The killer use case for crypto is clearly stablecoins, i.e. “crypto dollars.”
In episode 4 of The Signal, Oskari and I break it all down by the numbers through the lens of Circle, the issuer of USDC.
Topics discussed & Time Stamps:
00:00: Introduction
00:27: Stablecoins: Crypto’s killer use case
01:36: The Impact of Stablecoins on Global Finance
06:25: Circle's Evolution: From Bitcoin Wallet to Stablecoin Powerhouse
17:31: The Business Model Behind Stablecoin Issuers
31:50: Exploring the Competitive Landscape of Stablecoins
43:15: Data Dive: Analyzing USDC Distribution and Activity
48:04: Deep Dive into USDC's Performance on Different Blockchains
50:02: The Role of Bots in Crypto Transactions and Their Impact
51:05: Analyzing Transaction Volumes and User Behaviors Across Blockchains
01:04:08: Exploring Future Use Cases for Stablecoins: Payroll and Daily Payments
01:09:37: Market Share, Rate Sensitivity, and the Impact of Interest Rates on Stablecoins
01:14:36: Regulatory Challenges and the Future of Stable-coins
01:22:23: Circle's Potential IPO
01:29:17: Concluding Thoughts
The DeFi Report is powered by onchain data provided by Token Terminal — the leading onchain data & analytics platform for institutional investors.
Sign up for a FREE ACCOUNT here: Free Account at Token Terminal
Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts and their guests are not investment advisors and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. The topics discussed are for general educational purposes only, are not individualized, and as such should not be construed as investment advice. Any content shared in the podcast is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed during the show are based on information available as of the date of the publication. Although The DeFi Report and the co-hosts believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials shared or discussed are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.
Share this post