Standard Chartered has issued a warning that up to $500 billion could leave U.S. banks by 2028 as customers increasingly turn to stablecoins and the broader crypto ecosystem. Geoff Kendrick, the bank's global head of digital assets research, highlights that easing regulatory environments are enabling crypto companies to compete with traditional financial institutions, potentially siphoning off deposits.
Kendrick notes that regional banks are particularly vulnerable due to their reliance on net interest income from deposits. He identifies Huntington Bancshares Inc., M&T Bank Corp., Truist Financial Corp., and Citizens Financial Group Inc. as the most at-risk institutions. The rise of USD-pegged stablecoins, which offer low-cost, near-instant settlement, is seen as a major factor driving this shift, with their market cap now exceeding $300 billion.
Standard Chartered Warns $500 Billion Could Exit U.S. Banks Due to Stablecoin Shift
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