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8 May 2026, 06:20

The Rise Of Corporate Blockchains

Summary Blockchain rails are displacing the deposit layer - tokenization compresses settlement time and expands trading hours, while GENIUS Act stablecoins create a compliant crypto rail that bypasses traditional deposits. Corporations are building their own chains to defend core economics rather than pay 'protocol taxes' to public networks. Many public crypto projects will lose substantial value if they cannot assert their revenue-generating use cases in a world awash in corpchains. Corporations are building their own blockchains to capture settlement economics previously flowing to public chains. We examine the $60B+ opportunity. The Rise of Corporate Blockchains: Settlement Goes Onchain, Value Capture Goes In-House Since the beginning of 2025, altcoins like ETH and SOL have fallen by -32% and -57%, while an index of crypto equities (MVDAPPP) is up +48% . The divergence reflects a deeper shift: corporations are capturing the settlement economics that previously flowed to public-chain tokens. Even with a more permissive regulatory environment under a “Bitcoin President,” value is migrating from protocol tokens to the equities and infrastructure providers building corporate blockchains (“corpchains”). L1 Blockchain Tokens Are Down -49% Since the Start of 2025; Crypto Equities +48% Crypto Equities Outperformed L1 Tokens by Nearly 100 Percentage Points Source: Bloomberg as of 5/06/2026. Past performance is not a guarantee of future results. Not intended as a recommendation to buy or sell any securities named herein. Three forces are converging to drive this shift: economic incentives from faster onchain settlement, the GENIUS Act formalizing compliant stablecoin issuance, and direct integration with Federal Reserve rails through new banking charters. Together, they enable corporations to run regulated blockchain settlement systems while bypassing the traditional deposit layer. We unpack each below. One major reason is that stablecoins and real-world asset (RWA) tokenization have achieved some measure of regulatory clarity. Meanwhile, many public blockchain tokens are stuck in an uncomfortable legal limbo in which they can neither provide strong value accrual nor offer important investor protections via a functioning disclosure regime. The competitive landscape has also materially widened to include banks, fintechs, financial entities, and newly public infrastructure providers. Some of these companies even have substantial advantages, including special-purpose bank charters. The blockchain revolution is here, but enterprises are capturing the value while many tokens get left behind. Corporate Blockchains Use Case Legacy Incumbent Public Chain Challengers Corp / Permissioned Chain 2030 Opportunity Size Cross-Border Payments SWIFT / banks ETH / Tron / Base Kinexys / Fnality / Tempo / XRPL $20B of annual revenue$7.5T/day in FX volumes5-10% on chain5-10bps take rate Collateral & Settlement DTCC / LCH / Euroclear ETH / Base / BUIDL Canton / Kinexys / XRPL $10B of annual revenue$2.3 Quadrillion settled$5T onchain10-30bps take rate Securitization Goldman / JPM / Citi Ethereum / Ondo / Securitize / Base Provenance ( FIGR ) / Canton / XRPL $15B of annual revenue$3T-$4T securitized10-20% onchain50-300bps take rate Derivatives Trading CME / ICE / LCH Hyperliquid / dYdX Canton / Kinexys $12B of annual revenue$800T trading volume5-10% onchain1-3bps take rate Cash Securities Trading NYSE / Nasdaq / LSE Ondo / Robinhood Chain / Base Canton / DTCC / Nasdaq / NYSE / Tradeweb $5B of annual revenue$130T trading volume5-10% onchain3-7bps take rate Source: VanEck Research, BIS , DTCC as of 3/30/2026. Past performance is not a guarantee of future results. Not intended as a recommendation to buy or sell any securities named herein. While public blockchains excel at innovation, they struggle with governance, compliance, and service guarantees required by regulated financial players. Most importantly, value accrues to onchain traders and tokenholders. These incumbent-built “corpchains” will move regulated value (cash, collateral, securities) with controlled validator sets, privacy, and fee capture. Why Corpchains Now: Three Forces Converging 1) Economic Incentives: Faster Settlement Unlocks Idle Capital When ownership transfer completes in seconds rather than days, capital can move faster. This enables more trading turnover in existing securities and allows new trading venues and financial markets to spawn. Market makers, for example, gain capacity to build deeper liquidity in prediction markets. An estimated >$1T of initial margin was held at clearing houses at the end of 2025. Moving from T+2 days to T+12 seconds (or less) will enable working capital to more efficiently stream across trading venues. Tens of trillions more in assets and commodities also rest in systems in which they cannot be used as collateral. 