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Crypto

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Oct 6, 2025 by Tobi Lütke · across every show →

Everything said about Crypto, oldest first

Oct 6, 2025 negative
Opinion
Lütke: Historically, crypto stablecoins were mostly 'gift certificates to scams'
“The utilitarian difference between a real US dollar and a US dollar crypto coin is like that the US dollar crypto coin is mostly like, it's sort of like gift certificates to scams. It's like, there's not that many things you can actually purchase with it that …”
Tobi Lütke Oct 6, 2025 ▶ 56:11 Tobi Lütke is still captivated by internet commerce, 20 years later
Nov 4, 2025 positive
Assertion Partly supported
Collison: Stablecoin-powered remittance app Felix Pago omits crypto on its website
“Felix Pago is a remittance app. It's powered by stablecoins. It doesn't mention stablecoins or crypto anywhere on the website. It just talks about customer value, the fact it has nice integrations, WhatsApp, and things like that.”
John Collison Nov 4, 2025 ▶ 1:07:44 Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
Feb 12, 2026 bullish
Prediction Not checkable as stated
Ben Thompson: Crypto will become increasingly important for digital authenticity
“And in that world, I think crypto as an identifier of Authenticity is going to be more and more important. Like at the end of the day, I want the original. I don't want a reproduction.”
Ben Thompson Feb 12, 2026 ▶ 1:17:03 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
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