AGP Executive Report
Last update: 7 hours agoBitcoin ETFs hit $99.05B in assets as spot funds pull in $314M (mostly BlackRock’s IBIT), while BTC hovers near/above $80K and Bernstein reiterates a $150K mid-2027 path. Stablecoins keep expanding into mainstream rails: Tron topped 400M accounts and now settles 51.4% of circulating USDT, while Coins.ph CEO Wei Zhou argues regulated stablecoin rails can cut remittance costs. Real-world crypto collateral is getting real: Coinbase and Better rolled out general availability of Bitcoin-backed mortgages (BTC pledged, no margin calls unless delinquent). Tokenized equities go on-chain: Token Terminal added Coinbase’s NVDAc on Base, and Chainlink launched feeds for Coinbase tokenized stocks (NVDAc/METAc/AAPLc/GOOGLc) to power DeFi collateral. Regulation and compliance pressure stays hot: SEC’s crypto offering framework moves forward; Japan plans 24/7 blockchain settlement for stocks and bonds; and Chainalysis says OECD tax reporting covers only ~14% of taxable on-chain activity. Security watch: Ledger’s Ethereum app vulnerability was patched—update now. Big legal headline: UK extradition fight for Saitama crypto chief Manpreet Kohli is set to move to the US.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.