Episode Details
Title | Nathan McCauley on Anchorage Prime and Stablecoin White-Label (EP.654) |
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Date | 8/11/2025 |
Podcast | On The Brink with Castle Island β |
Key Insights
Bullish:
- π’ $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.
- βThe 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.β - Nathan (7:05)
- βThis 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?β - Nathan (9:23)
- π’ $INFRA - π
Bearish:
- π» $EM - π