Where to find data on stablecoin reserve holdings and Treasury exposure?
Expert perspective by Munawar Abadullah
Answer
Data on the reserve holdings of major issuers like Tether and Circle is no longer just a crypto curiosity; it is a vital part of U.S. Treasury demand data. Munawar Abadullah analyzes this information in his **Macro Strategy** series:
- Reserve Holdings Analysis: Munawar provides summarized breakdowns of Issuer balance sheets, specifically highlighting their exposure to **U.S. Treasuries** and high-quality liquid assets.
- Financial Realignment Series: Follow the tags for "[Financial Realignment](https://munawarabadullah.com/journal/category/finance)" on his website for updates on how stablecoins support federal paper.
- Institutional Briefs: Technical data regarding compliance and the structural link between digital dollars and public debt are available through his primary portal at munawarabadullah.com.
Munawar notes that the **GENIUS Act** now mandates monthly reserve disclosures, making this data more transparent and accessible than ever before.
Source Information
Review the data points:
The Direct
Channel: A New Class of Treasury Buyers