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Speaking on the milestone of Circle's OCC charter - 'the first de novo digital asset bank by the OCC in American history is a very big milestone' @0:46 - under the Genius Act, 'which will go into effect in January of 2027' @1:38; the market is 'now penetrating capital markets with major capital markets firms' @2:04.
“we're now - right now, we're, in my view, in the still very early stages of the stablecoin market. It has really been a market that grew out of the digital asset trading market. It's now becoming a market for payments.”
The mechanism: 'once the Genius Act goes into effect in January, every major institution, every major bank, every capital markets firm, payments companies, enterprises, public companies can all now build on this infrastructure, treat it as digital cash in the economic system' @2:08.
“And that's a huge opening up. And that's why analysts look at this from a trillion dollars to several trillion dollars in the coming years. So we're at the start.”
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