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The Great Stablecoin Capitulation: Banks Are Now Building the Thing They Tried to Kill
Sometimes a headline does my job for me.
Sep 2
•
Carlo D’Angelo
10
2
1
August 2026
Kraken Didn't Just Launch a Chain. It Picked a Dollar.
Everyone is watching for the INK token. Almost nobody is watching the money Ink already runs on.
Aug 31
•
Carlo D’Angelo
7
2
2
The Great Banking Divergence: Wall the Garden or Join the Game?
For the past year, the banking industry spoke with one predominant voice on stablecoins: slow them down, fence them in, keep the deposits home.
Aug 27
•
Carlo D’Angelo
6
1
Druckenmiller Fires a Warning Shot at the Bessent Doctrine
The Treasury is fighting the bond market on one front and Iran on another. Both battles lead back to the same place: the dollar's third act.
Aug 25
•
Carlo D’Angelo
1
1
The Bank Moat Around Stablecoins May Soon Break and Here’s Why
On August 18, FASB published a proposed Accounting Standards Update clarifying when a dollar-pegged token meets the existing definition of cash…
Aug 20
•
Carlo D’Angelo
5
2
1
What I Got Wrong About Stablecoins and How the GENIUS Act Changed My View
A little over a year ago, I didn’t care much about stablecoins.
Aug 17
•
Carlo D’Angelo
4
2
Tether's Largest Financial Audit in History: What It Means for Circle and Global Stablecoin Adoption?
For a decade the stablecoin rivalry between Tether and Circle was driven by one looming issue—transparency.
Aug 14
•
Carlo D’Angelo
4
1
The Bank of England Just Put Stablecoins on Testnet
The Bank of England’s Digital Pound Lab has published its Phase 2 update, and buried in the participant list is a consortium worth your attention: NOBO…
Aug 13
•
Carlo D’Angelo
1
The OCC Just Confirmed It: The Neo Crypto Bank Era Is Here
The Office of the Comptroller of the Currency confirmed yesterday what I’ve been saying for months—crypto neo banks are coming for traditional banks.
Aug 12
•
Carlo D’Angelo
1
1
What Wasn't Priced into the GENIUS Act: How the AI Agentic Economy Will Scale Stablecoins
Every stablecoin forecast you’ve read—including the Treasury Secretary’s own—is a bet on human behavior: the saver in Buenos Aires, the merchant in…
Aug 10
•
Carlo D’Angelo
1
1
1
Mastercard Closes BVNK Deal—Welcome to the "Multi-Money World"
Mastercard announced on August 3 that it has completed its acquisition of BVNK, the stablecoin infrastructure provider that quietly powers…
Aug 4
•
Carlo D’Angelo
3
1
July 2026
Coinbase's Q2 2026 Shareholder Call: While Many Focussed on the Company Missing Earnings, the Big Story is its Vision for Stablecoins
Most of yesterday’s coverage fixated on the miss.
Jul 31
•
Carlo D’Angelo
4
3
1
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