Core news: Stablecoins hold $200 billion in US Treasury bonds, becoming a 'new pillar'.
The Federal Reserve dropped a bombshell in the minutes of the August 2025 meeting — it clearly admitted for the first time that the over $200 billion in US Treasury bonds held by stablecoins like USDT and USDC has become a 'new pillar' of the US government's debt! This amount is enough to push stablecoins into the top 20 largest creditors globally, marking a true leap from the fringes to the center stage of the crypto circle.
Policy turning point alert: Stablecoins are about to be shackled with 'transparency restraints'.
The Federal Reserve has sounded the alarm, clearly stating it will 'keep a close eye on risks', subtly hinting that before 2026, it is likely to impose 'transparency shackles' on stablecoin reserve assets, introducing mandatory transparency legislation. Worse yet, they might directly stipulate that some collateral must be US Treasury bonds, effectively putting an 'official leash' on stablecoin finances.
Market chain reaction: Is a liquidity frenzy about to arrive?
Once this policy is implemented, stablecoin issuers will likely initiate a 'buying spree of US Treasury bonds', pouring money into the Treasury bond market. In the short term, liquidity in US Treasuries will be 'squeezed' by this buying wave, and yields may be pushed up. This will act like a magnet, attracting global capital to dollar assets. Even more exciting is that if dollar liquidity spills over, it might directly ignite the fuse for a cryptocurrency bull market!
Nuclear-level impact on the crypto space: Some celebrate while others lament.
Stability coin hegemony solidified: 'Big Brother' monopolizes the market, while small players are discarded.
USDT, USDC, these 'compliant big brothers' will start to 'dominate the market', solidifying their monopoly position. The transparency of reserve assets will force retail investors to 'discard' the small workshop stablecoins they hold, making them untouchable. The centralized giants' influence will soar to new heights, ushering in an era of absolute authority.
Signal of interest rate cycle reversal: Rate cuts may come early, and the crypto market will need to 'quench its thirst'.
If the Federal Reserve slows down its balance sheet reduction due to the demand for US Treasury bonds from stablecoins, the interest rate cut cycle in 2026 might come earlier than expected. This would be like a 'faucet' falling from the sky for the crypto market, and an epic liquidity injection is on the way, making it hard for the market not to be lively.
Countdown to regulatory storm: Anonymous stablecoins are in danger, algorithmic stablecoins may face 'mass extinction'.
The SEC has teamed up with the Treasury to draft legislation requiring stablecoins to conduct real-time on-chain reserve audits. This may spell the end for anonymous stablecoins, with extinction not far off. Algorithmic stablecoins like DAI and FRAX may face deadly blows, and the collapse tragedy akin to UST might repeat.
Guide to wealth accumulation opportunities: Follow the trend, and opportunities won't run away.
Urgent accumulation of US Treasury anchored assets: USDT, USDC, these 'stable players' need to stock up quickly, and DeFi protocols like Ondo Finance that are backed by US Treasury bonds should also be closely watched; don't miss the opportunity.
Betting on compliant public chains: Ethereum, Solana, these inherently transparent public chains are likely to become the 'darling' of policies; following the policy dividends is definitely the right move.
Shorting algorithmic stablecoins: Under this wave of policy risk, algorithmic stablecoins are likely to fall, and shorting at this time might yield significant profits.
Star Brother's sharp commentary: The Federal Reserve's meeting minutes have stripped away all pretense — traditional finance has long relied on the 'blood transfusion' of crypto forces! When US Treasury bonds depend on stablecoins to take over, it indicates that the crypto sphere has moved from the fringes to the core. 2026 will mark the beginning of the 'compliance bull market' in the crypto space, but the knife of reshuffling is already at the neck; those who cannot keep up will inevitably be eliminated. Quickly adjust your positions, hold tight to the regulatory dividends, and you can share in the spoils of this wave!
There are no deities in the crypto space, only smart people who can read signals. Star Brother's articles do not boast or paint dreams; they only teach you practical survival skills. Follow Star Brother for daily strategies to get on board early!
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