According to @Nick_van_Eck, he issued a roll call for DevConnect in Buenos Aires inviting teams building payment, yieldcoin, or trading applications to reach out to Facundo for hands-on growth support. Source: Nick van Eck on X, Nov 14, 2025. He described Facundo as a thoughtful, hands-on growth partner and provided a direct contact link at x.com/werningfacundo/status/1989402028276334732. Source: Nick van Eck on X, Nov 14, 2025. This outreach highlights a direct business-development contact for payments, yieldcoin, and trading application teams during DevConnect. Source: Nick van Eck on X, Nov 14, 2025.

According to @Nick_van_Eck, there are currently no federally licensed stablecoins in the United States, and despite GENIUS being law, there is no active federal regulation, making any claims to the contrary deceptive marketing (source: @Nick_van_Eck on X, Oct 14, 2025). For trading due diligence, market participants should verify issuer status via federal MSB registration and state money transmitter licensing records, as the U.S. framework relies on FinCEN MSB registration at the federal level and state-by-state licensing rather than a unified federal license (sources: U.S. Treasury FinCEN MSB Registration Guidance; Conference of State Bank Supervisors). Traders should avoid treating any “federally licensed” marketing as a risk reducer and instead anchor risk assessments to verifiable registrations and licenses until an active federal regime is implemented (sources: @Nick_van_Eck on X, Oct 14, 2025; U.S. Treasury FinCEN; Conference of State Bank Supervisors).

According to @Nick_van_Eck, the combination of the Federal Reserve cutting rates while risk assets sit at all-time highs and tokens serving as the primary product/exit in recent months points to ongoing distribution pressure that can cap rallies and increase sell supply across new crypto launches, impacting trade selection and risk management for token markets; source: @Nick_van_Eck on X, Oct 11, 2025.

According to @Nick_van_Eck, Stripe’s next announcement will enable true retail pay with crypto without abstraction by not using Visa settlement rails; source: @Nick_van_Eck. He states that current stablecoin spending via Rain or Kulipa still settles to Visa rails, which he contrasts with Stripe moving settlement to its own Tempo payment rail; source: @Nick_van_Eck. He adds that Stripe can use Privy to spin up merchant wallets on Tempo and cut out Visa completely, shifting settlement to Stripe’s infrastructure; source: @Nick_van_Eck. He expects Stripe to charge roughly 1-1.5% on these crypto payments, calling it a modest improvement over Visa rather than driving fees toward zero; source: @Nick_van_Eck.

According to Nick van Eck, the current theme is TradFi and DeFi convergence, indicating integration between traditional institutions and decentralized protocols rather than one displacing the other, which frames the market narrative traders track for liquidity and sector flows; source: Nick van Eck on X, Oct 4, 2025. The post provides no tickers, timelines, or metrics, so it serves as a high-level thesis signal rather than an actionable trade setup; source: Nick van Eck on X, Oct 4, 2025.

According to @Nick_van_Eck, cross-border and stablecoin demand in emerging markets is off the charts, with the Bitso Stablecoin Conference in Mexico City standing out as a key event this year for real-economy use cases in payments and remittances, source: @Nick_van_Eck on X, Sep 11, 2025. He reported the highest density of decision-makers from corporates, payment companies, neobanks, and TradFi, calling it the most productive crypto-adjacent conference of the year, source: @Nick_van_Eck on X, Sep 11, 2025. He said this signals a Stablecoin Moment similar to last year’s Bitcoin ETF moment, noting that over 90% of stablecoin activity still comes from crypto trading while the next large pockets of adoption resemble 2019 DeFi and have yet to materialize, source: @Nick_van_Eck on X, Sep 11, 2025. He added that remittance and banking firms are now holding active C-level discussions on stablecoin integration, with key management and operational handling under evaluation, source: @Nick_van_Eck on X, Sep 11, 2025. He noted that as more real-economy transfers move through stablecoins, myths about liquidity, user preference, and branding are breaking down, source: @Nick_van_Eck on X, Sep 11, 2025. He observed intensifying competition across the stablecoin stack, with companies expanding vertically and horizontally, posing strategic challenges to TradFi incumbents, source: @Nick_van_Eck on X, Sep 11, 2025. He also highlighted hosting his first in-person LatAm event with Nonco and sponsoring the conference, and said his team is building for this adoption wave via AUSD, source: @Nick_van_Eck on X, Sep 11, 2025. For traders, these signals point to rising payment-driven stablecoin flows, growing LatAm partnerships, and competitive shifts that may influence liquidity, spreads, and on/off-ramp volumes, based on the above observations, source: @Nick_van_Eck on X, Sep 11, 2025.

