Circle

posts
THE WIRE: All AI Agent EconomyAgents Real World AssetsRWA Human ImperativeHumans The SignalSignal Wire WeeklyWeekly IntelIntel
Five U.S. Banks Launch Tokenized Deposits to Kill Tether
Real World Assets

Five U.S. Banks Launch Tokenized Deposits to Kill Tether

Five mid-tier U.S. banks just decided they'd rather compete with Tether than lose deposits to it. The Signal Huntington, First Horizon, M&T, KeyCorp, and Old National are building the Cari Network on ZKsync, a Layer 2 Ethereum protocol. The play is tokenized bank deposits that move like stablecoins but carry FDIC insurance and regulatory clarity that USDT and USDC can't match.

Continue reading ›
Mastercard Drops $1.5 Billion on Stablecoin Startup You've Never Heard Of
AI Agent Economy

Mastercard Drops $1.5 Billion on Stablecoin Startup You've Never Heard Of

Mastercard just dropped $1.5 billion guaranteed, plus $300 million in earnouts, on a stablecoin payment rail most people have never heard of. The Signal BVNK isn't a household name, but that's the point. They're infrastructure. The startup processes cross-border B2B payments using stablecoins as the settlement layer, letting companies move money internationally without touching correspondent banking networks. Think invoices paid in

Continue reading ›
Theo Raises $100M to Back Stablecoin With Gold Futures, Not Gold
Real World Assets

Theo Raises $100M to Back Stablecoin With Gold Futures, Not Gold

Theo just raised $100 million to build a stablecoin backed by gold futures, not gold itself, and that difference is everything. The Signal Most asset-backed stablecoins are straightforward. Circle holds dollars in reserve. Paxos holds actual gold bars. Theo is doing something different: backing a stablecoin with gold futures contracts and extracting yield from two mechanisms simultaneously. First, the roll yield when futures contracts expire and need to

Continue reading ›