Episode Details
| Title | Ep 39 — Aggregating the Trillion Dollar Stablecoin Market with Ryne and Jay |
|---|---|
| Date | 4/23/2025 |
| Podcast | Decentralised.co ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - There's a significant opportunity in the stablecoin market due to mismatched liquidity supply and demand, with potential for massive growth as the addressable market extends beyond traditional money supply metrics.
- “We've ended up in kind of, like, this scenario where there is kind of, like, a drastic mismatch between where is Stablecoin liquidity needed and in demand versus where is it actually sitting, and who is bridging that gap.” - Ryan (20:02)
- “The addressable market for stablecoins, it's like m one, m two money supply, basically. How many dollars are there? It's actually bigger than that because there'll be prominent stablecoins that are not dollarized.” - Ryan (13:48)
- “We view stables as, like, a critical part of the interop solution.” - Ryan (20:20)
- 🟢 $ECO - 🔒