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stablecoins

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 25, 2025 by Tom Lee · across every show →

Everything said about stablecoins, oldest first

Jun 25, 2025 neutral
Assertion Contradicted
Lee: Stablecoins Hold Twice as Much US Government Debt as Germany
“So you realize that stablecoins collectively are the 12th largest holder of US treasuries. They, like, they own twice as much as Germany, for instance.”
Tom Lee Jun 25, 2025 ▶ 58:48 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
Jun 25, 2025 neutral
Assertion Supported
Tom Lee: Nearly 60% of stablecoin trading occurs in East Asia
“Stablecoin usage is only 20% in the US. Almost 60% of stablecoins trading takes place in Hong Kong, China, and Japan.”
Tom Lee Jun 25, 2025 ▶ 59:29 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
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