Thursday Dispatch

The Infrastructure Revolution Accelerates

Custom networks go live. Stable raised $28M from Bitfinex and Hack VC to build the first blockchain with USDT as native gas. When Tether's CEO joins as an angel investor alongside Franklin Templeton, the message is clear: general blockchains weren't built for payments. Plasma's $373M raise this week confirms the trend.

Europe answers back. Deutsche Bank's DWS launched EURAU, the first MiCA-compliant euro stablecoin with BitGo custody and Fireblocks infrastructure. Euro stablecoins grew 60% since December but still represent just 0.2% of the $273B market. Europe isn't competing with dollar dominance yet, but they're building the rails.

SEC removes final barriers. Compliant stablecoins now qualify as cash equivalents for corporate accounting. The guidance requires full backing, regulatory approval, and guaranteed redemption. Circle's $64B USDC meets every requirement. Corporate treasurers no longer need to justify stablecoin adoption to boards.

S&P 500 scale adoption. Corpay embedded USDC across its global payment networks, bringing stablecoin settlement to enterprise clients across 80+ countries. Commercial cards now draw from USDC balances with automatic conversion. Blockchain infrastructure finally became invisible to end users.

What This Means

The enterprise adoption wave is not theoretical anymore. Custom infrastructure, regulatory clarity, and Fortune 500 integration are converging simultaneously. Companies building stablecoin-native payment rails are positioning for the post-traditional finance era. The ones waiting for "more clarity" are watching the infrastructure get built without them.

The question is not whether stablecoins will power corporate payments. It is whether your infrastructure will be ready when they do.

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