Regulation· ★★★★· neutral·

White House prepares tools to back CLARITY Act on stablecoins

  • The CEA published an interactive model on September 15, 2026
  • Model: a $54.4 billion outflow from stablecoins yields only $2.1 billion in lending
  • Net welfare losses are estimated at $800 million, a ratio of 6.6
  • The GENIUS Act has barred issuers from paying yield since July 2025
Why it matters: The outcome of the stablecoin yield dispute will shape the rules for USDT, USDC and the U.S. banking sector.
Source: Coincu