Anvesan

Independent Stablecoin Think Tank

[Anvesan @anvesanorg]

https://t.co/bNcRWs5Fmq

[Anvesan @anvesanorg]

@Alek_Carter Yes. Now you need to play by the rules.

[Anvesan @anvesanorg]

https://t.co/p7hAub69SI

[Anvesan @anvesanorg]

@Eddie_Walker_ Yes, regulation is catching up everywhere

[Anvesan @anvesanorg]

@Payward https://t.co/r7CEadbF59

[Anvesan @anvesanorg]

@Payward https://t.co/r7CEadbF59

[Anvesan @anvesanorg]

https://t.co/nkJxJHjo5o

[Romeo Fardeen @romeo_fardeen]

https://t.co/HZToKwgIvB

[Romeo Fardeen @romeo_fardeen]

It just got a lot harder to stay independent in stablecoins.

This is the co-option playbook I wrote about last week.

If this consortium holds, it will have an enormous amount of leverage in stablecoin movement.

The same position Visa holds on card rails, but spanning many more layer?

So what happens to startups built on a single feature: orchestration, clearing, FX?

When one entity controls a big chunk of the flow, you need a massive moat to stay independently competitive.

For most, the easier exit is to get acquired.

Interestingly, Circle isn't a partner of Open USD.

They can't join without cannibalizing themselves.

But Circle depends heavily on Coinbase. And Coinbase is a partner in Open USD.

Can they withstand a principal partner who is actively pushing a competitor?

[Romeo Fardeen @romeo_fardeen]

https://t.co/VcQDzjmAGP

[Anvesan @anvesanorg]

🚨Anvesan Tracker

The OCC's permitted-payment-stablecoin-issuer AML/CFT and sanctions NPRM (Bulletin 2026-28) was published in the Federal Register on 2026-06-24 as document 2026-12692 (docket OCC-2026-0463), fixing the comment deadline at 2026-07-24.

The proposed text provides that an OCC-supervised issuer maintaining an effective AML/CFT program "will not be subject to an AML/CFT enforcement action or to a significant AML/CFT supervisory action, except with respect to a significant or systemic failure to implement an effective program."

[Anvesan @anvesanorg]

@standwithcrypto Exibit A

https://t.co/nzLSAcEt5M

[Anvesan @anvesanorg]

https://t.co/bNcRWs5Fmq

[Anvesan @anvesanorg]

Exibit A

https://t.co/nzLSAcEt5M

[Stand With Crypto🛡️ @standwithcrypto]

The Senate is about to adjourn for recess next week, and the Clarity Act doesn't have a scheduled floor vote.

We need all crypto advocates to continue making their voices heard. Be louder than ever — the Senate needs to hear from their voters.

Here's where things stand 👇🧵

[Anvesan @anvesanorg]

@LedgerBull1_9 That's a great move. You can access our free reports at https://t.co/CVAVfenYiO

[Anvesan @anvesanorg]

https://t.co/bNcRWs5Fmq

[Anvesan @anvesanorg]

@techandtips123 Haha, we love Charlie, RIP!

[Anvesan @anvesanorg]

@Zen_Arlo0 Yes

[Anvesan @anvesanorg]

@S4Sanjay_das The industry needs to know.

[Alek @Alek_Carter]

This is why I’m paying attention to @anvesanorg.

Most people are still looking at stablecoins like “just another crypto product.”

But the real game is much bigger:

→ Banks mocked it first
→ Then they called it risky
→ Now they’re trying to regulate it, copy it, and own the rails

Same old Wall Street playbook.

Stablecoins won’t disappear.
They’ll either stay open and competitive, or get swallowed by the same giants they were supposed to disrupt.

This breakdown is worth reading.

[Eddie Walker @Eddie_Walker_]

Stablecoins are slowly becoming one of the biggest fights in finance.

Banks ignored them at first, then mocked them, and now they are trying to control the same rails.

That tells you everything

This is no longer just about crypto payments

It is about who controls the future of money.

[Anvesan @anvesanorg]

@Soumyacatalyst Glad you liked it. You can read our reports at https://t.co/CAvCwquaH6

[Anvesan @anvesanorg]

🚨ANVESAN TRACKER

NYDFS proposed a regulation aligning New York's stablecoin framework with the federal GENIUS Act: it caps the share of reserves held at any single custodian, mandates formal risk-management programs, and gives existing New York-licensed issuers a one-year transition once the rule is final.