'A geoeconomic, multi-dimensional masterstroke.'

Belal M Khan, July 19, 2025

This report delves into the genius of the GENIUS Act. It defines a practical framework for understanding the GENIUS Act and its macro‑market implications. It focuses on how a Treasury‑centric stablecoin structure could interact with policy, USD demand, and the yield curve, and what that may imply for financial markets. The page provides a non‑technical overview; the full analysis, scenarios, data sources, and portfolio guidance are available in the full report.