After the U.S. passed the GENIUS Act, Wall Street is split on whether stablecoins will truly lift USD demand and T-bill buying. Strategists at JPMorgan, Deutsche Bank and Goldman Sachs say it’s too early to call a structural shift: the Act prohibits interest on stablecoins, limiting incentives to leave savings accounts and money funds; any T-bill demand may be holder rotation rather than new money. https://t.co/eOc1t02e6X ...

⚡️ NEW: Standard Chartered’s Geoffrey Kendrick says once stablecoins reach $750B market size expected by the end of 2026, it will potentially impact Treasury yield curves and USD demand. https://t.co/yjzQcXfk0d ...