ParaFi's 10 Crypto Predictions for 2030 | Ben Forman & Kevin Yedid-Botton
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Scale is the blockchain that is simply built different. Other l one networks have costly transaction fees, clunky user experiences, and lack true adoption in AI and on chain gaming. Explore the gas free ecosystem at scale.space/ecosystem and follow their journey on x at Scale Network. That is Scale with a k. Hit the link in the show notes to get started. Hey, everyone. Jason here. Wanted to talk about something that's been on my mind a lot recently. We should not be just recreating the TradFi industry. That's why I'm excited to share with you that today's sponsor, Magic Eden, is getting into t
to the show.
Thanks, Jason. Yeah. Okay. So yeah. Of course. Yeah. Good to good to have you guys back. So I went to the Parafy LP Summit the other day, and, Kevin and Ben gave this, beautiful presentation on, predictions for 2030. And it was a you know, I think sometimes as the industry the industry gets so focused on these little micro things or these little things that are, you know, the you know, the the this meme coin moved 10% this day or, you know, what is this election doing to the stock market today? And, I think sometimes we don't really zoom out. And, so I wanted to have Ben and Kevin on on the po
Great. Thanks again, Jason. It's it's a a pleasure to be here. Before we jump into these predictions, I'm just gonna quickly go over a couple couple compliance disclaimers. So one is these are predictions. They should be treated as such. All views expressed are subjective, but there are are opinions and belief. They're not legal investment or tax advice. Perify may be invested in some of the themes that we've discussed, and the views that we express here are our personal views. So just with that out of the way, we can now jump into it and excited to run through really, like, where we see the f
Yeah. So for the the second prediction, let's talk about Stablecoins. And our prediction is that Stablecoin supply will reach 10% of M2, money supply in the US. So let's let's see kinda where the numbers, stand. So today, M2 stands around $21,000,000,000,000, which we kinda show in the dark green, chart. And then stablecoin supply sits around $171,000,000,000. And they've actually gone up a little bit since we plotted this, but, what you can see is that, basically, these two supply charts have moved basically in tandem with one another, for the past 4 to 6 years. And, currently, the, stable po
Alright. So the 3rd prediction Before, before moving on to that, Kevin, I've got, like, 1 or 2 questions for you on this. Yeah. Go ahead. So right now, you at, Tether I think there's roughly, like, a a 170 or a $180,000,000,000 total supply of, stablecoins. Tether is roughly like let's call I'm gonna, you know, maybe botch these numbers a little bit, but Tether's roughly a 130,000,000,000 of that. USDC is roughly, you know, 35 to 40,000,000,000 of that. And then there's a few small other ones. So one question is on, like, what this makeup will look like, USDC versus Tether versus maybe somethi
Stable points have gone through a very interesting journey. When when we started, paying attention, to Stable points back in 2018, we you know, there was Tether. There was USDC, which was very, very small back back then. And there was obviously Dai, Dai being this, like, crypto collateralized MakerDAO stable coin. And, we kinda started from, like, that small cohort of, let's say, like, a handful of stable points. Then we went into the 2020, 2021 DeFi summer. You saw this massive explosion of the number of stable points that kinda came to market, algorithmic stable points, crypto co
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