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Money Movement 2.0 Report Cover
Most Downloaded Report

Money Movement 2.0

Money is moving — and this time, it's real. Stablecoins are no longer a digital asset experiment. They are now an active, growing infrastructure layer of the global financial system. This report is designed as both a strategic primer and an actionable guide for financial institutions, enterprises, fintech operators, and policy leaders.

Competitive landscape of 100+ stablecoin issuers
GENIUS Act regulatory analysis
Enterprise use cases: PayPal, Stripe, Visa, Mastercard
Board-ready strategic framework and risk assessment

Work email required · Instant access · PDF format

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Comprehensive maps of specific verticals — stablecoins, tokenization, custody, compliance — with competitive positioning matrices.

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Recent publications

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Date Title Category Tags
Apr 4
The Stablecoin Regulatory Endgame
GENIUS Act and STABLE Act convergence, bank-issued stablecoins, and second-order effects
Deep Dive
Regulation Stablecoins
Mar 31
Weekly Intelligence Briefing #251
Circle IPO update, Mastercard tokenization push, SEC custody guidance shifts
Briefing
IPO Custody
Mar 28
Tokenized Treasuries: The $2B Milestone
Mapping the competitive landscape of on-chain government securities
Sector
RWA Treasuries
Mar 26
ALERT: SEC Commissioner Signals SAB 121 Reversal
Material implications for bank custody of digital assets
Alert
SEC Custody
Mar 24
Weekly Intelligence Briefing #250
Bitcoin ETF flows accelerate, EU MiCA enforcement begins, Fireblocks expansion
Briefing
ETF MiCA
Mar 21
Agentic AI in DeFi: Infrastructure or Hype?
Evaluating the institutional case for autonomous on-chain agents
Deep Dive
AI DeFi
Mar 17
Weekly Intelligence Briefing #249
PayPal PYUSD growth, institutional staking landscape, Japan regulatory update
Briefing
Stablecoins Staking

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the allocation.

Weekly briefings and deep dives that cut through noise. Written by analysts with 10+ years in digital assets.

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20-40 page sector analyses. Market structure, competitive dynamics, regulatory outlook, and what it means for your portfolio.

Analyst Alerts

Real-time flags on material developments. Regulatory actions, major funding rounds, market-moving events -- delivered before the headlines.

Custom Research

Bespoke analysis scoped to your mandate. Competitive landscapes, due diligence support, market entry strategy.

Deep Dive 28 pages
The Stablecoin
Regulatory Endgame
Published March 7, 2026
Regulation Stablecoins Policy
Key findings
01 GENIUS Act and STABLE Act converging on unified licensing regime
02 Bank-issued stablecoins will reshape competitive landscape by 2027
03 Second-order effects on DeFi protocols and institutional custody

Competitive Positioning Matrix — We evaluate 12 stablecoin issuers across regulatory readiness, institutional partnerships...

The Bank Stablecoin Thesis — JPMorgan, PayPal PYUSD, and SG-Forge represent a new competitive vector...

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