brazil

Vice is 31 years old, The Sims is 25, Facebook is 21, Roblox is 19, Minecraft is 16, Instagram is 15.

All but two of those existed before Bitcoin.
The rise of crypto didn’t just create a new form of money — it matured alongside an entire generation that grew up living inside digital economies. Gamers and social media participants — the true internet generation —  built, traded, collected and socialized in virtual worlds long before “Web3” had a name. Now they’re adults with spending power, investment theses and a deep intuition for how value moves online.

It’s no surprise that internet-native communities want #Internet - native currencies. #Stablecoins are the logical bridge — the technology best positioned to capture this generational and behavioral shift.

If you were 30 in the year 2000, typing your credit card into a website felt risky. Today, over $16 billion is spent every day on e-commerce. Trust evolved with time and experience. The same will happen with digital money. Age matters — and today’s younger consumers, entrepreneurs and investors are native to digital value.

Now zoom out. Between 75–88% of the world still falls under what’s called the Global South: those living outside of the first world, so-called ‘western’ countries. Places where traditional banking infrastructure lags behind connectivity. An example is sub-saharan Africa where, as recently reported by Chainaylsis, “a sudden currency devaluation prompted increased crypto adoption…[and] more users move[d] into crypto to hedge against inflation.” Combine necessity with a population becoming more digitally fluent by the day and money moving at the speed of light, and the stablecoin thesis becomes impossible to ignore.

Over the past month, I’ve been on the ground in Rio, Seoul and Singapore. Three wildly different cities — yet the same conversation everywhere: stablecoins and cross-border payments.
In #Brazil , developers see stablecoins as a pathway to stable jobs, building the next layer of financial infrastructure.In #Seoul , one-third of adults have used crypto — often for gaming rewards or low-cost investments — and the Korean won is now the second-most traded fiat into crypto, behind only the U.S. dollar. The KRW1 token, being tested on Avalanche, aims to supercharge that trend.In #Singapore , regulators are taking cues from the U.S. GENIUS Act, working through how SGD-pegged stablecoins will fit into a pro-business regulatory regime led by the Monetary Authority of Singapore (MAS).

Make no mistake: the digitization of currency is accelerating, and the traditional gatekeepers are officially on notice. Evolve — or be disrupted. Leading that disruption? Blockchain and stablecoins.

Source: CoinDesk | Crypto Long & Short

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$BTC

A quiet shift is unfolding in the digital asset treasury space as firms built on holding bitcoin and other cryptocurrencies turn to a more traditional market lever — buybacks — to restore investor confidence and narrow their valuation gaps. Brazil’s OranjeBTC has become the latest to join this wave, executing a 99,600-share repurchase in an effort to realign its market value with the true worth of its bitcoin holdings.

The move, though modest in scale, signals something larger happening across the crypto treasury landscape. OranjeBTC spent 1.12 million reals, roughly $220,000, to buy back its shares while also announcing a pause in additional bitcoin purchases. It’s a balancing act many of these treasury-backed firms are now forced to perform — supporting share prices without undermining their long-term crypto accumulation strategies. With 3,708 bitcoin under management, valued around $409 million, OranjeBTC remains Brazil’s largest bitcoin treasury vehicle. But even with such a sizeable reserve, its shares have struggled to reflect that underlying value, trading at a discount to its net asset value (NAV) — a pattern increasingly common across the DAT sector.

This widening gap between NAV and market price has become a key pressure point for firms whose valuations depend heavily on their crypto reserves. OranjeBTC’s decision to act comes as similar moves ripple across the industry. ETHZilla, Metaplanet, Sequans, and Empery Digital — all significant digital asset treasuries — have recently taken similar steps, often financing their buybacks through credit lines or liquidating small portions of their holdings. The shared goal: reduce the discount between market capitalization and the intrinsic crypto value they hold.

ETHZilla, one of the earliest to move, sold $40 million worth of ether to repurchase 600,000 shares under a sweeping $250 million buyback plan. The trigger was clear — its market-to-NAV ratio had slipped to just 0.62, meaning the market valued the firm’s shares at barely over half the worth of its underlying assets. Tokyo-listed Metaplanet followed with an even bolder step, allocating 75 billion yen, about $500 million, to a buyback program financed through a bitcoin-backed credit facility after its mNAV dropped to 0.88. Sequans and Empery Digital soon joined, using BTC or debt instruments to carry out similar repurchase operations.

