The Great Unbundling: Why Everyone Is Building a Stablecoin Chain (And Why Most Will Fail)
A 2025 year-end analysis of the stablecoin chain explosion, tokenized deposits, and what the fragmentation means for cross-border payments.
Tag: Tokenized Deposits (5)
Why AI Agents Can't Make Decisions Without Context
AI agents can execute actions, but they can't decide which action is correct. Finance exposes this gap more clearly than any domain. Here's why context, not compute, becomes the bottleneck.
How Onchain FX Actually Works: Atomic Settlement Explained
Atomic settlement eliminates the timing gaps that have defined FX for 50 years. Here's how institutional shared ledgers, tokenized deposits, and programmable settlement are reshaping global currency movement.
The Coming Collision: Stablecoins, Tokenized Deposits, and the Fight for the Settlement Layer
Stablecoins hit $46T in annual volume and banks are responding by putting their own money onchain. The real battle isn't between public and private rails. It's about who controls the bridges between them.
The Stablecoin Sandwich and Why Remittances Stay Expensive
Stablecoin payments look simple, but the reality is a three-layer sandwich where banks, issuers, and exchangers each take a bite. Add FX spreads, and users lose billions each year. The fix is direct tokenized deposits and onchain FX markets that compress costs from dollars to cents.