stable coins

Story: Stablecoins Surge Past $300 Billion as GENIUS Act Redefines Market Dynamics

By Julie Binoche

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Public-Chain Stablecoins: Built for DeFi. Start with the ones most people actually know. USDT and USDC are fiat-collateralized tokens — for…

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JPM Coin and the Private-Chain Model. That's where private-chain stablecoins come in. JPMorgan issues JPM Coin on a private blockchain,…

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Tokenized Deposits Aren't Stablecoins — Here's Why. Tokenized deposits keep getting mislabeled as stablecoins, and they're not. Not really.

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Stablecoins crossed $300 billion. That number alone tells you something big is happening — but it doesn't tell you the whole story.

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The word "stablecoin" gets thrown around like it means one thing. It doesn't. There are public-chain stablecoins, private-chain stablecoins, and tokenized deposits — and lumping…

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Start with the ones most people actually know. USDT and USDC are fiat-collateralized tokens — for every coin in circulation, there's a dollar sitting in reserve somewhere, either…

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These tokens live on public blockchains — Ethereum, Solana, others. Anyone with a block explorer can pull up the transaction history. That transparency cuts both ways.

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DeFi platforms like Aave run on these tokens. Users earn, borrow, and settle across borders without ever calling a customer service line or waiting three business days for a wire…

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But it's not all clean. Public blockchains carry gas fees that fluctuate wildly depending on network congestion. For a retail user moving $200, that's manageable.

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That's where private-chain stablecoins come in. JPMorgan issues JPM Coin on a private blockchain, and it handles billions in corporate transactions every day — on an internal…

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Banks like JPMorgan built these tools because corporations need something public chains can't offer: control. Private-chain stablecoins can be reversed. Transfers can be frozen.

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Related: Tether Reports $1.3 Billion Profit and $5.2 Billion in Excess Reserves

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The GENIUS Act of 2025 gave this model a clearer legal footing. It's probably the most important piece of U.S.

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That last part matters more than it sounds. By keeping stablecoins away from SEC and CFTC jurisdiction, the GENIUS Act hands oversight to banking regulators — the Office of the…

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Tokenized deposits keep getting mislabeled as stablecoins, and they're not. Not really. They're off-chain instruments — stored-value liabilities sitting under state…

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