Episode Details
| Title | The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private |
|---|---|
| Date | 2/21/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins are gaining traction, particularly in cross-border transactions and corporate treasury management, with USDC emerging as a leading option.
- “Stablecoins are finally happening, and they're really useful. Like, we followed crypto for a long time. The Bitcoin white paper dropped in 02/2008, the year before we started working on Stripe. And so it's been funny where Stripe and crypto have grown up together.” - Patrick (6:50)
- “The behavior we're seeing right now is that stablecoins are most interesting and seeing most adoption where there is some cross border component. And so you need to manage corporate treasury around the world. You want to send remittances to people in other countries.” - Patrick (8:05)
- “The point is if you turn on stablecoin acceptance with, you know, for for all in, today that'll use USDC.” - John (12:22)
- 🟢 $DOLLARRESERVE - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $AIINFRA - 🔒
- 🟢 $STRIPE - 🔒
Bearish:
- 🔻 $MEME - 🔒