Louis de Bonnecaze

LAST 2 WEEKS IN THE STABLECOIN SPACE: key events in September so far + top 5 highlights here below ↓ ↓ > Stripe and Paradigm Launch Tempo Blockchain Stripe, partnering with Paradigm, introduced Tempo, a blockchain designed for stablecoin-based cross-border payments. This move integrates stablecoins into mainstream fintech, targeting global remittances and signaling institutional adoption of stablecoin infrastructure. > Tether.io Explores Gold Mining Investments Tether (USDT, ~$169B market cap) pursued investments in gold mining and expanded its stake in a Canadian gold royalty firm. This diversifies its reserves beyond U.S. Treasuries, strengthening USDT’s backing and reflecting stablecoins’ growing link to tangible assets. > Tether.io Launches USAT Stablecoin Tether unveiled USAT, a USD-pegged stablecoin compliant with the U.S. GENIUS Act, and appointed Bo Hines as CEO of Tether USA₮. This positions Tether to expand its dominance in the U.S. market, leveraging regulatory clarity and a $277.8B stablecoin market. > Hyperliquid Launched USDH Stablecoin Bidding Hyperliquid initiated a governance vote for its native USDH stablecoin, attracting bids from Paxos, Frax, Sky Protocol, Agora, Native Markets, OpenEden, and BitGo. Voting ended September 14, with a winning from Native Markets. > MetaMask Launches mUSD Stablecoin MetaMask launched mUSD, a USD-pegged stablecoin integrated into its wallet via Transak, enabling low-fee in-app purchases and transfers for DeFi and retail users. This enhances accessibility and capitalizes on the GENIUS Act’s regulatory framework. Full breakdown in the report here below. As always, LOTS happened, LOTS coming - I'll do my best to keep you posted. — ❇️ Share it if you find it valuable, comment with your thoughts and follow to keep learning about stablecoins and the future of e-money.

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🧠 The Growing Divide in Web3 Something I’ve observed lately — and it’s becoming more obvious every day — is the widening gap between crypto-native businesses and Web2-native entrepreneurs entering Web3. There seem to be only two viable monetization paths in today’s Web3 space: 1️⃣ Go full-on crypto-native — monetizing through digital assets, tokens, DeFi mechanics, and on-chain strategies. Even if your business would be considered average in any traditional industry, deep crypto knowledge gives it edge and profitability here. 2️⃣ Ignore the crypto rails entirely — build like it’s Web2, acquire users the Web2 way, generate Web2 revenue, and sprinkle in Web3 tech for infrastructure or narrative. Some call this a “bridge” to mass adoption. But is it? The truth? We’re not bridging anything. We’re splitting the space. 👉 The exclusive knowledge of crypto-native monetization is now concentrated in the hands of a smaller and smaller group. 👉 The average founder entering Web3 has no access to it — and often doesn’t even know what to look for. This divide is hurting the space. If Web3 is to truly grow and decentralize, we need more than just adoption — we need education, access to the playbooks, and open-source monetization models that don’t require insider status. Curious to hear from others building in this space — are you seeing the same trend?

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💥 Google enters the tokenization race with its own blockchain 👇 Rich Widmann, Head of Web3 Strategy at Google, announced the launch of Google Cloud Universal Ledger (GCUL) — a novel Layer 1 designed for financial institutions. Key features: high performance, credibly neutral infrastructure, and Python-based smart contracts. CME Group is the first partner to integrate, having completed phase one testing of GCUL for wholesale payments and asset tokenization. Direct market participant testing starts later this year, with commercial services expected in 2026. ➡️ Why this matters Institutional blockchain adoption is shaped by competitive dynamics: rivals rarely use each other’s rails. - Tether won’t build on Circle’s blockchain. - Adyen won’t transact on Stripe’s blockchain. But any financial institution can build on GCUL. That neutrality could prove decisive. Will GCUL become the backbone for banks and asset managers? Stay tuned. ✅ Want learn more about business of digital assets and tokenization? Join 20,000+ readers at Tokenization Insight to get the latest market insights 👉 https://lnkd.in/eCZyphum

