Episode Details
| Title | A Soon-to-Be $2 Trillion Stablecoin Market? Stripe, Shopify and Banks Want In - Ep. 851 |
|---|---|
| Date | 6/13/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $CIRCLE - Circle's USDC has unique value as digital dollar infrastructure with strong network effects across multiple chains and DeFi protocols, creating a competitive advantage that's difficult to replicate.
- “Circle isn't a money market fund. It's a digital dollar infrastructure with quasi sovereign issuance rights.” - Vicky (11:34)
- “The $6,060,000,000,000 dollar circulation Circle build is, the two part. One is the, the liquidity comes in all chains. A lot of chains are that right now. So I think I have twenty twenty chains, we'll talk about integrated. And on top of that, all the, decentralized exchange or all the, liquidity provider are using USDC in some kind of way to to do the liquidity. So that's where it's the network effect that Silver has built is not easy to replace.” - Vicky (30:51)
- 🟢 $STABLES - 🔒
- 🟢 $COINBASE - 🔒