Episode Details
| Title | Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench |
|---|---|
| Date | 6/11/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins could disrupt traditional payment rails by significantly reducing transaction costs, potentially offering a more efficient alternative to current credit card systems.
- “I think Stripe is thinking about that and understanding, can you bring, and this is not inside baseball, but if someone does need the credit side of the credit card transaction, can you add a Klarna to the stack? Right? Klarna and Stripe are already working together. Can they add 40 bips on the credit side? And now you're looking at 65 bips with credit involved as opposed to 350 bips.” - Robert (37:17)
- 🟢 $USD - 🔒
- 🟢 $ECNY - 🔒
Bearish:
- 🔻 $ADTECH - 🔒
- 🔻 $TRADFI - 🔒