2) The GENIUS Act Formalized “Narrow-Bank-Like” Stablecoin Issuance GENIUS creates a legal framework for stablecoins to act as “narrow banking” or “skinny” entities that only hold safe, liquid reserves and do not make loans (except to the US Treasury). This codifies stablecoins as a regulated, nimbler form of transferable demand deposits. The result is a federal framework for payment stablecoins with 100% reserve backing, required disclosures and attestations, and full Bank Secrecy Act (BSA) and anti-money laundering (AML) compliance. Predictably, banks are trying to constrain stablecoins by seeking regulation that prohibits yield incentives and also labels stablecoins as a “systemic risk.” However, banks are quickly adopting stablecoins themselves and linking them to their existing business franchises. Going forward, stablecoins give both consumers and institutions more freedom by acting as important payment mechanisms and more dynamic collateral. Visa is processing $3.5B annualized, Fiserv has made the FIUSD stablecoin available to more than 10,000 financial institutions, and stablecoin supply currently sits at $310B . 3) Direct Fed-Rail Integration Is Happening A major milestone for crypto entities has been to link the blockchain financial system to the banking rails that run directly to the Federal Reserve. A banking charter enables a crypto-linked firm to connect crypto with global settlement and payment systems and could allow blockchain finance to tap into Federal Reserve liquidity. More than 21 crypto entities have applied for state and national banking charters since 2020 1 , and approvals could lead to direct Fed connections. To date, 9 bank national charters have been approved and 4 of them are effective. Another 4 crypto entities have been granted state bank charters in Wyoming. Payward, the owner of Kraken, was granted a limited-purpose Fed master account through the Kansas City Fed. These banking licenses are key enablers for corpchains. If the cash leg can clear through regulated stablecoin issuers or limited-purpose chartered entities with privileged Fed connectivity, corporations can run blockchain settlement systems without relying on the traditional deposit layer or the correspondent banking system. Private networks can manage identity, permissions, privacy, and governance while still settling in compliant dollars that move faster and sit closer to the Fed’s core infrastructure. The result: corporate adoption of blockchains for settlement + regulated reserve institutions (GENIUS) + direct integration with Fed rails. Collectively, we believe corporate blockchains could create $60B+ in revenue by 2030. Corpchain Valuation Snapshot Quantitative snapshot: economic value hosted on each chain today, current annual fee capture, and estimated market value of the operator. Chain Economic Value Hosted Today Annual Current Value Capture Market Value XRP Ledger (XRPL) $88B mkt cap; $47M DeFi TVL $365k (Chain Fees) $88B (Market Value XRP) BASE $18B (stablecoins + bridge TVL) $256M (Chain Fees + Stablecoin Float) $11B (Est.) Provenance/FIGR $21B HELOCs $514M (Corp + Chain Rev) $7.8B (Market Value FIGR + Provenance) Canton $300B in Repo $800M (Chain Fees/Token Burn, last 60 days, annualized) $5.6B (Market Value Canton) Tempo/Bridge/Stripe Pre-launch Pre-Launch $5B (Est.) Kinexys/JPM $5B/day Repo Internalized into JPM revenues $2.6B (Est.) Fnality GBP live; USD/EUR pending Small Scale Usage $1.25B (Est.) ARC Pre-Launch Pre-Launch $400M (Est.) Robinhood Chain Pre-launch Pre-Launch $250M (Est.) Source: VanEck Research as of 4/14/2026. Past performance is not a guarantee of future results. Not intended as a recommendation to buy or sell any securities named herein. Note: Valuations were based on comps and assumptions about blockchain’s impact on revenues within the next 2-3 years. Why Corporations Aren’t Embracing Public Chains If enforcement eases but market structure clarity lags, the perceived “wild west” problem for crypto won’t disappear. Public blockchains carry real risks for regulated users: service disruptions, potential interaction with prohibited parties, and volatile blockspace pricing. As such, it gets harder for public companies to justify relying on open networks for regulated value. The lack of a clear market structure bill makes this worse as companies are uncertain about the legal definitions of activity types or how to treat various crypto tokens. So instead of adopting open-source chains (and “giving up the tolls”), many firms are building corpchains that let them: Control validators and counterparty participation Prevent asset leakage Offer privacy, compliance, and auditability Capture value Guarantee deterministic performance and costs The result: corpchains offer strong value propositions to regulated, corporate clients that also deliver significant bottom-line impact for corpchain builders. This does not mean public chains do not have a place, but it suggests that they need to assert their contributions to the emerging, regulated digital assets regime or they will be left behind. The substantial valuations of public chains such as Ethereum and Solana are premised on a future in which serious financial activity takes place on these blockchains. If corpchains absorb the majority of this projected financial activity, public-chain valuations may need to de-rate considerably . Corpchain Qualitative Scorecard Qualitative scorecard: each chain’s institutional adoption, use