Episode Details
| Title | Companies Are Competing to Bring Crypto to the Masses. Who Is Best Positioned? - Ep. 889 |
|---|---|
| Date | 8/21/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $STRIPE - Stripe is seen as having significant potential in the crypto payments space, with possible integration of USDC in their payment processing, which could boost both Stripe's position and USDC adoption.
- “I think Stripe is probably one of the ones that has maybe the potential largest asymmetric upside for for the space specifically.” - Brandon (23:41)
- “I think the answer depends and I think they'll do this because it's more advantageous for them to do this. If Stripe flips a switch and everything runs through like a dollar and then auto converts to a stablecoin, it's going to really be hard to beat that just naturally on volume because they can convert all their volume into stablecoin volume.” - Luca (45:06)
- 🟢 $PHANTOM - 🔒
- 🟢 $HOOD - 🔒
- 🟢 $USDC - 🔒
- 🟢 $WORLDLIB - 🔒
Bearish:
- 🔻 $COIN - 🔒
- 🔻 $PYPL - 🔒