Wall Street

Ondo DTCC Fund/SERV: Tokenized Funds on US Mutual Fund Rails
Wall Street
Ondo Finance Just Connected Tokenized Funds to DTCC’s 85% of US Mutual Fund Infrastructure. Here Is What That Means.

Key Points ▶ Ondo Finance’s subsidiary Oasis Pro Markets became the first tokenization platform to join DTCC’s Fund/SERV network on September 16, 2026. ▶ Fund/SERV processes more than 85% of US mutual fund transaction activity, connecting fund companies, wealth management…

USDT vs USDC: Five Years of Stablecoin Market Share Data
Wall Street
USDC Has Nearly Halved USDT’s Lead in Five Years. Here Is What the Data Actually Shows

TL;DR ▶ The total stablecoin market has grown from $27 billion at end-2020 to $303 billion in September 2026, a nearly 12x increase in five years. ▶ USDT still leads globally at 59% of total stablecoin supply ($183B) but its…

India Demat 2.0: $620B Bonds Tokenized, Digital Rupee
Wall Street
India Just Put $620 Billion of Corporate Bonds on a Blockchain and The RBI Is Settling Them

TL;DR ▶ India’s SEBI launched Demat 2.0 on September 10, 2026: a pilot that issues corporate bonds as native digital tokens on a permissioned distributed ledger and settles them against the RBI’s wholesale digital rupee. ▶ Three companies have already…

bitcoin-etfs-log-three-weeks-of-inflows-each-week-smaller-than-the-last
Cryptocurrency
Bitcoin ETFs Log Three Weeks of Inflows. Each Week Smaller Than the Last.

TL;DR ▶ Bitcoin ETFs posted $33.79M net inflows for the week ended July 24, their third consecutive positive week. ▶ The streak is decelerating: $197M → $75.67M → $33.79M across three weeks. Each week smaller than the last. ▶ $465.26M…

Saylor Bitcoin 2026: Supply Shock, $100B Credit Formation, Banks Now Buying
Wall Street
The Numbers Banks Don’t Want You to See: Saylor’s Bitcoin Case at Bitcoin 2026

TL;DR and Key Takeaways ▶ Saylor’s Bitcoin supply shock argument: ~$10B in new Bitcoin mined annually, $20-100B in institutional credit forming to buy it. ▶ Goldman Sachs targets $200,000. JPMorgan targets $150,000. Both warned about Strategy as a risk six…

Strategy Bitcoin Holdings 2026: 843,775 BTC, $63.69B Cost, Full Purchase History
Wall Street
Strategy Buys 24,869 BTC and Hits 843,775 Total Holdings. Then It Stopped

TL;DR and Key Takeaways ▶ Strategy holds 843,775 BTC as of July 26, 2026, bought for a total of $63.69 billion at an average of $75,476 per coin. ▶ That is 4% of all Bitcoin that will ever exist, more…

Wall Street
MSTR or STRC: Michael Saylor Built Two Products From the Same Bitcoin. Here’s How to Choose

Michael Saylor built two products from the same asset. Both are backed by the same 843,738 Bitcoin sitting on Strategy’s balance sheet. Both are publicly listed on Nasdaq. Both are accessible through every major U.S. brokerage. And they could not…

Wall Street
Robinhood Just Built Its Own Ethereum L2. Here Is What Robinhood Chain Actually Does.

Robinhood launched the public mainnet of Robinhood Chain on July 1, 2026, during an event in London. The company that pioneered zero-commission stock trading in 2013 just built its own Ethereum Layer 2 blockchain. Not a wallet. Not a custodian.…

Ondo Tokenizes BlackRock IVV ETF and Micron on Ethereum: A US First
Wall Street
Ondo Put a BlackRock ETF and Micron Stock On-Chain in the US. That Has Never Happened Before

Ondo Finance launched tokenized versions of BlackRock’s iShares Core S&P 500 ETF (IVV) and Micron Technology (MU) shares on Ethereum on July 2, 2026, and the thing that makes this different from every other tokenized stock announcement is where it…

Bitcoin Sale Plan: $1.25B Authorized, Rules Applied
Wall Street
Strategy Can Now Sell Bitcoin. Saylor Built a Wall Around How and When

Strategy authorized the sale of up to $1.25 billion in Bitcoin on June 29, 2026. That sentence would have been unthinkable twelve months ago. The company built its entire identity around never selling, raising capital through equity and convertible debt,…