Ep 39 — Aggregating the Trillion Dollar Stablecoin Market with Ryne and Jay

Bullish

• $STABLES— There's a significant opportunity in the stablecoin market due to mismatched liquidity supply and demand, with potential for massive growth as the addressable market extends beyond traditional money supply metrics.

  • “We've ended up in kind of, like, this scenario where there is kind of, like, a drastic mismatch between where is Stablecoin liquidity needed and in demand versus where is it actually sitting, and who is bridging that gap.”

    Ryan·20:02Hear it

  • “The addressable market for stablecoins, it's like m one, m two money supply, basically. How many dollars are there? It's actually bigger than that because there'll be prominent stablecoins that are not dollarized.”

    Ryan·13:48Hear it

  • “We view stables as, like, a critical part of the interop solution.”

    Ryan·20:20Hear it
• $ECO— Eco is developing a unique execution environment that differentiates itself from general-purpose blockchains, focusing on specific use cases and leveraging the concept of 'crowd liquidity' to activate idle stablecoins.

  • “Eco will sort of have its own execution environment, and I'm hesitant to say, like, Eco's a chain because this is not like a market call, like, come build anything on this general purpose chain. It's an execution environment.”

    Ryan·27:02Hear it

  • “Crowd liquidity for us is kind of the meme. Right? That's the concept through which I was describing earlier. You activate passive. There are stablecoins that are idle and otherwise just sitting there.”

    Ryan·33:21Hear it

Not investment advice.