hodler

30 Jan 2026, 07:35

Securitize sees 841% revenue jump as it prepares to go public

Tokenization company Securitize announced an 841% increase in revenue for the nine months ended September 30, 2025, as it gets closer to going public through its planned merger with Cantor Equity Partners II (CEPT). In the announcement, Securitize and Cantor Equity Partners II have publicly filed a Form S-4 registration statement with the U.S. Securities and Exchange Commission (SEC). This filing follows Pubco’s secret submission of a draft registration statement on Form S-4, which was previously revealed on November 13, 2025. Securitize merger highlights rising tokenization trend Securitize announced that the registration statement includes a combined proxy statement relating to the proposed business combination. It also includes Securitize’s most recent historical financial data up until September 30 of last year. For the nine months ending September 30 of last year, Securitize reported total revenue of $55.6 million, an 841% increase from $5.9 million for the same period in 2024. Revenue increased by 129% to $18.8 million for the entire year ending December 31, 2024, from $8.2 million in 2023. However, Securitize confirmed that the registration statement remains under SEC review. The leading platform went on to say that the completion of the proposed merger is subject to customary closing conditions, such as approval by CEPT shareholders and the registration statement becoming effective, after which Securitize Holdings is expected to list publicly. If approved, Securitize would go public and start trading on Nasdaq under the SECZ ticker. This deal between Securitize and Cantor Equity Partners II occurs at a time when tokenization is becoming more popular in traditional finance. Tokenized assets are becoming increasingly popular among international banks and asset managers such as JPMorgan and BlackRock. BlackRock, JPMorgan highlight accelerating institutional tokenization adoption On January 21, Investment giant BlackRock identified bitcoin and tokenization as the “themes driving markets” in 2026. In its 2026 Thematic Outlook, the investment firm pointed out that tokenization, or the digital representation of physical assets like stocks and real estate, is becoming more popular. According to BlackRock, this adjustment is part of a shift in how investors access markets. A stablecoin, like one backed by the U.S dollar, is an early example of a tokenized asset. Against this backdrop, BlackRock’s tokenized U.S. dollar money market fund (BUIDL), issued by Securitize, is increasingly used in decentralized finance (DeFi) and has nearly $2 billion in assets under management. “In our view, as tokenization continues to rise, so will the opportunity to access assets beyond cash and U.S. Treasuries via the blockchain,” the report stated. Meanwhile, a Cryptopolitan report noted that BlackRock specifically identified the Ethereum blockchain as a potential beneficiary of tokenization expansion given its extensive use in creating decentralized applications and token infrastructure. Institutional momentum is also building elsewhere. On December 15, JPMorgan Chase announced the launch of a tokenized money-market fund on Ethereum in response to increasing demand from institutional clients. The move represented JPMorgan’s first tokenized money market fund, making it the largest GSIB, or Global Systemically Important Bank, to construct such a vehicle on a public blockchain. “Tokenization can fundamentally change the speed and efficiency of transactions, adding new capabilities to traditional products,” Donohue said in a statement. Looking further ahead, the market for tokenized financial instruments, or real-world assets (RWAs), could reach $18.9 trillion by 2033, according to a joint analysis by Boston Consulting Group (BCG) and payments-focused digital asset infrastructure company Ripple. That projection represents a compound annual growth rate (CAGR) of 53%, falling between the report’s cautious estimate of $12 trillion in tokenized assets over the next eight years and its more optimistic estimate of $23.4 trillion. The joint report outlined tokenized government bonds, specifically U.S. Treasuries, as an early success for tokenization. These products will enable corporate treasurers to easily transfer stalled capital from digital wallets into tokenized short-term government bonds without the need for middlemen, maintaining liquidity continuously and in real time. Beyond sovereign debt, BCG and Ripple noted that private credit is another sector attracting attention. Get seen where it counts. Advertise in Cryptopolitan Research and reach crypto’s sharpest investors and builders.

