The Daily Peg
CME considers stablecoin collateral.
Industry news
BBVA Joins Banking Consortium to Issue European Stablecoin
https://www.bbva.com/en/innovation/bbva-joins-banking-consortium-to-issue-european-stablecoin
U.S. CFTC expands pilot allowing crypto and potentially stablecoin-related assets as collateral in regulated markets
https://finance.yahoo.com/news/cftc-expands-crypto-collateral-pilot-114500440.html
Wall Street firms reportedly exploring CME-linked digital dollars and institutional stablecoin instruments
https://finance.yahoo.com/news/wall-street-eyeing-cme-coin-203807281.html
Farcaster founders join new stablecoin startup Tempo, highlighting continued venture activity in the sector
https://www.theblock.co/post/389076/farcaster-founders-dan-romero-and-varun-srinivasan-join-stablecoin-startup-tempo?
Tether strikes $150 million deal linked to gold trading platform, expanding backing and strategic partnerships
https://finance.yahoo.com/news/tether-150m-deal-gold-com-095338705.html
MegaETH foundation plans to use USDM stablecoin revenue to fund token buybacks
https://www.theblock.co/post/388914/megaeth-foundation-to-use-usdm-stablecoin-revenue-to-fund-mega-token-buybacks?
Regulation
Treasury Secretary Says Administration Removing Barriers to Bitcoin and Crypto
Senator Cynthia Lummis urges banks to adopt stablecoins despite legislative gridlock on U.S. crypto regulation
https://decrypt.co/357157/senator-lummis-banks-embrace-stablecoins-clarity-act-stalemate
Statecraft
China bans unauthorized yuan-pegged stablecoins as part of tighter digital-currency controls
https://finance.yahoo.com/news/china-bans-unapproved-yuan-pegged-075224160.html
European policymakers debate strategies to challenge U.S. dollar dominance amid concerns over payment systems and digital money
https://www.politico.eu/article/dollar-donald-trump-eu-plan-challenge-us/?
China widens crypto crackdown to restrict stablecoins and real-world-asset tokenization
https://finance.yahoo.com/news/china-widens-crypto-ban-choke-124819834.html
Former U.S. Treasury official predicts global markets will favor dollar stablecoins over central-bank digital currencies
https://www.centralbanking.com/fintech/7974974/world-will-choose-dollar-stablecoins-over-cbdcs-bessent
European officials call for alternatives to Visa and Mastercard as debates grow over payments sovereignty and digital currency rails
https://www.rt.com/business/632227-eu-needs-visa-mastercard-alternative/?
ECB’s Piero Cipollone warns rapid growth of dollar-denominated stablecoins risks weakening the euro’s role in cross-border payments as it pushes forward with a digital euro
https://www.ecb.europa.eu//press/key/date/2026/html/ecb.sp260206~dd5354fe95.en.html
Changpeng Zhao says governments increasingly exploring national-currency stablecoins as regulation fragments the global dollar-stablecoin market
https://www.newsbtc.com/news/changpeng-zhao-backs-national-currency-stablecoins-subbd-upends/
CBDCs
EU Finance Ministers to Discuss Boosting Euro via Stablecoins and Joint Debt
Sound of Da Police
Tether Freezes $544 Million in USDT Linked to Alleged Illegal Gambling in Turkey
Analysis
Tether Reported $10 Billion Profit in Nine Months, Raising Stablecoin Market Questions
Allium’s data shows USDT’s market dominance has declined from 76% in 2020 to 47% in 2026
MIT researchers warn that stablecoins rely on fragile financial and technical infrastructure as U.S. regulation expands
https://www.dci.mit.edu/projects/hidden-plumbing-stablecoins
Academic survey finds stablecoins efficient for settlement but structurally weaker than card networks for retail payments
https://arxiv.org/abs/2601.00196
Danish cbanker Signe Krogstrup warns growing use of USD stablecoins could strengthen the global dominance of the US dollar and reduce host countries’ ability to steer domestic financial and monetary conditions.
https://www.bis.org/review/r260209c.pdf
New York Fed study revisits narrow-banking debate, comparing stablecoins with tokenized deposits
https://www.newyorkfed.org/medialibrary/media/research/staff_reports/sr1179.pdf
Regional
UAE launches first central-bank-registered U.S.-dollar stablecoin, signaling institutional adoption in the Gulf
https://www.universal.ae/news/universal-launches-uaes-first-central-bank-registered-usd-stablecoin
South Africa launches ZARU stablecoin initiative, signaling growing interest in emerging-market digital currencies
https://finance.yahoo.com/news/south-africa-launches-zaru-stablecoin-090527533.html
Trump
Investigation Into Trump-Linked Business Dealings With UAE Partners and World Liberty Financial
https://www.nationalreview.com/2026/02/the-sordid-story-of-trump-the-trump-witkoff-family-business-and-the-uae
Report on UAE Royal Tahnoon’s Secret Stake in Trump-Related Crypto Venture
https://www.wsj.com/politics/policy/spy-sheikh-secret-stake-trump-crypto-tahnoon-ea4d97e8