case focus, regulatory clarity, revenue model, and overall standing. Chain Institutional Adoption Use Case Specificity Regulatory Clarity Revenue Model Verdict and Adoption Score Canton GS, Nasdaq, Tradeweb, Broadridge; $280B repo/day Collateral + settlement; single focus HIGH Transaction fees TOP TIER (9/10): deepest TradFi buy-in Provenance ( FIGR ) Figure anchor; 15 of top 20 mortgage lenders; $21B+ HELOCs Mortgage/HELOC origination; proven HIGH Originations and trading fees BEST REVENUE MODEL (9/10): best adoption, $1B revenue pathway Kinexys ( JPM ) JPM balance sheet + Axis Bank live; $3T+ processed since 2020 Interbank payments + collateral mobility VERY HIGH Embedded in JPM fee structure TOP TIER (8/10): captive bank distribution Tempo Paradigm, Stripe backing, live in March 2026; Nubank, Visa, Shopify Cross-border B2B payments; EM-focused MED-HIGH Transaction fees EMERGING (8/10): strong distribution, neutrality Circle Arc ( CRCL ) Visa, Mastercard, JPMorgan, Intuit, Interactive Brokers, XYZ Settlement + payments + tokenization VERY HIGH Reserve yield/Transaction fees/Bridge Fees STABLECOIN LEADER (8/10): deepest regulatory moat Base (Coinbase) Coinbase backing; 100M+ Coinbase verified users Payments, DeFi, tokenized assets, stablecoins MED-HIGH Transaction Fees; possible token CONSUMER BRIDGE (7/10): best on-ramp from TradFi Fnality BofA, Citi, Barclays, Lloyds, Temasek; testnet Wholesale interbank payments; central bank flows HIGH Not yet generating revenue; long to production LONG RUNWAY (5/10): early, but strong consortium Source: VanEck Research, Canton, Provenance, JPM as of 3/30/2026. Past performance is not a guarantee of future results. Not intended as a recommendation to buy or sell any securities named herein. (The key differentiator isn’t “blockchain or not.” It’s: who controls validators, who gets the economics, and whether ownership finality lives onchain or remains an offchain entitlement.) Implications if the CLARITY Act Is Passed Alt-token prices may mean-revert higher , but this may prove short-lived as investors recognize most value does not accrue to crypto projects. Equities of companies adopting blockchain technology may instead see multiple re-ratings. If CLARITY allows for compliant financial products, some activity can migrate back to open networks where it’s economically rational. Even with CLARITY, corpchains may have already won the “regulated value” lane because they’re pairing legal/compliance posture with direct rail access . The OCC’s conditional trust-charter approvals for major digital-asset firms reinforce that direction of travel. What to Watch Next Stablecoin scale growth : Stablecoin supply is ~$322B with +23% CAGR since 2022; accelerated to +29% CAGR over the last year. Tokenized security pilots graduating to production, especially DTCC/Canton Network programs. The first truly meaningful onchain equity event such as an IPO being entirely on blockchain. More “skinny” Fed access precedents after Payward and the limits placed on Payward’s master account by the Fed. How VanEck Is Positioned We have not responded to this cycle by throwing single-token spaghetti at the wall. Instead, we've been deliberate: launching a small number of differentiated exposures and adding staking where appropriate, while pivoting our most flexible mandates away from tokens in 4Q2024 and toward crypto-linked equities as the corpchain thesis gained traction. Our active strategies designed for this environment can own both tokens and equities, but have been meaningfully overweight equities, reflecting where we believe value is accruing. In parallel, our venture efforts are focused on early-stage companies building the infrastructure to enable tokenization and onchain settlement at scale. We don't pretend to know how this ultimately resolves. If the CLARITY Act passes or open public blockchains begin to demonstrate durable economic advantages in regulated finance, we will adapt. But absent market-structure clarity, we remain tilted toward the equities enabling the corpchain future rather than the tokens that may not capture its economics. Frequently Asked Questions What is a corporate blockchain? A corporate blockchain (or “corpchain”) is a permissioned distributed ledger operated by or for regulated institutions such as banks, exchanges, or fintechs. Unlike public blockchains like Ethereum or Solana, corpchains feature controlled validator sets, privacy, compliance tooling, and direct value capture for the operator. Examples include Canton, Provenance, Kinexys (JPMorgan), Tempo, Circle Arc, Fnality, and Base. How does the GENIUS Act affect stablecoins? The GENIUS Act creates a federal framework for payment stablecoins with 100% reserve backing, required disclosures and attestations, and full Bank Secrecy Act and anti-money laundering compliance. It effectively codifies regulated stablecoin issuers as “narrow-bank-like” entities that hold only safe, liquid reserves. As of early 2026, stablecoin supply sits at roughly $310B, with Visa processing $3.5B annualized in USDC payments and Fiserv distributing FIUSD through more than 10,000 financial institutions. Why are financial institutions building their own blockchains instead of using Ethereum or Solana? Institutions build corpchains to control validators, prevent asset leakage, ensure privacy and compliance, capture fee economics, and guarantee deterministic performance. Public blockchains struggle with governance, service guarantees, blockspace volatility, and potential interaction with prohibited parties, which makes them difficult to justify for regulated value transfer. More than 21 crypto entities have applied for state or national banking charters since 2020, reinforcing the trend toward compliant, institution-run infrastructure. Important Disclosures 1 VanEck Research, Wyoming Banking Division, as of 4/23/2026. