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AB's Rocket Ship: Stablecoins, ETFs, and Optimism About the Fed Drive Ongoing Rally

AB's Rocket Ship: Stablecoins, ETFs, and Optimism About the Fed Drive Ongoing Rally

Bitget-RWA2025/11/13 15:42
By:Bitget-RWA

- AB shares surged 30% driven by USD1 stablecoin integration and ETF expansion, boosting liquidity and user engagement. - Zero-fee USD1 transfers and cross-chain wallet upgrades enhanced AB's utility, linking ecosystem activity to token demand. - Fed rate-cut expectations and AB's 0.68 equity beta position it to benefit from dovish policy, despite Saba Capital's stake reduction. - AUM surpassed $869B in October 2025, with private markets targeting $90-100B by 2027, reinforcing growth potential amid digital

AllianceBernstein (AB) shares have experienced a significant and ongoing upswing, propelled by a mix of strategic moves, favorable market conditions, and positive investor outlook. The stock has surged more than 30% in recent sessions,

within the AB ecosystem, alongside a series of operational enhancements. These advancements have improved liquidity and user participation, setting AB up for continued expansion even as the broader market remains cautious.

The rally gained momentum with the introduction of the USD1 stablecoin, which allows for instant settlements and zero-fee transfers inside the AB Wallet. This feature has

, directly connecting ecosystem activity with token demand. In addition, the latest wallet improvements—including cross-chain swaps and broader network compatibility—have , encouraging further adoption.
AB's Rocket Ship: Stablecoins, ETFs, and Optimism About the Fed Drive Ongoing Rally image 0
Market experts observe that with strong underlying fundamentals, often marked by sharp upward moves and sustained buying interest.

AB's

is further reinforced by its growing range of fixed-income ETFs. The company has recently rolled out the AB New York Intermediate Municipal ETF (NYM) and (CORB), expanding its suite of actively managed ETFs . These new offerings highlight AB's dedication to innovation, especially in the municipal and core bond sectors, where investor interest remains strong. The municipal platform was recently honored with the Money Management Institute/Barron's 2025 Industry Award for Asset Manager of the Year, further validating its reputation . As of August 31, 2025, , reflecting its increasing popularity.

Broader economic factors are also fueling optimism.

, Eric Winograd, AB’s head of developed market economic research, pointed out that while inflation is moderating more slowly toward the 2% goal, there is "encouraging news" for the Federal Reserve’s interest rate outlook. The market is now at the Fed’s December meeting, and AB’s equity beta of 0.68 indicates it could benefit from lower volatility if monetary policy turns more accommodative.

Still, there are reasons for caution amid the rally.

in late November, dropping its stake below 10%. While such insider moves can raise concerns, AFB’s 5.56% dividend yield and its 24-year record of uninterrupted payouts . Additionally, Equitable Holdings, AB’s parent company, , to be paid in December, signaling ongoing financial strength.

Looking forward, AB’s asset growth and strategic focus on digital assets put it in a strong position to benefit from shifting investor trends. The company reported preliminary assets under management of $869 billion as of October 31, 2025,

by 2027. Combined with recent regulatory achievements and new partnerships, these numbers indicate that AB’s rally could persist—provided the ecosystem continues to deliver real value and liquidity.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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