Goldman Sachs projects explosive growth in the global stablecoin market, forecasting a 40% compound annual growth rate (CAGR) over the next several years that could transform the sector into a trillion-dollar industry. The research highlights stablecoins’ role in payments, global dollar adoption, and U.S. Treasury demand.Stablecoins Poised for Rapid ExpansionAccording to the report, the current global stablecoin market is valued at roughly $271 billion. Driven by favorable regulations and growing payment use cases, Goldman expects stablecoins to capture a much larger share of the financial ecosystem. Notably, USD Coin (USDC) could expand to $77 billion by 2027 under this growth trajectory.Payments Market PotentialThe analysis cites Visa data, which pegs the global payments market at $240 trillion, with consumer payments making up $40 trillion. Stablecoins, backed by U.S. dollars or Treasury bonds, are positioned to disrupt this sector by offering faster, borderless, and more efficient settlement options.U.S. Policy SupportU.S. Treasury Secretary Scott Bessent has emphasized that stablecoins not only strengthen the U.S. dollar’s reserve currency role but also expand access to the U.S. economy while boosting demand for Treasury bonds. The recently enacted GENIUS Act provides a clearer regulatory framework, which Goldman says will accelerate market development.Goldman Sachs’ bullish stance adds to a growing consensus that stablecoins will play a central role in digital payments, DeFi, and cross-border settlement. Analysts believe regulatory clarity and institutional adoption could drive the next wave of mainstream growth.

U.S.-listed cryptocurrency-related stocks saw broad gains in pre-market trading on Wednesday, according to Mars Finance News.Key MoversCircle (CRCL): +1.05%Coinbase (COIN): +0.8%MicroStrategy (MSTR): +1%SharpLink Gaming (SBET): +2.01%Bitmine Immersion (BMNR): +2.73% (biggest gainer)BTCS Inc (BTCS): +3.07%The rally reflects improved sentiment in the digital asset sector, supported by Bitcoin’s resilience around the $110,000–$115,000 range and optimism over regulatory clarity in the U.S.Analysts note that crypto-related equities remain closely tied to Bitcoin’s price trajectory, with miner stocks and blockchain infrastructure firms often seeing amplified moves during periods of BTC volatility. 

The U.S. Federal Reserve’s monetary stance remains restrictive, with its balance sheet no longer acting as a catalyst for growth, according to Jefferies strategist David Zervos.Speaking via Jinshi Report, Zervos said the Fed’s balance sheet — once viewed as an “accelerator” for the economy during periods of quantitative easing — has lost its stimulative effect under current policy conditions.Fed Policy StanceZervos emphasized that the Federal Reserve’s policy is “quite tight”, reflecting a cautious approach to inflation and liquidity.The Fed continues its balance sheet reduction strategy, known as quantitative tightening (QT), which removes liquidity from the system.Markets are now focusing on whether weakening U.S. inflation data will shift expectations for potential interest rate cuts later in the year.Market ImplicationsThe strategist’s remarks underscore investor concerns that without the Fed’s balance sheet expansion, economic momentum may slow further. Risk assets, particularly equities and cryptocurrencies, remain sensitive to signals from both interest rate decisions and the Fed’s balance sheet management.

Binance, Bitfinex, Coinbase, Crypto. com, HTX, Kraken, PayPal, Poloniex, Ripple, and Zodia Custody, among others, have all signed on. source: https://www.theblock.co/post/367547/binance-coinbase-among-first-members-to-join-trm-labs-crime-stopped-beacon-network-alongside-law-enforcement?utm_source=rss&utm_medium=rss

Investment manager VanEck released a new report forecasting that Bitcoin (BTC) will hit $180,000 by the end of 2025, citing strengthening market signals, record mining activity, and rising demand from institutions.The report, authored by VanEck analyst Nathan Frankovitz and Head of Digital Assets Research Matthew Sigel, reviews Bitcoin’s performance between mid-July and mid-August. While the outlook remains bullish, the authors also highlight risks facing Bitcoin treasuries and discrepancies in the equity performance of Bitcoin mining companies.Key Highlights from the VanEck Bitcoin ReportYear-End Prediction: BTC price projected to hit $180,000 by December 2025.Market Structure: CME futures funding rates hit a six-month high of 9%, while the options call/put ratio surged to 3.21x, the most bullish signal since June 2024.Institutional Demand: In July, ETFs and Digital Asset Treasuries (DATs) purchased 126,000 BTC combined, signaling a renewed wave of corporate buying.Bitcoin Dominance: Fell from 64.5% to 59.7% amid rising Ethereum popularity.Mining Power: Network hashrate reached 902 EH/s, a new record, while U.S.-based mining now accounts for 31% of global share.Ordinals Growth: Ordinals minting surged 43% in 30 days, with Bitcoin Core set to remove arbitrary data limits in October.DATs Under Pressure: Net asset values of companies like MicroStrategy (MSTR -16%), MTPLF (-62%), and SMLR (-12%) have declined due to reduced Bitcoin volatility and debt constraints.Market Trends Supporting the ForecastBitcoin reached a record-breaking price on August 13, 2025, with transfer volume spiking to $77.7 billion – up 34% month-over-month and 60% year-over-year. Median transaction fees fell by 13%, supporting higher network activity.VanEck notes that while mining equities show mixed results, overall miner revenue has climbed to its highest level in eight months, at $59,400 per EH/s.Bullish but CautiousVanEck acknowledges downside risks, particularly from weakening Digital Asset Treasury performance and reduced ability to leverage convertible debt. However, analysts say that extreme pessimism among retail investors and rising institutional accumulation point to higher price potential.“Despite the risks, our models indicate Bitcoin could reach $180,000 by year-end 2025,” the report concludes.This prediction is a revision of VanEck’s December 2024 forecast, which expected Bitcoin to hit $180,000 in Q1 2025. While the earlier call overshot, current market strength makes the updated projection more realistic, according to Crypto.news.com

