Insights
Analysis and long-form perspectives on stablecoin markets, policy, and infrastructure.
Insights
Europe's Stablecoin Policy Is Becoming a Market Access Regime
A Germany-Italy proposal would condition EU market access for stablecoins on regulatory equivalence and give the EBA power to ban non-compliant issuers. It reframes stablecoins as cross-border monetary instruments requiring jurisdictional scrutiny, not just firm-level compliance.
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Insights
Mastercard's BVNK Deal Signals Stablecoins Are Becoming Core Payment Infrastructure
Mastercard's acquisition of BVNK marks a shift in how stablecoins are used, moving from niche crypto applications to core payment infrastructure for business settlement, treasury efficiency, and cross-border payments.
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Insights
Oil Shock, Dollar Demand, and the Stablecoin Bid
An oil-driven inflation shock is increasing global demand for stablecoins as offshore digital dollars, particularly in emerging markets.
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Insights
Stablecoins, x402, and the Payment Architecture of the Agent Economy
How stablecoins and x402 could become the low-cost programmable payment layer for autonomous agents and machine commerce.
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