The dollar is not dying; it is transforming to survive. While gold hits highs, today Tether and the U.S. Government have just changed the rules of money forever with the launch of USA₮.
This is not just another stablecoin; it is a federally regulated digital infrastructure in the U.S. under the new framework of the GENIUS Act.
The key points of today's announcement:
🏦 Issuer: Anchorage Digital Bank (the first federally licensed bank for this purpose).
⚖️ Compliance: 1:1 backing, continuous oversight, and banking standards for risk management.
🔍 Transparency: Cantor Fitzgerald acts as custodian and primary dealer, guaranteeing total visibility of the reserves from day 1.
Strategic difference:
While USD₮ remains the global tool, USA₮ is designed for U.S. institutions and their payment system. It is not legal tender but operates within the regulatory perimeter of the U.S.
Why is it a milestone for the monetary system? 🌐
We are facing "digital dollarization" as a defense weapon. The GENIUS Act allows stablecoins to absorb the debt that other countries no longer want. Backed by Treasury bonds, each USA₮ issued helps finance the U.S. deficit. It is the state using private entities to maintain the dominance of the dollar against global dedollarization.
The direct impact in Mexico 🇲🇽🇺🇸
This movement touches the most sensitive nerve of the country: remittances.
1. The tax factor: With the new 1% tax on physical remittances/checks effective from January 1, 2026, in the U.S., a regulated digital infrastructure like USA₮ is the legal and efficient escape route.
2. Inclusion: Offers 39 million Mexicans in the U.S. an alternative 90% cheaper than the traditional system.
3. Refuge: Facilitates access for savers in Mexico to a "federal seal dollar" without going through physical counters.
Tether consolidates today an unprecedented macro position:
📊 17th largest global holder of Treasury bonds.
🪙 More than 140 tons of physical gold in reserves (surpassing multiple central banks).
This news is structural 🧱.
Tokenized dollars backed by the federal government at a time when capital seeks refuge in real assets.
Concrete facts today:
• Pressured dollar 📉
• Gold and silver at highs 🪙
• The digital dollar formally enters the U.S. banking system. 💵⚖️
