Weekly Roundup 06/20/25 (GENIUS passes, Nobitex Hack, FUD dice retrospective) (EP.636)

Bullish

• $EQUITYFUTURES— Perpetual futures contracts on US equities are expected to become a major category in the blockchain space, offering significant market potential.

  • “I think perpetual futures contracts twenty four seven on US equities is going to be one of the biggest categories in the blockchain space.”

    Nic·19:07Hear it
• $STABLES— Stablecoins are seen as a disruptive technology with potential to challenge oppressive regimes, indicating strong long-term potential.

  • “I think you're just going to start to see regimes topple as a result of this technology. It's really bad for, people that lead oppressive dictatorships.”

    Nic·3:25Hear it
• $USDC— Circle's stock performance suggests a positive outlook for USDC, which is closely tied to Circle's success.

  • “Circle stock is on an absolute tear.”

    Matt·14:15Hear it
• $BTC— Bitcoin is viewed as a superior option for long-term value storage, especially in foreign jurisdictions, compared to stablecoins like USDC.

  • “I mean, if you're if you were just thinking about transporting your money over a ten year period and you didn't wanna open up your wallet for ten years and you lived in a a foreign jurisdiction, would you want Bitcoin in that wallet or USDC?”

    Nic·29:01Hear it

Bearish

• $DEPOSITTOKEN— Skepticism about the value proposition and appeal of deposit tokens, particularly regarding their fungibility compared to stablecoins.

  • “I don't really get the appeal of deposit tokens. So why would I want a deposit token ought not be fungible.”

    Nic·15:02Hear it

Not investment advice.