Episode Details
| Title | Wyatt Lonergan and Juan Lopez (Vaneck Ventures) on Stablecoin Adoption and The Institutionalization of Crypto (EP.611) |
|---|---|
| Date | 4/9/2025 |
| Podcast | On The Brink with Castle Island ↗ |
Key Insights
Bullish:
- 🟢 $DEFI - DeFi is seen as a promising sector, with innovative products like Super USDC offering optimized yields across multiple lending pools, indicating potential for growth and efficiency in decentralized finance.
- “We have another portfolio company, Superform, that created a tokenized product called Super USDC. Super USDC, you deposit USDC, they take that and spread it across four lending pools or the deepest liquidity lending pools for USDC, and it auto rebalances for you so you always get the best yield.” - Wyatt (26:49)
- 🟢 $STABLES - 🔒
- 🟢 $TOKENIZED - 🔒
- 🟢 $B2BPAY - 🔒
Bearish:
- 🔻 $BANKS - 🔒
- 🔻 $WU - 🔒