Latest / The Cryptocurrency Economy with Fexingo: Bitcoin, Ethereum, and Digital Money Markets
Why Stablecoin Market Cap Is Shrinking Despite Crypto Recovery
On June 10, 2026, Bitcoin is up 1.5% in five days and Ethereum has rallied nearly 4%, yet the total stablecoin market cap continues to contract. Lucas and Luna explore why — from falling DeFi yields to regulatory uncertainty around payment stablecoins and a shift toward short-duration Treasuries. They break down the mechanics: how circulating supply of USDT and USDC has dropped, what it means for crypto liquidity, and whether this signals a structural shift in how traders hold cash. The episode also covers the Fed's flat interest on reserve balances at 3.65% and what that means for…
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