Episode Details

Weekly Roundup 04/11/25 (Tether’s new stablecoin, Signature, dedollarization, DoJ disbands crypto team) (EP.612)
4/11/2025
On The Brink with Castle Island β†—

Key Insights

Bullish:

  • 🟒 $STABLES - Stablecoins are seen as more functional and able to reach places where traditional financial systems can't, with a focus on their use in international aid and remittances. Stablecoin-focused layer ones and layer twos are expected to be a significant theme for the rest of the year.
    • β€œAs long as someone's willing to accept the stablecoin, you can actually remit those funds. So it's a it's a really fascinating case study in why stablecoins are this just more I don't know. I would say more functional, but they're able to get their tendrils into places where the financial system can't reach.” - Nic (5:40)
    • β€œStablecoin focused layer ones and layer twos are definitely going to be a theme for the rest of the year.” - Matt (7:41)
  • 🟒 $HIDDENROAD - πŸ”’
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  • 🟒 $SOL - πŸ”’
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  • 🟒 $USDT - πŸ”’
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  • 🟒 $GOLD - πŸ”’
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Bearish:

  • πŸ”» $BTC - πŸ”’
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  • πŸ”» $DEDOLLAR - πŸ”’
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