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A private space for us to converse and connect about stablecoins, CBDCs and more.
Nov 3
•
Izabella Kaminska
Rebrand announcement
Cash Equivalence is now The Peg.
Nov 3
•
Izabella Kaminska
1
The Weekly Peg: The Lugano download (3/3)
What we learned at ‘Plan B’, including how Tether plans to transform itself into a 'stable company' and why it's steamrolling into gold, land, and…
Nov 2
•
Izabella Kaminska
4
The Weekly Peg: The end of usury? (2/3)
Will stablecoins initiate a new era of (biblically compliant) zero-interest finance, or are workarounds already in the making?
Nov 1
•
Izabella Kaminska
2
October 2025
The Weekly Peg: Stablecoin crackdowns (1/3)
EU targets Russia's A7A5, ESRB calls for bans, plus lots of chart porn.
Oct 26
•
Izabella Kaminska
3
From stablecoins to 'stabilization fund-like mechanisms'
Perhaps there's a reason why James Bond has a license to gamble with Treasury money in Casino Royale?
Oct 19
•
Izabella Kaminska
2
The Weekly Peg: Regulators strike back
The FSB raises the alarm over stablecoin asset concentration at the very short end of the yield curve and the potential for stablecoins to trigger…
Oct 19
•
Izabella Kaminska
2
Unstablecoins: Why the silver squeeze hints at a dollar liquidity shortage
Rather than being a sign of an imminent fiat money collapse, however, the dash for bullion implies China needs collateral to shore up the yuan.
Oct 15
•
Izabella Kaminska
1
2
Analysis: The great Ethena de-pegging (or not?)
Slowly then suddenly, stablecoin edition.
Oct 14
•
Izabella Kaminska
2
Crypto bloodbath: the stablecoin fallout
Looks like it was a close one for the Delta-One coins like Ethena’s USDe.
Oct 11
•
Izabella Kaminska
The Weekly Peg: Delta-one strategies are go
Plus, Hyperliquid's Jeff Yan argues perps are superior instruments. Meanwhile, tokenized deposits dealing in stablecoins are coming to Japan.
Oct 10
•
Izabella Kaminska
Stablecoins as stablization programs for the West
The Genius Act is about more than separating credit functions from payment float. It's a form of forward guidance that says, 'You can trust us, because…
Oct 9
•
Izabella Kaminska
6
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