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Standard Chartered's January estimate that stablecoins could drain roughly $500 billion from US bank deposits by end-2028 is now driving 21 major institutions, including Bank of America and Citi, to build their own tokenized dollar capacity rather than cede the rail. The transmission channel is bank funding and net interest margin: regional lenders that rely on the spread between cheap deposits and loan yields face the sharpest squeeze, while incumbent-issued stablecoins would route reserve demand into T-bills and expand settlement volume on public chains, a structural positive for ETH and other settlement layers plus custody and exchange revenue at COIN-type intermediaries. Watch whether these banks issue on permissionless chains or closed consortium ledgers, since the closed path caps the on-chain flow benefit, and monitor regional bank deposit trends and any GENIUS Act implementation rules on reserve and yield restrictions.
As a Crypto signal, watch whether it changes price action, volatility, or flows around BAC, C, ETH.
Original Source: CryptoSlate
This page is market information analysis, not investment advice.
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