Episode Details

Ep 39 — Aggregating the Trillion Dollar Stablecoin Market with Ryne and Jay
4/23/2025
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 - 🔒
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