stablecoins
also referred to as: stable coin · stable coins · stablecoin
25 statements across 14 episodes · 20 bullish · 3 bearish · 11 people on the record · first statement Oct 24, 2024 by Jordi Hays · across every show →
Everything said about stablecoins, oldest first
Oct 24, 2024 bearish
Oct 24, 2024 bullish
Oct 24, 2024 bullish
Nov 23, 2024 positive
Nov 30, 2024 bullish
Hays: Stablecoin merchant adoption will rise via Bridge and Stripe
“Strong like infrastructure Platforms like Bridge, and especially the amount of investment that I imagine Stripe will put behind Bridge going forward, like merchant adoption will go up. Coinbase, you know, recently, you know, last week ran that ad, you know, sh…”
Mar 6, 2025 bullish
Harris: B2B cross-border settlement is the most compelling stablecoin use case
“I think, like, right now, the most interesting use case for stable coins is probably in, like, B to B payments, just because that's where there's the most volume. It's, like, yeah, like, literally, like, you know, billions and billions of dollars of volume per…”
Mar 9, 2025 bullish
Mar 9, 2025 bullish
Apr 8, 2025 positive
Apr 8, 2025 bearish
Apr 9, 2025 bullish
Kohli says international LPs drive AngelList's massive demand for stablecoin transfers
“So what's interesting about stable coins on AngelList is when the biggest use actually comes from the biggest pain from when LPs fund, and the biggest pain is when you're trying to move money internationally. And so we actually see a huge amount of demand from…”
May 31, 2025 positive
May 31, 2025 bullish
May 31, 2025 bullish
May 31, 2025 bullish
May 31, 2025 bullish
Balaji: 24/7 Uptime Alone Justifies Stablecoin Market Caps
“Well, at a minimum, they're better international wire transfers. That alone justifies their market cap. That's like, Tens of billions of dollars in Marquette because they just save you from 25 dollars and more importantly, you know, banks are only open like ni…”
Jun 5, 2025 positive
Dixon: SpaceX uses stablecoins for cross-border treasury management on Starlink sales
“SpaceX has a program where they move, you know, they'll sell a Starlink in, I think it's like some, south of like Brazil or something, and then they'll immediately, you know, use stablecoins for so-called treasury management.”
Jun 5, 2025 bullish
Jun 5, 2025 positive
Jun 21, 2025 bearish
Jul 5, 2025 neutral
Oct 23, 2025 bullish
Chris Dixon says fintechs will adopt stablecoins before traditional banks
“I think it'll see it in stages, so like the fintechs, the sophisticated fintechs like Stripe and, you know, Robinhood and Revolut and things will be first and then over time you'll see, I think eventually you'll see just like a button on your Chase bank that's…”
Oct 23, 2025 bullish
Dixon: Bot-adjusted stablecoin volume is in the trillions and uncoupled from trading
“So for example, stable coin volume is now in the trillions. That's adjusted. We try to, we have an adjusted metric we use, which remove, tries to remove a lot of the bots and other kinds of stuff. And very importantly, that's not correlated with trading volume…”
Feb 24, 2026 bullish