Why Every Chain Suddenly Wants Its OWN Stablecoin - The Chopping Block скачать в хорошем качестве

Why Every Chain Suddenly Wants Its OWN Stablecoin - The Chopping Block

From Circle’s Arc to Stripe’s Tempo, Solana’s stablecoin gambit, and the rise of ‘stablecoin-as-a-service,’ the crew debates whether this flood of new stables fixes crypto’s money problem — or just fragments liquidity. 🔥 EPISODE LINK 🔥 CHECK OUT THE EPISODE LINKS AND DETAILS HERE 👉 https://unchainedcrypto.com/podcast-c... 👈 Show highlights 🔹 Arc vs. Tempo — Circle’s Arc and Stripe + Paradigm’s Tempo: stablecoin-native L1s with permissioned validator sets, stablecoin gas, privacy, and FX engines. 🔹 Will FX Ever Matter? — Gordon: $9T/day FX market is broken; onchain FX could slash costs. Tarun + Haseeb question whether non-USD stables will ever get real traction. 🔹 Solana’s Stablecoin Gambit — Mert & Solana cabal eyeing a native stable to “stop giving Circle all the yield” — can a chain coordinate its way to PMF? 🔹 Collective Bargaining Meta — Hyperliquid deal proves apps/chains can extract economics from issuers; could ecosystems unionize to demand rev share? 🔹 Money Velocity Problem — BUSD worked (until it was banned); Huobi’s KUSD died for lack of velocity; most native stables never circulate beyond mints/redemptions. 🔹 Stablecoin-as-a-Service Gold Rush — Everyone launching a wrapped stable: M^0, Paxos, Agora. Does this dilute liquidity and trust — or unlock new UX? 🔹 Trust & Brand Moat — Users can’t be forced to convert; Circle’s scale, bank rails, and liquidity network remain hard to replicate. 🔹 Network Effects ≠ Monopoly — Stablecoin market evolved into USDC/Tether duopoly with niche players (Athena); future may see more vertical-specific winners. 🔹 Reg + Yield Outlook — GENIUS Act may ban interest payments; as rates fall, mint/redeem fees may replace reserve yield as the main revenue source. 🔹 Stablecoin Future — Will Solana, Tempo, Arc, and others fragment liquidity — or finally bring the next billion users on-chain? Hosts ⭐️Haseeb Qureshi, Managing Partner at Dragonfly ⭐️Tarun Chitra, Managing Partner at Robot Ventures ⭐️Tom Schmidt, General Partner at Dragonfly Guest ⭐️Gordon Liao, Chief Economist & Head of Research at Circle Links Dragonfly Debate Club "Are Digital Asset Treasury Companies Bad for Retail?"    • Are Digital Asset Treasury Companies Bad f...   Timestamps 00:00 Intro 00:52 Gordon Liao from Circle 01:48 Stablecoin Chains: Arc vs. Tempo 04:40 Memory Lane with Libra 06:33 Will FX Ever Matter for Stablecoins? 12:06 Challenges with Stablecoin Adoption 23:12 Circle’s Strategy & Competitors 26:13 Stablecoin Negotiations & Ecosystem Dynamics 31:39 Launching a Global Scale Stablecoin 37:25 Role of Trust & Branding 41:25 Stablecoin as a Service 57:53 The Future of Stablecoins _______________________________________________________ #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS →    • TRAILER: The Cryptopians: Idealism, Greed,...   WEBSITE → https://unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/s... LAURA'S TWITTER → https://x.com/laurashin UNCHAINED TWITTER → https://x.com/unchained_pod FACEBOOK →   / unchainedwithlaurashin   INSTAGRAM → https://www.instagram.com/laurashin/?... LINKEDIN →   / laurashin   MERCHANDISE → https://unchainedpodcast.company.site/ ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY! ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK Apple → https://podcasts.apple.com/us/podcast... Spotify → https://open.spotify.com/show/1cJrrfG... RSS Feed → https://feeds.megaphone.fm/LSHML47619... YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!