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We use “tokenization” too loosely. Semantics matter when you’re building market infrastructure. 1️⃣ Asset-Backed (Tokenized): A traditional real-world asset is represented by a token. The asset stays off-chain; the token is a digital claim via custody/nominee. 𝘌𝘹𝘢𝘮𝘱𝘭𝘦𝘴: PE fund interests; corporate green bonds; carbon credits where tokens reflect custody/registry data. 2️⃣ Natively Digital: The asset is issued and exists only on-chain. No off-chain twin to “tokenize.” 𝘌𝘹𝘢𝘮𝘱𝘭𝘦𝘴: a private equity feeder fund issued directly as digital securities; investments into new-build vessels in energy shipping; all as programmable on-chain vehicles with cap table, distributions, and servicing executed on-chain. This isn’t theoretical; both pathways operate today within licensed setups. All of the above examples were executed by EVIDENT. Why it matters: the choice drives legal structuring, servicing workflows, and settlement rails. Which, in turn, unlocks different levels of efficiency. Both models will run in parallel for years—market infrastructure evolves slowly and regulation lags innovation. 𝗗𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗿𝗮𝘃𝗲𝗹: 𝗻𝗮𝘁𝗶𝘃𝗲𝗹𝘆 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗶𝘀𝘀𝘂𝗮𝗻𝗰𝗲. 𝗔 𝗻𝗲𝘄 𝗹𝗲𝘃𝗲𝗹 𝗼𝗳 𝗺𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆. Agree or disagree? #tokenization #blockchain #marketinfrastructure EVIDENT

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Just hours ago, the SEC quietly made one of the most significant decisions in crypto history — and most people haven’t realized its impact yet. At 10:39 PM CEST on July 29, 2025, the SEC approved in-kind creations and redemptions for both Bitcoin ($BTC) and Ethereum ($ETH) ETFs. This might sound like technical jargon, but the implications are massive — and here’s why it could set off a major shift in global crypto adoption: 1️⃣ Liquidity Explosion In-kind swaps slash costs, tighten price spreads, and flood the market with liquidity — removing key frictions that held back ETF flows. This could be the spark for the next major bull run. 2️⃣ Tax Efficiency No more ETF “tax bombs.” Investors can now defer capital gains, making crypto ETFs far more attractive — potentially unlocking billions in inflows. 3️⃣ Institutional Access Firms can now grab BTC/ETH directly via ETFs. This boosts arbitrage efficiency and could kick off a wave of institutional FOMO. 4️⃣ Mainstream Legitimacy Crypto ETFs now mirror gold funds in structure and function. This is a powerful signal to traditional finance — crypto is maturing, and it’s here to stay. The bottom line: This is a foundational step that brings crypto further into the financial mainstream — with real, tangible momentum behind it. #Crypto #Bitcoin #Ethereum #ETFs #SEC #Web3 #DigitalAssets #Finance #InstitutionalInvesting #MarketUpdate #Blockchain #Blockdeed

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Everyone talks about Ethereum’s direct impact — DeFi, ETH as a token, NFTs, staking, and smart contracts. But we dont talk about its indirect impact, especially on young people like Onome — who are able to learn, build, and earn because of the tools Ethereum has enabled or inspired. Ethereum isn’t just a blockchain. It’s a catalyst. It has inspired: Developers learning Solidity and building open protocols Founders launching decentralized tools for real-world use Researchers experimenting with ZKSync, optimistic rollups, and zero-knowledge proofs DAOs redefining how communities coordinate A generation obsessed with transparency, trustlessness, and permissionless innovation And this is only scratching the surface: ▪️ A dozen client teams. ▪️ 12,000+ nodes. ▪️ Thousands of developers. ▪️ A DeFi ecosystem bigger than all others combined. ▪️ The Merge. ▪️ Adoption by Visa, BlackRock, Sony, UBS... Ethereum isn’t just tech. It’s a philosophy — a belief in a world where value can be freely transmitted, where no one can stop you from creating, sharing, or innovating. 10 years of Ethereum. More decades to come. If you want to learn more about how Ethereum is supporting builders like Onome (and me :), and helping people turn curiosity into a career. Ethereum Nigeria EthereumEthereum East Africa Community Dr Anino Emuwa Ese Monday

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