The $28B Long-Bond Problem: Why Stablecoin Reserves Won't Save the Treasury Market
The math is simple. Circle holds $71.79 billion in USDC reserves. The GENIUS...
GENIUS Act related articles
The math is simple. Circle holds $71.79 billion in USDC reserves. The GENIUS...
Volume is not a substitute for settlement. The market just printed another $1...
August 28th. Jackson Hole. The cathedral of central banking. Agustín Carstens...
Hook The data shows three U.S. regulators—OCC, FDIC, NCUA—are simultaneously...
The campaign finance filings for Q3 2024 show a precise anomaly. The politica...
The coffee was cold when I read the text. Not from the August heat, but from...
Hook The US Treasury dropped its proposed rulebook under the GENIUS Act...
Four years of ledgers never lie, only distort. The latest distortion arrived...
On August 4, 2026, the Wall Street Journal editorial board published a claim...
The tape doesn't lie. The Clarity Act — the crypto industry's highest...
It happened on a Friday afternoon, the kind of news dump designed to let the...
Hook (150 words) On August 1, 2025, the United States Treasury, the OCC, the...
July 18, 2026. That’s the day the music stops for non-compliant stablecoin...
Neutral
Market Sentiment
Block reward reduced to 3.125 BTC
Circulating supply increases by about 2%
92 million ARB released
Block reward halving event
Team and early investor shares released
Independent validator client goes live on mainnet
Improves data availability sampling efficiency
Raises validator limit and account abstraction
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