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US Dollar

also referred to as: u.s. dollars · us dollars

3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 6, 2025 by Tobi Lütke · across every show →

Everything said about US Dollar, oldest first

Oct 6, 2025 positive
Assertion Supported
Lütke: Shopify lets merchants accept stablecoins settled directly into USD via Bridge
“Through, like, the work that Bridge is doing, we can settle into US dollars directly. So the merchants They've just gained a new ability without having to make a strategic choice to go into a new industry.”
Tobi Lütke Oct 6, 2025 ▶ 57:23 Tobi Lütke is still captivated by internet commerce, 20 years later
Nov 4, 2025 neutral
Assertion Supported
Collison: US dollar-backed tokens comprise over 95% of stablecoin balances
“U.S. Dollars are not that big a share of global currency balances, but the, you know, U.S. Dollars are 95 plus percent of steelbook coin balances.”
John Collison Nov 4, 2025 ▶ 14:32 Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
Feb 24, 2026 bullish
Prediction Not checkable as stated
Collison: Stablecoin issuers will buy large amounts of US debt and strengthen dollar
“Stablecoin issuers will, in a similar way, be large buyers of U.S. Debt and create more dollar strength.”
John Collison Feb 24, 2026 ▶ 19:46 Stripe’s 2024 annual letter
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