RE: Semnet Musings17 Jan 2026 18:45
“The GENIUS Act has unleashed a stablecoin boom,” analysts led by Gautam Chhugani wrote, noting that digital dollar stablecoins already exceed $260 billion in circulation.
“We see stablecoins growing to a $4Tn market by 2035E, extending into cross-border banking and payments,” Bernstein stated, adding that tokenization of real-world assets “will unleash digital-native capital markets.”
The firm described the new phase of crypto as “the blockchain utility era, not speculative boom-bust.”