Episode Details
| Title | After a Summer of Stablecoins, What’s Next? |
|---|---|
| Date | 9/2/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins have significant potential for use as dollar savings products outside the US and for remittances, potentially disrupting traditional banking.
- “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)
- “What these banks are looking to do is to a lower their funding costs. And if they have people holding stable coins, there's reasons to think that that can be cheaper than having to hold an actual bank deposit.” - Brian (8:19)
- 🟢 $USDC - 🔒
- 🟢 $TREASURIES - 🔒
Bearish:
- 🔻 $TRADFI - 🔒
- 🔻 $STABLES - 🔒