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Investors Urged Caution on Risks of Private Stablecoins Like CBDCs

Risks and Regulatory Challenges of Privately-Issued Stablecoins Amid Growing Market and Legislative Debate

  • Privately-issued stablecoins carry similar risks to central bank digital currencies (CBDCs), plus additional unique risks.
  • Overcollateralized stablecoins face risks of bank runs if many holders redeem simultaneously.
  • Algorithmic and synthetic stablecoins risk losing their dollar-peg during market volatility or crypto derivative crashes.
  • The stablecoin market capitalization exceeded $300 billion in October 2025.
  • Legislation like the GENIUS stablecoin bill has sparked debate about risks of surveillance and control linked to digital currencies.

Privately-issued stablecoins present risks comparable to central bank digital currencies (CBDCs), along with their own specific challenges, according to Jeremy Kranz, founder and managing partner of a venture capital firm. Kranz described these stablecoins as “central business digital currency,” highlighting that they include surveillance, programmability, and control features similar to CBDCs.

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Kranz explained that if a large financial institution such as JP Morgan issued a dollar stablecoin, it could enforce rules under laws like the Patriot Act to freeze funds or restrict access for certain users. Overcollateralized stablecoins, which back tokens with cash and short-term government securities, risk bank runs if many owners try to redeem tokens simultaneously.

Algorithmic and synthetic stablecoins rely on software or complex trading strategies to maintain their dollar value peg. These types face risks like de-pegging due to market volatility or sudden crashes in cryptocurrency derivatives markets. Kranz emphasized that technology itself is neutral, but investors must carefully read terms and understand risks to make informed decisions.

The stablecoin market capitalization surpassed $300 billion in October 2025, according to data from DeFiLlama. Interest in stablecoins grew following the passage of the GENIUS stablecoin bill in the United States, which has received mixed reactions from lawmakers.

U.S. Representative Marjorie Taylor Greene criticized the bill as a “CBDC Trojan Horse,” stating on social media that it regulates stablecoins but also paves the way for a central bank digital currency. She warned the bill could lead to a cashless society where governments could control citizens’ ability to buy and sell through digital currency.

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These developments come as the stablecoin sector rapidly evolves, creating significant opportunities and risks due to fast technological advances in crypto and tokenization. Investors face a complex environment requiring careful assessment of both financial products and regulatory landscapes.

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