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Stablecoin Research

Current institutional research highlights a complex macro environment defined by historic AI infrastructure spending and a shifting regulatory landscape for financial derivatives. Major exchanges such as CBOE and CME are experiencing performance pressure due to regulatory overhang regarding perpetual futures, while the fixed-income sector is reacting to persistent inflation and rising Treasury yields. These developments in the U.S. Treasury market, alongside the emergence of 'AI debt,' represent significant shifts in the availability and pricing of high-quality collateral. Market sentiment remains buoyed by massive earnings growth in technology, though technical risks in semiconductors are approaching dot-com era extremes. Geopolitical tensions in the Middle East continue to impact energy security and gold pricing, further complicating the inflation outlook for the Federal Reserve. Consequently, researchers advocate for active management and private market diversification to navigate this supply-constrained and 'K-shaped' economic recovery.

179 reports available

Currency Outlook thumbnail

Currency Outlook

HSBC Global Investment Research·May 18, 2026

HSBC's May 2026 outlook suggests the USD is range-bound in a 'soft orbit' as geopolitical drivers yield to central bank policy. Key highlights include Japanese JPY intervention and a growing divide in the stablecoin market between regulated institutional assets and crypto-native tokens.

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Bridging the 24/7 Divide

Citi Services·May 14, 2026

This report examines the gap between the 24/7 digital economy and legacy financial infrastructure, arguing that blockchain and tokenization provide the necessary programmable foundation for real-time finance.

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Digital Assets and the Future of Wholesale Banking

Morgan Stanley / Oliver Wyman·May 17, 2026

The report examines the 2030 outlook for Wholesale Banking as it migrates to digital rails, driven by tokenization and evolving regulations like the US CLARITY Act. While digital assets won't likely break the banking model, they will reshape economics, specifically risking up to 11% of revenue to migration.

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Digital Assets Need to Know

Goldman Sachs·Jul 10, 2026

This report highlights key weekly developments in the digital asset market, focusing on institutional adoption, regulatory news, and crypto-asset performance metrics.

Digital Assets Need to Know thumbnail

Digital Assets Need to Know

Goldman Sachs·Jun 5, 2026

This report outlines current trends in digital assets, focusing on tokenization initiatives by major banks and shifting dynamics in crypto derivatives markets.

Digital Assets Need to Know thumbnail

Digital Assets Need to Know

Goldman Sachs·May 29, 2026

The digital asset market faced a 5% weekly drawdown in late May 2026, even as institutional giants like NYSE, Mastercard, and Samsung advanced new crypto-integrated products.

Digital Assets Need to Know

Goldman Sachs·Jul 3, 2026

Early Signs of a Positive Inflection in Retail Equities and Crypto Trading

Goldman Sachs·May 28, 2026

Alternative Investments Outlook and Strategy

J.P. Morgan·Jun 9, 2026

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