Linas's Newsletter

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Linas's Newsletter
JPMorgan Chase’s Q2 2025: a capital fortress poised for digital assets & stablecoins (r)evolution 😤🪙

JPMorgan Chase’s Q2 2025: a capital fortress poised for digital assets & stablecoins (r)evolution 😤🪙

FinTech is Eating the World, 22 July

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Linas Beliūnas
Jul 22, 2025
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JPMorgan Chase’s Q2 2025: a capital fortress poised for digital assets & stablecoins (r)evolution 😤🪙
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Hey Everyone,

Good morning & happy Tuesday! Today’s issue is a special one as we’re diving deep into banking giant JPMorgan’s latest Q2 2025 financial results (unpacking the key financial facts & figures, what they mean, breaking down JPM’s stables & digital asset strategy, and what to expect next from the banking heavyweight + bonus deep dives into Citi, the ultimate stablecoin resource list & more reads inside). So let’s jump straight into the good stuff 🌶️

JPMorgan Chase’s Q2 2025: a capital fortress poised for digital assets & stablecoins (r)evolution 😤🪙

Earnings time 🤑 Banking titan JPMorgan Chase JPM 0.00%↑ just delivered another impressive quarter with a whopping $15 billion in net income and a commanding 21% ROTCE.

Yet, our investment thesis is increasingly centered on the bank's strategic pivot into digital assets and stablecoins, amid regulatory tailwinds, positioning it as both a defensive play and a potential beneficiary of the tokenized finance revolution.

Let’s dive deeper into this, unpack the key financial facts & figures, and what they mean, break down JPM’s stables & digital asset strategy, and what to expect next from the banking heavyweight.

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