30 Jan 2026, 07:35

Whale's Insight: The Age Of Useful Crypto

Summary At Davos, the dominant signal was that crypto’s next phase will be led by regulated institutions supported by calls for regulatory clarity, while AI agents emerged as a credible new class of native blockchain users driving future demand. Tether has launched USAT, a compliant, dollar-backed stablecoin to enter the U.S. market post-GENIUS Act, targeting institutional and regulated distribution channels while coexisting with USDT’s offshore dominance. Ethereum is launching ERC-8004, a new standard that establishes identity, reputation, and validation for trustless AI agents, positioning the network as a coordination and settlement layer for an emerging AI agent economy at a moment when agent adoption is reaching an inflection point. Davos 2026 Signals Crypto's Shift to Global Financial Infrastructure At the World Economic Forum Annual Meeting in Davos 2026, crypto was framed no longer as a speculative fringe asset but as emerging core financial infrastructure. Discussion across panels focused on how blockchain, stablecoins, and tokenization can be embedded into payments, capital markets, banking, and even state-level economic strategy. Tokenization of real-world assets dominated the agenda, with institutions such as BlackRock, BNY Mellon, and Euroclear showcasing pilots for tokenized bonds, funds, and deposits. Stablecoins were positioned as the backbone of next-generation payments. Regulatory clarity in the U.S. was cited as the unlock for institutional scale, with pending legislation like the crypto market structure bill to accelerate TradFi participation. Beyond finance, AI agents and blockchain were increasingly discussed as complementary systems, with crypto emerging as the preferred settlement layer for autonomous economic activity. Key Take Crypto adoption is being driven by institutions, not retail. The strongest signals from Davos came from asset managers, banks, and governments actively piloting tokenization and stablecoin infrastructure. The next phase of crypto adoption is being led by regulated incumbents who control capital, distribution, and compliance. Regulatory clarity could trigger a structural market expansion. The dominant message for regulation is "clarity over perfection", and industry leaders argued that clear compliance pathways could break crypto's historical boom-bust cycle, enabling long-term capital formation. AI-crypto integration is emerging as the next major demand driver. Beyond payments and tokenization, AI agents were repeatedly cited as new native users of blockchains. Crypto’s programmability, composability, and always-on settlement make it uniquely suited for autonomous machine-to-machine transactions, from paying for data and compute to executing economic decisions in real time. Tether Launches U.S. Compliant Stablecoin USAT Tether ( USDT-USD ), the issuer of the largest stablecoin USDT, has officially launched USAT, a dollar-backed stablecoin designed to operate within America's regulatory framework. Unlike, USDT, USAT is explicitly built for U.S. compliance following the passage of the GENIUS Act. USAT will be issued through Anchorage Digital Bank, with Cantor Fitzgerald acting as reserve custodian and primary dealer. Former White House crypto policy advisor Bo Hines, now CEO of the Tether USAT, will oversee the rollout. The launch comes amid accelerating institutional adoption of stablecoins, with Circle CEO Jeremy Allair projecting 40% annual growth as banks move beyond experimentation toward full-scale deployment. Key Take The U.S. stablecoin market is dominated by Circle's USDC ( USDC-USD ). Its competitive advantage lies in years of accumulated liquidity, trust, and large distribution channels. USDC is natively integrated across major exchanges, DeFi protocols, and banking partners. To compete, USAT needs to bootstrap liquidity and overcome lingering hesitation tied to Tether's offshore legacy. It is unlikely USAT can challenge USDC's market position in the near term. Tether is pursuing a targeted, compliance-first distribution model rather than broad multichain and DeFi dominance. USAT's go-to-market focuses on regulated exchanges, banking partners, and U.S. Institutional channels. It intends to grow traditional finance and enterprise use cases first. Right now, USDT already functions as the dominant onchain offshore dollar settlement layer across exchanges, emerging markets, and cross-border flows. USAT could be positioned as an on-ramp/off-ramp into that global USDT liquidity pool, enabling users to enter via a compliant U.S. stablecoin and settle internationally using USDT. Ethereum to Launch AI Agents Standard on Mainnet Ethereum ( ETH-USD ) announced a new standard, ERC-8004, which is designed to enable trustless AI agents on the network, is set to go live on the mainnet imminently. This standard defines a framework that allows AI agents to discover one another, build portable reputations, and interact with organizations and platforms on Ethereum. It also introduces pluggable trust models, tiered by risk and security level, allowing agents to handle things from low-risk consumer tasks to high-stake use cases such as financial decision-making. Technically, this new standard relies on three lightweight smart-contract registries: identity, reputation, and validation, enabling censorship-resistant agent identities, on-chain reputation via signed feedback, and verifiable validation of agent outputs. Key Take In addition to acting as a settlement layer for financial activities such as DeFi, stablecoin and tokenized assets, Ethereum is emerging as a trustless layer for AI agent coordination. The critical infrastructure - agent identity, reputation, and validation- enables AI-AI and AI-to-organization interactions. As we outlined in our 2026 Outlook, Ethereum is facing increasing competition from both alternative Layer 1s and institution-supported new chains, which are fiercely competing on throughput and fees. This new AI agent settlement layer could provide Ethereum with a fresh new narrative that differentiates it from others. 2026 is very likely to be an inflection point for AI agents, not because agents are now perfect, but because they are finally useful enough to deploy, iterate on, and build things. The recent surging interest in Clawbot is an early and concrete indication that AI agents are now crossing the boundary. Weekly Market Chart: Tokenized Commodities Surge Tokenized commodities have seen notable surges recently, particularly in the precious sector amid broader commodity rallies. The overall market cap for tokenized commodities has surpassed $4.5 billion, with transfer volumes increasing over 60%. This growth is largely driven by rising prices in gold and silver, which have repeatedly hit all-time highs. Tether Gold ( XAUT-USD ) and Paxos Gold ( PAXG-USD ) dominate the sector, controlling over 90% of the tokenized gold supply. Other commodities like silver, copper, lithium, and uranium are part of the broader commodities rallies, but tokenized versions of them remain less prominent compared to gold. Source: rwa.xyz Disclaimer: The information provided herein does not constitute investment advice, financial advice, trading advice, or any other sort of advice, and should not be treated as such. All content set out below is for informational purposes only. Original Post

