New developments in U.S. cryptocurrency policy have emerged. White House crypto chief David Sacks confirmed that the Senate plans to review the CLARITY Act in January 2026. What does this mean? Stablecoins could become significant holders of U.S. Treasury bonds—a noteworthy signal worth analyzing.

The underlying logic is actually simple: dollar hegemony is extending onto the blockchain. In traditional finance, U.S. Treasuries are the pillar of the dollar's strong position. When digital dollars like stablecoins are widely adopted on the blockchain, purchasing Treasuries becomes a new channel—both consolidating the dollar's dominance in the on-chain ecosystem and providing the government with new debt buyers.

What does this mean for the stablecoin sector? Clarified regulations, expanded application scenarios, and deeper integration with the sovereign financial system. In simple terms, stablecoins are moving from their wild, unregulated growth phase into a more institutionalized and compliant stage. This is an important turning point for both project teams and participants.