@lucas79
Thread: U.S GENIUS Act (S. 394) – Implications and Investment Opportunities Now
- GENIUS will likely formalise a “G3” of regulated issuers (Circle/PayPal, top‑6 U.S. banks, Paxos white‑labels) that can deliver programmable, insured‑grade dollars worldwide. Passing the bill is a step‑function moment for dollar‑stable liquidity, pushing the entire crypto complex closer to traditional capital‑market scale while reinforcing the USD’s digital dominance.
- The biggest immediate trades:
- Long on‑shore stablecoin issuers vs. offshore (USDC > USDT pairs).
- Long front‑end Treasury‑bill demands beneficiaries (SGOV, BIL) on reserve uptake.
- Allocate to on‑chain Treasury and repo protocols ahead of explosive collateral growth.
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