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RWP 25-15, October 2025

With the passage of the GENIUS Act of 2025, stablecoins are poised to play a greater role in the U.S. financial system. Although very similar to bank deposits, stablecoins lack the government guarantees offered for bank deposits in the form of deposit insurance. This paper is the first to analytically derive the price of hypothetical “deposit” insurance for stablecoins. The price of this insurance is shown to be a function of the volatility of the stablecoin’s price (the price of debt), reflecting Merton’s (1977) deposit insurance pricing model. Empirical estimates of the price of stablecoin insurance are developed in a novel way: using the high frequency data on the spot-price of issuer debt that is available for stablecoins, but not for bank deposits.

JEL Classifications: G21, G23, G28, G29

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Stefan A. Jacewitz

Assistant Vice President

Stefan Jacewitz serves as an Assistant Vice President and economist at the Federal Reserve Bank of Kansas City, where he is the oversight officer of the Banking and Financial Ma…

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