So far today... 1) Meta revealed plans to roll out stablecoins payments across Facebook, Whatsapp and Instagram (that's 3 billion users); 2) Coinbase turned on stock trading -- 24/5, zero commissions; 3) Kraken rolled out 24/7 perps trading on tokenized stocks; Eight months ago the SEC said "let there be superapps" and the market is responding.

Feb 24, 2026 · 7:41 PM UTC

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Replying to @Matt_Hougan
But Ser, crypto twitter keeps telling me it’s all going to zero… 😂
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Replying to @Matt_Hougan
True
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Replying to @Matt_Hougan @fundstrat
Exactly, I posted every one of these but crypto twitter are sleeping
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Replying to @Matt_Hougan
zero reason to be bearish
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Replying to @Matt_Hougan
Meanwhile, morale for industry natives has never been lower and more depressing. Tale of two worlds.
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Replying to @Matt_Hougan
4) @InventMoneyApp launched SuperApp for Internet Earners
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Replying to @Matt_Hougan
this will only accelerate from here...
Zac Townsend
@ztownsend
Feb 24
Institutions might own more than 50% of Bitcoin supply by 2035. Most reactions to this are about price or decentralization. But beyond that, I see regulated infrastructure as the only path forward for Bitcoin. Products built around retail Bitcoin participation (both onchain and off-chain) will have a smaller and smaller customer base. Hard truth, but that's where the math points. Majority of the capital in Bitcoin will be institutional, and they need an infrastructure layer built around Bitcoin to move at scale. Custody, credit markets, insurance, financial products that boards and compliance teams can sign off on. Gold didn't become a reserve asset because people just bought it. The financial infrastructure was built around Gold first, which attracted institutional capital. Bitcoin is at that stage now.
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Replying to @Matt_Hougan
Ok just sounds like cripto is stablecoins and stocks. Nice
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Replying to @Matt_Hougan
Now we need Binance, not this trash exchanges
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Replying to @Matt_Hougan
Meanwhile, Coinbase and Kraken expanding stock + perps access shows retail is getting almost constant market exposure. The SEC signaling support for superapps is clearly shifting the landscape.
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Replying to @Matt_Hougan
All this… and people are still focused on price. x.com/meanwhile/status/20262…
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Replying to @Matt_Hougan
Big updates for sure. But adoption takes time, headlines don’t equal instant impact.
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Replying to @Matt_Hougan
Tbh man, the market is clearly moving and superapps are no longer just talk
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Replying to @Matt_Hougan
slow news day?🤣
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Replying to @Matt_Hougan
The perps-on-tokenized-stocks thing is wild — you can now short Apple at 3am on Sunday using leverage that technically doesn't exist in TradFi. Regulators about to discover what 'unintended consequences' means.
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Replying to @Matt_Hougan
Meta having a stablecoin for 3 billion people is going to be a massive headache for traditional banks.
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Replying to @Matt_Hougan
One more - coindesk.com/business/2026/0…

Crypto exchange giant Binance revives tokenized stocks trading with Ondo Finance

The world’s largest crypto exchange has listed a batch of tokenized U.S. equities issued by Ondo Finance, reviving stock trading push.

coindesk.com
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Replying to @Matt_Hougan
The SEC practically begged for this, and most people still didn't see it coming.
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Replying to @Matt_Hougan
This feels like the moment TradFi finally blinks first. Which of these three moves surprises you most?
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Replying to @Matt_Hougan
Locked in
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Replying to @Matt_Hougan
Probably nothing. Er no. THIS IS HUGE! ⭐️⭐️⭐️⭐️⭐️⭐️⭐️🚀
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Replying to @Matt_Hougan
mate, nothing new here, just another day in crypto
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Replying to @Matt_Hougan
all three of these in one day feels like something shifted. this is the year stablecoins go from being niche to just how people move money.
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Replying to @Matt_Hougan
On 💧tech?
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Replying to @Matt_Hougan
When platforms, exchanges, and rails converge, the superapp era stops being a thesis and starts becoming infrastructure.
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Replying to @Matt_Hougan
Meta pushing stablecoins to 3 billion users while Coinbase and Kraken blur the line between crypto and stocks, all in one day is wild
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Replying to @Matt_Hougan
@dbeyer123
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Replying to @Matt_Hougan
Where is @XMoney ?
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Replying to @Matt_Hougan @thinkingcrypto
Come see the surveillance capitalism inherent in the crony capitalism. Yay.
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Replying to @Matt_Hougan
Regulatory space created room for this. What we’re seeing now is products compressing into fewer surfaces with continuous settlement underneath.
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Replying to @Matt_Hougan
Superapps rising
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Replying to @Matt_Hougan
Meta's move into stablecoins could shake up digital payments big time.
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Replying to @Matt_Hougan
Watch for $TEL @telcoin ♟️🌎
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Replying to @Matt_Hougan
Just seems crypto pivoting to stocks and digital fiat replacing bitcoin as peer to peer cash but you do you
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Replying to @Matt_Hougan
Folks are about to get stablecoin wallets tucked inside their dopamine delivery systems. The old banking system is trying to prevent the leakage with bear market re-engineering and fear spikes? That's the History Channel. Clever tricks, but not changing the outcome.
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