THE STABLECOIN - November 2026 is out
Stablecoins have moved into the apps we already use.
In October, Samsung began building USDC into Samsung Wallet for 82 million US Galaxy devices, with Solana, Coinbase and Bastion. HSBC put RedCoin live on PayMe for 3.3 million users in Hong Kong. Western Union picked Noah to run its stablecoin payments network. Mastercard and BVNK launched a global money platform, and Visa Direct moved stablecoin payouts into production. Meanwhile, Europe named USDC its first significant e-money token, and the OCC finalised the GENIUS Act rulebook.
The new issue reads the whole month as one story: the token is disappearing into the product. Inside the issue:
π° Main News: The Distribution Layer. Phone wallets, bank-issued coins, card networks packaging stablecoins, Europe's first systemic token, central banks choosing their seats and remittance giants re-plumbing.
π Reports & Whitepapers. 40 reports from the IMF, BIS, FSB, central banks, research houses and issuers.
βοΈ The Article: The Rulebook for America's Digital Dollar. What the OCC's 721-page Final Rule changed on yield, liquidity and capital, what it held firm on, and what every issuer must do before 18 January 2027.
π° Deals of the Month. 41 transactions and ~$1.37B across venture, strategic investment, M&A and public markets.
π Data Hub. Supply, tokens, chains, venues and transaction geography, the month every headline number fell.
π The Stablecoin Playbook. Six explainers: owning the stack, the stablecoin card stack, euro stablecoins in 2026, LATAM's regulatory map, crypto Γ TradFi M&A, and what it takes to launch a stablecoin payment product.
π
Event Calendar. 10 conferences from November 2026 into 2027 across Asia, the Middle East, North America, Europe and Africa.
The month in four numbers:
- 82M US Galaxy devices getting stablecoins inside Samsung Wallet
- 3.3M PayMe users who can now pay with HSBC RedCoin
- USDC becomes the EU's first significant e-money token
- $1.2B in monthly stablecoin card spending, tripled in a year
The question is no longer whether stablecoins will be used. It's whose app they will live in.
As always, I'm already working on the next edition.
If you're:
- building in this space,
- publishing research,
- launching a product,
- or have insights worth sharing,
feel free to reach out. I'm always looking to feature high-quality research, industry perspectives, and companies building the next generation of financial infrastructure.
And yes - sponsorship opportunities are open for future issues.
#stablecoin #fintech #payment