Crypto firm has entered into a credit agreement with crypto exchange Gemini ahead of the latter’s initial public offering (IPO). The crypto exchange revealed the details of this agreement in its IPO filing, with the amount expected to be used to finance some costs that may arise during the public offering. Details Of Ripple’s Agreement With Gemini In its IPO filing with the SEC, Gemini revealed that it entered into a credit agreement with Ripple in July. Under the agreement, the crypto exchange can make lending requests of no less than $5 million each, and up to an aggregate commitment amount of $75 million source: https://www.newsbtc.com/ripple-2/ripple-agreement-with-gemini/

Vice Chair for Supervision Michelle Bowman told an audience in Wyoming that regulators risk misunderstanding blockchain if their staff remain […] The post Top Fed Official Wants Staff to Own Crypto – Here’s Why appeared first on Coindoo. source: https://coindoo.com/top-fed-official-wants-staff-to-own-crypto-heres-why/

The Blockchain Association and the Crypto Council for Innovation pushed back against recent claims by the banking industry. source: https://www.theblock.co/post/367561/crypto-groups-genius-stablecoin-law?utm_source=rss&utm_medium=rss

Radiant Capital hacker has turned their $53 million heist to around $94. 6 million after timing ETH trades strategically. The attacker sold 9,631 ETH at an average rate of $4,562 and got $43. 9 million DAI. Then they reentered the market with $8. 64 million DAI, buying 2,109. 5 ETH as prices declined. They currently hold 14,436 ETH and […] source: https://www.cryptopolitan.com/radiant-capital-hacker-turns-53m-into-94-6m/

The trader, who had grown a $125,000 stake into more than $43 million in just four months, was hit with […] The post Trader Turns $125K Into $43M – Nearly Loses It All in ETH Crash appeared first on Coindoo. source: https://coindoo.com/trader-turns-125k-into-43m-nearly-loses-it-all-in-eth-crash/

قراءات مُوصى بها الليلة: ١. جوجل تستثمر ١٣٢ مليون دولار في تعدين العملات المشفرة: لماذا اختارت تيرا وولف؟ ٢. توقعات خفض أسعار الفائدة، وتكهنات DAT، ومؤشرات السوق: متى سيبلغ سوق الصعود ذروته؟ ٣. سيظل البيتكوين أفضل الأصول أداءً عالميًا خلال السنوات العشر القادمة.

هل سوق العملات المشفرة تصحيح صحي أم مؤشر على ركود؟ ما هي توقعاته؟ أفادت شركة جولدن فاينانس أن الاتجاه الهبوطي يبدو أنه لا يمكن إيقافه.

تخطط شركة OpenAI لطرح أسهم ثانوي، قد يُمكّن موظفيها من صرف حوالي 6 مليارات دولار، مما قد يرفع قيمة الشركة إلى 500 مليار دولار. تأتي هذه الخطوة في ظل ارتفاع إيرادات الشركة نتيجة نمو ChatGPT، وتوسعها من خلال تمويلات جديدة وعمليات استحواذ وتطوير تقنيات الذكاء الاصطناعي.

اتخذت مساعي شركة شين عالية المخاطر للطرح العام منعطفًا جديدًا. أفادت بلومبرغ أن عملاق الأزياء السريعة يدرس نقل مقره الرئيسي من سنغافورة إلى الصين، سعيًا للحصول على موافقة بكين على طرح عام أولي في هونغ كونغ.

هل يرجع ذلك إلى وجود عدد كبير جدًا من عملات الإيثريوم التي تنتظر الفتح، مما تسبب في مخاوف السوق وأدى إلى انخفاض الإيثريوم؟

هل يمكن للعملات المستقرة مثل ETH وBMNR أن تواصل ارتفاعها؟ تناقش كاثي وود المنطق الاستثماري وراء BitMine، خزينة الإيثريوم. وتناقش جولدن فاينانس رهان ARK على طفرة العملات المشفرة والتكنولوجيا في العقد المقبل.

سوق البيتكوين، لماذا انهار؟ هل سيكون مستوى 112,000 دولار هو القاع الأخير؟ يا جولدن فاينانس، بدأ السوق يتساءل عما إذا كان هذا الصعود يقترب من نهايته.

يدرس بنك أوف أمريكا دخول سوق العملات المستقرة، لكنه لن يتقدم إلا إذا كانت اللوائح الأمريكية واضحة. وصرح الرئيس التنفيذي، برايان موينيهان، بأن البنك يعتزم العمل مع شركاء في القطاع لضمان الامتثال، مع توفير مدفوعات رقمية أسرع وأكثر كفاءة.

أشار حاكم ولاية إلينوي جي بي بريتزكر بأصابع الاتهام إلى الرئيس دونالد ترامب، واصفًا إياه بالمسؤولية عن تدهور قوانين التشفير في الولايات المتحدة بعد السماح لما يسمى بـ "إخوان التشفير" بكتابة السياسة الفيدرالية.

مع تزايد المنافسة في مجال الذكاء الاصطناعي، توفر بصمة تطوير TeraWulf نموذج تحول لمزيد من شركات تعدين العملات المشفرة.