Episode Details

Andrew MacKenzie (Agant) on British Pound Stablecoins (EP.626)
5/21/2025
On The Brink with Castle Island

Key Insights

Bullish:

  • 🟢 $STABLES - Bullish on GBP stablecoins and stablecoin infrastructure, as Agant positions itself as a fintech company leveraging blockchain technology to provide comprehensive stablecoin solutions beyond just token issuance.
    • We very much view ourselves as a fintech that integrates and utilizes blockchain technology as opposed to a crypto business.” - Andrew (7:00)
    • I think there's a requirement for stablecoin issuers to not just be an issuer and to be a really good quality infrastructure provider as well.” - Andrew (28:54)
  • 🟢 $UKFINTECH - 🔒
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Bearish:

  • 🔻 $UKRETAILBANKS - 🔒
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