Analysis Archive – Page 7

Polygon Buys Coinme to Push Into Visa and Stripe Territory
Polygon acquired Coinme to move into crypto payments, aiming at a settlement and on-ramp market dominated by Visa and Stripe. Here is what the deal buys.

Circle Plans USDC Push Into 40 Developing Markets
Circle CEO Jeremy Allaire says the company is targeting roughly 40 developing markets across Asia, Africa, Latin America and the Middle East for USDC.

Coinbase's $2.3B Crypto-Backed Loan Book Pulls In 17 Banks
Coinbase now has $2.3B in crypto-backed loans outstanding with 17 banks involved, per Cointelegraph. The same institutions that once called crypto a fad are now in the business.

Ledger Supply-Chain Exploit Drained $91M From 474 Wallets
Galaxy Research's onchain tally puts losses from the Ledger supply-chain compromise at $91M across 474 victim addresses, sharpening the full scale of the attack.

Jack Henry Taps Google Cloud Ledger to Bring Tokenized Deposits to Community Banks
Jack Henry is integrating Google Cloud Universal Ledger to let community banks and credit unions issue tokenized deposits with 24/7 programmable settlement.

Taiwan Blocks Coinbase and Kalshi Access Weeks Before Local Vote
Taiwan has restricted access to Coinbase and prediction platform Kalshi ahead of local elections, a reminder that platform access can vanish by government order.

Japan's Three Megabanks Finish Yen Stablecoin Cross-Border Test
SMBC, Mizuho, and MUFG completed a joint proof-of-concept for issuing a yen stablecoin and using it for cross-border payments, per CoinMarketCap.

MSCI Finalizes Rules to Exclude Bitcoin Treasury Firms From Indexes
MSCI has finalized rules excluding Bitcoin treasury companies from its global indexes, putting Strategy and Metaplanet at risk of removal by November 30, 2026.

Visa Direct Moves Stablecoin Payouts to Production With USDC
Visa Direct has moved its stablecoin capabilities from pilot to production, with Inyo Global as the first enabler prefunding cross-border payouts in USDC.

South Korea Orders Twice-Yearly Security Audits for Crypto Exchanges
South Korea's FSC plans mandatory twice-yearly vulnerability checks for larger financial firms after a review found security gaps at 130 companies, including crypto exchanges.
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