Stablecoin growth will erode bank deposits, says ECB’s Cipollone

Summary

ECB Executive Board member Piero Cipollone warned that broader stablecoin use could weaken commercial banks by pulling retail deposits away. In a speech in Rome, he said digital payments are changing banking and making Europe more dependent on non-European payment infrastructure. He argued that banks are already losing fee income and customer transaction data to mobile payment firms. Cipollone said a digital euro could help protect banks’ role in payments while keeping public money central in the system. The ECB has chosen 36 payment service providers for a 12-month digital euro pilot due to start in the second half of 2027. The pilot will test how a retail central bank digital currency could work across the euro area before any issuance decision, which could come as early as 2029.