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Elon Musk says SpaceX and Tesla are exploring a merger that would combine more than 30,000 bitcoin, the OCC tightens rules on stablecoin rewards, and Zcash prepares for an upgrade that could triple transaction speed.
@jennsanasie has what you need to know.
Most banks have tested blockchain, but @gluk64 says very few have shipped it.
The @the_matter_labs CEO says the holdup isn’t the tech. It’s the plumbing. He joins @jennsanasie to break down Prividium Commander, what banks want from ZK privacy and what it takes to get from pilot to production.
00:00 - Matter Labs’ Alex Gluchowski Joins Markets Outlook
01:40 - What Is Prividium Commander?
02:03 - Why Bank Blockchain Pilots Stall Before Production
04:30 - What Happens When Banks Build Their Own Plumbing
05:34 - How Cari Network Is Bringing 30 Banks to Tokenized Deposits
06:48 - The Path From Commander to ZK
09:06 - What Institutions Want From ZK Privacy
10:52 - Can Blockchains Handle Bank-Level Volume?
12:04 - Matter Labs’ Vision for a Global Digital Asset Economy
The people who run digital assets at DTCC and U.S. Bank will be in Lisbon next week, talking about what they’re building on @StellarOrg.
You can be in the room. Meridian, Oct 28–29.
Register: meridian.stellar.org/registe…
🤝 Paid partnership
Bitcoin options now account for nearly 60% of open interest across the derivatives market, up from about 50% at the start of the year, as traders increasingly focus on managing risk instead of simply betting on price direction.
Get the full picture in Crypto Daybook Americas, CoinDesk’s daily markets briefing presented by @Grayscale.
coindesk.com/daybook-us?term…
RESEARCH: The addressable market for diversified real-world-yield stablecoins, the segment @realfi_co is building $USDrf in, sits at roughly $654M today.
Its size is a function of three variables: total stablecoin supply, the productive share of that supply, and the diversified RWA share of the productive segment.
On those inputs the bucket reaches roughly $1.2B, $4.0B, or $10.8B over three years in the bear, base, and bull cases.
Two rotations compound in its favour at once, so even holding the total market flat nearly doubles it. The downside is slower growth, not contraction.
@RealFi_co's $USDrf is built for that bucket.
Supply of assets is not the constraint as private credit alone runs to roughly $2 trillion, before the far larger Treasury, money-market, and investment-grade universes the reserve also uses.
Even the bull case is well under 1% of private credit. Stablecoin adoption is the binding variable.
Full data and analysis from CoinDesk Research, commissioned by @RealFi_co: coindesk.com/research/beyond…
NEW: @evernorthxrp's SEC filing reveals $XRP fell 40% between its merger signing and closing, eliminating adjustment share bonuses for early investors, while clearing the company to raise up to $132M through warrant exercises.
