Circle - The Wire by FourthWeb - AI, RWA, & Web3 / Web4 Intelligence (Page 10)

AI Agent Economy May 8, 2026

Mira Murati's Deposition Confirms Altman Was Fired for Lying

The courtroom receipts say what the November 2023 press releases couldn't: OpenAI's board fired Sam Altman because he lied, and his own CTO just said so under oath.

Real World Assets May 6, 2026

Circle Moved $750M to Solana During Iran Ceasefire

When safe-haven capital flows in during a crisis, where it stays after the ceasefire tells you who won. Circle minted $750M USDC on Solana as US-Iran tensions eased, part of a larger pattern where $9.2B in USDC flooded Solana during the geopolitical turbulence

Real World Assets May 6, 2026

Bank of Italy Admits Stablecoins Are Winning the Payments War

Europe's central banks just admitted they're racing stablecoins for control of digital payments infrastructure. Bank of Italy Deputy Governor Chiara Scotti called for the EU to explore tokenizing SEPA payments, the backbone of euro transfers across 36 countries

Real World Assets May 6, 2026

Banks vs Crypto: The $200B Stablecoin Yield War Nobody's Pricing In

The market's pricing in a win, but the fight over who gets to pay yield on stablecoins might tank the whole bill. TD Cowen warns the stablecoin yield dispute could delay or kill the crypto bill this year, despite a proposed compromise that sent Circle stock up 16%

Real World Assets May 6, 2026

SoFi Bank Picks Solana Over Ethereum for Its Stablecoin Launch

A nationally chartered bank just picked the chain that most suits thought was for degens and NFT flippers. SoFi Bank is launching SoFiUSD, a fully reserved dollar stablecoin, on Solana — not Ethereum, not a permissioned chain, but the network known for memecoins and high throughput.

AI Agent Economy May 5, 2026

Franklin Templeton's Tokenized Treasury Fund Just Hit $770M While Banks Weren't Looking

Franklin Templeton just proved that boring wins—and tokenized treasuries are about to eat the rest of finance. Franklin Templeton's tokenized money market fund (FOBXX) hit its 5-year anniversary, with their suite of tokenized funds now managing $2 billion in assets

Real World Assets May 5, 2026

State Street's $4 Trillion Empire Just Went Onchain

The world's oldest custodian bank just decided blockchain isn't a side bet anymore. State Street and Galaxy Digital launched a tokenized money market fund that lets institutions earn yield on stablecoins with 24/7 access

Real World Assets May 5, 2026

Banks Revolt Against Senate Stablecoin Bill They Helped Write

The compromise that was supposed to get stablecoins regulated in America just united banks in opposition — which tells you everything about who actually controls the rails.

Real World Assets May 5, 2026

Wall Street's $2.5 Quadrillion Clearing Giant Goes Live With Tokenized Assets in July

The plumbing that clears $2.5 quadrillion in securities annually just announced it's going on-chain, and Wall Street's biggest players are already stress-testing the pipes. The DTCC will pilot live tokenized asset trades in July 2026, with full platform launch targeted for October 2026

Real World Assets May 5, 2026

Circle and Coinbase Surge 15% as Stablecoin Bill Hits 62% Pass Odds

The stablecoin yield compromise just turned theoretical legislation into a 62% probability bet, and the market is already picking winners. Bitcoin crossed $80,000 as the U.S. Clarity Act moved closer to Senate floor vote, with prediction markets pricing 62% odds of enactment by end-2026.

AI Agent Economy May 4, 2026

Musk Threatened Altman Days Before Trial Where He Has No Evidence

The richest man in the world threatened to make Sam Altman "the most hated man in America" two days before a trial that's revealing he can't actually prove OpenAI stole anything.

Real World Assets May 3, 2026

Bitcoin's $2T Wipeout Risk: Powell Exit Date Just Leaked

The biggest risk to Bitcoin in May 2026 isn't regulation or a hack, it's the calendar. Jerome Powell is expected to exit the Federal Reserve, with Kevin Warsh positioned to step in, creating a leadership transition at the most powerful central bank on Earth.

Real World Assets May 3, 2026

NYSE Goes 24/7 With Tokenized Trading While Crypto Crashes on Tariffs

While crypto traders panic-sold on tariff news, the New York Stock Exchange quietly started building the rails for always-on tokenized markets. NYSE began preparations for 24/7 tokenized stock and ETF trading, the first real signal that TradFi is ready to adopt crypto's operating hours

Real World Assets May 3, 2026

Solana Becomes Europe's Secret Weapon Against Dollar Dominance

While USD stablecoins dominate headlines, Europe is quietly building the rails for its own digital currency sovereignty, and it's choosing Solana as the fast lane.

Real World Assets May 2, 2026

Treasury just greenlit stablecoin yields and banks are already moving

The last roadblock just became a launch pad, and the banks know it. The CLARITY Act finalized stablecoin yield rules after Coinbase and Senate leaders reached a breakthrough compromise, clearing the main obstacle to passing landmark US crypto legislation.

Real World Assets May 2, 2026

Crypto Wins Stablecoin Rewards While Banks Get Locked Out of Yield

The compromise that gets stablecoins legal also walls off the part banks care about most.

Human Imperative May 1, 2026

Musk's AI Apocalypse Defense Gets Shut Down Mid-Sentence

The courtroom receipts are piling up, and they all seem to route through one person who kept the Musk-Altman relationship alive years longer than it should have survived.

Real World Assets May 1, 2026

Tether Just Bet $14M That Latin America Ditches Banks for Stablecoins

The world's largest stablecoin issuer is no longer content printing dollars—it's funding the rails that move them. Tether led a $14 million Series A round for Belo, a Latin American fintech with 3 million users offering a digital wallet for local currencies and digital dollars