According to @Nick_van_Eck, the core question for traders is what occurs if a stablecoin platform fails to obtain a required charter and whether customer stablecoins must be deprecated, highlighting regulatory and counterparty risk for on-chain liquidity management; he raised this directly on X on Sep 10, 2025: https://twitter.com/Nick_van_Eck/status/1965919924834226655. In New York, fiat-backed stablecoins issued by DFS-regulated entities are subject to the June 2022 stablecoin guidance, which requires full backing, redeemability, and custody at approved institutions, and non-compliant arrangements can face supervisory action, per NYDFS industry guidance: https://www.dfs.ny.gov/industry_guidance/industry_letters/il20220608_stablecoin. A concrete precedent is NYDFS directing Paxos to cease minting BUSD in February 2023, after which Paxos initiated an orderly wind-down and continued redemptions, demonstrating regulators can mandate issuance halts and redemptions rather than perpetual operation without proper authorization: https://www.dfs.ny.gov/press_releases/pr20230213 and https://paxos.com/2023/02/13/paxos-will-halt-minting-of-busd. Following that action, BUSD’s circulating market cap collapsed from its 2023 peak toward near-zero by 2024, and liquidity migrated to other stablecoins, as evidenced by BUSD’s historical market cap chart: https://www.coingecko.com/en/coins/binance-usd. For customer disclosures, NYDFS requires clear, conspicuous redemption policies and terms to be provided to users, which directly addresses what current and prospective customers must be told about redemption rights and operational risks: https://www.dfs.ny.gov/industry_guidance/industry_letters/il20220608_stablecoin. For traders, the precedent indicates that if a charter or equivalent authorization is not secured, regulators can require a halt to new issuance and an orderly redemption wind-down, which historically has led to supply contraction and liquidity reallocation across stablecoin pairs and venues: https://www.dfs.ny.gov/press_releases/pr20230213 and https://www.coingecko.com/en/coins/binance-usd.

According to @Nick_van_Eck, he retweeted a message from @JanvanEck3 addressing the Hyperliquid community and expressing they are impressed by Hyperliquid’s product, technology, and decentralized governance, indicating clear positive sentiment toward the decentralized derivatives platform; source: @Nick_van_Eck on X, Sep 8, 2025. The post does not specify any partnership, listing, investment, or token ticker details, limiting it to a public endorsement; source: @Nick_van_Eck on X, Sep 8, 2025.

According to @Nick_van_Eck on Sep 8, 2025, USDH adoption is being driven by an inclusive, partner-first coalition at Agora, and companies are already reaching out to participate, source: @Nick_van_Eck. Based on this partnership-led approach, traders should set alerts for official Agora partnership announcements referenced by @Nick_van_Eck and watch five signals around those updates: USDH spot liquidity on exchanges, stablecoin swap spreads versus USDT and USDC, DeFi pool TVL, order book depth and slippage, and any issuance or supply disclosures, source: @Nick_van_Eck. Because @Nick_van_Eck indicated USDH will not be insourced to middle management at partners, attention should focus on integrations that can move quickly and the resulting effects on USDH peg stability during rollout communications, source: @Nick_van_Eck. Until specific partners and timelines are disclosed by Agora, treat USDH headlines as event-driven catalysts rather than confirmed fundamentals and manage position sizing accordingly, source: @Nick_van_Eck.

