Macroeconomics, monetary policy, rates, credit and liquidity.
macroeconomicsbondsinterest ratesinflation
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Reported collector status: connected · Last checked 2026-10-29 19:09 UTC
Stablecoin deliverable in (0%-yielding) gold in HK. It would likely be attractive to much of the world relative to a 0%-yielding stablecoin backed by T-Bills (even Greenspan said in 2014 that gold > USD.) And before one asks "How would one get gold from HK?", ask the correct firs
Total stablecoin market cap has flatlined since GENIUS Act was passed (up $40b in 15 months) & down y/y since Oct-2025. "We're gonna need a bigger boat" if stablecoins are to be the savior of the UST market.
