Stablecoin supply growth stalls as regulation, Treasury yields bite

Market Intelligence Analysis

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Why This Matters

Stablecoin supply growth has slowed down due to increasing regulatory costs and higher Treasury yields, leading to a shift from rapid expansion to more cautious balance-sheet discipline.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Institutional compliance costs and higher Treasury yields are reshaping stablecoin issuance as growth shifts from rapid expansion to balance-sheet discipline.

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Full article on CoinTelegraph
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Original article published by CoinTelegraph on January 23, 2026.
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