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
Prediction Open · timeframe Oct 2029
Hays: A major stablecoin will undoubtedly blow up in the future
“And so I think that there will undoubtedly be a time in the future where a major stable coin like blows up.”
Jordi Hays Oct 24, 2024 ▶ 28:43 Crypto is Back Baby (ep5)
Oct 24, 2024 bullish
Opinion
Hays: Stablecoins are a major catalyst for US dollar dominance
“Stable coins are a big catalyst for the dollar.”
Jordi Hays Oct 24, 2024 ▶ 20:28 Crypto is Back Baby (ep5)
Oct 24, 2024 bullish
Opinion
Hays: Nothing in Crypto Has Product-Market Fit Like Stablecoins
“Nothing has product market fit in crypto like stablecoins.”
Jordi Hays Oct 24, 2024 ▶ 18:07 Crypto is Back Baby (ep5)
Nov 23, 2024 positive
Opinion
Stablecoins Are Ideal for Executing Trustless After-Hours Peer-to-Peer Transactions
“If you're trying to, you know, make any type of major transaction peer to peer after hours and want to do so in a trustless way, stable coins are a fantastic way to do that.”
Jordi Hays Nov 23, 2024 ▶ 2:17:58 FACT CHECKERS vs. tech article (ep14)
Nov 30, 2024 bullish
Prediction Not checkable as stated
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…”
Jordi Hays Nov 30, 2024 ▶ 1:23:57 Taylor Lorenz Trades Teams (ep16)
Mar 6, 2025 bullish
Opinion
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…”
Bridget Harris Mar 6, 2025 ▶ 16:38 Bridget Harris breaks down the Prime Intellect deal and the broader sentiment in crypto today.
Mar 9, 2025 bullish
Opinion
Carter: Stablecoins are taking over global finance and trade settlement
“Stablecoins are taking over all of fintech, all of global finance, all of banking, remittances, B to B you know, international trade settlement.”
Nic Carter Mar 9, 2025 ▶ 17:12 Nic Carter talks crypto, meme coins, and the regulatory environment.
Mar 9, 2025 bullish
Disclosure
Carter: Fund wiring two new deals to reach 19 stablecoin portfolio companies
“Yeah, I have wires going out for two new stablecoin related deals this week. So we're at 19 now in our portfolio, I believe.”
Nic Carter Mar 9, 2025 ▶ 18:01 Nic Carter talks crypto, meme coins, and the regulatory environment.
Apr 8, 2025 positive
Disclosure
Perret: Plaid is actively working on stablecoin integration with partners
“Definitely an area that we're participating. We're working with a lot of companies on and we're excited to support.”
Zachary Perret Apr 8, 2025 ▶ 5:26 The ISSUE with MONEY and how to fix it | Zachary Perret on TBPN April 3rd
Apr 8, 2025 bearish
Prediction Open · timeframe Apr 2035
Perret: Retail consumer stablecoin payments remain 10 to 15 years away
“No, one's going to walk into a Starbucks and buy a coffee with a stable coin. Certainly not for any amount of time that I can think about, you know, maybe, maybe 1015 years in the future.”
Zachary Perret Apr 8, 2025 ▶ 5:09 The ISSUE with MONEY and how to fix it | Zachary Perret on TBPN April 3rd
Apr 9, 2025 bullish
Disclosure
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…”
Avlok Kohli Apr 9, 2025 ▶ 17:58 Why LPs Are Using STABLECOINS to INVEST in Startups | Avlok Kohli on TBPN April 4th
May 31, 2025 positive
Disclosure
Romero: Farcaster pays out $25,000 weekly in stablecoin rewards
“We do all of our weekly rewards, so we pay out, 25,000 dollars a week in our version of X payouts.”
Dan Romero May 31, 2025 ▶ 1:40:11 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 bullish
Insight
Balaji: Stablecoins Are an Intermediate Step to Pure Crypto
“Sablecoins are an intermediate form that facilitates this transition from the, you know, fiat world to the pure crypto world. Kind of like putting newspapers online was an intermediate form.”
Balaji Srinivasan May 31, 2025 ▶ 33:02 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 bullish
Prediction Not checkable as stated
Romero: Every consumer and fintech app will have built-in wallets by 2029
“And basically I think over the next three or four years, like every app whether it's like a, You know, kind of fintech app or consumer app will have built in wallets. They probably will use stable coins.”
Dan Romero May 31, 2025 ▶ 1:41:56 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 bullish
Assertion Supported
Dixon: Monthly Stablecoin Volume Hit $2 Trillion, Surpassing Visa
“So like last month, it was something like two trillion in stable coin volume, which is more than trillion with a T, which is more than Visa.”
Chris Dixon May 31, 2025 ▶ 37:02 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 bullish
Insight
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…”
Balaji Srinivasan May 31, 2025 ▶ 27:23 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
Jun 5, 2025 positive
Assertion Supported
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.”
Chris Dixon Jun 5, 2025 ▶ 3:02 Read Write Own - A16Z Partner Chris Dixon on TBPN
Jun 5, 2025 bullish
Assertion Supported
Dixon: Monthly stablecoin volume reached around $2T, surpassing Visa
“So like last month, it was something like two trillion in stable coin volume, which is more than trillion with a T, which is more than Visa.”
Chris Dixon Jun 5, 2025 ▶ 1:20 Read Write Own - A16Z Partner Chris Dixon on TBPN
Jun 5, 2025 positive
Prediction Not checkable as stated
Dixon: Consumers will call stablecoins 'digital dollars' rather than stablecoins
“I don't think most people ultimately will think of even the word stable coin. I think it'll be like digital dollars. You know, that like for the average person.”
Chris Dixon Jun 5, 2025 ▶ 9:08 Read Write Own - A16Z Partner Chris Dixon on TBPN
Jun 21, 2025 bearish
Prediction Not checkable as stated
Haun: The future will not involve every major company issuing a stablecoin
“Is there going to be a world where every company has their own stable coins? Yeah. We don't think so. We could be wrong, but that's not the view of how we see this evolving.”
Katie Haun Jun 21, 2025 ▶ 1:03:40 Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Jul 5, 2025 neutral
Disclosure
Prince: Cloudflare is exploring creating its own stablecoin for micropayments
“We're looking at all of the different providers that are in this space, including potentially creating our own stablecoin that would be part of how these transactions you know, take place.”
Matthew Prince Jul 5, 2025 ▶ 1:40:07 Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
Oct 23, 2025 bullish
Prediction Not checkable as stated
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…”
Chris Dixon Oct 23, 2025 ▶ 11:28 a16z Crypto Managing Partner Chris Dixon Live on TBPN
Oct 23, 2025 bullish
Assertion Supported
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…”
Chris Dixon Oct 23, 2025 ▶ 1:40 a16z Crypto Managing Partner Chris Dixon Live on TBPN
Feb 24, 2026 bullish
Assertion Open · timeframe Dec 2026
Hays: Meta plans stablecoin payments comeback in second half of year
“Mark Zuckerberg's Meta is planning a stablecoin comeback in the second half of this year, eyeing a third party vendor as a key partner to power payments.”
Jordi Hays Feb 24, 2026 ▶ 26:20 Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
Apr 9, 2026 neutral
Assertion Supported
CZ: The largest crypto exchanges, blockchains, and stablecoins are not US-based
“There's the biggest crypto exchanges are not in America. Today the biggest blockchains, the biggest stable coin, they're not America based.”
Changpeng Zhao (CZ) Apr 9, 2026 ▶ 12:56 Binance’s CZ: We’ll Never Know Satoshi, and That’s Good
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