🏦Banks warn of trillions fleeing to stablecoins under GENIUS Act

Economy
Public Policy
Technology & Innovation

After the House passed the GENIUS Act on July 17, 2025, major banks cautioned that stablecoins could siphon off trillions in uninsured deposits, threatening traditional lending models. The new law’s reserve and dual-supervision rules may give nonbank issuers access to Federal Reserve facilities, altering liquidity flows. These shifts could reshape deposit insurance frameworks and monetary policy transmission.

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Why This Matters

Uninsured deposit gap

Banks warn up to $1.3 trillion in customer deposits could flow into stablecoins, dwarfing the FDIC’s $125 billion limit and risking your savings if a bank fails.

Tighter loans

If banks lose $800 billion in deposits next year, they could cut $300 billion in small business and home loans, potentially bumping mortgage rates by 0.4% and raising your monthly<

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