Episode Details
| Title | After a Summer of Stablecoins, What’s Next? |
|---|---|
| Date | 9/2/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins are seen as a promising investment, particularly for dollar savings products outside the US and for facilitating remittances, with USDC currently dominating the US market.
- “The three most interesting uses of stablecoins in real life are a, dollar savings products outside of The US. Many people believe that is the single largest ultimate use case of stablecoins.” - Brian (1:15)
- “The second is remittances. So, the idea here is this is a convenient way to avoid foreign exchange by not really transacting in a domestic currency anywhere.” - Brian (1:15)
- “So right now you really, in this country, only have one at scale, which is USDC.” - Brian (5:52)
- 🟢 $TREASURIES - 🔒
Bearish:
- 🔻 $BANKSTABLES - 🔒
- 🔻 $EM - 🔒
- 🔻 $STABLES - 🔒