Andrew MacKenzie (Agant) on British Pound Stablecoins (EP.626)

Bullish:

• $STABLES - Bullish on GBP stablecoins and stablecoin infrastructure, as Agant positions itself as a fintech company leveraging blockchain technology to provide comprehensive stablecoin solutions beyond just token issuance.

  • “We very much view ourselves as a fintech that integrates and utilizes blockchain technology as opposed to a crypto business.”

    Andrew·7:00

  • “I think there's a requirement for stablecoin issuers to not just be an issuer and to be a really good quality infrastructure provider as well.”

    Andrew·28:54
• $UKFINTECH - Bullish on UK fintech sector due to the openness of UK financial institutions to innovation, particularly in payments and banking technology.

  • “UK financial institutions have always been quite open to innovation.”

    Andrew·17:29

Bearish:

• $UKRETAILBANKS - Bearish on UK retail banks as they may be at risk from new technologies like stablecoins, though regulatory protection could mitigate some risks.

  • “Where I would be nervous is if I was within the retail banking system.”

    Andrew·26:36