Dušan Stojanović

We’ve seen this movie before. Keyrails is doing to cross-border payments what VoIP did to telecom:    •   Compressing costs to near-zero    •   Shrinking settlement times from days to hours    •   Bypassing legacy intermediaries In both cases, the technology was ready before the system was. The market didn’t shift overnight. But when it did, it became irreversible. The same shift is underway now. Stablecoins are the VoIP of cross-border value transfer.

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Our friends have been using KAST since last year. It’s a low key product that just works. Crypto-Neobanks will do well. While it’s not easy to get allocated into crypto neobanks in general; VISA (the company) will probably stand to gain the most.

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Cointelegraph spoke with Mo Shaikh, Co-Founder & General Partner at Maximum Frequency Ventures, during HSC Asset Management Hong Kong. While capital continues to flow aggressively into AI, Mo noted that crypto funding remains resilient — particularly in the United States. With clearer legislation around stablecoins and RWAs, founders are returning to the US market. Regulatory clarity is shifting geography. But capital alone isn’t the story. Mo emphasized that the next generation of tokens must evolve structurally — stronger tokenomics, disciplined team allocations, and most importantly, product-first thinking. Tokens should follow product-market fit, not precede it. The cycle ahead may be defined less by hype — and more by hygiene.

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Dealwire.TECH Deal of the Week — Mesh ($75M Series C, $1B valuation) https://www.meshpay.com/ Crypto’s next chapter isn’t about speculation — it’s about payments infrastructure. Mesh’s $75M Series C at a $1B valuation signals a clear shift in investor conviction: capital is rotating from trading and token-centric narratives into real-world transaction rails. Mesh is building what many in the industry have talked about, but few have executed: a global crypto payments network that connects exchanges, wallets, and payment providers into a single interoperable layer. Consumers can pay with any supported digital asset, while merchants settle instantly in stablecoins or local fiat — no volatility risk, no wallet management, no fragmented integrations. The company’s asset-agnostic SmartFunding technology abstracts away blockchain complexity, routing “any-to-any” payments across chains and liquidity pools. The result is a horizontal payments layer that targets embedded deposits, remittances, and high-value cross-border commerce — areas where legacy card rails struggle with FX leakage, chargebacks, and delayed settlement. Led by Dragonfly, with participation from Paradigm and Coinbase Ventures, the round reflects strong alignment around an infrastructure-first thesis. Mesh’s ambitions — $1B in revenue and $1T in transaction volume — place it firmly in the category of next-generation global payment networks, not fintech tooling. Bottom line: If crypto is going to reach mass adoption, it won’t look like exchanges — it will look like invisible, instant payments embedded everywhere. #DealOfTheWeek #DealWire #CryptoPayments #Fintech #PaymentsInfrastructure #Stablecoins #Web3 #DigitalAssets

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Lending startup Olyv India (formerly SmartCoin) has raised $23 million in its Series B funding round from Nandan Nilekani's The Fundamentum Partnership and Japan's SMBC Asia Rising Fund, the corporate venture capital arm of Sumitomo Mitsui Banking Corporation (SMBC). https://lnkd.in/gE8RK5dr

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Tokenisation Gains Traction Among Asia’s HNW & UHNW Investors From fractional ownership to improved liquidity and transparency — tokenisation is reshaping wealth management across Asia in 2025. Private banks & wealth advisors must adapt to stay relevant in this evolving landscape. https://lnkd.in/dhMXmk4q #Tokenisation #WealthTech #UHNW #HNW #PrivateBanking #CapitalGambit #DigitalAssets #FutureOfWealth #AsiaWealthMarkets

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AppWorks closes Fund IV at $165 million, lifting total capital raised to $386 million, anchored by a rare pan-Asian LP base including Taiwan’s National Development Fund, Malaysia’s Jelawang Capital (Khazanah), and Korea Venture Investment Corporation. The fund will back AI and Web3 founders across Asia through AppWorks’ founder-first ecosystem. Founded in 2009 and led by Jamie Lin, AppWorks has built one of Asia’s largest founder networks and backed category leaders such as Lalamove, Animoca Brands, Carousell, ShopBack, and KKday. More at: https://lnkd.in/egEaB2rf #VentureCapital #Funding #Startups #Asia #AI

