#GENIUS Act

Two numbers crossed this week and almost nobody in my feed flagged it....

Four facts constitute the entire verifiable payload of this story. A Senate...

The lever snapped at 4:47 PM on a Tuesday, and almost nobody noticed. No toke...

I have a habit that irritates people at conferences. When someone slides a...

The Deposit Wall Nobody Is Building: Community Banks, Tokenized Deposits, and...

Here's the anomaly that stopped me cold this week. Paxos — a company that ear...

The announcement arrived without fanfare: a press release rather than a...

Visa's $20 Billion Stablecoin Rail Has a Missing Issuer The Hook $20,000,000,000

The transaction executed in milliseconds. A privileged call —...

June's TIC data dropped a number that should have made more noise. Foreign...

In June, foreign investors dumped $29 billion in short-term U.S. Treasury...

Hook A freshly published proposal from the U.S. Treasury, under the umbrella ...

When Scott Bessent, the US Treasury Secretary, declared that America would...

The United States Treasury has begun the formal rulemaking process for the...

Hook Let me start with a contradiction. The U.S. Treasury’s GENIUS Act propos...

When KPMG auditors physically counted every gold bar in Tether’s vault, the a...

The most significant stablecoin yield product this year does not originate fr...

The probability on Polymarket dropped from 82% to 15% in a matter of weeks....

Four years of ledgers never lie, only distort. The distortion in the current...

The GENIUS Act—a bill meant to codify federal stablecoin oversight—hit its...

As of July 19, 2025, the GENIUS Act is law. The rulebook is blank. Twelve...

On July 18, 2025, the US stablecoin landscape shifted from a fog of regulator...

The Hook One year ago, the U.S. president signed the GENIUS Act into law,...