We talk to institutional allocators every day and learned they evaluate crypto companies the same way they evaluate public equities. So we built a free tool teams can use to see exactly how their IR maps to what allocators actually evaluate. stratamedia.co/ir-scorecard

One year ago, I became a solo founder :) Since then, I’ve scaled the biz, rebranded to @StrataMedia_ and provided better results for the top tier clients we work with. It’s hard work, but worth it everyday. Celebrate with me by following @TokenRelations & @_TalkingTokens 🧡

New episode of The Market Runup just dropped 👇 @TheBlondeBroker discussed with Chris Soriano about why off-exchange settlement is the fix that serious players have been waiting for, and what role @BridgePortMQ wants to play when people look back at crypto 10 years from now

Going live with @StrataMedia_ Founder @jacqmelinek! Join us 👇 x.com/i/broadcasts/1mGPaawzD…

The latest @TheMarketRunup is out now! We sat down with Fahmi Syed, the President of @MidnightNtwrk, to break down why privacy has to be core infrastructure before crypto sees real institutional adoption

This was an exciting week for us at @StrataMedia_ (@TokenRelations) as we announced the launch of Strata Research, an institutional focused research org dedicated to understanding crypto adoption and how banks, financial firms, and tech are using crypto today. Included in the launch was the publication of our first ever report - Agentic Payments: Where We Are and Where We're Going Key takeaways from the report: - Bain projects agentic commerce will reach $300–500B by 2030, or 15–25% of US e-commerce. - x402, the most adopted onchain agent payment protocol, clears ~180k transactions per day at under $10k in total daily volume. - Three structurally distinct flows are emerging: Human → Agent → Merchant runs on cards, Agent → API runs on stablecoins, and Agent → Business runs on bank rails. Stablecoins win the machine-to-machine middle. They are not the default for consumer purchases or enterprise procurement, and shouldn't be expected to be. - For Bain's projection to land, four conditions must hold: protocol consolidation, mature identity & trust, settlement rails that handle every transaction size, and AI model reliability. - Recent infrastructure announcements (@arbitrum x402, Amazon Bedrock, @solana Google's Pay.sh, @binance on @BNBCHAIN, @circle's agentic suite) skew almost entirely toward the Agent → API flow. Consumer and enterprise volume will arrive later, and most of it will not look like x402. It will look like cards and ACH, initiated by an agent.

On our first episode of @StrataMedia_ Research presented by Talking Tokens & @TokenRelations, our host @jacqmelinek sits down with Institutional Research Analyst @Ahbeaudry to breakdown agentic payments. Alex walks through why it isn't one market but three distinct payment flows, each with completely different infrastructure requirements, and why the machine-to-machine category is where stablecoins have a real structural edge over traditional rails. They also get into the four things that actually need to happen before this market scales, and why the narrative is still running well ahead of the transaction volumes to back it up. TIMESTAMPS 00:00 - Introduction Strata Research 01:24 - Understanding Agentic Payments 04:54 - The Flows of Agentic Payments 07:24 - Challenges and Frameworks for Scaling 11:39 - Recent Developments and Future Outlook

My contrarian take as a former reporter is that most startups don't *need* to be in a big financial publication like Bloomberg, WSJ - and probably shouldn't be. It may look nice on a pitch deck or get attention on social media for a day - but if it isn't your target audience, it won't provide real traction. As I shared on @apyx_fi's podcast, it's so important to have the proper narrative-market fit. The best teams balance maximum reach with relevant reach and will hunt down distribution where their target users already are. At @StrataMedia_, we help teams shape their narratives and put them in front of the correct audiences that actually would engage with them and provide ROI. TLDR: Don't just go for big names. Strategize around targeting the right audiences and the best distribution for that.

As institutions come into crypto, many teams with tokens want an investor relations strategy but struggle on where to start or if they’re doing enough. @TokenRelations has been focusing on this for years. So our team at @StrataMedia_ built a free tool that shows teams exactly how their IR measures up. We designed it to be a clear read on where companies stand and where gaps are. You can check it out and get your score here: stratamedia.co/ir-scorecard And if you ever want to talk about IR strategy - DMs are open :)

Introducing: Strata Research Alongside our investor updates and sector specific newsletters, we'll now be releasing pure, topical analyst insights and opinions The first edition is out now, and stay tuned for deeper analysis on it through our new podcast series this Friday

