Episode Details

Nathan McCauley on Anchorage Prime and Stablecoin White-Label (EP.654)
8/11/2025
On The Brink with Castle Island β†—

Key Insights

Bullish:

  • 🟒 $STABLES - Stablecoins issued by large corporations with existing customer bases are likely to succeed, particularly those with loyal customers including both buyers and sellers. This trend could strengthen USD dominance globally.
    • β€œThe people that are gonna win in stablecoins are the people with incredible distribution. So think any corporation, any large enterprise that has a loyal customer base, particularly a loyal customer base where you have buyers and sellers.” - Nathan (7:05)
    • β€œThis is going to happen, from someone who is looking at it saying, hey. This is kind of a problem for our geopolitical strategy globally. How do we counter this?” - Nathan (9:23)
  • 🟒 $INFRA - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

Bearish:

  • πŸ”» $EM - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more