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Latest Deep Dive

The Stablecoin Regulatory Endgame

Published March 7, 2026 · 28 pages

A comprehensive analysis of the converging GENIUS and STABLE Acts, the rise of bank-issued stablecoins, and second-order effects across DeFi and institutional custody.

Regulation Stablecoins Policy
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Key Findings
01 GENIUS Act and STABLE Act converging on a unified licensing regime for stablecoin issuers
02 Bank-issued stablecoins will reshape the competitive landscape by 2027, pressuring non-bank issuers
03 Second-order effects on DeFi protocols and institutional custody create new risk vectors and opportunities
04 EU MiCA framework divergence creates arbitrage opportunities for global stablecoin strategies
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Four formats, each designed for a different cadence and depth of engagement.

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Five-minute reads covering every institutional move, regulatory shift, and market signal from the past week.

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

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Date Title Category Tags
Mar 7
The Stablecoin Regulatory Endgame
GENIUS Act and STABLE Act convergence, bank-issued stablecoins, and second-order effects
Deep Dive
Regulation Stablecoins
Mar 3
Weekly Intelligence Briefing #247
Circle IPO update, Mastercard tokenization push, SEC custody guidance shifts
Briefing
IPO Custody
Feb 28
Tokenized Treasuries: The $2B Milestone
Mapping the competitive landscape of on-chain government securities
Sector
RWA Treasuries
Feb 27
ALERT: SEC Commissioner Signals SAB 121 Reversal
Material implications for bank custody of digital assets
Alert
SEC Custody
Feb 24
Weekly Intelligence Briefing #246
Bitcoin ETF flows accelerate, EU MiCA enforcement begins, Fireblocks expansion
Briefing
ETF MiCA
Feb 21
AI Agents in DeFi: Infrastructure or Hype?
Evaluating the institutional case for autonomous on-chain agents
Deep Dive
AI DeFi
Feb 17
Weekly Intelligence Briefing #245
PayPal PYUSD growth, institutional staking landscape, Japan regulatory update
Briefing
Stablecoins Staking
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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