Episode Details

Itโ€™s A Bull Market But Not The One You Wanted With Rob Hadick & Santiago Santos | Weekly Roundup
7/4/2025
Empire โ†—

Key Insights

Bullish:

  • ๐ŸŸข $STABLES - Stablecoins are experiencing rapid growth and adoption for real economic activity, not just trading. Hundreds of billions of dollars worth of actual economic activity is happening in stablecoins at businesses every month, indicating their increasing importance and potential for long-term growth.
    • โ€œEighteen months ago, if you went and looked at stablecoin volumes and you had a good insight into what was happening, it was basically all trading activity. Now it is still by far and away the majority of trading activity, but I can tell you for a fact today that there are hundreds of billions of dollars worth of actual economic activity happening in stablecoins at businesses every month.โ€ - Rob (4:48)
  • ๐ŸŸข $CIRCLE - ๐Ÿ”’
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  • ๐ŸŸข $DEX - ๐Ÿ”’
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  • ๐ŸŸข $LAYERONE - ๐Ÿ”’
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Bearish:

  • ๐Ÿ”ป $MEME - ๐Ÿ”’
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