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are valid as of the date of this communication, and are subject to change without notice. Information provided by third party sources is believed to be reliable and has not been independently verified for accuracy or completeness and cannot be guaranteed. Definitions Index performance is not representative of fund performance. It is not possible to invest directly in an index. MVIS Global Digital Assets Equity Index (MVDAPPP) is designed to track the performance of the largest and most liquid companies in the digital assets segment. Companies must generate at least 50% of their revenues from digital assets projects or have projects that have the potential to generate at least 50% of their revenues from digital assets in the future to be eligible. Bitcoin ((BTC)) is a decentralized digital currency without a central bank or single administrator. It can be sent from user to user on the peer-to-peer Bitcoin network without intermediaries. Ethereum ((ETH)) is a decentralized, open-source blockchain with smart contract functionality. Ether is the native cryptocurrency of the platform. Solana (SOL) is a high-performance public blockchain that uses a proof-of-stake consensus mechanism. Its native token, SOL, is used for transaction fees and staking. XRP is the native digital asset of the XRP Ledger, an open-source, permissionless, and decentralized blockchain technology designed for cross-border payments and settlement. Risk Considerations The information, valuation scenarios and price targets presented on any digital assets in this blog are not intended as financial advice, a recommendation to buy or sell these digital assets, or any call to action. There may be risks or other factors not accounted for in these scenarios that may impede the performance of these digital assets; their actual future performance is unknown, and may differ significantly from any valuation scenarios or projections/forecasts herein. Any projections, forecasts or forward-looking statements included herein are the results of a simulation based on our research, are valid as of the date of this communication and subject to change without notice, and are for illustrative purposes only. Please conduct your own research and draw your own conclusions. Index performance is not representative of fund performance. It is not possible to invest directly in an index. Investments in digital assets and Web3 companies are highly speculative and involve a high degree of risk. These risks include, but are not limited to: the technology is new and many of its uses may be untested; intense competition; slow adoption rates and the potential for product obsolescence; volatility and limited liquidity, including but not limited to, inability to liquidate a position; loss or destruction of key(s) to access accounts or the blockchain; reliance on digital wallets; reliance on unregulated markets and exchanges; reliance on the internet; cybersecurity risks; and the lack of regulation and the potential for new laws and regulation that may be difficult to predict. Moreover, the extent to which Web3 companies or digital assets utilize blockchain technology may vary, and it is possible that even widespread adoption of blockchain technology may not result in a material increase in the value of such companies or digital assets. Digital asset prices are highly volatile, and the value of digital assets, and the companies that invest in them, can rise or fall dramatically and quickly. If their value goes down, there’s no guarantee that it will rise again. As a result, there is a significant risk of loss of your entire principal investment. Digital assets are not generally backed or supported by any government or central bank and are not covered by FDIC or SIPC insurance. Accounts at digital asset custodians and exchanges are not protected by SPIC and are not FDIC insured. Furthermore, markets and exchanges for digital assets are not regulated with the same controls or customer protections available in traditional equity, option, futures, or foreign exchange investing. Digital assets include, but are not limited to, cryptocurrencies, tokens, NFTs, assets stored or created using blockchain technology, and other Web3 products. Web3 companies include but are not limited to, companies that involve the development, innovation, and/or utilization of blockchain, digital assets, or crypto technologies. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results. © Van Eck Associates Corporation. Original Post

