Agora's Nick van Eck says GENIUS Act pulled stablecoin demand forward by 3 to 5 years "We obviously operate a stablecoin business. What we've seen over the last year is the asset class is really maturing. Stablecoins and the growth of that sector is completely separate from what is happening in the risk assets of crypto." "With the stablecoin market, GENIUS really pulled forward enterprise demand, I would say, by 3 to 5 years when that passed. And that was the big surprise." "I certainly didn't think we were going to get the most important piece of banking legislation in my lifetime, 6 months into a new president's term, given what had been happening in the prior administration." "We are seeing enterprises across the spectrum race to adopt stablecoins. Whether it's telecom companies, global mobility businesses, traditional hotels." "That market is accelerating and heating up, I would say probably at a much higher rate than what is happening with regards to Bitcoin and other risk assets."