Good Afternoon,
BRICS 2025 SUMMIT COULD BE GAME-CHANGER FOR THE US DOLLAR
Just months into 2025, geopolitical tensions are shaking global markets — especially between the US and the BRICS economic alliance. As a result, the upcoming BRICS 2025 Summit may prove to be a turning point for the US dollar.
For years, BRICS nations have pursued de-dollarization, aiming to reduce reliance on the greenback. With the US leaning into America-first trade policies and further weaponizing the dollar, the bloc’s resolve may now be firmer than ever.
Why the BRICS 2025 Summit Matters
The annual BRICS summit has become the alliance’s most critical platform for economic coordination. Past gatherings have focused on:
- Expanding membership
- Developing alternative currency mechanisms
This year’s summit — dubbed the “Rio Reset” — is expected to be the most pivotal yet, particularly as Brazil holds the BRICS chairmanship and pushes for redefining global currency norms.
According to Birch Gold Group, the summit is “rumored to be a significant monetary development that will disrupt the dollar-based global financial system.”
“I’m convinced BRICS will make history this summer,” says analyst Peter Reagan.
Pressure on the US Dollar Builds
Since President Donald Trump’s return to office, his administration has introduced tariffs and protectionist policies, prompting the US dollar to fall 10% in just his first 100 days.
Without new trade deals, continued depreciation of the dollar seems likely. This only strengthens BRICS’s incentives to push forward with currency diversification and new international monetary tools.
@ Newshounds News™
Source: Watcher Guru
~~~~~~~~~
ANALYSIS: RIPPLE MAKES BID FOR STABLECOIN ISSUER CIRCLE – REPORT
Earlier this week, Bloomberg reported that Ripple made a $4–$5 billion bid for Circle, the issuer of the USDC stablecoin. Circle rejected the offer, viewing it as too low. This comes as Circle filed for an NYSE listing earlier this month.
Despite generating $1.67 billion in 2024 revenue, Circle earned just $156 million in profit, due to 60% of revenue being paid out to distributors, especially Coinbase.
Why Ripple Wants Circle
Ripple’s interest makes strategic sense. It recently launched its own stablecoin, RLUSD, which just passed $300 million in market cap. By contrast, Circle’s USDC stands at $61 billion. Both aim at institutional markets, creating a major overlap in target audience.
Moreover, Ripple is cash-rich. It holds:
- 4.5 billion XRP outright (worth ~$10 billion),
- 38 billion XRP in escrow,
- Plus, it committed $1.25 billion to acquire prime broker Hidden Road.
XRP’s Speculative Valuation
Ripple’s XRP holdings enable large acquisitions, but its price is highly speculative:
- XRP’s market cap is ~58% of Ethereum’s.
- Yet, Ethereum has ~20x more daily active users (~465k vs. XRP’s ~23k).
- Developer activity and ecosystem growth also heavily favor Ethereum.
So while it’s a good time to spend XRP, any acquisition requiring the recipient to hold XRP carries pricing risk.
Circle’s Institutional Edge
Circle is deeply entrenched in institutional finance:
- Partners with BlackRock to manage reserves,
- Custody by BNY Mellon,
- Recently linked to stablecoin collateral for listed derivatives,
- Favored in CFTC tokenized collateral pilots.
Ripple, although a late entrant, wants in. It already:
- Acquired Metaco ($250M) for custody solutions,
- Worked with emerging market CBDC pilots,
- Serves institutional cross-border payments.
Why Circle Rejected the Offer
Circle is pursuing an IPO expected to value it around $4–$5 billion, the same range as Ripple’s offer.
But:
- Founders retain Class B shares with 5x voting power,
- CEO Jeremy Allaire has IPO experience (sold Allaire Corp to Macromedia),
- This IPO is a launchpad—not an exit.
Given Circle’s years of pivots (e.g., Poloniex acquisition, Circle Pay wallet) and the long road to USDC’s success, a $5B sale isn’t attractive, especially if paid partly in volatile XRP.
Bottom Line
Ripple’s bid is strategically sound, but to succeed, it may need to significantly raise the offer — and reduce XRP exposure for any future acquisition deal.
@ Newshounds News™
Source: Ledger Insights
~~~~~~~~~
Seeds of Wisdom Team RV Currency Facts Youtube and Rumble
Newshound’s News Telegram Room Link
Follow the Roadmap
Follow the Timeline
Seeds of Wisdom Team™ Website
