Episode Details

Weekly Roundup 06/13/25 (Stripe buys Privy, Stablecoin FUD, Rogue Traders) (EP.633)
6/13/2025
On The Brink with Castle Island β†—

Key Insights

Bullish:

  • 🟒 $CRYPTOCREDIT - There's significant potential in the crypto credit industry, with various use cases including cash loans against Bitcoin collateral. The first company to scale a credit fund in this space could be highly profitable.
    • β€œWhoever does the scaled credit fund in this industry is going to make a zillion dollars. Can we agree on that? Just think about all of these use cases for credit, whether it's cash, loans against Bitcoin collateral.” - Nick (32:07)
  • 🟒 $STABLES - πŸ”’
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  • 🟒 $MSTR - πŸ”’
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  • 🟒 $SOL - πŸ”’
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  • 🟒 $CIRCLE - πŸ”’
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Bearish:

  • πŸ”» $GME - πŸ”’
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