8 May 2026, 05:10

Shapeshift Founder Erik Voorhees Adds $6.67 Million in ETH, Signaling Strong Conviction

BitcoinWorld Shapeshift Founder Erik Voorhees Adds $6.67 Million in ETH, Signaling Strong Conviction Erik Voorhees, the founder of cryptocurrency exchange ShapeShift and a well-known early Bitcoin advocate, has made another significant investment in Ethereum. According to on-chain data from Lookonchain, Voorhees purchased 2,920 ETH, valued at approximately $6.67 million, just 20 minutes before the report. The transaction was executed via a single wallet address, underscoring his continued confidence in the second-largest cryptocurrency by market capitalization. Context of the Purchase This is not an isolated event. Voorhees has been a consistent buyer of Ethereum over the past several months, accumulating substantial amounts during market dips. His latest acquisition comes at a time when the broader crypto market is navigating regulatory uncertainty and price volatility. Voorhees, who has publicly advocated for decentralized finance and self-custody, has positioned himself as a long-term believer in Ethereum’s utility and its role in the future of financial infrastructure. Implications for the Market High-profile purchases by industry leaders like Voorhees often serve as a signal to retail and institutional investors. While individual transactions do not dictate market trends, they can influence sentiment. The purchase adds to a growing narrative of accumulation among crypto-native entities, even as external market conditions remain mixed. Analysts point out that such moves reflect a belief in Ethereum’s fundamental value, particularly with the ongoing development of layer-2 scaling solutions and the broader adoption of decentralized applications. Why This Matters For readers, this news provides a real-world example of how experienced market participants are allocating capital. It offers insight into the conviction levels of those who have been in the space since its early days. It also highlights the transparency of blockchain transactions, which allow the public to track large movements of digital assets in near real-time. Conclusion Erik Voorhees’ latest $6.67 million ETH purchase reinforces his long-standing bullish stance on Ethereum. While no single trade defines a market, the pattern of accumulation by a prominent figure adds a layer of credibility to the asset’s long-term outlook. As always, readers should consider this as one data point among many when evaluating their own investment strategies. FAQs Q1: Who is Erik Voorhees? Erik Voorhees is the founder of ShapeShift, a non-custodial cryptocurrency exchange, and a prominent early supporter of Bitcoin and decentralized finance. Q2: How was this purchase tracked? The transaction was identified and reported by Lookonchain, a blockchain analytics platform that monitors large on-chain movements. Q3: Does this mean Ethereum’s price will rise? Not necessarily. While large purchases can influence sentiment, market prices are determined by a wide range of factors, and no single transaction guarantees future price movement. This post Shapeshift Founder Erik Voorhees Adds $6.67 Million in ETH, Signaling Strong Conviction first appeared on BitcoinWorld .

