Weekly Roundup 07/25/25 (Tether’s GENIUS options, Defending Free Banks, Saylor’s Stretch) (EP.649)

Bullish:

• $STABLES - Stablecoins are expected to have a strong regulatory future in the US, particularly after the passage of the GENIUS Act, indicating potential growth and stability in this sector.

  • “It fills my heart with joy that stablecoins are here to stay, and they're not gonna be able to do that, at least in The US.”

    Nic·12:31
• $ANCHORAGE - Anchorage's OCC bank charter, obtained in 2021, positions the company favorably in the market, especially in light of new stablecoin regulations.

  • “Anchorage, which got that license and the Charter in 2021, that thing is worth its weight in gold. I mean, it's not doesn't weigh anything, but what an incredible coup that was to get it. Yeah. That's in pole position now.”

    Nic·23:12
• $MSTR - MicroStrategy may potentially acquire competitors trading at discounts, which could increase its Bitcoin holdings and market position.

  • “I guess the and we'll we'll go in a lot more detail on this, I think, in a few weeks. We're actually writing something on it right now. But as these longer tail MicroStrategy clones and competitors start to trade at discounts where they inevitably will, I think the question is, does MicroStrategy just go buy them?”

    Matt·30:03

Bearish:

• $USDT - Tether may face challenges in maintaining US market access through regulatory approval in countries like El Salvador, potentially impacting its position in the stablecoin market.

  • “Well, I don't question that they would get approved in El Salvador under a license. I just question whether or not The US would honor reciprocity with a country like El Salvador versus honoring reciprocity with, like, The UK or someone like that.”

    Matt·20:13