Stablecoins could cause bank runs in emerging markets, crash EM currencies, and lower US mortgage rates, all at the same time. Standard Chartered's head of digital assets research explains the mechanics. Tune in to know more ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:37 – $50K Bitcoin? 02:36 – Iran Conflict And Flows 03:19 – Stablecoin Rails In Wartime 04:50 – $BTC vs. Gold & Equities 07:30 – Oil Shock, 2026 Playbook 08:22 – Pricing In Rate Hikes Globally 10:09 – Genius Act, Stablecoins: Threat To Banks 11:29 – Indirect Yield: BofA vs. Coinbase 13:11 – Cynthia Lummis's Legislative Update 14:20 – Banning Passive Yield 15:26 – The SEC’s Taxonomy For Crypto 16:55 – SEC/CFTC Jurisdiction 17:58 – TradFi To Slowly Enter $BTC 18:42 – Trillion-Dollar Stablecoin Inflow 20:02 – 2/3rds Of Stablecoins Are For Savings 21:47 – How Stablecoins Backstop US Debt 23:25 – Sponsor: Nexo 24:03 – Why Global Firms Need Stablecoins 27:42 – Tokenized Funds, 24/7 Liquidity 29:30 – $750B Tokenized Money Markets 31:27 – $2 Trillion Tokenization Forecast 32:32 – Banks & DeFi Meeting In The Middle...