USDT's issuer is extending the maturity profile of its reserve portfolio for the first time in years, signaling confidence that Fed cuts are nearer than the curve implies.
Stablecoins
Coverage of stablecoin issuance, adoption, and market dynamics.
3 articles
Circle's dollar-pegged stablecoin hits a new circulation milestone driven by treasury adoption, on-chain settlement demand, and a favorable U.S. regulatory environment.
The fat margins that stablecoin issuers have enjoyed for two years are getting tighter. The next 12 months will reveal which issuers built durable businesses and which were riding a yield curve.