Episode Details

Building the Future of Global Payments | Paul & Zaheer
4/14/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $PLASMA - Plasma is positioned as a superior infrastructure solution for stablecoins, addressing the limitations of current systems and targeting a massive market opportunity.
    • β€œI think you have this very unique combination of kind of the the most massive, most kind of clear TAM market, or just stable coins, and then infrastructure that, like, just kind of in in a path dependent way kind of ended up being the the the standard infrastructure, but isn't actually kind of the the the optimal solution for this.” - Paul (2:46)
  • 🟒 $USDT - πŸ”’
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  • 🟒 $STABLES - πŸ”’
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  • 🟒 $BTC - πŸ”’
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Bearish:

  • πŸ”» $TRX - πŸ”’
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  • πŸ”» $USDC - πŸ”’
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