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Chronicles

The story behind the story

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The Trump family's World Liberty Financial says its entity World Liberty Trust applied for a US banking license, which would let it issue the USD1 stablecoin

Critics have said World Liberty and its stablecoin pose a major conflict of interest for President Trump

Wall Street Journal Vicky Ge Huang

Context & Ripple Effects

World Liberty Financial introduced USD1 as a dollar-pegged stablecoin before setting out a broader crypto-finance strategy, including a reported effort to create a listed treasury vehicle for its WLFI token. The banking-license application is a bid to put the stablecoin’s issuance inside a more formal U.S. financial-services structure.

The move also follows USD1’s use in the reported MGX investment in Binance, an episode that sharpened ethical concerns around a business tied to the president’s family. Critics’ conflict-of-interest claims make the licensing process itself consequential, not merely the eventual outcome.

First-order effects

  • World Liberty Trust has moved from promoting USD1 to seeking authority that it says would permit it to issue the stablecoin; the application does not itself confer a license.
  • World Liberty Financial and the Trump family will face heightened scrutiny over the separation between the venture’s commercial interests and presidential power.

Second-order effects

  • A license decision could shape how counterparties assess USD1: approval would give the project a more formal operating footing, while denial or delay would preserve uncertainty around its issuance model.
  • Other stablecoin issuers and crypto platforms will be watching whether a politically connected sponsor can pursue a bank-based route, intensifying debate over equal treatment and oversight.

Third-order effects

  • The episode tests whether stablecoin issuance increasingly migrates toward bank-chartered entities rather than remaining primarily a crypto-platform function.
  • If similar applications proliferate, the sector’s legitimacy gap may hinge as much on governance and conflicts safeguards as on reserve and technology design.

The trend: Stablecoin sponsors are seeking conventional financial charters to turn crypto payment products into more institutionally accepted financial infrastructure.

Discussion

  • @grahamsteele Graham Steele on bluesky
    Today, the Trump family's crypto company applied for a banking charter.  —  The application should be denied, but there's realistically no way Trump-appointed regulators will do that.  This charter will help the president profit from the recently passed stablecoin law.  —  www.ws…