Matt and Nic return for deals and the news of the week. In this episode:
- The OCC clarifies that banks can custody dollars for stablecoin issuers
- Maker's flippening in collateral types, and what that means for the system
- Tether falls below 80% of stablecoin market share
- Two congressional bills propose to federally regulate crypto exchanges and tokens
- "Stablecoins" or "cryptodollars"?
- Cambridge AltFin releases their long-awaited cryptoasset benchmarking report
- The prospects for big tech antritrust
- What to replace the 60/40 portfolio with
Content mentioned in this episode:
- OCC, OCC Chief Counsel’s Interpretation on National Bank and Federal Savings Association Authority to Hold Stablecoin Reserves
- Coin Center, Two new bills in Congress would clarify agency jurisdiction over cryptocurrency
- Cambridge Center for Alternative Finance, 3rd Global Cryptoasset Benchmarking Study
- ECB Crypto-assets Task Force, Stablecoins: Implications for monetary policy, financial stability, market infrastructure and payments, and banking supervision in the euro area
- Apolline Blandin on OTB, Estimating Bitcoin's Energy Footprint