According to @Nick_van_Eck, Centrifuge has joined as a new partner, signaling an expansion of collaboration efforts that could affect real-world asset (RWA) DeFi flows once details emerge, source: @Nick_van_Eck (post dated Sep 8, 2025). The announcement did not disclose scope, timeline, products, or financial terms, so traders should await official specifics before sizing positions, source: @Nick_van_Eck. Centrifuge focuses on tokenized real-world assets and uses the native token CFG, making CFG and the broader RWA sector potential beneficiaries of any confirmed integrations or liquidity programs, source: Centrifuge official website; @Nick_van_Eck. In the near term, monitor CFG spot and derivatives volume as well as RWA index performance for headline-driven volatility following the partnership headline, source: @Nick_van_Eck.

According to Nick van Eck, his team will work with MoonPay to enable in-app perpetual trading across MoonPay’s wallet network so that dozens of wallet companies can trade USDH on Hyperliquid; Source: Nick van Eck on X, Sep 7, 2025. According to Nick van Eck, MoonPay already supports providers like MetaMask, Trust Wallet, and OKX, indicating planned access paths for USDH perpetuals on Hyperliquid from these wallets within the MoonPay-supported network; Source: Nick van Eck on X, Sep 7, 2025. According to Nick van Eck, the announcement does not include a launch timeline, supported market list, or fee structure details; Source: Nick van Eck on X, Sep 7, 2025.

According to @Nick_van_Eck, MoonPay will join the coalition to light up USDH across all MoonPay rails on Day 1, providing immediate distribution for the Hyperliquid ecosystem; Source: @Nick_van_Eck on X, Sep 7, 2025. According to @Nick_van_Eck, this brings access to tens of millions of new users for Hyperliquid on launch, indicating significant scale for USDH reach at inception; Source: @Nick_van_Eck on X, Sep 7, 2025. According to @Nick_van_Eck, MoonPay executive @KeithGrossman stated MoonPay has more licenses and KYCed users than both Stripe and Bridge, highlighting regulatory coverage and user base size relevant for fiat on-ramps; Source: @Nick_van_Eck citing @KeithGrossman on X, Sep 7, 2025. For traders, Day 1 USDH availability across MoonPay rails signals broad fiat on-ramp coverage and immediate user access within Hyperliquid’s ecosystem at launch; Source: @Nick_van_Eck on X, Sep 7, 2025.

According to @Nick_van_Eck, an additional partner will join the USDH coalition to 'massively expand the reach of USDH on Day 1', source: @Nick_van_Eck on X, Sep 7, 2025. Details such as the partner's name, launch timing, and integration scope were not disclosed in the post, source: @Nick_van_Eck on X, Sep 7, 2025. The post flags an imminent announcement about broader USDH access on launch day, a trading-relevant signal for assessing initial availability and liquidity once specifics are released, source: @Nick_van_Eck on X, Sep 7, 2025.

According to @Nick_van_Eck, Agora proposes powering Hyperliquid’s USDH with State Street as reserve fund custodian/admin and VanEck as asset manager, holding short‑dated U.S. Treasuries, ON RRP, and cash with on‑chain proof by Chaos Labs. Source: @Nick_van_Eck on X, Sep 7, 2025; Hyperliquid Discord post. The proposal pledges 100% of net revenue from USDH reserves to the Hyperliquid Assistance Fund and HYPE buybacks, tying protocol revenue directly to USDH float growth for validator‑aligned accrual. Source: @Nick_van_Eck on X, Sep 7, 2025. Liquidity and access plan includes at least $10M day‑1 seeding for USDH pairs and fiat rails via Cross River and Customers Bank to accelerate market‑maker on/off‑ramp flows. Source: @Nick_van_Eck on X, Sep 7, 2025. USDH would be Hyperliquid‑native via Agora’s white‑label engine, interoperable through LayerZero cross‑chain minting, and distributed via Rain’s global cards/on‑ramps and EtherFi’s consumer channels. Source: @Nick_van_Eck on X, Sep 7, 2025. The issuer framework is described as prudentially licensed and GENIUS‑compliant with a global footprint supporting institutional scale. Source: @Nick_van_Eck on X, Sep 7, 2025. Governance rationale warns against Stripe/Bridge due to conflicts with Stripe’s Tempo L1 and smaller banking partners, aiming to keep USDH branding and control within Hyperliquid. Source: @Nick_van_Eck on X, Sep 7, 2025. The post provides deployer address 0x8010f766AA84bB0Cc57e7C0bf13149cF9BC62b65 and directs discussion to a Hyperliquid Discord thread for community review. Source: @Nick_van_Eck on X, Sep 7, 2025; Hyperliquid Discord post.

