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MARKET INTELLIGENCE
Explore institutional digital-asset intelligence.
Access open research, Strategic Edge member analysis and institutional reports across the asset, cash and infrastructure layers of tokenized finance.
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Choose the depth your decisions require.
02 / FEATURED
Intelligence for institutional decision-makers.
Coverage spans the asset, cash and infrastructure layers of tokenized finance.


Tokenized Collateral: From Mobility to Usability
Tokenized assets can move around the clock. This Strategic Edge analysis examines what must happen before that mobility becomes usable institutional collateral.
11 min read


Visa Stablecoin Monetization Flywheel: How $25B in Settlement and 5M Cards Drive Revenue
Visa stablecoin monetization spans card network fees, payment orchestration and issuance infrastructure. With settlement surpassing a $25 billion annualized run rate, we examine where Visa already earns revenue, where new fee pools could emerge, and what remains undisclosed.
10 min read


Onchain Vaults: Connecting Tokenized Assets with Securities Financing
How crypto vaults are evolving from DeFi lending pools into capital allocation and securities financing infrastructure—and what institutions need next.
11 min read
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OKX partners with MasterCard to Launch Crypto Card in the US
OKX’s US stablecoin card connects WebBank, Mastercard and Paxos. A $500,000 USDG example shows how tiered rewards and reserve revenue sharing could shape the economics.
2 min read


Ripple, C2FO and BNY: Stablecoins Meet Tokenized Trade Finance
Ripple, C2FO and BNY connect stablecoin settlement, working-capital origination and institutional custody, with tokenized corporate receivables as the longer-term opportunity.
2 min read


Visa Stablecoin Monetization Flywheel: How $25B in Settlement and 5M Cards Drive Revenue
Visa stablecoin monetization spans card network fees, payment orchestration and issuance infrastructure. With settlement surpassing a $25 billion annualized run rate, we examine where Visa already earns revenue, where new fee pools could emerge, and what remains undisclosed.
10 min read


Mastercard, BVNK and Airtm Assemble Stablecoin Payment Stack Economics
Airtm supplies customer distribution, BVNK connects stablecoins with financial infrastructure, and Mastercard brings payment reach. The stack is taking shape, but who captures which transaction fees?
1 min read


Onchain Vaults: Connecting Tokenized Assets with Securities Financing
How crypto vaults are evolving from DeFi lending pools into capital allocation and securities financing infrastructure—and what institutions need next.
11 min read


OCC’s Final GENIUS Act Framework: Stablecoin Yield Banned But Rewards Allowed
The OCC has removed its proposed third-party yield presumption, not the issuer yield ban. We examine what that means for rewards, revenue sharing and competition from tokenized bank deposits.
1 min read


Tokenized Collateral: The Funding Layer Unlocking 24/7 Corporate Payments Liquidity
How tokenized Treasuries and MMFs could fund 24/7 corporate payments AND why settlement timing and revenue capture determine the economics.
9 min read


Visa and Mesh Remove Another Barrier to Stablecoin Spending: No Separate Crypto Card Needed
Visa and Mesh are connecting digital wallets to Visa's global acceptance network, potentially removing the need for separate crypto cards. The partnership signals a broader shift in stablecoin payments, linking wallet orchestration with existing card infrastructure.
3 min read


Samsung and Coinbase Bring Stablecoins to 82M Galaxy Devices
Samsung, Coinbase and Bastion are bringing USDC to Samsung Wallet, potentially reaching 82 million eligible Galaxy devices in the US. The integration will enable consumers to hold digital dollars, transfer USDC internationally and send funds to local bank accounts in more than 60 countries. Meanwhile, Allium reports $43 billion in stablecoin payroll and $37 billion in remittances during the first eight months of 2026.
2 min read


SBI and Startale Explore JPYSC Stablecoin FX With Open USD
Stablecoin FX is emerging as a critical missing link in 24/7 cross-border corporate payments. SBI and Startale's JPYSC/Open USD initiative could connect onchain currency conversion with stablecoin-funded payments and fiat payouts. But who will provide the liquidity needed to make the entire payment lifecycle work around the clock?
2 min read


Visa and Mastercard: Stablecoin Treasury Payments and Liquidity Economics
Visa and Mastercard are stitching together the infrastructure for 24/7 stablecoin-funded corporate payments, connecting blockchain transfers, payment orchestration and fiat payouts. But who provides the liquidity that makes funds available in recipients' bank accounts, and who bears the financing cost? Using a $50 million cross-border treasury transaction, we examine the three critical layers of global payments, compare liquidity funding costs against transaction revenues and
11 min read


Mastercard and BVNK Launch 24/7 Stablecoin and Fiat Payments Platform
Moving money, funding liquidity and making liquidity available are three distinct challenges in delivering 24/7 corporate treasury services. Mastercard's new Global Money Platform, powered by BVNK, aims to bridge these gaps by connecting stablecoins, fiat payment rails and liquidity services through a unified infrastructure layer. But can it deliver usable liquidity into corporate bank accounts around the clock?
2 min read


Stablecoins and Corporate Treasury: The $50M Liquidity Test
Stablecoins can move £50 million across borders in seconds, but that doesn't guarantee usable liquidity in a corporate bank account. Our £50M Treasury Test examines how stablecoins, tokenized deposits, Mastercard Move, Swift and Fnality address the gap between 24/7 settlement and fiat availability, who bears the liquidity costs, and where the commercial value lies.
22 min read


SAP Pay Stablecoin Integration: How USDC and EURC Fit Corporate Treasury
SAP Pay is bringing USDC and EURC into corporate treasury workflows, turning stablecoins into another payment rail alongside bank transfers and real-time payments.
2 min read


Stripe, Visa, Mastercard, Coinbase & Shopify Back Open USD With $1B
Open USD is testing a different stablecoin playbook. Stripe, Visa, Mastercard, Coinbase and Shopify are committing $1B+ of initial liquidity while sharing reserve economics with the businesses driving adoption.
2 min read


Visa and Lloyds Use Stablecoin for Bank-to-Card-Network Settlement
Visa and Lloyds Banking Group have demonstrated how stablecoins can move beyond crypto-native payments into mainstream institutional settlement.
2 min read


Citi and Coinbase Bring Stablecoin Payments to Corporate Treasury
Citi Partners with Coinbase to bring Stablecoin to Corporate Clients
2 min read


Global Tokenized Asset Market Update Q3 2026
Global tokenized asset market grew 290% in last 12 months according to Deutsche Bank Institute. Here are the key trends, signals and what's next...
1 min read


BlackRock to Launch Tokenized HKD money Market Fund with Standard Chartered
BlackRock to Launch Tokenized HKD money Market Fund with Standard Chartered. Here is why...
2 min read


Swiss Franc Stablecoin CHFD: Nine Partners and an Ecosystem
Switzerland’s CHFD stablecoin initiative brings nine participants together to test programmable payments and digital asset settlement...
1 min read
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