▼Race to Bank and Distribute Stablecoin Reserves

Score history

Daily conviction score, 0 to 100. Higher means the thesis is more strongly corroborated.

Now 98 · -2 since Oct 29 · ranged 98 to 100

Showing the last few days. Unlock full score history.

Why the conviction moved

• Oct 29
  Strengthened +2

  BNB Chain's Jenner hard fork on testnet reserves 5% of every block for payments and adds a compliance-controlled token standard. Coinbase is promoting stablecoin micropayments, and Ripple projects a $900M revenue run rate. Companies are building stablecoin settlement rails into products that earn them revenue.

• Oct 28
  Strengthened +3

  Ripple won final OCC approval for a trust bank to hold RLUSD reserves. Bessent presented dollar stablecoins as a source of demand for Treasury debt. A crypto issuer now has a federal charter to custody reserves, and the administration is backing the reserve-to-Treasury pipeline.

Showing the last 2 days. Unlock the full record.

Source trail

• Supporting · October 29, 2026

  BNB Chain's Jenner Hard Fork Reserves 5% of Every Block for Payments as Payment Rails Earn Revenue for Companies More Than for Tokens

  BNB Chain's Jenner hard fork on testnet reserves 5% of every block for payments and adds a compliance-controlled token standard. Coinbase is promoting stablecoin micropayments, and Ripple projects a $900M revenue run rate. Companies are building stablecoin settlement rails into products that earn them revenue.

  Cointelegraph (Telegram)

• Supporting · October 28, 2026

  Bessent Tells Ripple Conference That Regulators Will Build the Crypto Rules Congress Did Not Pass

  Ripple won final OCC approval for a trust bank to hold RLUSD reserves. Bessent presented dollar stablecoins as a source of demand for Treasury debt. A crypto issuer now has a federal charter to custody reserves, and the administration is backing the reserve-to-Treasury pipeline.

  CoinDesk