According to Nick van Eck, Stripe’s Tempo signals a push to build a next-generation, Visa-like payment network with business-oriented features under a message of credible neutrality while directly competing with incumbent rails. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, Stripe is effectively declaring war on stablecoin builders, payment networks, and banks, while Visa and Mastercard are playing catch-up on-chain. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, Visa and Mastercard could retaliate by severing ties with Stripe, with lost Stripe volume likely re-routing to other processors on Visa/Mastercard rails, and Stripe is speed-running a full-stack to reduce dependence. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, the opportunity at stake exceeds $1T in enterprise value over the next decade, and initiatives like withAUSD are positioned as part of an anti-Stripe portfolio. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, these dynamics raise competitive risk for Visa and Mastercard and could reshape stablecoin payment projects and on-chain payment flows, a setup traders may monitor for headline and regulatory risk across payments and crypto rails. Source: Nick van Eck on X, Sep 6, 2025.

According to Nick van Eck, design partners for Tempo are strong, describing them as insane, and he stated plans to get AUSD live on Tempo, indicating imminent integration of the AUSD stablecoin with the platform, source: Nick van Eck on X, Sep 4, 2025. He asserted that stablecoins will be a blackhole for adoption of onchain assets, highlighting a strategic focus on stablecoin-led user growth, source: Nick van Eck on X, Sep 4, 2025. No launch timeline, partner names, or technical specifics were disclosed in the post, so traders should watch for official listing details and liquidity parameters before positioning, source: Nick van Eck on X, Sep 4, 2025.

According to @Nick_van_Eck, stablecoins provide practical value beyond traditional banks and are headed toward trillions in scale, signaling potential demand expansion for AUSD, USDT, and USDC and deeper on-chain dollar liquidity that can tighten trading spreads (source: @Nick_van_Eck on X, Aug 28, 2025). This view is consistent with official research that documents stablecoins’ central role in crypto trading and cross-venue settlement, making sector growth directly relevant to market depth and price discovery (source: Bank for International Settlements, BIS Quarterly Review Sept 2023 and BIS analyses on stablecoins 2023–2024).

According to Nick van Eck, the concept of 'perpification of everything' signals a broad expansion of perpetual futures across all asset classes, not just cryptocurrencies. This move could drive significant trading volume and liquidity into the crypto derivatives market, as more assets become tradable via perpetual contracts. Traders should monitor the adoption of perpetual futures for new assets, as this trend may increase volatility and cross-market opportunities, impacting both crypto and traditional financial markets. Source: Nick van Eck via Twitter.

According to @Nick_van_Eck, the @withAUSD team benefits from deep DeFi and stablecoin experience, particularly through the involvement of @samkazemian and the Frax protocol. This foundational expertise positions AUSD as a project to watch for traders seeking exposure to innovative DeFi products. The team's track record of anticipating trends in decentralized finance and cryptocurrency could lead to new trading opportunities and increased liquidity for stablecoin-related assets, as cited by @Nick_van_Eck.

According to Nick van Eck, the rapid arrival of stablecoin and tokenization enablers within the past year has spurred major banks and large trading firms to develop acceptance networks for stablecoins and tokenized funds. This trend points to a near-future environment where orchestration or brokerage services will operate at razor-thin margins, with trading costs approaching zero. Traders should monitor the impact of these developments on liquidity, transaction fees, and the competitive landscape for stablecoin assets, as this could drive increased trading volumes and create opportunities for new trading strategies (Source: Nick van Eck).