8 May 2026, 05:00

DeFi Platform TrustedVolumes Hit By $6.7M Hack As 2026 Exploits Surge

Another multi-million-dollar attack has hit the DeFi sector after liquidity provider and market maker TrustedVolumes fell victim to a smart contract exploit on Thursday night. Related Reading: Solana Eyes New Leg Up After Triangle Breakout – Is $96 The Next Stop? TrustedVolumes Hit By $6.7M Hack On Thursday, DeFi platform TrustedVolumes, one of 1inch liquidity providers and market makers, suffered a new exploit that drained millions of dollars in multiple assets from the project. According to reports from blockchain security firms PeckShield and Blockaid, the attacker stole approximately $6 million in Wrapped Ethereum (WETH), Wrapped Bitcoin (WBTC), USDT, and USDT after exploiting a vulnerability in the protocol’s core signature validation logic, which allowed them to bypass authorization checks and forge trading orders. Notably, the hacker quickly exchanged all assets for 2.513 ETH on a Decentralized Exchange (DEX) and distributed them across three addresses. In an X post, TrustedVolumes confirmed the incident, sharing the addresses currently holding the stolen funds and updating the estimated loss to roughly $6.7 million. The vulnerability was a TrustedVolumes-controlled custom RFQ (request for quote) swap proxy. Crypto researcher Humphrey explained that “the Custom RFQ Swap Proxy contract contains a function designed to manage the ‘authorized order signer’ whitelist. Such whitelist mechanisms are common in DeFi—only addresses on the whitelist can issue valid transaction instructions on behalf of the protocol.” However, he noted that “this registration function is public and lacks any permission modifiers.” As a result, the attacker exploited this public function within the contract, registering themselves as an authorized order signer. “Since any external address can call this function, it is equivalent to giving everyone the ability to make a copy of the safe’s key,” the researcher continued. Same Hacker, Different Attack The online reports revealed that the attacker was the same hacker responsible for the $5 million 1inch Fusion V1 Settlement contract exploit in March 2025, which TrustedVolumes was the primary victim. Humprey highlighted that while the same individual carried out both attacks, they were significantly different on a technical level. According to the post, the 2025 vulnerability involved low-level EVM memory manipulation in the 1inch Fusion V1 Settlement contract. At the time, the hacker “proactively initiated on-chain negotiations,” offering to return the stolen assets for a white hat bounty. The DeFi platform accepted the proposal, and most of the funds were safely returned. Now, TrustedVolumes affirmed that it is “open to constructive communication regarding a bug bounty and a mutually acceptable resolution.” Decentralized exchange aggregator 1inch clarified that there was no impact on its systems, infrastructure, or user funds, explaining that “TrustedVolumes operate independently as a liquidity provider, used by multiple protocols across the industry, and are not exclusive to 1inch.” DeFi Exploits See Historic Surge This attack follows a wave of exploits that has shaken the DeFi sector over the past month. Last week, PeckShield revealed that the crypto space saw 40 major hacks in April, which drained approximately $647 million. Related Reading: $150M Crypto Ponzi Crumbles: $41.5M Frozen In DSJ Exchange Collapse This figure represents a 1,140% Month-over-Month (MoM) increase from March’s $52.2 million. It also represents a 292% surge from the $165 million the DeFi sector lost during the first quarter of 2026. Notably, the top two incidents of the month, Drift Protocol’s $285 million and KelpDAO’s $290 million exploits, accounted for 91% of the funds lost last month. In addition, they now rank among the Top 10 hacks since 2021. Featured Image from Unsplash.com, Chart from TradingView.com

8 May 2026, 04:35

Movement Invests in Stableyard to Bridge Stablecoin Payments to Real-World Commerce