Role reversal alert: our founder and CEO @jacqmelinek is the guest of a podcast this time, not the host. The hunter becomes the hunted and we came through with some sparknotes. The episode opens with shared bondings of having lived in Houston. We couldn't help but revert back to being the interviewer for a second, and asked Parker how his time in the H-Town was. Anyway, moving on, we dropped some lore for the Jacquiecurious folks out there: Bloomberg energy desk → covering oil futures during the Trump-China trade wars → S&P covering petrochemicals. Jacquie then went on to work in crypto because energy markets are "historic and cyclical" and crypto was "zany and strange." DAT Summer 2.0 talk begins. Jacquie's read: everyone is overfocused on NAV and underfocused on the actual businesses being built. M&A among treasury firms is heating up. Jacquie wonders aloud whether Strategy could become "the MySpace" of Bitcoin treasuries. The first to do it, but not necessarily the one who ends the conversation. Then immediately backpedals so the "strategy army" doesn't come for her. Too late, it's already in this recap post. RWA segment along with a spicy Jacquie take: structured proper ownership of the actual underlying issued asset is so important, and not just the promise of a wrapper. She brought receipts from a Consensus panel where a representative from the NYSE/ICE posed the same question. Five wrapped pre-IPO tokens, five different prices, one very confused market. Counterpoint: global access to US equities is a genuinely huge unlock. Most of us forget non-Americans can't just buy whatever they want on their favorite broker account. Prediction markets tangent: Jacquie's reflexivity warning: create a market on someone departing their job, get enough eyes and money on it, and you might create the reality you were betting on. Mildly terrifying. Noted for the next intern performance review. The "build it and they will come" myth gets dismantled. Jacquie's verdict on technical founders who think the best tech wins automatically: "well, nobody knows." That's where we come in, to help shape the story and narratives in a meaningful way. Best analogy of the episode: if Google's stock dropped 50% and they went silent, the world would be on fire. In crypto, teams just vanish during bear markets and promise to "come back during a bull market." Show up anyway. The episode closes out with a call back to the beginning of the episode, Texan-to-Texan sign off.

Every month, Token Relations dives into the biggest updates in the tokenization space, metrics, what’s going onchain and offchain, who’s integrating with whom, and more. Some developments that caught our eye. 👇 • @OndoFinance , @JPMorgan's Kinexys, @Mastercard and @Ripple completed the first cross-border transaction of a tokenized fund between a public blockchain and interbank settlement rails • Digital asset platform @Bullish has agreed to acquire transfer agent @Equiniti for $4.2B in an effort to build infrastructure bridging blockchains with traditional capital markets • @BlackRock filed two SEC proposals to expand its tokenized fund lineup, adding a new Daily Reinvest Stablecoin Reserve Vehicle, and an onchain share class for its $7B Select Treasury Based Liquidity Fund • Ondo Finance's tokenized stocks can now be bridged to @HyperliquidX HyperEVM via a bridge powered by @LayerZero_Core • @Ostium partnered with the Nasdaq to offer perpetual futures contracts on U.S. equities using Nasdaq’s data • @Securitize, @jumptrading and @JupiterExchange have launched secondary trading for tokenized equities • DTCC, a post-trade market infrastructure provider, said it is targeting to launch its tokenization service in October, and aims to offer limited production trades in July 2026 • @Fidelity, in partnership with @Chainlink, launched its first tokenized fund, FILQ • Securitize received FINRA approval to custody tokenized securities within its broker-dealer service • @dropprwa, a digital capital markets infrastructure company, secured $12.5B in mandates to tokenize RWAs across Saudi Arabia, starting with real estate • @grovedotfinance launched Grove Basin, a programmable credit layer that provides liquidity in stablecoin form to holders of tokenized assets when they start a liquidation transaction

The latest episode of @_TalkingTokens is out now! We sat down with @programmer to discuss why the internet struggled without a native payment protocol and why AI agents finally made the problem urgent enough to solve

The latest episode of @TheMarketRunup is out We sat down with @AmarOdedra to discuss how tighter liquidity is exposing which crypto business models were only sustainable in speculative environments

New Talking Tokenization episode just dropped We sat down with @Jason_Barraza_ to chat why RWAs as DeFi collateral is the next big unlock and why the buy-build-or-lease question is splitting institutions into fundamentally different infrastructure strategies

The latest episode of Talking Tokens is our panel with Ben Reynolds, SVP and head of Big Business Banking at @SoFi We spoke with him at @Solana Accelerate Tune in 👇