Standard Chartered's latest report reiterates its view that the stablecoin market could expand to $2 trillion by the end of 2028, up from roughly $300 billion today. The bank lowered its estimate for additional U.S. Treasury bill demand from stablecoin issuers to $800 billion–$1 trillion by 2028 and also cut its 2026 Bitcoin price target from $150,000 to $100,000.

Digital asset funds saw $288 million exit in the latest week, extending a five-week streak of outflows that has now reached $4 billion. Bitcoin products led with $215 million in redemptions, while XRP, Solana, and Chainlink posted modest inflows that failed to counter broad altcoin weakness. Concurrently, Bitcoin's drop below $65,000 triggered about $230 million in long liquidations amid rising geopolitical and macroeconomic uncertainty.

On Monday, World Liberty Financial said hackers, short sellers, and paid influencers targeted its USD1 stablecoin and cofounder accounts in a coordinated effort. During the turbulence, its token fell about 7% and traded near $0.1089, while USD1 briefly slipped to roughly $0.994 before recovering toward $0.999.

Digital asset treasury companies are publicly listed firms that accumulate crypto on their balance sheets, offering stockholders indirect exposure. The model began in 2020 with Strategy (formerly known as MicroStrategy) and has since expanded to 200+ companies holding assets like BTC, ETH, and SOL. These vehicles differ from ETFs, use leverage, and trade at premiums or discounts to NAV.

According to the analysis, XRP extended losses under $1.350 and printed a $1.3275 low before stabilizing, with hourly price still below the 100-hourly Simple Moving Average. Immediate barriers sit near $1.3650 and $1.3760, then $1.3750–$1.40 and a trendline at $1.4250, while supports appear at $1.3275, $1.3200, $1.3050 and $1.30.

The US Federal Reserve has requested public comments over a 60-day period on a proposed rule that would remove "reputation risk" from banking supervision. In a Monday press release, the Fed said the change would formalize guidance issued last June, limiting supervisory pressure to financial risk considerations and addressing concerns over crypto debanking.

Ethereum slipped through $1,880 and $1,860 and is holding under the 100‑hour Simple Moving Average, the analysis indicates. A bounce from a $1,811 low carried price toward $1,840, but hurdles stand at $1,870, $1,900 and a trend line near $1,920. Failure to reclaim $1,900 could open declines toward $1,835, $1,820 and $1,780.

On Monday, Terraform Labs' liquidation administrator Todd Snyder filed a lawsuit against Jane Street, its co-founder Robert Granieri, and employees Bryce Pratt and Michael Huang, alleging insider trading before the 2022 Terra-Luna collapse. The complaint claims Jane Street used non-public information from former Terraform insiders and other firms, including Jump Trading, to profit from trades tied to TerraUSD and Luna.