notcoin

🚨 New Year Business Jackpot – China’s Tech Power Shift
The old BAT era is officially over.
For years, Baidu + Alibaba + Tencent ruled China’s internet world.
But 2025 tells a different story.
Now, ByteDance stands alone at the top.
💰 Profit Ranking Shock
ByteDance recorded 360 billion profit, more than Tencent and Alibaba combined.
This clearly shows: 👉 The power balance has changed
👉 A new leader has arrived
📊 What’s happening with others?
🟢 NetEase – Silent Winner
NetEase didn’t chase size or hype.
Instead: • 33% profit margin (highest in industry)
• Focus on profitable business only
While others fight wars, NetEase quietly prints money.
🔴 Meituan – Only Loss Maker
Meituan is struggling.
Food delivery has become a price war: • JD.com entered the market
• Alibaba spending heavily
• Huge discounts & cash burn
Result → Profit turned into losses.
Instant retail is now extremely competitive.
🔵 Tencent – Stable Giant
Tencent remains strong and steady.
• Gaming business still powerful
• Video accounts growing
• WeChat has 1.4 billion users
This user base is Tencent’s biggest strength.
Slow but safe growth.
🟠 Alibaba – In Transition
Alibaba looks a bit uncomfortable.
• High revenue
• But profit margin much lower than ByteDance
• Spending profits to build future businesses
The shift from old e-commerce to new models is not easy.
🏆 Final Reality
This is no longer a 3-player battle.
It’s now:
👉 ByteDance leading the era
👉 Others trying to catch up
In business, there are no permanent winners.
Leaders can change anytime.
📌 Investor Lesson (Important)
Because markets change fast:
❌ Don’t put all money into one company
✅ Choose broad-based index investing
Indexes reduce risk and protect long-term wealth.
Smart investing > emotional investing.
#crypto #Notcoin #OpenClawFounderJoinsOpenAI #WriteToEarnUpgrade

