The Future of RWAs and ETHs Store of Value Narrative

Bullish:

• $STABLES - Stablecoins are expected to have a strong year with significant market cap growth, potentially reaching around $30 billion by year-end.

  • “I think it's gonna be a bang up year for Stablecoins. So the market cap for Stablecoins currently is over $200,000,000,000.”

    Mike·36:15

  • “I missed this in my predictions for this year, but I would guess this continues to go way up, and we probably end this year somewhere around 30,000,000,000 something like that.”

    Mike·42:30

  • “If you look at the rate of growth, on a trailing 12 month basis, for USD assets, it was a 137% growth over the last year, and for ETH, it was 62% growth.”

    Mike·58:30
• $SKY - Sky has a unique positioning going into the year, particularly with their yield-bearing stablecoin and established liquidity, presenting an interesting opportunity if they can execute on their advantage.

  • “I think Sky actually has a very unique positioning going into this year that I find pretty pretty interesting, so hopefully they can execute on that on that advantage.”

    Mike·45:45