosure, filed with the Office of Government Ethics, revealed he earned over $1.4 billion from crypto ventures. The primary source was $636 million from CIC Digital LLC, which licenses the official TRUMP memecoin. In response, Senator Gillibrand is pushing legislation to prohibit elected officials, including the President, Vice President, Congress members, and their spouses, from issuing, promoting, or sponsoring digital assets while in office. The proposal aims to prevent self-dealing and restore public trust. Gillibrand argues that such a ban is a commonsense, bipartisan measure necessary to strengthen consumer protections and stop officials from profiting from their office.

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Will this Senator’s crypto bill force Trump out of the memecoin business?

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Here’s why BONK traders can expect another 21%-46% price bounce

BONK, a memecoin, has recently seen a significant 10% price rally with a 152% surge in daily trading volume, suggesting strong speculative interest. While its longer-term trend remains bearish on the daily chart, the current bounce from a recent low has potential for further gains. Key resistance lies at $0.000005; if flipped to support, it could lead to upward targets between $0.0000061 and $0.0000073, representing a potential 21%-46% increase. However, traders are advised to proceed with cautious optimism, as Bitcoin's market movements could quickly reverse these gains. The overall outlook suggests a short-term bullish opportunity within a still bearish larger structure.

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Here’s why BONK traders can expect another 21%-46% price bounce

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