Research

How do Households Suppress the Price of Tail Risk? with Laurent Calvet, Claire Célérier, Boris Vallée

Best Conference Paper Prize, Paris December Finance Meeting 2025. Formerly circulated as “The Price Effects of Innovative Security Design.”

What Drives Liquidity on Decentralized Exchanges? Evidence from the Uniswap Protocol with Brian Z. Zhu, Dingyue Liu, Xin Wan, Ciamac C. Moallemi, Brad Bachu
Risk-based Capital for Stable Value Tokens with Dan Fishman, Jeremy Fox-Geen

The Token Capital Adequacy Framework (TCAF) — risk-based capital for stablecoin issuers.

What Drives Crypto Asset Prices? with Austin Adams, Markus Ibert
Beyond Speculation: Payment Stablecoins for Real-time Gross Settlements with Thomas Hadeed, Ziming Zeng

Best Paper Award, D.C. Fintech Week 2023.

On-Chain Foreign Exchange and Cross-Border Payments with Austin Adams, Mary-Catherine Lader, David Puth, Xin Wan

Distributed-ledger trading and settlement of FX on public blockchains.

Macroprudential Considerations for Tokenized Cash

Blockchain evidence on the use and financial-stability risks of tokenized cash.

Stablecoins: Growth Potential and Impact on Banking with John Caramichael — Federal Reserve International Finance Discussion Papers, Jan 2022
U.S. Dollar Currency Premium in Corporate Bonds with John Caramichael, Gita Gopinath — IMF Working Paper 2021/185, Jul 2021

Isolates a dollar currency premium from corporate bonds issued in dollars and euros by firms outside both blocs.

U.S. Banks and Global Liquidity with Ricardo Correa, Wenxin Du

Ample reserves are key to global banks’ dollar lending in money markets.

The Hedging Channel of Exchange Rate Determination RFS with Tony Zhang — Review of Financial Studies, 38(1), 2025 · Editor's Choice

Currency hedging links external imbalances to exchange rates, the cross-currency basis, and option skew.

Rare Disaster Probability and Options Pricing JFE with Robert Barro — Journal of Financial Economics, 2021

Disaster probabilities extracted from option prices. Updated U.S. series: /data/spx_disaster_prob_march2021update.csv

Credit Migration and Covered Interest Rate Parity JFE — Journal of Financial Economics, 2020
Asset Price Dynamics in Partially Segmented Markets RFS with Robin Greenwood, Samuel Hanson — Review of Financial Studies, 2018
Rethinking Operational Risk Capital Requirements JFR with Peter Sands, Yueran Ma — Journal of Financial Regulation, 2018
AMP: Arc Multi-Proposer Protocol with Bounded Inclusion Guarantees with Daniel Cason, Sergio Mena, Nenad Milošević, Adi Seredinschi, Alessandro Sforzin, João Sousa, Preston Vander Vos — arXiv (cs.DC), May 2026

Multi-proposer consensus with bounded transaction-inclusion guarantees, developed for Arc.

Circle’s Post-Quantum Security Roadmap with Mira Belenkiy, Duc V. Le, Vipin Singh Sehrawat, Dragos Rotaru, Sergey Gorbunov, Milap Sheth, Jay Logelin, Anthony De Abreu, Dan Boneh — Circle, May 2026

Securing blockchains, smart contracts, and digital assets for the quantum era.

Securely Embedding Messages in Transaction Records in Blockchain Systems with Mira Belenkiy — U.S. Patent 12,430,638, Sep 2025

Granted September 2025; assigned to Circle.

Arc: An Open Layer-1 Blockchain Purpose-Built for Stablecoin Finance with Rachel Mayer, Adrian Soghoian, Sanket Jain, Erik Tierney — Circle, Aug 2025

Litepaper: USDC as native gas, deterministic sub-second settlement finality, and opt-in privacy.

Transaction Proximity: A Graph-Based Approach to Blockchain Fraud Prevention with Ziming Zeng, Mira Belenkiy, Jacob Hirshman — arXiv, May 2025

Fraud deterrence from transaction-graph proximity while preserving blockchain openness.

Average Marginal Income Tax Rates in New Zealand, 1907–2009 with Debasis Bandyopadhyay, Robert J. Barro, Jeremy Couchman, Norman Gemmell, Fiona McAlister