The Peg

The Peg

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July 2026

Pegged: What do stablecoin yield wars have to do with pass-through?
Plus, the BIS eyes stablecoin dollarisation effects.
 • Izabella Kaminska
Monetary Forces with Noelle Acheson & Izabella Kaminska
A recording from Izabella Kaminska and Noelle Acheson's live video
 • Izabella Kaminska
Pegged: PayPal finally gets an M&A suitor
The bigger question is why it has taken so long for a rival to target the OG digital payments firm. Its shares have been languishing since at least…
 • Izabella Kaminska
Introducing USDM1, a sovereign-backed stablecoin built like a tokenized Brady bond
USDM1 aims to bring stability, transparency, and practical utility to the Marshall Islands and beyond.
 • Izabella Kaminska
The 10 stablecoin commandments
A U.S.-UK joint statement on stablecoins.
 • Izabella Kaminska
Pegged: Even more US-UK alignment
As Rachel Reeves prepares for what could be her final Mansion House speech, a far more significant story is unfolding beneath the headline.
 • Izabella Kaminska
Monetary Forces with Noelle Acheson and Izabella Kaminska
A recording from Izabella Kaminska and Noelle Acheson's live video
 • Izabella Kaminska and Noelle Acheson
48:53
Pegged: The stablecoin boom is abating
All that fanfare, but the total value of stablecoins in circulation is falling.
 • Izabella Kaminska
Monetary Forces Podcast
In this week's podcast Noelle Acheson and I talk Open USD, Robinhood blockchain, Cari Network and Hyun Song Shin's latest Unified Ledger paper.
 • Izabella Kaminska
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