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Chronicles

The story behind the story

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Nine banks including Goldman Sachs and Barclays join financial tech firm R3 to build a framework for using blockchain tech in the markets

Jemima Kelly / Reuters :

Reuters Jemima Kelly

Context & Ripple Effects

Banks had spent the summer circling the technology after more than a dozen big banks and tech firms began investigating blockchain in June 2015; today's move converts that exploratory phase into an organized consortium, with R3 as the shared vehicle and Goldman Sachs and Barclays among its founding nine members.

The structure matters because it is cooperative rather than proprietary: instead of each bank building alone, they pool research on one framework. The later arc confirms the model had legs — R3 went on to raise $107M from more than 40 investors including Intel, HSBC and Bank of America Merrill Lynch, and parallel alliances like the 75-bank JPMorgan, RBC and ANZ interbank payments group followed the same consortium playbook.

First-order effects

  • The nine founding banks, including Goldman Sachs and Barclays, gain first-mover influence over how distributed ledger standards are written for markets — everyone else joins on terms already set.
  • R3 becomes the de facto coordination point between Wall Street and blockchain developers, with a mandate and membership base it did not have before today.

Second-order effects

  • Banks outside the consortium face pressure to affiliate quickly or risk being locked out of whatever market framework emerges — the same dynamic that later drew 40+ investors into R3's funding round.
  • Vendor-led alternatives now have a well-capitalized rival: when Bank of America, Santander and RBC built their cross-border payments network, they chose Ripple's ledger, so R3's framework competes head-to-head for which technology banks standardize on.

Third-order effects

  • Market plumbing — settlement, clearing, interbank transfers — is drifting toward shared, consortium-governed ledger infrastructure rather than either bilateral builds or public blockchains; the pattern holds across R3's growth, the UBS-led settlement venture, and the 75-bank payments alliance.
  • If consortium frameworks become the norm, competitive differentiation among large banks shifts from owning the rails to controlling applications and data on top of them.

The trend: Banking infrastructure is consolidating around multi-bank consortia building shared distributed-ledger frameworks, turning what was a speculative experiment in 2015 into standing industry structure.