Episode Details

Nathan McCauley (Anchorage) on the evolving banking and custody landscape (EP.595)
2/11/2025
On The Brink with Castle Island β†—

Key Insights

Bullish:

  • 🟒 $STABLES - Bipartisan support for stablecoins as strategic US assets suggests upcoming favorable regulation, potentially leading to rapid growth and adoption of regulated stablecoins.
    • β€œThis must be a strategic asset of The United States.” - Nathan (22:06)
  • 🟒 $BANKCRYPTO - πŸ”’
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  • 🟒 $INFRA - πŸ”’
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Bearish:

  • πŸ”» $USDC - πŸ”’
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