Zach Abrams, co-founder of Bridge, evaluates whether modern scalable blockchains like Solana have adequately solved payment-specific infrastructure requirements.
Opinion
Ethereum captures minimal value compared to Solana, Abrams argues
“And like Ethereum, wild value creation, like of all the blockchains, minimal value capture. Whereas there are a bunch of others where, you know, like Solana is probably perfect, you know, value creation, value capture.”
Prediction Not checkable as stated
Abrams: US dollar stablecoins will maintain outsized dominance forever
“I think you're going to see while like, you know, fiat US dollars are x percent of the global market, stablecoin US dollars are going to be, you know, way more forever.”
Prediction Open · timeframe Nov 2030
Tether will still not pay yield in five years, Abrams predicts
“No.”
Prediction Not checkable as stated
Trading will shrink to 5% of the stablecoin market, Abrams predicts
“That being said, I think that the trading use, use case was like a hundred percent of the market two years ago was 80% of the market today, and, you know, will be five percent of the market in, in some number of years.”
Prediction Not checkable as stated
All corporate treasuries will ultimately move into stablecoins, Abrams predicts
“So I think that ultimately all like corporate treasuries will move into stablecoins.”
Disclosure
SpaceX uses Bridge to repatriate Starlink revenue via stablecoins, says Abrams
“SpaceX came to us, they're selling Starlink all over the world. And so as a result, they're collecting local, so people are paying for Starlink and, you know, dozens, many dozens of different countries with their cards. So they're getting local currencies in a…”