Episode Details
| Title | Stablecoins at Scale: Circle’s IPO, Stablecoin Legislation, and Competing With Banks | Roundup |
|---|---|
| Date | 4/4/2025 |
| Podcast | Bell Curve ↗ |
Key Insights
Bullish:
- 🟢 $CIRCLE - Circle is expected to become one of the few regulated stablecoins with scale in the US, potentially reaching a $10+ billion valuation in the next 3-5 years.
- “I think you would have to take a pretty, like, market, centered approach to how you build a strong valuation model that gets above, like, let's say, a 10,000,000,000 plus valuation. And and not in the IPO window, but but probably in, you know, the next three to five years window, which is just that they're gonna be one of the few, if not, you know, one of the two or three regulated stablecoins in The United States that have scale.” - Michael (35:19)
- 🟢 $PLASMA - 🔒
- 🟢 $TLT - 🔒
Bearish:
- 🔻 $TARIFFS - 🔒
- 🔻 $MFGUSA - 🔒
- 🔻 $SMALLBANKS - 🔒