From bank-led stablecoins to tokenized T-bills and AI-powered wallets, digital assets will move from pilot projects to financial plumbing this year.
Regardless of how tangible or visible, all the forces shaping crypto today share a common thread: Crypto is moving from expectations to production. Pilot programs are scaling and capital is consolidating," Anthony Vassallo, senior vice president of crypto at SVB, told CoinDesk in an interview.
The bank, which maintains more than 500 relationships with crypto companies and venture firms investing in the sector, says institutional capital, consolidation, stablecoins, tokenization and AI are converging to reshape how money moves.
After its 2023 collapse, SVB was bought by North Carolina–based First Citizens Bank and now operates within a top-20 U.S. bank with $230 billion in assets. In 2025, it added 2,100 clients and ended the year with $108 billion in total client funds and $44 billion in loans.
Fewer experiments, more conviction
The suits and ties have arrived,” according to the bank's 2026 outlook report.
Venture funding in U.S. crypto companies rose 44% last year to $7.9 billion, according to PitchBook data cited by SVB. While the deal count fell, median check sizes climbed to $5 million as investors concentrated capital into stronger teams. Seed valuations jumped 70% from 2023 levels.
The bank warns that demand for institutional-grade crypto companies could outstrip the number of investable firms.
"In 2026, conditions are ripe for continued growth in VC investment in crypto. As institutional adoption accelerates, driving larger venture capital checks, we expect continued capital concentration in fewer companies with investors prioritizing higher-quality projects and follow-ons into proven teams," Vassallo said.
For end users, the result will be a more seamless experience across everyday financial interactions, from sending cross-border payments to managing an investment portfolio."
Corporate balance sheets are reinforcing the shift. At least 172 public companies held bitcoin
BTC
$68,004.82
in the third quarter of 2025, up 40% from the second, collectively controlling roughly 5% of circulating supply, according to data referenced by S
A new class of digital asset treasury companies, firms that treat crypto accumulation as a core strategy, has emerged. The bank expects consolidation as standards tighten and volatility tests business models.
Meanwhile, traditional banks are moving deeper into the sector. JPMorgan, the largest U.S. bank by assets, plans to accept bitcoin and ether
ETH
$1,983.08
as collateral, Bloomberg reported last year. SoFi Technologies offers direct digital asset trading. U.S. Bank provides custody through NYDIG. SVB expects more institutions to roll out lending, custody and settlement products as compliance guardrails solidi
M&A and the race to full-stack crypto
More than 140 venture capital-backed crypto companies were acquired in the four quarters ending in September, a 59% year-over-year jump, according to the bank's analysis of PitchBook data. Coinbase’s $2.9 billion acquisition of Deribit and Kraken’s $1.5 billion purchase of NinjaTrader underscored the scale.
Why build when you can buy?
For SVB, that marks a turning point: stablecoin and custody infrastructure moving inside the federal banking perimeter. The bank expects traditional financial institutions to accelerate dealmaking rather than risk being disrupted by vertically integrated crypto-native rivals.
The trend extends to banking charters. In 2025, 18 companies applied for charters from the Office of the Comptroller of the Currency (OCC), most of them blockchain-enabled firms. The OCC granted conditional approval to digital-asset-focused trust banks including custody provider BitGo (BTGO), Circle Internet (CRCL), the company behind the second-largest stablecoin, trading platform Fidelity Digital Assets, stablecoin issuer Paxos and payments network Ripple.
To meet market demands ranging from stablecoin capabilities to full-stack crypto banks, exchanges, custodians, infrastructure providers and brokerages will consolidate into multiproduct companies," he said.
We expect M&A to set a record again in 2026. As digital asset capabilities
become table stakes for financial services, companies will focus on acquisition strategies instead of building products from scratch," Vassallo says
Stablecoins become the 'internet’s dollar'
Stablecoins, SVB said, are evolving from trading tools into digital cash.
Stablecoins, SVB said, are evolving from trading tools into digital cash.
With near-instant settlement and lower transaction costs than interbank transfer system ACH or card networks, dollar-backed tokens are attractive for treasury operations, cross-border payments and business-to-business settlement.
Regulatory clarity is accelerating adoption. The U.S. GENIUS Act, passed in July, established federal standards for stablecoin issuance, including 1:1 reserve backing and monthly disclosures. Similar frameworks are in place in the EU, U.K., Singapore and the UAE.
Beginning in 2027, only permitted entities such as banks or approved nonbanks will be allowed to issue compliant stablecoins in the U.S. SVB expects issuers to spend 2026 aligning products with federal oversight.
Banks are already experimenting. Société Générale introduced a euro stablecoin. JPMorgan expanded JPM Coin to public blockchains. A group including PNC, Citi and Wells Fargo is exploring a joint token initiative.
Venture dollars are following. Investment in stablecoin-focused companies surged to more than $1.5 billion in 2025, up from less than $50 million in 2019, according to SVB
In 2026, the bank expects tokenized dollars to move into core enterprise systems, embedded in treasury workflows, collateral management and programmable payments.
Tokenization and AI
Real-world asset tokenization is scaling. Onchain representations of cash, Treasuries and money-market instruments exceeded $36 billion in 2025, according to data cited by the bank.
Funds from BlackRock (BLK) and Franklin Templeton have amassed hundreds of millions in assets, settling flows directly onchain. ETF issuers and asset managers are testing blockchain-based wrappers to reduce transfer costs and enable intraday settlement. Robinhood (HOOD) now has tokenized stock exposure for European users and plans U.S. expansion.
SVB sees private and public markets converging on shared settlement rails, with tokenization expanding beyond Treasuries into private markets and consumer-facing applications.
Then there's the convergence with AI. In 2025, 40 cents of every venture dollar invested in crypto went to companies also building AI products, up from 18 cents the year prior, according to SVB’s analysis. Startups are building agent-to-agent commerce protocols, and major blockchains are integrating AI into wallets.
Autonomous agents capable of transacting in stablecoins could enable machines to negotiate and settle payments without human intervention. Blockchain-based provenance and verification tools are being developed to address AI’s trust deficit.
The consumer impact may be subtle. SVB predicts that next year's breakout apps won’t brand themselves as crypto. They will look like fintech products, with stablecoin settlement, tokenized assets and AI agents operating quietly in the background.
Silicon Valley Bank’s overarching message is to treat crypto as infrastructure.
From expectation to infrastructure
Volatility will remain, and headlines will continue to move prices. But the deeper narrative, the bank argues, is about the plumbing.
Pilot programs are scaling. Capital is concentrating. Banks are entering. Regulators are defining the perimeter. Blockchain technology is poised to underpin treasury operations, collateral flows, cross-border payments and parts of capital markets.
Read more: R3 bets on Solana to bring institutional yield onchain
"In 2025, momentum in onchain representations of cash, treasuries and money market instruments carried real-world assets into the financial mainstream," Vassallo said. "This year, cryptocurrency will be treated as infrastructure."
#yazdan
#VEMMP
#Shibalovers
#WlF
#Notcoin

