Latest from Will Canny
Stablecoins Can Cut Cross-Border Payments Cost by 99%, KPMG Says
Institutions are embracing stablecoin technology to cut costs, speed up settlement times, and unlock liquidity in a $150 trillion payments market.

Bitcoin Network Hashrate Took Breather in First Two Weeks of October: JPMorgan
The total market cap of the 14 U.S.-listed bitcoin miners that the bank covers rose 41% from the end of last month to a record $79 billion.

Citizens Sees SharpLink as a Breakout Ether Treasury Play With More Than 200% Upside
The bank initiated coverage of the stock with a market outperform rating and a $50 price target.

Stablecoins Surge to Record $314B Market Cap as Institutional Race Heats Up: Canaccord
Regulation and new players are driving stablecoin momentum and paving the way for a new internet “money layer,” the broker said

MoonPay Launches Unified Crypto Payments Platform 'MoonPay Commerce'
MoonPay Commerce brings fast, low-cost crypto payments to merchants and developers worldwide, including powering Solana Pay on Shopify.

Stablecoin Boom Nears $300B as New Platforms Push Market Beyond Trading: Artemis
Supply has surged 72% year-over-year, led by Ethereum, Solana, and Plasma’s record debut, as stablecoins begin to mirror core banking functions

Benchmark Hikes CompoSecure Price Target to $24 on Arculus Crypto Upgrade
The broker sees CMPO shares gaining from operational momentum and Arculus’s new trading features, with M&A potential still offering upside.

Stablecoins Will Disrupt Cross-Border Payments, Investment Bank William Blair Says
Circle and Coinbase are poised to benefit most, as stablecoins reshape global payments and challenge the dominance of traditional correspondent banks.

DWS Sees Stablecoins Emerging as Core Payments Infrastructure
With rising liquidity, regulatory clarity and institutional use, stablecoins are moving beyond crypto trading to challenge traditional payment networks, DWS said.

Circle Can Withstand Rate Cuts as Stablecoin Demand Grows: Bernstein
The broker said lower interest rates could squeeze Circle’s revenue, but rising USDC adoption and operating leverage should keep profits on track.

