1/ The GENIUS Act - A Crypto Game Changer
Trump's new GENIUS Act is quietly reshaping crypto, stablecoins & even the U.S. debt market that nobody talking about
+ Potential Crypto Project to keep on your watch list $BTC $ETH $XTZ $ONDO
2/ Stablecoins Go Legit for the first time, U.S. law sets strict rules:
Only approved banks, fintechs, or big retailers can issue USD-backed stablecoins.
Backed 1:1 by cash + T-bills, with audits & full transparency.
3/ T-Bills = The Big Winner
Stablecoin issuers already hold $120B+ in T-bills (>2% of all outstanding).
If big banks issue coins, they'll become massive buyers of short-term U.S. debt → lowering funding costs & keeping Trump's fiscal machine running.
5/ ETH vs BTC - Different Winners
This could be Ethereum's breakout moment: $ETH = transactional layer (if institutions will issue stablecoins on it).
BTC = digital gold (store of value).
Both win, but $ETH has the adoption momentum now hence we seen pumping past few days
6/ governments & enterprises may explore alternative chains.
Besides $ETH Another potential project can benefit from this act is $XTZ Tezos maybe underdog winner
7/ Tezos, with its formal verification & upgradable protocol, is often favored for CBDC pilots & regulated asset tokenization (already used by Societe Generale, BNP Paribas)
Expect more tokenized bonds, real-world assets, or stablecoin pilots to consider Tezos $XTZ
8/ another project is $ONDO @OndoFinance could be one of the biggest indirect winners of the GENIUS Act.
GENIUS Act forces stablecoins to be backed by cash + T-bills → huge inflow into U.S. Treasuries.
Ondo already leads in tokenized U.S. Treasuries (OUSG, USDY).
9/ As banks & fintechs adopt regulated stables, Ondo's tokenized products could become the DeFi rails for these T-bill-backed coins.
/10 Institutions Will Need Yield Solutions
With regulated stablecoins exploding, institutions will look for on-chain yield products.
$ONDO is perfectly positioned as a bridge between TradFi & DeFi, offering tokenized bonds & credit products.
11/ USD Weakness = More Demand for Yield-Bearing USD Assets
A softer $USD pushes investors toward USD-denominated yield products that's bullish for $ONDO tokenized U.S. debt offerings
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