Stablecoins are once again at the center of the crypto business narrative — but for very different reasons.
Circle’s sharp sell-off this week highlights how sensitive crypto equities remain to regulatory headlines, even when the underlying business fundamentals appear unchanged. At the same time, developments in Canada show institutions are moving in the opposite direction, quietly laying the grou...
While Circle's stock sell-off may seem drastic, it could be an overreaction to the potential impact of the CLARITY Act. The bill aims to prevent passive stablecoin holdings or products from earning interest, but leaves room for rewards tied to user activity. This could still allow incentive structures without disrupting issuer economics. The partnership between Deloitte Canada and Stablecorp signals growing institutional readiness for stablecoin adoption as Canada moves toward a formal regulator...