While the strategic logic behind these moves is sound — tightening the gap and signaling confidence — the short-term results have been mixed. ETHZilla’s shares have fallen more than 4% since its buyback announcement, while Metaplanet’s are down around 6%. Sequans’ stock plunged over 20%, and Empery Digital has seen an 8% decline. The mixed performance highlights the current challenge facing DAT firms: buybacks can signal internal belief, but they cannot fully counteract broader market skepticism, thin liquidity, or the volatility inherent to their underlying crypto exposure.

OranjeBTC’s entry into this group suggests the buyback trend is expanding beyond major crypto and Asian markets and into emerging Latin American financial hubs. The company, which only recently gained a public listing on Brazil’s B3 exchange through a reverse merger with Intergraus, appears intent on positioning itself among the more established global DAT players. Its decision to repurchase shares rather than aggressively expand bitcoin holdings marks a subtle but important shift — from accumulation at all costs to value preservation and market signaling.

For investors, these moves are becoming a test of patience and conviction. On paper, firms like OranjeBTC trade at attractive discounts to their NAVs, suggesting potential upside if confidence returns. But the persistence of those discounts also reveals the structural challenges DATs face. Their valuations are not only tied to bitcoin’s price but also to investor sentiment around the model itself — a hybrid between a corporate equity and a crypto ETF, but without the daily transparency or institutional backing of traditional funds.

The rise of buybacks in the sector underscores how digital asset treasuries are evolving from speculative plays into active financial entities trying to manage market perception. For companies like OranjeBTC, these repurchases serve a dual purpose: they restore some degree of investor trust and show discipline in capital management, while also hinting that management views current market levels as undervalued relative to fundamentals.

Whether this wave of buybacks will succeed in closing the valuation gap remains uncertain. History in traditional markets suggests that sustained alignment between price and NAV often depends on broader confidence, not just corporate intervention. But the fact that these firms are now using classical financial tools like buybacks — rather than purely relying on crypto accumulation narratives — marks a step toward maturity in the DAT model.

For OranjeBTC, the move could be an early indication of its transition from a speculative bitcoin holder to a more strategically managed treasury company, one that balances financial engineering with its crypto conviction. The slight uptick in its stock price — up 0.3% in yesterday’s trading — might seem small, but it reflects a market quietly acknowledging the shift. If this pattern continues, the DAT industry may be carving out a new playbook for bridging the gap between crypto value and corporate credibility, one repurchase at a time.
#Brazil $BTC

According to Foresight News, the Central Bank of Brazil (BCB) will send six senior officials to the Central Bank Autumn Meeting in Rio de Janeiro from November 19–21, 2025.
💬 The event will focus on:
Central bank–held cryptocurrencies and #Bitcoin reserves 🪙
Development and regulation of Central Bank Digital Currencies (CBDCs)
The BCB is actively exploring its own digital currency, “Drex,” which aims to complement Brazil’s existing Pix payment system and strengthen the country’s digital financial infrastructure.
🇧🇷 Brazil continues to emerge as one of Latin America’s most progressive economies in exploring blockchain integration and sovereign crypto adoption. 🌎
#Binance #BTC #CBDC #Brazil

Бразилія стрімко рухається до революції у сфері фінансових технологій, і центральне місце в цьому процесі займає токенізація активів. Комісія з цінних паперів і бірж Бразилії (CVM) прогнозує, що до 2025 року ринок токенізованих активів досягне вражаючих $740 млн. Це зростання зумовлене впровадженням інноваційних технологій блокчейну, які забезпечують більшу прозорість, ліквідність і доступність для інвесторів.
Токенізація дозволяє дробити великі активи, такі як нерухомість, витвори мистецтва або навіть частки приватних компаній, на менші, доступні цифрові токени. Це відкриває двері для широкого кола інвесторів, які раніше не могли брати участь у таких ринках. CVM активно працює над створенням регуляторної бази, яка підтримуватиме це зростання, забезпечуючи при цьому захист інвесторів і стабільність ринку. Розвиток цифрових валют центральних банків (CBDC) у Бразилії також відіграє ключову роль у стимулюванні токенізації, надаючи ефективніші та безпечніші способи розрахунків. Це створює сприятливе середовище для подальшого розширення інновацій у бразильському фінансовому секторі.
#Brazil #CVM #AssetTokenization #blockchain #FinTech #CryptoNews #DigitalAssets #Investment #EmergingMarkets #Regulation
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