Stablecoins

PYUSD’s Run from $1.2B to $3.8B: What It Means for Stablecoin Liquidity and Competition – cover image
PYUSD’s Run from $1.2B to $3.8B: What It Means for Stablecoin Liquidity and Competition

PayPal’s PYUSD vaulted from roughly $1.2B to $3.8B market cap in months, reshaping stablecoin liquidity and competitive dynamics. This analysis unpacks the drivers, contrasts PYUSD with contracting niche coins like Ethena’s USDe, and outlines risks and market outcomes for product managers and analysts.

Published at 2025-12-03 13:23:54
Tether Solvency Debate Explained: Hayes’ Alarm, AI Probes, and What Investors Should Do – cover image
Tether Solvency Debate Explained: Hayes’ Alarm, AI Probes, and What Investors Should Do

A recent social-media alarm over Tether’s reserves reignited long-running debates about on-chain visibility, attestation vs audit, and stablecoin liquidity risk. This explainer breaks down the facts, the analyst responses, and practical steps for investors and compliance teams.

Published at 2025-12-01 13:33:36
How RLUSD’s FSRA Approval in Abu Dhabi and XRP ETF Inflows Rewire Onshore Liquidity – cover image
How RLUSD’s FSRA Approval in Abu Dhabi and XRP ETF Inflows Rewire Onshore Liquidity

Ripple’s RLUSD won FSRA approval in ADGM just as spot XRP ETFs pulled significant institutional flows—this combination reshapes how regulated stablecoins and ETF demand interact with on-chain XRP liquidity. Asset managers and exchanges must rethink settlement rails, custody, and market-making across Gulf and global venues.

Published at 2025-11-27 14:41:20
Institutional Stablecoin Adoption: Deutsche Börse’s EURAU and Branded Payment Coins (PYUSD vs RLUSD) – cover image
Institutional Stablecoin Adoption: Deutsche Börse’s EURAU and Branded Payment Coins (PYUSD vs RLUSD)

A deep-dive into why exchange-level euro stablecoin support matters, how Deutsche Börse’s EURAU integration shifts European on‑ramps, and a practical PYUSD vs RLUSD comparison for treasuries and payments teams.

Published at 2025-11-26 15:09:50
Gold, Cash, and Bridges: How Reserve Models for Stablecoins Are Evolving – cover image
Gold, Cash, and Bridges: How Reserve Models for Stablecoins Are Evolving

Tether's growing gold stockpile and MegaETH's USDm pre-deposit bridge reflect a shifting playbook for stablecoin reserves. This article analyzes why issuers diversify (gold vs cash), how on‑chain/off‑chain bridges work, and the systemic implications for liquidity, transparency, and contagion risk.

Published at 2025-11-21 15:44:18
India’s Rupee‑Pegged 'Arc': Architecture, Market Impact, and the Global Patchwork of Regulated Tokens – cover image
India’s Rupee‑Pegged 'Arc': Architecture, Market Impact, and the Global Patchwork of Regulated Tokens

India’s announced rupee‑pegged Arc token built with Polygon and Anq marks a milestone in regulated digital assets — it forces a fresh look at custody, pegging models, and on‑chain compliance. This analysis unpacks architecture options, why Polygon was chosen, implications for MATIC and partner chains, and how Arc fits into a MiCA‑shaped global mosaic.

Published at 2025-11-20 15:59:09
Stablecoin Market Dynamics in Late 2025: Circle xReserve vs. Rising USDT Dominance – cover image
Stablecoin Market Dynamics in Late 2025: Circle xReserve vs. Rising USDT Dominance

Late‑2025 stablecoin infrastructure is shifting: Circle’s xReserve pushes native USDC issuance across chains while USDT’s market share has climbed above 6%, reshaping liquidity and settlement choices for treasuries and DeFi builders.

Published at 2025-11-19 21:09:27
Stablecoins in LatAm: USDT vs RLUSD — Regulatory Risks, Liquidity, and a Treasury Decision Framework – cover image
Stablecoins in LatAm: USDT vs RLUSD — Regulatory Risks, Liquidity, and a Treasury Decision Framework

A practical explainer comparing USDT and RLUSD for Latin American cross-border rails, weighing liquidity, custody trade-offs, and Brazil's tightening rules to help treasurers choose compliant stablecoin strategies.

When Stablecoins Meet Authorities: How Issuers Like Tether Are Being Pulled into Cross‑Border Investigations – cover image
When Stablecoins Meet Authorities: How Issuers Like Tether Are Being Pulled into Cross‑Border Investigations

Recent cooperation by Tether to help freeze $12M in USDT tied to a Southeast Asia scam shows how stablecoin issuers are operational partners in law‑enforcement work. This piece explains on‑chain tracing, freeze mechanics, legal exposures, and what compliance officers should watch for.

Why Real‑World Asset Tokens and Stablecoin Rails Are Gaining Ground Amid Crypto Sell‑Off – cover image
Why Real‑World Asset Tokens and Stablecoin Rails Are Gaining Ground Amid Crypto Sell‑Off

Institutional interest in RWA tokens and upgraded stablecoin infrastructure is accelerating as investors seek yield and settlement certainty while spot crypto prices slump. Evidence from coin‑analytics and industry moves like Tether’s entry into trade finance suggests a structural shift toward tokenized real‑world flows and robust stablecoin rails.

Published at 2025-11-15 12:31:25