Editorial archiveSource-backed stablecoin analysis

Articles

Material stablecoin developments that deserve explanation but do not, by publication alone, alter the canonical registry. Confirmed facts, unresolved questions, interpretation, and SOG treatment stay visibly separate.

Published articles
11
Canonical changes from publication
0
Latest publication
September 26, 2026
Editorial boundary
Analysis ≠ registry promotion

Latest articles

Read the analysis surface, then follow canonical stablecoin, organization, event, and evidence pages when a development crosses the registry threshold.

ArticleScopePublishedTreatment

SoFiUSD Goes Live for Mastercard Settlement Across SoFi’s $25 Billion Card Program

SoFi and Mastercard moved SoFiUSD settlement from a March plan into live production across SoFi Bank’s debit and credit card program. SOG records the change as a payment-settlement adoption event without changing SoFiUSD’s reserve or redemption state.

Payments and settlementSeptember 26, 2026Canonical event update + analysis

Binance Invests $100 Million in Circle and Renews USDC Partnership for Five Years

Binance made a $100 million equity investment in Circle and renewed its USDC partnership for five years. SOG records the distribution commitment as a canonical USDC adoption event while keeping reserve, redemption, peg and lifecycle state separate.

Distribution and exchange adoptionSeptember 26, 2026Canonical event + analysis

ESCB Pushes to Extend MiCA Stablecoin Yield Restrictions to Lending and Staking

The ESCB asks the Commission to preserve the stablecoin remuneration ban, close indirect-yield routes through lending and staking, redesign reserve-liquidity rules, and strengthen safeguards for foreign-currency stablecoins.

Regulation and stablecoin yieldSeptember 26, 2026Non-canonical analysis

World Money Rolls Out Stablecoin Super App Across 150+ Countries

World Money is becoming a broad stablecoin distribution surface. SOG separates the 150+ country app rollout from asset-, country- and function-specific access claims, and reviews USDC, local stablecoins, Stripe funding and Morpho-powered Earn.

Payments, distribution and market accessSeptember 22, 2026Non-canonical analysis

ECB Launches Pontes for Central-Bank-Money Settlement of Tokenised Assets

Pontes is live as a Eurosystem bridge between tokenised wholesale transactions and central bank money. SOG explains how stablecoins fit, what the launch does not change, and why it is separate from the retail digital euro pilot.

Settlement infrastructureSeptember 21, 2026Non-canonical analysis

JPYC on Upbit: Price Dislocation, Issuance Interruption, and Recovery

JPYC began Upbit trading, briefly diverged sharply from its yen reference, and saw short-lived JPYC EX issuance-reservation interruptions on Ethereum and Polygon before both recovered.

Market access and operationsSeptember 20, 2026Canonical event + market-access update + analysis

Circle Launches Arc Mainnet With USDC as Network Gas

Arc public mainnet launched with native USDC integration and USDC-denominated network fees. SOG records the Arc deployment separately from USDC lifecycle, reserve, and redemption status.

Stablecoin infrastructureSeptember 20, 2026Canonical deployment update + analysis

JPYR Market Access Tightens After BTSE Delisting and IZAKA-YA Japan Exit

BTSE delisted JPYR and disabled deposits and trading while IZAKA-YA announced a Japan-facing service exit. SOG explains why the evidence supports a restricted lifecycle without establishing depeg, reserve failure, or issuer-redemption failure.

Market access and lifecycleSeptember 20, 2026Canonical event analysis

MoneyGram Adds Visa Spending to Its Stablecoin Balance With New Card

MoneyGram is extending its app-based stable-dollar balance into everyday Visa spending. The article separates the confirmed payment expansion from unresolved questions around MGUSD and card infrastructure.

Payments and distributionSeptember 11, 2026Non-canonical analysis

Ethereum Hegotá Targets ERC-20 Gas Payments: What EIP-8141 Means for Stablecoins

Frame Transactions are the locked-in execution-layer headliner for Hegotá. The article separates ERC-20 fee sponsorship from direct stablecoin-denominated protocol gas and explains the stablecoin payment UX implications.

Ecosystem infrastructureSeptember 8, 2026Non-canonical analysis

21 Financial Institutions Plan Joint Stablecoin Venture, Targeting USD Launch in H1 2027

MUFG, Goldman Sachs, Bank of America, Citi and other institutions have committed to establish a new company. The article separates confirmed plans from the still-unidentified stablecoin product.

Institutions / market structureSeptember 2, 2026Non-canonical analysis

SoFiUSD Goes Live for Mastercard Settlement Across SoFi’s $25 Billion Card Program

SoFi and Mastercard moved SoFiUSD settlement from a March plan into live production across SoFi Bank’s debit and credit card program. SOG records the change as a payment-settlement adoption event without changing SoFiUSD’s reserve or redemption state.

Payments and settlement · September 26, 2026 · Canonical event update + analysis

Binance Invests $100 Million in Circle and Renews USDC Partnership for Five Years

Binance made a $100 million equity investment in Circle and renewed its USDC partnership for five years. SOG records the distribution commitment as a canonical USDC adoption event while keeping reserve, redemption, peg and lifecycle state separate.

Distribution and exchange adoption · September 26, 2026 · Canonical event + analysis

World Money Rolls Out Stablecoin Super App Across 150+ Countries

World Money is becoming a broad stablecoin distribution surface. SOG separates the 150+ country app rollout from asset-, country- and function-specific access claims, and reviews USDC, local stablecoins, Stripe funding and Morpho-powered Earn.

Payments, distribution and market access · September 22, 2026 · Non-canonical analysis

ECB Launches Pontes for Central-Bank-Money Settlement of Tokenised Assets

Pontes is live as a Eurosystem bridge between tokenised wholesale transactions and central bank money. SOG explains how stablecoins fit, what the launch does not change, and why it is separate from the retail digital euro pilot.

Settlement infrastructure · September 21, 2026 · Non-canonical analysis

JPYC on Upbit: Price Dislocation, Issuance Interruption, and Recovery

JPYC began Upbit trading, briefly diverged sharply from its yen reference, and saw short-lived JPYC EX issuance-reservation interruptions on Ethereum and Polygon before both recovered.

Market access and operations · September 20, 2026 · Canonical event + market-access update + analysis

Circle Launches Arc Mainnet With USDC as Network Gas

Arc public mainnet launched with native USDC integration and USDC-denominated network fees. SOG records the Arc deployment separately from USDC lifecycle, reserve, and redemption status.

Stablecoin infrastructure · September 20, 2026 · Canonical deployment update + analysis

JPYR Market Access Tightens After BTSE Delisting and IZAKA-YA Japan Exit

BTSE delisted JPYR and disabled deposits and trading while IZAKA-YA announced a Japan-facing service exit. SOG explains why the evidence supports a restricted lifecycle without establishing depeg, reserve failure, or issuer-redemption failure.

Market access and lifecycle · September 20, 2026 · Canonical event analysis

MoneyGram Adds Visa Spending to Its Stablecoin Balance With New Card

MoneyGram is extending its app-based stable-dollar balance into everyday Visa spending. The article separates the confirmed payment expansion from unresolved questions around MGUSD and card infrastructure.

Payments and distribution · September 11, 2026 · Non-canonical analysis

Editorial boundary

Articles can cover important infrastructure, regulation, institutions, and market structure before a specific stable asset qualifies for a canonical record change.