Episode Details

Isha Varshney (Celo) on Stablecoin Adoption Across Markets (EP.631)
6/4/2025
On The Brink with Castle Island

Key Insights

Bullish:

  • 🟢 $MOBILEMONEY - Mobile money solutions like M-Pesa are revolutionizing financial access in emerging markets, providing banking services without traditional bank accounts and addressing security concerns related to cash hoarding.
    • Even to get a bank account is really, really difficult. So what are you left with? And you're hoarding cash in your house and crime levels are so high. That's why M-Pesa was so revolutionary because you're like, oh, now I get access to banking without actually having to go to a bank.” - Isha (10:07)
    • Mpasa is just starting up and it's just proliferating the market. And so you're thinking about in Nairobi, even today, I just carry my phone. And I know that's happening more and more in The US where you use Apple Pay everywhere. But in Nairobi, I've been doing this for years. You just take your phone and you have M Pesa on your phone and then that's it.” - Isha (4:50)
  • 🟢 $REMITTANCE - 🔒
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  • 🟢 $USDT - 🔒
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  • 🟢 $CELO - 🔒
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