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Research topic

Payments & Settlement

Cross-border payments, settlement, remittances and machine/agentic commerce.

Regulation (EU) 2023/1114 on Markets in Crypto-Assets (MiCA)

European Parliament and Council of the European Union · 2023 · Policy / legal text · Official Journal of the European Union

The EU's comprehensive crypto-asset framework; regulates stablecoins as e-money tokens (EMTs) and asset-referenced tokens (ARTs).

Key findings
  • Classifies fiat-pegged stablecoins as e-money tokens (EMTs) and multi-asset/other pegs as asset-referenced tokens (ARTs).
  • Requires issuer authorisation, adequately backed reserves, and redemption at par for holders.
  • Imposes usage/transaction caps on large non-euro tokens used widely as a means of exchange.

Stablecoins' role in crypto and beyond: functions, risks and policy

European Central Bank · 2022 · Report · ECB Macroprudential Bulletin, Issue 18

ECB assessment of stablecoin functions (trading, settlement, DeFi collateral) and their financial-stability risks.

Key findings
  • Largest stablecoins are used mainly for crypto trading, settlement and DeFi rather than real-economy payments.
  • Reserve opacity and redemption terms are key risks warranting regulation.

The future monetary system

Bank for International Settlements · 2022 · Report · BIS Annual Economic Report 2022, Chapter III

The BIS's vision of a future monetary system, assessing stablecoins and crypto against a central-bank-money core.

Key findings
  • Argues stablecoins piggyback on the credibility of central-bank money and can fragment the monetary system.
  • Positions CBDCs and tokenised central-bank money as the preferred foundation.

Report on Stablecoins

President's Working Group on Financial Markets, FDIC, OCC · 2021 · Policy / legal text · U.S. Department of the Treasury

The landmark US interagency report recommending that payment-stablecoin issuers be regulated as insured depository institutions.

Key findings
  • Recommends Congress require payment-stablecoin issuers to be insured depository institutions.
  • Identifies run risk, payment-system risk, and systemic risk / concentration of economic power as the principal concerns.
  • Set the template for subsequent US stablecoin legislation.

Investigating the impact of global stablecoins

G7 Working Group on Stablecoins · 2019 · Report · Committee on Payments and Market Infrastructures (BIS)

The G7 report that put 'global stablecoins' on the international policy agenda after Libra.

Key findings
  • Global stablecoins could pose risks to monetary sovereignty, financial stability and fair competition.
  • No global stablecoin should launch until legal, regulatory and oversight challenges are addressed.

The Rise of Digital Money

Tobias Adrian, Tommaso Mancini-Griffoli · 2019 · Report · IMF FinTech Note No. 19/01

Introduces a taxonomy of money and argues privately issued digital money (e-money / stablecoins) could rapidly displace bank deposits.

Key findings
  • Proposes a taxonomy distinguishing e-money/stablecoins from bank deposits and central-bank money.
  • Adoption of e-money could be rapid via network effects and erode bank deposit funding (disintermediation).
  • Coins the risk of 'digital dollarization' in economies with weak currencies.