🇺🇸 #Stablecoins, with the GENIUS Act approved by the Senate, are consolidating as a strategic infrastructure of the U.S. financial system.
Only the step through the House of Representatives is missing—which, according to Trump, could be finalized in the coming weeks, with a view to being approved before the start of the parliamentary recess in August.
Why is this a huge turning point?
- Since November 2024, the market cap of dollar stablecoins has grown by 44%.
- Today they represent more than $250,000 million, that is, 7.6% of the total crypto market.
- This market is projected to scale to $3.7 trillion by 2030, with stablecoin issuers becoming the main holders of Treasury bonds.
- $USDT and $USDC lead the market, but the new regulation opens the door for banks (JPMorgan, BofA, Morgan Stanley) and corporations (Amazon, Apple, Walmart) to launch their own regulated stablecoins.
- $USDC formally becomes a regulated "digital dollar."
- Tether is already working on a 100% compliant version with the U.S.
- The demand for these instruments is already positively impacting the U.S. debt market.
🤯 The United States is not regulating stablecoins to curb their advance. It is doing exactly the opposite: it is institutionalizing this technology as a key part of its fiscal, monetary, and geopolitical strategy.
This is no longer about "crypto." It's about the future of money. And that future will be regulated, interoperable, and—in large part—backed by the dollar.