30 Jan 2026, 07:33

Ripple Scores Big: U.S Appeals Court Dismisses Major XRP Investor Lawsuit

Ninth Circuit Dismisses Class Action Against Ripple, Clearing Legal Hurdle for XRP Ripple has scored a major legal victory as Ninth Circuit Upholds Dismissal of XRP Class-Action Lawsuit. The ruling reinforces that secondary XRP trades aren’t considered unregistered securities, advancing regulatory clarity for crypto. Well, investors had sued Ripple over alleged sales of unregistered securities, separate from the resolved SEC case. The Ninth Circuit upheld the lower court’s ruling that the claims were time-barred under the five-year federal statute of limitations, permanently closing the case and eliminating another legal hurdle for Ripple and XRP. Though separate from the concluded Ripple vs SEC case, the dismissal of this class-action lawsuit is a positive signal for Ripple and the broader crypto market. It highlights a judicial trend of distinguishing secondary market sales from initial offerings, a key pillar of Ripple’s defense. For investors, it reinforces the argument that XRP, widely used for cross-border payments and liquidity, should not be treated as a security in secondary trading. Ninth Circuit Ruling Reduces XRP’s Legal Uncertainty, Boosts Investor Confidence This ruling is a strong positive signal for XRP holders. With fewer legal clouds, Ripple can focus on expanding its global payments infrastructure and institutional partnerships without distraction. For the crypto sector, clarity on what constitutes an unregistered security strengthens a predictable regulatory environment. Therefore, the Ninth Circuit’s decision delivers tangible momentum. For traders and long-term investors, it signals narrowing legal risks, reinforcing confidence in XRP’s utility and investment thesis. In a market often shaken by uncertainty, such rulings, combined with progress on the Digital Asset Market Clarity Bill based on upcoming meetings between President Trump and key crypto and banking leaders, can spark renewed optimism. Why does this matter? Well, The Ninth Circuit’s ruling is more than a procedural victory, it reduces legal uncertainty for XRP. With this investor lawsuit finally resolved, Ripple faces one fewer hurdle, bringing XRP closer to becoming a trusted, regulated, and widely adopted digital asset. Conclusion The Ninth Circuit ruling marks a major win for Ripple, dismissing a key class-action lawsuit and reducing legal uncertainty around XRP. While the SEC case continues, the decision distinguishes secondary XRP trades from unregistered securities, offering clarity for investors and the crypto market. This strengthens confidence in XRP’s long-term potential and Ripple’s commitment to regulatory compliance

30 Jan 2026, 07:32

Bitcoin price today: slumps to $83k as heavy liquidations, Fed uncertainty weigh

30 Jan 2026, 07:24

“What if XRP Is The Next Bitcoin?”: Pundit Says Pay Attention to this Expert Statement