BitcoinWorld Movement Invests in Stableyard to Bridge Stablecoin Payments to Real-World Commerce Movement (MOVE), the blockchain network focused on secure and scalable decentralized applications, has announced a strategic investment in Stableyard, a company building full-stack payment infrastructure for stablecoins. The financial terms of the investment were not disclosed. Strategic Rationale Behind the Investment Stableyard is developing a comprehensive commerce infrastructure designed to integrate the entire stablecoin payment process, from transaction initiation to settlement. The investment from Movement is aimed at accelerating this development, with the goal of moving stablecoin payments beyond basic infrastructure layers and into frameworks suitable for real-world commercial applications. This move signals Movement’s broader ambition to position its blockchain as a foundational layer for mainstream financial transactions, particularly those involving stablecoins. By backing Stableyard, Movement is betting on the thesis that stablecoins will play a central role in the future of payments, but only if the underlying infrastructure can support the complexity and scale of everyday commerce. What This Means for the Stablecoin Ecosystem The investment comes at a time when stablecoins are seeing increased adoption for cross-border payments, remittances, and decentralized finance (DeFi) applications. However, integrating these digital dollars into traditional point-of-sale systems and e-commerce platforms remains a significant hurdle. Stableyard’s full-stack approach aims to solve this by providing a seamless bridge between digital assets and existing merchant infrastructure. For Movement, this investment is not just about financial return. It represents a strategic alignment with a company that could drive real-world utility for its blockchain. If Stableyard succeeds in building a widely adopted payment rail, it could drive transaction volume and network activity on Movement, strengthening its position in the competitive Layer-1 landscape. Implications for Merchants and Consumers For merchants, the promise of stablecoin payments includes lower transaction fees, faster settlement times, and access to a global customer base without the volatility of traditional cryptocurrencies. For consumers, it could mean more options for spending digital assets in everyday settings, from online shopping to in-store purchases. However, widespread adoption will depend on regulatory clarity, user experience, and the ability of infrastructure providers like Stableyard to integrate with existing financial systems. Conclusion Movement’s strategic investment in Stableyard underscores a growing recognition that the next phase of stablecoin adoption requires robust, real-world payment infrastructure. While the specific investment amount remains undisclosed, the partnership signals a shared vision of making stablecoins a practical tool for commerce, not just a speculative asset. The success of this venture will likely depend on execution, regulatory developments, and the broader market’s readiness to embrace digital currency payments at scale. FAQs Q1: What is Stableyard? Stableyard is a company building full-stack payment infrastructure designed to integrate stablecoin payments into real-world commerce, handling everything from transaction initiation to settlement. Q2: Why did Movement invest in Stableyard? Movement aims to expand the use of stablecoins beyond basic infrastructure into practical, real-world commercial applications. The investment supports the development of a seamless payment framework that could drive adoption of its blockchain network. Q3: How much did Movement invest? The specific size of the investment was not disclosed by either party at the time of the announcement. This post Movement Invests in Stableyard to Bridge Stablecoin Payments to Real-World Commerce first appeared on BitcoinWorld .

8 May 2026, 04:18

Arkham Brings On-Chain Intelligence to Prediction Markets With New Analytics Suite

