결제
Blockchain’s Fannie Mae moment, Bitcoin treasury shakeout & AI agents that pay
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie sits down with Michael Tannenbaum, CEO of Figure Technology Solutions, to unpack the company's record quarter, its self-described "Rule of 150," and why it sees blockchain as a standardization engine for capital markets. Then, Lance Vitanza, Managing Director and Senior Research Analyst at TD Cowen, explains why the 2026 digital asset treasury shakeout has clarified the model rather than broken it—and what separates the companies built to last from the rest. Plus, Sid Coelho-Prabhu, Head of Coinbase Business, breaks down Coinbase's bet on AI agent payments, why stablecoins like USDC are emerging as the currency of agentic commerce, and how the x402 protocol could reshape the way businesses get paid.
The ABA's case that crypto could drain community banks
CoinDesk's The Policy Protocol hosts Rebecca Rettig and Renato Mariotti open on the stalled CLARITY Act and how crypto's newness in DC stacks up against TradFi's decades-old relationships. They also dig into two hot topics: Erebor raising $1.5 billion at a valuation near $9.5 billion, and FlightAware's short-lived trademark lawsuit against prediction market Kalshi. Then they sit down with Brooke Ybarra, Head of Innovation at the American Bankers Association, who breaks down the yield compromise on payment stablecoins, makes the ABA's case that stablecoin growth could pull deposits away from community banks and shrink local lending, and explains how banks of all sizes are already experimenting with tokenized money and tokenized deposits. Plus, Rebecca and Renato debrief on the bipartisan holdouts and name SEC Chair Paul Atkins as their Person of the Week. NOTE (Aug. 14, 09:00 ET): this episode was recorded before the SEC canceled the open meeting originally scheduled for Friday. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - To view the ABA's recommended changes to legislative text of the Clarity Act, please see their Joint State Association Letter to the Senate: https://www.aba.com/advocacy/policy-analysis/Joint-Letter-to-the-Senate-on-the-Clarity-Act
Why is Asia the epicenter of the next digital asset supercycle?
At #ConsensusMiami, Joseph Chee, Executive Chairman of Solana Company, shared a strategic vision for the "Pacific Backbone" and the institutional road to 5 billion users. Key Takeaways: - Utility & Compliance: APAC institutions are prioritizing stable, end-to-end workflows over market speculation. - Institutional Scale: Partnerships with giants like Mirae ($800B AUM) are moving RWA tokenization from theory to massive scale across Korea, Indonesia, and Singapore. - The Talent Moat: With 10M+ annual STEM grads, the region is no longer just a consumer—it is building the next global financial layer.、 - The B2B2C Path: Navigating 21 different jurisdictions requires a regulated, partner-led strategy—the only viable way to achieve true mass adoption. Watch the interview to see how Solana Company is bridging infrastructure and institutional finance across the Pacific.
Cerebras IPO values AI chipmaker at $40B
Cerebras priced its IPO at a $40 billion valuation, nearly 5x what it was worth eight months ago. The AI capital boom is pulling investor attention and money away from crypto, with SpaceX and OpenAI listings still to come. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
GameStop's $55B eBay bid could liquidate its bitcoin
GameStop submitted an unsolicited $55.5 billion offer to buy eBay, and CEO Ryan Cohen hasn't ruled out selling the company's $368 million bitcoin treasury to fund it. If the deal closes, eBay's 135 million active buyers would be inside a company that holds bitcoin. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
리플, 브라질에서 암호화폐 및 결제 서비스 확대 모색
해당 블록체인 기업은 디지털 자산 관리 및 토큰화 위한 커스터디, 결제 및 중개 도구를 추가하고 있으며, 중앙은행의 규제 승인 신청을 계획하고 있습니다.
AI 개발자들은 암호화폐에 큰 관심을 보이지 않을 수 있으나, 스테이블코인은 에이전트 금융의 핵심이라는 것이 암호화폐 업계 관계자들의 의견이다
스테이블코인 전문가들에 따르면, 프로그래밍 가능한 암호화폐가 빛을 발할 영역은 자율적이고 마이크로 거래가 가능한 AI 에이전트의 새로운 세계입니다.
코인베이스가 지원하는 AI 결제 프로토콜, 마이크로결제 문제 해결을 원하지만 수요는 아직 부족
에이전틱 커머스는 유망성을 지니고 있으나, 데이터는 x402가 여전히 시험 단계에 있음을 보여준다
은행 및 카드 네트워크가 온체인 달러를 수용하면서 스테이블코인 시장이 3,120억 달러에 도달
규제가 진전되고 기관들이 블록체인 결제를 도입함에 따라 스테이블코인은 암호화폐 거래를 넘어 결제 인프라로 확장되고 있습니다.
KAST, 스테이블코인 결제 플랫폼 확장을 위해 6억 달러 가치로 8,000만 달러 조달
이번 자금 조달은 국경 간 스테이블코인 결제 플랫폼 확장을 위한 제품 확장, 라이선스 및 규제 준수를 지원할 것입니다.
