| Presented By Stansberry Research | | | | | | | WASHINGTON JUST REWIRED THE DOLLAR… AND MOST AMERICANS HAVE NO IDEA WHAT JUST HIT THEM |
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| | | | | | FOLLOW THE SMART MONEY: FROM BANKS TO CHECKOUT |
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| | | In earnings calls and press statements after GENIUS passed, U.S. megabanks began signaling their plans. | JPMorgan said it will be "more involved in stablecoins," alongside its on-chain deposit token work Bank of America and Citigroup each confirmed active exploration — including a potential Citi stablecoin — to modernize payments and treasury.
| On the networks side, Visa and Mastercard aren't creating their own coins. Instead, they're integrating stablecoins directly into merchant payment flows, from Visa's settlement pilots to Mastercard's partnerships with Circle and Paxos through its Multi-Token Network. | At the edge of commerce, Shopify now supports USD Coin on Base through Shopify Payments with Coinbase and Stripe, bringing on-chain checkout to millions of storefronts. Meanwhile, AMC Theatres and Gucci already accept crypto through processors like BitPay, including dollar-pegged coins — an early preview of how stablecoins slot into everyday payments. |
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| | | | | THE SHIFT IS ALREADY UNDERWAY |
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| | | McKinsey's July brief put it bluntly: tokenized cash and stablecoins are catalyzing a 2025 payments shift, and industry giants must make urgent preparations. | Citi's research pegs stablecoin float as potentially $500B–$3.7T by 2030 (with most dollar-pegged), implying a large, regulated buyer of short-duration Treasuries. | | | Regulatory clarity is also accelerating real bank pilots. Kinexys by J.P. Morgan is piloting USD deposit tokens (JPMD) on Base for institutional finance — parallel to (not the same as) public stablecoins, but pointing to the same end-state: instant settlement, lower costs, programmable cash. |
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| | | | | A GLOBAL RACE TO DIGITAL MONEY |
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| | | The U.S. just set the rules for private stablecoins with the GENIUS Act. Europe is rolling out a euro-denominated version under MiCA. The U.K. is fast-tracking tokenized deposits to keep its banks competitive. Asia isn't sitting still either, Hong Kong has approved multiple licensed issuers, and Singapore is piloting cross-border settlement. | This isn't an isolated experiment. It's a coordinated global migration of money onto digital rails. Whether you're in New York, London, or Seoul, the direction is the same: cash is being rebuilt for the internet era. The only question left is who captures the upside — the issuers, the networks, or the investors who spot them early. |
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| | | | | WHY THIS SHIFT CAN'T BE IGNORED |
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| | | The green light has been given. With reserves, audits, and licenses now written into law, the only thing holding back adoption wasn't the tech, it was Washington. That barrier is gone. | The first movers are clear. Issuers will mint the tokens. Networks like Visa and Mastercard will route them. Merchants from Shopify to Gucci will flip the switch at checkout. | Once those pipes are live, usage can scale almost overnight. | The wild card? The big banks. They talk up deposit tokens, but several have admitted they'll have to play in stablecoins too. Why? Because if they don't, clients will walk, and payment economics will slip away. | Bottom line: This isn't theory anymore. It's a regulated, trillion-dollar race now in motion. The question isn't if adoption happens. It's who captures it first. | Jeff Brown, former Qualcomm/NXP/Juniper exec and angel investor… | | …believes the GENIUS Act sets the stage for a $21T payments overhaul as stablecoin rails go mainstream. | With banks, networks, and platforms building to the standard, Brown argues the biggest upside sits with a small set of public companies providing the picks-and-shovels for issuance, compliance, and merchant acceptance. |
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| | | | | THE TOP THREE COMPANIES SET TO BENEFIT FROM THE $21 TRILLION FINANCIAL REVOLUTION |
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| | | History shows financial shifts don't wait around. | When the internet law of 1996 passed, the companies building its rails skyrocketed in months, not decades. | The same thing is happening now. The GENIUS Act has flipped the switch. Banks are preparing. Merchants are turning it on. Adoption is no longer a question…it's already in motion. | Jeff Brown has pinpointed three companies he believes will lead this new digital-dollar era. They're not trillion-dollar giants. They're the enablers, still small enough to grow fast, and already signing the deals that signal where the smart money is moving. | He's just released his full analysis in a brand-new report:
"Trump's New Dollar: The Top Three Companies for the $21 Trillion Financial Revolution." | See the catalyst calendar Jeff is tracking before the October 28 announcement | [Click here to get the names, ticker symbols, and full analysis inside The Near Future Report] | History doesn't reward hesitation. It rewards those who move before the crowd. | Context for readers: the structural tailwinds Brown focuses on (reserves in Treasuries, bank/network integrations, and merchant checkout) are documented in primary sources above from Reuters/AP, Treasury, Visa/Mastercard, Shopify/Coinbase, and J.P. Morgan. Our editorial team verified the GENIUS Act's passage and core requirements (reserves, disclosures) before publishing. |
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