J.P. Morgan's latest flows & liquidity report provides in-depth analysis of stablecoin market demand composition, revealing 88% stems from crypto ecosystem with only 6% for payments. The report projects moderate growth from current $250B to $500B by 2028, dismissing overly optimistic $1-2T forecasts. It also examines fundamental differences between e-CNY, Alipay/WeChat Pay and stablecoins, while warning of $0.4T deterioration in global bond supply-demand balance for 2025, potentially driving yields up 30bp.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com