The top ecosystem & investor relations platform helping teams better inform stakeholders. Read by millions & 130K subscribers. Brought to you by @StrataMedia_
Joined March 2024
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Token Relations retweeted
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 🧡
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Token Relations retweeted
Neobanks are a hot topic right now, but not everyone fully understands what it entails under the hood - and what it could mean for fintechs.
@StrataMedia_ Institutional Research Analyst @ahBeaudry joins @jacqmelinek to dig into how crypto neobanks are rebuilding what Chime and Revolut did a decade ago but on stablecoin rails, why he’s interested in the float and yield model and how its the hardest to sustain through a bear market, and where the real opportunity sits for anyone watching this space over the next 12 to 24 months.
Check out the associated newsletter for more details: token-relations.com/p/the-ne…
TIMESTAMPS
00:00 Introduction to Crypto Neobanks
02:59 Revenue Models and Market Dynamics
06:02 Challenges and Risks in Crypto Neobanking
08:04 Future Trends and Considerations
Watch below or on X:
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Jun 11
Tokenized U.S. Treasuries are up 63.73% YTD to $14.86B
Below are the top tokenized treasury platforms, sorted by total value and market share
1) @Circle: $3.01B (20.26%)
2) @OndoFinance: $2.75B (18.53%)
3) @Securitize: $2.52B (16.95%)
4) @FTDA_US: $2.52B (16.94%)
5) @WisdomTreePrime: $882.9M (5.9%)
6) @centrifuge: $882.7M (5.9%)
7) @Libeara_: $822.6M (5.5%)
8) @SuperstateInc: $713.3M (4.8%)
9) @Spiko_finance: $146.4M (0.9%)
10) @Theo_Network: $127.5M (0.8%)
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Jun 10
Top 10 networks by RWA holders and percentage gain (30 days):
1) @Solana: 274.18K ( 27.4%)
2) @plumenetwork: 250.55K (-2.3%)
3) @Ethereum: 195.26K ( 11%)
4) @BNBCHAIN: 92.27K ( 64.8%)
5) @0xPolygon: 20.43K (-2%)
6) @StellarOrg: 16.87K ( 40.6%)
7) @base: 15.79K ( 23.9%)
8) @Arbitrum: 8.51K ( 3.4%)
9) @avax: 8.06K ( 0.1%)
10) @HyperliquidX: 4.12K ( 2%)
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Jun 10
NEW: @Mastercard launches Agent Pay for Machines (AP4M), a service for permissioning, orchestrating, and settling machine-to-machine payments.
AP4M builds on Agent Pay, and is designed specifically for high-frequency, low-value payments and transactions that are executed between AI agents and machines for digital commerce.
Launch partners include @Ripple, @Solana, @Aave, @Alchemy, @Anchorage, @Coinbase, @MoonPay, @0xPolygon, to name a few.
In our first Strata Research edition on agentic payments, we argued that four conditions are required for the market to scale: protocol consolidation, trust layer maturing, settlement rails that can handle both large and small transactions, and reliable AI models.
AP4M addresses two of them: its credentialing system and Verifiable Intent are an attempt at the trust layer, while multi-rail settlement for cards and stablecoins is an attempt at the rails.
Read our full analysis of agentic payments, where we covered Agent Pay and the conditions for the market to scale. 👇
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Jun 10
Or if you prefer the audio version, check out the associated podcast episode below
x.com/_TalkingTokens/status/…
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
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Jun 10
Read the full announcement
x.com/solana/status/20646947…
The play is never the move. It's the mind behind it.
The World Series of Poker. Now dealt by Solana.
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Top 10 RWAs by DeFi active TVL and utilization rate:
1) Syrup USDT (@maplefinance): $519M (84.7% of $612.8M market cap)
2) Syrup USDC (@maplefinance): $421.1M (28.7% of $1.47B market cap)
3) Janus Henderson Anemoy AAA CLO Fund (@centrifuge): $414M (99% of $415.8M market cap)
4) Hastra PRIME (@HastraFi): $311.1M (78.7% of $395.3M market cap)
5) Tether Gold (@tethergold): $188.5M (6.3% of $3.01B market cap)
6) Superstate USTB (@SuperstateInc): $184M (37.1% of $495.9M market cap)
7) Re Protocol reUSD (@re): $160.4M (96.7% of $165.8M market cap)
8) OnRe Tokenized Reinsurance (@onrefinance): $129.9M (72.1% of $180M market cap)
9) Superstate Crypto Carry Fund (@SuperstateInc): $121.3M (88.9% of $136.3M market cap)
10) ULTRA (@Hashnote_Labs): $51.9M (96.5% of $53.8M market cap)
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NEW: @Hedera Council adds new members as Strategic and Community partners
Strategic Partner:
• The Institutes RiskStream Collaborative - a not-for-profit insurance and risk management consortium focused on standardizing how property risk data is verified across the insurance industry
Community Partners:
• @EQTYLab - establishes cryptographic proof and runtime verification for AI workflows
• @hgraph - provides APIs, AI-native intelligence, relay infrastructure, and MCP tooling for Hedera
• @KabilaApp - creates applications (wallet, launchpad, market, and toolkit) for Hedera
• @xenitravel - embeds travel solutions for large enterprises, superapps, and fintechs
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Top 10 platforms by RWA value and market share:
1) @Securitize: $4.07B (17.2%)
2) @OndoFinance: $3.74B (15.8%)
3) @Circle: $2.83B (12%)
4) @Tether: $2.59B (10.9%)
5) @FTDA_US: $2.51B (10.6%)
6) @Paxos: $2B (8.5%)
7) @Spiko_finance: $1.75B (7.4%)
8) @MapleFinance: $1.45B (6.1%)
9) @Centrifuge: $1.38B (5.8%)
10) @STOKR_io: $1.33B (5.6%)
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