Archive
All published content — weekly market recaps, insights, and research.
Insight
Europe's Stablecoin Policy Is Becoming a Market Access Regime
A Germany-Italy proposal would tie EU stablecoin market access to regulatory equivalence and give the EBA power to ban non-compliant issuers. Analysis of MiCA's next phase.
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Weekly Recap
Stablecoin Recap Mar 30–Apr 6, 2026: USDD added $0.565 billion during a week that also saw the Fed's Barr back stablecoin clarity.
The total stablecoin market cap increased from $324.68 billion to $325.84 billion, a rise of $1.16 billion or 0.36%. This growth occurred during a week when the Fed's Barr backed stablecoin clarity wh
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Weekly Recap
Stablecoin Recap Mar 23–30, 2026: USDC experienced a $1.237 billion outflow.
The total stablecoin market capitalization began the week at $325.57 billion and ended at $324.68 billion, decreasing by $0.89 billion or 0.27%. During the same week, the Financial Stability Board (FS
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Weekly Recap
Stablecoin Recap Mar 16–23, 2026: USDC saw a $0.399 billion outflow as the total stablecoin market cap decreased by $0.04 billion.
The total stablecoin market capitalization began the week at $325.61 billion and ended at $325.57 billion, a slight decrease of $0.04 billion or 0.01%. During the same period, USDC experienced outflow
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Insight
Mastercard's BVNK Deal and the Rise of Stablecoin Infrastructure
Mastercard's $1.8B acquisition of BVNK signals stablecoins are becoming core payment infrastructure for enterprise settlement and treasury management.
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Insight
Oil Shock and Stablecoin Demand Explained
Rising oil prices are increasing global demand for stablecoins as offshore digital dollars, especially in emerging markets.
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Weekly Recap
Stablecoin Recap Mar 9–16, 2026: USDC added $0.346 billion.
The total stablecoin market capitalization increased from $325.07 billion to $326.06 billion, a rise of $0.99 billion or 0.31%. This growth occurred during a week when UK borrowing costs reached their
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Weekly Recap
Stablecoin Market Recap: March 4–11, 2026
Total stablecoin market cap rose $5.0B to $323.42B. USDC led inflows with +$1.87B. USD1 depeg and Florida stablecoin bill were the week's key events.
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Insight
Stablecoins, x402, and the Agent Economy
How stablecoins and x402 could become the programmable, low-cost payment layer for autonomous agents, machine commerce and digital infrastructure systems.
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Weekly Recap
Stablecoin Recap Mar 2–9, 2026: USDC added $2.047 billion during a $4.17 billion market cap increase.
The total stablecoin market capitalization rose from $317.49 billion to $321.66 billion, a $4.17 billion increase or 1.31%. During a week that also saw Circle’s policy chief urging the UK to merge MiC
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