Stablecoin payments are exploding worldwide.

In July, spending through crypto cards funded with stablecoins topped $1 billion for the first time, up 200% year over year.

That’s more than 10 million purchases per month, with an average transaction size of roughly $86. These aren’t speculative flows. This is real everyday spending.

For comparison, monthly volume was below $1 million just three years ago.

The growth is insane, and it looks like the trend is only getting started.

Interestingly, several stocks and tokens positioned to benefit from this shift are still lagging.

For now.

⚡️SEC POISED TO UNVEIL MAJOR CRYPTO PLANS AS CLARITY ACT STALLS

#LINK is sitting right on the lower boundary of a massive multi-year triangle.

First level to reclaim is $12.50. The real breakout trigger sits around $18–20.

A clean monthly close above that trendline would confirm the structure and open the door toward $70–90, roughly a 340% measured move from the breakout zone.

⚡️BURRY: SHORTED MORE ORACLE, MICRON, NEBIUS

⚡️BURRY: NEBIUS IS WHAT THE TOP OF A BOOM LOOKS LIKE

⚡️TRUMP: PRETTY SOON I'LL BE DECLARING HORMUZ STRAIT A TERRITORY OF THE UNITED STATES - RTRS

#ZEC Just marking the downside levels before the market makes the decision.

BTC may need one more liquidity sweep before the real move.

The $61.5K–$62.2K zone remains the key area. A flush into it followed by a strong reclaim could set up a move toward $64 - 66K first, then the upper liquidity around $69K.

#BTC: Mostly a perp driven move.

+471m on the day (binance usds-m cvd)
aggr spot cvd remains flat

the last few times perp cvd led the move, it was coupled with increasing OI. this time we see the opposite, perp cvd up while open interest down.

When the shorts finish covering, the momentum could fade quickly. For a healthy continuation upward, we’d want to see spot CVD rise and price hold, followed by OI recovering. Without this, the likelihood of a pull-back back down after the squeeze increases.