USDC
8 statements across 6 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Oct 24, 2024 by Jordi Hays · across every show →
Everything said about USDC, oldest first
Oct 24, 2024 positive
Apr 10, 2025 bullish
Hays: Circle is the regulated stablecoin winner with 80x competitor supply
“And so to me, I'm looking at circle and it's like, here's like the power law winner, the dominant, you know, they're 80, they have 80 times the circulating supply as their next like regulated, you know, Western institution.”
May 31, 2025 neutral
May 31, 2025 neutral
Balaji: Markets Will Split Between US-Regulated and Global Products
“And the space is partitioned in an interesting way, and I think many other things will partition this way into like a US and a global, right? Like the USDC coin or the USDC asset is like US regulated, and then USDT is like intentionally non-US regulated, right…”
Jun 4, 2025 positive
Jun 4, 2025 positive
Jan 29, 2026 neutral
Tether Launches USAT Stablecoin With Cantor Fitzgerald Managing Reserves
“They also launched their US focused stable coin this week to compete with USDC. The new token is known by its ticker USAT. Cantor Fitzgerald, which already manages the reserves of Tether's mainstay, a hundred and eighty six billion USDT stable coin will do the…”