Der Unterschied im Futures-Basis zwischen CME und Deribit spiegelt die unterschiedliche Risikobereitschaft in den verschiedenen Regionen wider.
Dies zeigt sich auf annualisierter Einmonatsbasis, im Wesentlichen die Aufschläge für Futures gegenüber Spotpreisen, die weiterhin höher sind als bei seinem Offshore-Pendant, Deribit.
Der ausgeprägtere Rückgang des Offshore-Basiswerts deutet auf eine geringere Bereitschaft zu gehebelten Long-Positionen hin“, schrieb Cipolaro. „Die sich ausweitende Spanne zwischen dem CME- und dem Deribit-Basiswert fungiert als Echtzeitindikator für das geografische Risikoappetit.“
Bitcoin fiel Anfang dieses Monats auf 60.000 US-Dollar, bevor es sich wieder erholte. Einige machten die Verkaufswelle auf zunehmende Sorgen zurück, dass Quantencomputing die kryptografische Sicherheit des Systems untergraben könnte. NYDIG stellte jedoch fest, dass die Zahlen diese Erklärung nicht stützen.
Zum einen hat die Performance von Bitcoin die von börsennotierten Quantencomputing-Unternehmen wie IONQ Inc. (IONQ) und D-Wave Quantum Inc. (QBTS) genau verfolgt. Wenn das Quantenrisiko die Kryptowährungen tatsächlich belastete, würden diese Aktien steigen, während Bitcoin fällt.
Stattdessen fielen sie gemeinsam, was auf einen breiteren Rückgang des Interesses an langfristigen, zukunftsorientierten Vermögenswerten hinweist. Darüber hinaus zeigen die Suchdaten bei Google Trends, dass das Interesse an „quantum computing bitcoin“ steigt, wenn der BTC-Preis steigt.
#Write2Earn
#ONOD
#Johncarl
#Notcoin
#Quark

#Notcoin Fr

Telegram CEO Pavel Durov seemed to endorse the viral web3 clicker game Notcoin after its token launch on the TON blockchain.
Notcoin has rapidly achieved a market capitalization of nearly $700 million, which Durov highlighted as an “amazing success story” in his Telegram channel.
Notcoin’s Success on TON Blockchain
Telegram CEO Pavel Durov appeared to endorse Notcoin, a web3 game that launched its NOT token on The Open Network (TON) blockchain recently. In a Telegram channel post to over 2.5 million subscribers, Durov praised Notcoin’s rapid growth, noting its achievement of reaching 35 million active users within months.
Following its cryptocurrency minting on TON blockchain, Notcoin distributed over 80 billion NOT tokens through airdrops to participants and commenced trading on multiple crypto exchanges. Players of the game earned in-game currency by tapping a Notcoin icon on their phones, which converted into NOT tokens at a ratio of 1000:1.
Before the token generation event, Notcoin facilitated pre-market trading via an NFT trading system in March, resulting in nearly 800,000 NFT vouchers that are also convertible into NOT tokens at the same ratio using the Notcoin app.
Durov highlighted the unexpected opportunity for Notcoin users to convert their in-game currency into real money, emphasizing the app’s success in blending entertainment with financial gain.
Currently, Notcoin has distributed 72,265,851,714 tokens to miners and allocated 7,953,370,000 tokens for redemption by NFT voucher holders. The total supply of NOT tokens stands at 102.7 billion, with 78% designated for miners and NFT holders, and 22% reserved for new users, traders, and future development, according to the Notcoin team.
Notcoin’s Remarkable Rise on TON Blockchain
The distribution of 80,219,221,714 NOT tokens yesterday propelled Notcoin to a market capitalization of $545 million, with a fully diluted valuation reaching approximately $711 million, as reported by CoinGecko. Currently trading at $0.0068 per token, Notcoin has emerged as one of the top ten cryptocurrencies globally by daily trading volume, exceeding $1 billion.
According to Tonviewer, around 678,000 on-chain wallets now hold NOT tokens, highlighting the widespread adoption and investor interest in Notcoin.
Telegram CEO Pavel Durov expressed enthusiasm about Notcoin’s rapid ascent, noting its achievement of nearly $700 million in market capitalization. Durov emphasized the significant value created for Telegram users through this Mini App, which attracted millions of dollars within a short span.
Notcoin monetized its Mini App by integrating web3 organizations’ advertisements, incentivizing players to participate in activities that boost engagement with these projects.
Looking ahead, Notcoin plans to continue incentivizing users with NOT tokens to explore the crypto ecosystem further. The team also intends to introduce a trading bot that will enable users to trade other TON-based tokens seamlessly.
Telegram initially explored blockchain technology in 2018 with the development of the Telegram Open Network (TON). Despite raising $1.7 billion through a private sale of Toncoin tokens, regulatory challenges led Telegram to abandon the project. In 2022, open-source developers revived and rebranded TON as The Open Network, which now operates with a functional mainnet.
In a recent interview, Durov disclosed his ownership of Toncoin tokens, highlighting his long-term commitment to cryptocurrencies and blockchain technologies.
⚠️Disclaimer
This content aims to enrich readers with information. Always conduct independent research and use discretionary funds before investing. All buying, selling, and crypto asset investment activities are the responsibility of the reader.
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