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🚀 Animoca’s Yat Siu on CNBC: The Next Phase of Web3 Adoption In his recent CNBC interview, Yat Siu, Chairman of Animoca Brands, shared powerful insights on the evolving crypto ecosystem and what it means for businesses and investors: 🔹 Bitcoin vs. Ethereum ·       Bitcoin = Digital Gold: A store of value, rarely spent. ·       Ethereum = Utility: With ~$100B in total value locked, it powers stablecoins, NFTs, and L2s. Because ETH is used and spent, its rise fuels broader ecosystem growth. 🔹 The Coming Altcoin Wave As ETH strengthens (with predictions of $6K–$10K ahead), capital will cascade into altcoins and Web3 ecosystems. Corporates moving treasury allocations from BTC → ETH → other tokens show how adoption will spread across the industry. 🔹 Internet Money → Internet Customers Accepting tokens isn’t only a payment play. It’s access to a loyal, liquid, and growing community. Just like selling in different fiat currencies, offering goods in ETH, SAND, or other tokens lowers friction and builds deeper engagement. 🔹 A New Global Wealth Class and 🌍 The Big Picture Over 500 million people worldwide now own crypto and digital assets. This isn’t just about asset prices – it’s a massive new customer base. Luxury brands were early movers, integrating NFTs and Web3 strategies to reach this audience. The token economy already represents $4T+ in market cap. Every cycle of adoption redistributes value across projects, creating new opportunities for builders, brands, and investors alike. 🙌 At True Global Ventures, we share Yat’s conviction: the real story isn’t just crypto prices, but the transformation of money into a new internet-native customer economy. 👀 Watch the interview: https://lnkd.in/grXu26Em

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The architecture behind institutional crypto products. Hong Kim, Co-founder & CTO at Bitwise Asset Management, will share perspectives on building institutional-grade digital asset products and the technology powering modern onchain investing. He recently led Bitwise’s launch of its own vault on Morpho, bringing firsthand vault-building experience to the stage.

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RWA Report 2025 | prepared by Dune in collaboration with RWA.xyz; Launch partner: Real-World Asset Summit The mission of this report is to critically examine the accelerating integration of real-world assets (RWAs) into digital finance, with a focus on how tokenization, infrastructure design, and compliance frameworks are redefining global capital allocation. It aims to provide institutional investors, policymakers, and financial innovators with a structured view of how RWA adoption is transforming liquidity channels, governance standards, and the efficiency of global markets. The report presents significant quantitative findings. The total value of tokenized RWAs surpassed $8.5 billion in 2024, representing a 52% year-on-year increase, with projections reaching $16–20 billion by 2026. Institutional adoption is advancing: 61% of surveyed asset managers report plans to allocate at least 5% of portfolios to RWA products within three years. Efficiency gains are material, with settlement times reduced from T+2 to near real-time, lowering operational costs by 30–40%. Risk-adjusted performance metrics also improve, as tokenized assets demonstrate an average ROI uplift of 12% and a volatility reduction of 8% relative to comparable illiquid alternatives. The analysis emphasizes systemic implications. Early adopters of RWA frameworks exhibit higher ROE (15–17%) relative to traditional funds (10–12%), driven by liquidity transformation and capital efficiency. The risk-reward profile is further enhanced by programmability features, enabling built-in compliance and dynamic collateralization, which reduce counterparty risks and enhance resilience in stressed market conditions. Moreover, secondary market depth is expanding, providing price discovery and reducing bid-ask spreads by up to 25%, thereby strengthening investor confidence. Collectively, these dynamics underscore how tokenized RWAs are evolving from niche innovation to core financial infrastructure. In conclusion, the integration of real-world assets into digital finance signals a structural shift in how capital markets operate. By combining liquidity efficiency, compliance automation, and superior ROI metrics, RWAs are positioned to reshape global finance with both resilience and scalability. This trajectory illustrates not only a new paradigm of financial intermediation but also a durable blueprint for embedding trust, efficiency, and systemic stability in the era of programmable finance. #RWA #Tokenization #DigitalAssets #FinancialInnovation #ROI #ResilientFinance

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Huge huge news out of South Korea today. Upbit, #1 Centralised crypto exchange in Korea about to get even bigger through a merger with Naver ! Crypto, stablecoins and RWA is the next frontier for tech companies. https://lnkd.in/e-NQMzfX

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Strategic signal from Beijing: PBOC policy-committee member Huang Yiping says Hong Kong’s Aug 1 stablecoin regime is the ideal “ring-fenced” lab for an offshore-CNH token. A wholesale yuan stablecoin could: (1) re-intermediate export invoices now clearing in USDT, (2) extend RMB settlement beyond the retail-only e-CNY, and (3) stress-test capital-account liberalisation without loosening on-shore controls. Expect Ant, JD & co. to queue for licences. #RMB #Stablecoins #HongKong interesting space to watch. 🇭🇰🇨🇳 #rmb #hkd #stablecoins Bretton Woods Committee JUST Finance FSCO (Fresh Supply Co) State Bank of Pakistan (SBP) Bangko Sentral ng Pilipinas Mario Domingo, PhD Miguel (Mikko) Perez Lito Villanueva James Wall David McGovern John Ho Currency Research Harvey Li

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Regulatory clarity could be the turning point for crypto. Chorus One CEO, Brian Fabian Crain, sat down with Jane King to explore how a more defined regulatory environment could unlock industry growth, strengthen institutional trust, and accelerate adoption. The future is looking more aligned and more investable.

