Episode Details

The U.S. Finally Has Stablecoin Legislation. Can Crypto Compete With Banks? - Ep. 871
7/18/2025
Unchained

Key Insights

Bullish:

  • 🟢 $CIRCLE - Circle's USDC is well-positioned to benefit from the Genius Act, with a strong track record of regulatory compliance and a clear strategy for future growth in the regulated stablecoin market.
    • Circle's USDC and our euro denominated stablecoins were the first to comply with Mika. It would stand to reason that that we would follow the same model here in The US once the rules allowed allowed that pathway to be clear.” - Dante (17:07)
  • 🟢 $USDC - 🔒
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  • 🟢 $STABLES - 🔒
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Bearish:

  • 🔻 $TERRALUNA - 🔒
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