After a Summer of Stablecoins, What’s Next?

经历了稳定币的夏日,接下来是什么?

Goldman Sachs Exchanges

2025-09-02

23 分钟
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单集简介 ...

In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s Barry Eichengreen discuss the outlook for stablecoins — digital currencies pegged to the value of traditional fiat currencies like the US dollar. Moderated by Goldman Sachs Research’s Allison Nathan, the discussion covers the potential implications of a growing stablecoin market existing payment and banking systems, financial markets, and broader financial stability. This episode explores the latest Top of Mind report. This episode was recorded on July 14, 18, and August 7. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. For additional disclaimers and regulatory disclosures, please visit https://www.goldmansachs.com/insights/podcasts. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • It's been the summer of stablecoins.

  • The genius act that recently became law in the U.S. has created the first federal regulatory framework for stablecoins,

  • digital currencies whose value is typically pegged to fiat currencies, most often the U.S. dollar.

  • The act requires stablecoins to be fully backed by high-quality assets, such as U.S.

  • Treasury bills.

  • So does the stablecoin summer have staying power?

  • And what could that mean for existing payment systems and financial stability more broadly?

  • I'm Alison Nathan, and this is Goldman Sachs Exchanges.

  • Each month, I speak with investors, policymakers,

  • and academics about the most pressing market-moving issues for our top-of-mind report from Goldman Sachs Research.

  • This month, I spoke with two people on opposite sides of the stablecoin debate.

  • Brian Brooks is former acting comptroller of the currency,

  • the CEO of Meridian Capital Group, and sits on the board of Strategy.

  • Barry Eichengreen is a professor of economics and political science at the University of California,

  • Berkeley.

  • I started by asking Brian how stablecoins are being used today and why they could become more useful and popular in the years ahead.

  • The three most interesting uses of stablecoins in real life are A,

  • dollar savings products outside of the U.S.

  • Many people believe that is the single largest ultimate use case of stablecoins.

  • So on that front,