The new account granted the U.S. firm full-fledged access to the same payment rails that much of the traditional financial system operates on. Several crypto-native firms have sought that access but are still awaiting approval, keeping a close eye on a separate effort at the Federal Reserve Board in Washington to write rules that could govern a “skinny” master account for such businesses. That process is still in the early stages.

When the Kansas City Fed was asked to comment on Waters’ queries, a spokesman said the bank has “received the letter and will review it.”

The regional bank in Kansas City — one of the 12 such banks nationwide — announced earlier this month that Kraken would get the long-sought-after access. Schmid said at the time that his bank was trying to maintain a system that “supports a level competitive field and reinforces the stability and resilience that has underpinned the Federal Reserve’s payment system offerings throughout its history.”

Read More: Court closes Custodia fight with Federal Reserve just as Fed opens master-account door

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16x9 Image Stablecoin Landscape Series

As stablecoins evolve into core financial infrastructure, North America leads. This report maps the regulation, market shifts, and players driving adoption.

Why it matters:

Stablecoins are entering their third phase of evolution – the institutionalization era – becoming increasingly embedded into core financial infrastructure. As institutions prioritize transparency and compliance, regulated issuers like USDC, RLUSD, and PYUSD are steadily gaining share with RLUSD surpassing $1B in market cap within its first year. North America, leading in regulatory frameworks and institutional distribution, is at the center of it all.

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Jeremy Allaire, Co-Founder, Chairman and CEO, Circle Speaks at Hong Kong Fintech Week in 2024 (HK Fintech Week)

USDC adoption hinges on volume, not circulation, the bank said

What to know:

  • Citi said limits on stablecoin rewards could reduce USDC circulation short term, but won’t hit Circle’s core revenue.
  • The bank maintained that stablecoin usage (volume), not supply, is the primary adoption signal.
  • The Circle selloff reflected a market misread of the draft Clarity Act, according to broker Bernstein.

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