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27 de sept. de 2025 According to JPMorgan, the swift and massive liquidation of other high-quality liquid assets like Treasury bills by one stablecoin issuer could impact the NAV of other Stablecoin Issuers Risk Disrupting Funding Markets, JPMorgan Says The combined reserve portfolios of the two largest stablecoinsTether and USDCwas $114 billion as of June 28 de sept. de 2025 Stablecoin issuers risk disrupting the short-term funding market after the Federal Reserve restricted access to it, JPMorgan has said. Recall that the Fed excluded in According to JPMorgan, the proposed U.S. stablecoin bills share several elements but also have key differences. The Senate's GENIUS Act requires federal regulation Stablecoin issuers vying for assets in the short-term funding space risk disrupting the market after the Federal Reserve limited access to a key facility, ac 27 de sept. de 2025 STABLECOIN issuers vying for assets in the short-term funding space risk disrupting the market after the US Federal Reserve limited access to a key facility

JPMorgan Stablecoin Warning: Issuers Could Shatter Funding Market

JPMorgan is sounding the alarm: stablecoin issuers are poised to potentially disrupt the short-term funding market. This stark warning comes after the Federal Reserve restricted access to a key facility, leaving stablecoin companies scrambling for alternative avenues for their vast reserves.

Stablecoin Issuers Risk Disrupting Funding Markets, JPMorgan Says. According to JPMorgan, stablecoin issuers vying for assets in the short-term funding space risk disrupting the market after the US Federal Reserve limited access to a key facility. This restriction forces stablecoin issuers to compete more aggressively for assets, potentially impacting the stability of the broader financial ecosystem.

The sheer scale of stablecoin reserves is a significant factor. As of June 28th, the combined reserve portfolios of the two largest stablecoins, Tether and USDC, was $114 billion. This enormous sum, when actively managed in the short-term funding market, can create ripples that impact other players.

JPMorgan analysts highlight the potential for destabilization. According to a recent report, and referencing events anticipated even as early as 27 de sept. de 2025, the swift and massive liquidation of other high-quality liquid assets like Treasury bills by one stablecoin issuer could impact the NAV of other Stablecoin Issuers. A domino effect could occur, further straining the market.

28 de sept. de 2025 saw JPMorgan explicitly stating that stablecoin issuers risk disrupting the short-term funding market after the Federal Reserve restricted access to it. Recall that the Fed excluded them in previous policy decisions, forcing them to seek alternative investment options.

The regulatory landscape also plays a critical role. According to JPMorgan, the proposed U.S. stablecoin bills share several elements but also have key differences. The Senate's GENIUS Act requires federal regulation, aiming to provide a framework for these digital assets, yet the specific details of implementation remain uncertain, adding further complexity to the risk assessment.

STABLECOIN issuers vying for assets in the short-term funding space risk disrupting the market after the US Federal Reserve limited access to a key facility. (27 de sept. de 2025) This constant pressure to optimize yields within a constrained environment is a recipe for potential market volatility. Investors should closely monitor the developments in the stablecoin sector and the responses from regulatory bodies.

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