Weekly Roundup 08/29/25 (Stablecoins in CDMX, DAT issues, GDP on the blockchain) (EP.671) – On The Brink with Castle Island

Weekly Roundup 08/29/25 (Stablecoins in CDMX, DAT issues, GDP on the blockchain) (EP.671) – On The Brink with Castle Island — Transcript

Market views

Bullish

FINTECHAPPS— Fintech apps built on stablecoins are expected to disrupt traditional banking systems, especially in developing markets with oligopolistic and non-functional banking systems.
STABLES— Stablecoins offer significant advantages over traditional banking, including global accessibility, interoperability, and low costs, positioning them as a disruptive force in the financial sector.
SOL— Significant institutional interest in Solana, with multiple large fundraising efforts for Solana treasury vehicles, indicates a positive outlook for the cryptocurrency.
USDT— Tether's expansion to Bitcoin using the RGB protocol is seen as a positive development, potentially strengthening USDT's position in the cryptocurrency market.

Not investment advice.