JPMorgan Dismisses Stablecoin Risk Despite ABA's $6.6T Warning

Published at 2026-01-11 19:15:09

The American Bankers Association warned the U.S. Senate that yield-bearing stablecoins pose a material threat to banks’ deposit bases, saying the shift could affect up to $6.6 trillion and impede member banks’ ability to extend loans. The ABA framed these tokens as a new source of run risk that may siphon short-term funding away from traditional deposit channels and complicate bank liquidity management.

JPMorgan has pushed back, dismissing the warning as overstated and noting that banks retain funding advantages, capital buffers and regulatory protections that limit systemic impact. The public split underscores rising tensions between major banks and banking trade groups over how aggressively lawmakers and regulators should act on crypto — a policy fight that could shape future rules on liquidity, capital and consumer protections for stablecoin products.

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