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In Japan, the revised Payment Services Act (PSA) came into force in 2023, allowing for the issuance of stablecoins. On August 18, 2025, about two years after the PSA was revised, JPYC (not covered) completed funds transfer business registration necessary for stablecoin issuance, finally starting the countdown to the issue of yen-denominated stablecoins. At a press conference, the company announced that Japan’s first yen-denominated stablecoin, JPYC, would be issued in autumn 2025. Progmat, a digital asset infrastructure provider (backed by the three megabanks, Sumitomo Mitsui Trust Bank, and others), is developing a platform for the issuance and circulation of stablecoins. The possibility of building a financial infrastructure for issuing trust-type stablecoins is drawing attention in the stock market.

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OKX Reveals $162 Million Prize Pool OKX Wallet announces new projects in its ecosystem, teases Alphas Summit at TOKEN2049 Singapore, and confirms a $162M LINEA prize pool for its first X Launch, highlighting recent developments. 💵 The first X Launch prize pool is 162M $LINEA, clarifying earlier reports that mistakenly listed it as USD. 💵 Eight new projects have joined the OKX Wallet ecosystem, expanding its range of web3 services. 💵 OKX Wallet teased its participation in the Alphas Summit at Token2049 Singapore, connecting with the broader blockchain community. These updates underscore OKX Wallet’s ongoing commitment to ecosystem growth, developer support, and web3 adoption. Read more here: https://lnkd.in/epyMKXGH  #OKXWallet #web3 #Blockchain #DeFi #LINEAToken #Token2049 #XLaunch #CryptoEcosystem #BlockchainProjects

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𝗛𝗮𝗹𝗳𝘄𝗮𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗺𝗼𝗿𝗻𝗶𝗻𝗴 𝗰𝗼𝗺𝗺𝘂𝘁𝗲, 𝗕𝗮𝗹𝗮𝗷𝗶’𝘀 𝘃𝗶𝘀𝗶𝗼𝗻 𝗼𝗳 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 𝘀𝘁𝗮𝘁𝗲𝘀 𝗰𝗼𝗹𝗹𝗶𝗱𝗲𝗱 𝘄𝗶𝘁𝗵 𝗮 $𝟮.𝟮-𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 Balaji Srinivasan’s Bankless episode (yes, the one from three years back - link in comments) is pumping through the speakers, unpacking digital-nation economics. Meanwhile, one chart I saw yesterday refuses to leave my mind: $𝟮.𝟮 𝗧𝗥𝗜𝗟𝗟𝗜𝗢𝗡 in on-chain stablecoin settlements over the past 30 days—roughly 2× Visa’s average monthly volume (~ $1.1 T). And yet, from next January, MiCA will cap any non-euro stablecoin at €200 million per day inside the EU. 𝗪𝗵𝘆 𝘁𝗵𝗮𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 • Speed vs. Friction When value clears in minutes, every rule written for T+1 settlement becomes technical debt. • Design becomes destiny The winning Layer 1s won’t just chase higher TPS—they’ll embed regulatory guard-rails (algorithmic circuit-breakers, MiCA-aware limits) at protocol level. • Policy is now a product feature Boards aren’t asking “Do we need a crypto strategy?” anymore; they’re asking “Where’s our regulatory-aware liquidity plan?” 𝗠𝘆 𝘁𝗮𝗸𝗲 Steve Jobs reminded us that technology rewrites the rule-book, then rewires consumer expectations. Stablecoins have proved the demand; policy will decide who scales—and who stalls #Web3Policy #Stablecoins #Layer1 #DigitalAssets

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📢📈 Hyperliquid Founder Jeffrey Yan Blames Centralised Exchange On Liquidation Data, Says This Could Be "100x Under-Reporting" 🔹Jeff Yen said that centralised exchanges cannot match the transparency provided by Hyperliquid. 🔹He says independent data, audits, or third-party analysis are needed before treating it as fact. #HYPE $HYPE https://lnkd.in/d8J-i2Nu