*#USWeighsPromotingDollarStablecoinsAbroad* đșđžđ”
Big policy pivot being reported today by Bloomberg.
### Whatâs happening
Trump administration is considering an *overseas push for dollar-backed stablecoins* to:
1. Reinforce dollar as world reserve currency
2. Create new demand for U.S. Treasuries (to help finance $40T+ debt)
*Agencies involved*: Treasury, State Department, and U.S. International Development Finance Corporation (DFC)
*Mechanism*: Joint ventures / public-private partnerships with private stablecoin firms. No countries, companies, or funding numbers announced yet - still in discussion phase
### Why it works for the US
GENIUS Act (signed July 2025) requires stablecoins be backed 1:1 with cash + short-term T-bills.
- Someone abroad buys $NVDAB 1,000 of USDT/USDC â issuer must buy $1,000 of Treasuries
- Treasury says stablecoin issuers already hold *âŒ$200B in T-bills*
- Bessent's projection: stablecoin market could go from *$AAPL.US 306.5B now to $3T* by 2030 â massive buyer for debt
Timing: 10Y yield >5.1% (19-year high), 30Y >5.3%. Gov't already expanded bond buybacks.
### Competition
- *China*: e-CNY up 800%+ since launch, $2.3T cumulative transactions by end 2025, now 95% of mBridge cross-border CBDC settlements. China mandating banks pay interest on digital yuan
- *EU*: Digital euro pilot set for H2 2027. 13 of 20 eurozone countries rely on Visa/Mastercard
$AAPLB USDT = 59.83% of stablecoin market (âŒ$184B), USDC âŒ$72B. Both dipped in H1 2026 - overseas payments/remittances push would be less dependent on crypto trading cycles
*Risks flagged*: Other countries' regulations + risk of bank deposit flight if people swap local deposits for dollar stablecoins.
No official comment yet from Treasury, White House, or DFC.
Want a tracker of *stablecoin market cap vs Treasury holdings*?#DollarIndexReclaims101 #US10YTreasuryYieldHits19YearHigh
Big policy pivot being reported today by Bloomberg.
### Whatâs happening
Trump administration is considering an *overseas push for dollar-backed stablecoins* to:
1. Reinforce dollar as world reserve currency
2. Create new demand for U.S. Treasuries (to help finance $40T+ debt)
*Agencies involved*: Treasury, State Department, and U.S. International Development Finance Corporation (DFC)
*Mechanism*: Joint ventures / public-private partnerships with private stablecoin firms. No countries, companies, or funding numbers announced yet - still in discussion phase
### Why it works for the US
GENIUS Act (signed July 2025) requires stablecoins be backed 1:1 with cash + short-term T-bills.
- Someone abroad buys $NVDAB 1,000 of USDT/USDC â issuer must buy $1,000 of Treasuries
- Treasury says stablecoin issuers already hold *âŒ$200B in T-bills*
- Bessent's projection: stablecoin market could go from *$AAPL.US 306.5B now to $3T* by 2030 â massive buyer for debt
Timing: 10Y yield >5.1% (19-year high), 30Y >5.3%. Gov't already expanded bond buybacks.
### Competition
- *China*: e-CNY up 800%+ since launch, $2.3T cumulative transactions by end 2025, now 95% of mBridge cross-border CBDC settlements. China mandating banks pay interest on digital yuan
- *EU*: Digital euro pilot set for H2 2027. 13 of 20 eurozone countries rely on Visa/Mastercard
$AAPLB USDT = 59.83% of stablecoin market (âŒ$184B), USDC âŒ$72B. Both dipped in H1 2026 - overseas payments/remittances push would be less dependent on crypto trading cycles
*Risks flagged*: Other countries' regulations + risk of bank deposit flight if people swap local deposits for dollar stablecoins.
No official comment yet from Treasury, White House, or DFC.
Want a tracker of *stablecoin market cap vs Treasury holdings*?#DollarIndexReclaims101 #US10YTreasuryYieldHits19YearHigh