Crypto expert John Squire (@TheCryptoSquire) has reignited attention around XRP with a short but pointed statement that challenges long-held assumptions within the digital asset space. In his tweet, Squire asked, “What if XRP is the next Bitcoin?” He stated that this question is no longer confined to speculation, arguing that it is beginning to enter mainstream conversation. According to Squire, this shift in attention is significant, concluding with a clear directive to observers to pay attention. Squire’s post positions XRP not as a niche topic among long-term holders , but as an asset increasingly referenced in discussions. His emphasis was not on technical analysis or price targets, but on the social and psychological moment when an idea starts to gain wider recognition. The tweet suggests that visibility itself is becoming a factor in how XRP is perceived. “What if $XRP is the next Bitcoin?” That question is no longer just speculation. It’s moving into the mainstream conversation. And when that happens, it usually means one thing. Pay attention. pic.twitter.com/uPD6bLizL4 — John Squire (@TheCryptoSquire) January 28, 2026 Consensus 2025 Commentary Highlights FOMO Dynamics The tweet included a video clip from Consensus 2025, presented by CoinDesk, in which a speaker reflected on the emotional drivers behind crypto participation. The speaker recounted a personal experience of being outbid for an apartment in Miami by someone who had benefited early from Bitcoin . This experience was used to illustrate the sense of regret and urgency that often follows early success stories in the crypto market. The speaker stated that fear of missing out plays a significant role across the space, extending from meme coins to established digital assets. While noting that Bitcoin is now widely established, the speaker explained that their interest in XRP was largely rooted in FOMO rather than a long-term ideological commitment. They pointed to XRP’s lower price relative to Bitcoin, framing their position around the question of “what if that’s the next Bitcoin,” indicating that perceived upside potential remains a central motivation for some participants. We are on X, follow us to connect with us :- @TimesTabloid1 — TimesTabloid (@TimesTabloid1) June 15, 2025 Community Response Focuses on Utility An additional layer to the conversation came from an X user identified as CJTE, who responded to Squire’s post by emphasizing XRP’s focus on utility. CJTE stated that what they had always appreciated about XRP was its pursuit of real functionality. They also shared a personal reflection, noting regret over selling their holdings several years earlier due to financial necessity, only to re-enter the market at higher levels. This response highlights a contrast between speculative motivations and utility-based confidence. While the Consensus speaker on emotional drivers such as FOMO, CJTE’s comment pointed to long-term use cases as a key reason for continued interest. Taken together, Squire’s tweet, the Consensus 2025 commentary, and the community response present a snapshot of how XRP is currently being discussed. The focus is not solely on price but on perception, participation, and the reasons different market actors choose to pay attention. Disclaimer : This content is meant to inform and should not be considered financial advice. The views expressed in this article may include the author’s personal opinions and do not represent Times Tabloid’s opinion. Readers are advised to conduct thorough research before making any investment decisions. Any action taken by the reader is strictly at their own risk. Times Tabloid is not responsible for any financial losses. Follow us on X , Facebook , Telegram , and Google News The post “What if XRP Is The Next Bitcoin?”: Pundit Says Pay Attention to this Expert Statement appeared first on Times Tabloid .

30 Jan 2026, 07:22

Binance shifts SAFU fund to Bitcoin as user protection strategy evolves

Binance plans to convert its $1 billion Secure Asset Fund for Users into Bitcoin, signalling a change in how the exchange structures its emergency protection reserve during a volatile market phase. The move was outlined in an open letter posted on X and is set to be completed over the next 30 days. Once finished, the SAFU fund will be fully held in Bitcoin rather than a mix of stablecoins and other crypto assets. The exchange says the decision reflects long-term conviction in Bitcoin’s role within the crypto ecosystem, rather than a reaction to short-term price movements. Binance @binance · Follow An open letter to the crypto community 💛During periods of market volatility and pressure, the impact felt across the industry is naturally also felt by Binance.As a global industry leader, we hold ourselves to elevated standards and continually improve based on feedback from 10:24 AM · Jan 30, 2026 0 Reply Copy link Read more on Twitter SAFU fund overhaul The SAFU fund, launched in 2018, was created to protect users in cases such as security breaches or unexpected platform losses. Until now, the reserve has been maintained using a combination of dollar-pegged stablecoins and major cryptocurrencies. Binance said the fund will be monitored continuously, with a clear threshold in place. If Bitcoin price movements cause the SAFU balance to fall below $800 million, the exchange plans to replenish it to $1 billion. The exchange described Bitcoin as the foundational asset of the crypto market and said holding SAFU entirely in BTC aligns the fund with the long-term trajectory of the sector. Why Bitcoin now Binance framed the shift as a strategic repositioning rather than a defensive move, noting that Bitcoin’s liquidity and global recognition make it suitable for a reserve asset. By moving away from stablecoins, Binance is also reducing its exposure to assets that are tied to traditional currencies and regulatory oversight. The exchange said the change reflects confidence in Bitcoin’s durability across market cycles and its central role in the broader crypto economy. The conversion will take place gradually over the 30-day window, allowing Binance to manage execution risk and minimise market disruption while rebalancing the fund. Scale and reserves The SAFU announcement arrives alongside fresh disclosures about Binance’s scale. The exchange said it reached 300 million users in 2025 and processed $34 trillion in trading volume over the year. Binance also reported proof-of-reserves totalling $162.8 billion across 45 crypto assets, a figure it says underscores its liquidity position. These metrics are part of Binance’s broader effort to highlight balance sheet strength and operational reach as competition intensifies among global exchanges. Regulation and market signals Beyond the SAFU shift, Binance continues to navigate regulatory expansion and market positioning. The exchange recently applied for an EU Markets in Crypto Assets (MiCA) licence in Greece, which would enable unified operations across the bloc. Executives have also said Binance is taking a cautious approach to any potential return to the US market. At the same time, Binance is exploring the reintroduction of tokenised equities, a product it suspended in 2021. In public comments at Davos, Binance founder Changpeng Zhao said Bitcoin could enter a supercycle in 2026, potentially moving beyond the traditional four-year halving pattern as adoption widens and policy attitudes shift. The post Binance shifts SAFU fund to Bitcoin as user protection strategy evolves appeared first on Invezz