Data from Artemis shows that prediction markets notched up over $74 billion in volume in Q1 this year, an increase of around 76% from the previous quarter and the strongest one by a long shot. The numbers show that adoption has shot through the roof but until now, there hasn’t been a solid intelligence layer in this space. Arkham has just changed that. ANNOUNCING: PREDICTION MARKETS ON ARKHAM pic.twitter.com/HwEcM89hvO — Arkham (@arkham) May 7, 2026 The blockchain intelligence firm announced via an X post that they were rolling out a complete analytics suite for prediction markets, pulling from the same deanonymization engine it built to track crypto whales. This massive catalogue includes 3.5 billion address labels and 800,000 verified entities built up since 2022. The suite gives users the ability to track top traders by PNL, monitor any open positions, examine and analyze win rates and look out for any real-time activity in the space. What the Suite Actually Does In essence, Arkham has built a PNL-ranked leaderboard of traders in prediction markets that lets users look into any individual’s full trading history. This includes every open and closed trade, alongside lifetime PNL, ROI, win rate and a performance graph over time. The platform also runs a live tape of trades across the entire prediction market space, filtered by category so users can see who is buying what in real-time. Arkham’s X post highlighted this in practice with an example. A trader by the name of Theo4 shows a $22 million lifetime PNL and an 88.9% win rate. The majority of this came from a single trade which was a $14.4 million win on correctly predicting Trump would win the popular vote in 2024. The fact is this level of detail was previously scattered across Polymarket profiles and third-party dashboards. Arkham now consolidates it, then layers on its existing entity identification to connect those wallets to known actors across the broader crypto space. The Bloomberg Terminal Pitch Gets More Real Arkham has been called the Bloomberg Terminal of crypto for years. The prediction markets expansion makes that comparison feel less aspirational and more functional. The platform already tracks whale movements, exchange flows and government wallet activity. Adding prediction markets means users can now see whether the same wallet that just moved $50 million in Bitcoin is also sitting on a large position in an oil price contract on Polymarket. That cross-referencing is the real edge. Other prediction market analytics tools exist. Polymarket Analytics and Dune dashboards both surface trade data. But none of them sit on top of an identity layer that maps wallets to real-world entities at the scale Arkham does. The suite effectively does to prediction market participants what Arkham already did to DeFi whales: strips away pseudonymity and replaces it with a transparent track record. For a sector that just saw Kalshi overtake Polymarket in taker volume for the first time in April and where open interest across all platforms hit $1.11 billion on May 1, the intelligence gap was only going to widen without a tool like this. Arkham saw that gap and moved into it before anyone else did. The smartest crypto minds already read our newsletter. Want in? Join them .

8 May 2026, 04:02

Ripple’s XRPL Linked to Interbank System in Major Pilot With JPMorgan, Mastercard, Ondo

Blockchain settlement rails are increasingly becoming intertwined with the global financial system. A group of firms recently achieved a feat that could introduce 24/7 settlements for traditional financial markets. According to a tweet , the tokenization platform Ondo Finance, card services provider Mastercard, and JP Morgan’s blockchain platform, Kinexys, are involved in achieving the latest milestone. The companies successfully completed a pilot transaction that connected Ripple’s XRP Ledger (XRPL) with interbank settlement rails. XRPL Linked to Interbank Settlement Rails The pilot linked XRPL to global banking infrastructure, enabling institutions to execute cross-border transactions in a single, integrated flow. The assets used for the project were tokenized U.S. Treasury bills. The feat marked the first time tokenized Treasuries were settled across borders in near real time, outside traditional banking hours. The process entailed Ondo processing Ripple’s redemption of the Ondo Short-Term U.S. Government Treasuries (OUSG) first. Mastercard routed instructions to Kinexys through its multi-token network, while JP Morgan delivered USD to Ripple’s Singapore bank account. Completed in under five seconds, rather than the usual one to three business days, the pilot transaction highlighted a hybrid model in which XRPL handled the asset token movement while traditional banking rails facilitated fiat settlement. “Tokenized assets are no longer separate from the global financial system. For the first time, a public blockchain and global banking infrastructure settled a cross-border transaction of a tokenized fund together in real time. Together, we’re laying the groundwork for 24/7 global markets that never close,” Ondo Finance stated . The Rise of Tokenization on Wall Street With Treasuries moving like crypto on settlement rails that do not have closing hours, the $30 trillion U.S. Treasury market could be opened to a new wave of investors. Multiple financial institutions, including Wall Street’s biggest firms, are already scrambling to get on this bandwagon. Besides Treasuries, these institutions are also attempting to tokenize bonds and deposits. A few days ago, the Depository Trust & Clearing Corporation (DTCC) announced plans to launch a new tokenization service for bonds and Treasuries in October. Meanwhile, the tokenized stocks sector has witnessed massive growth over the past year. In fact, the market cap of the tokenized real-world assets (RWAs) sector as a whole more than tripled from $5.42 billion to $19.32 billion in the last 15 months ending March 2026. The sector grew so well that it outperformed stablecoins. The post Ripple’s XRPL Linked to Interbank System in Major Pilot With JPMorgan, Mastercard, Ondo appeared first on CryptoPotato .