Summary
In this episode of the ATX DAO podcast, hosts Tom, Luke, and Ash dive into the rapidly evolving world of stablecoins, examining their speculative expansion and the growing expectation that significant new USDT and USDC issuance is on the horizon. The discussion highlights how stablecoins are quietly becoming core infrastructure within the global financial system, particularly as economic epicenters increasingly rely on dollar-backed digital assets for trade, liquidity, and stability. The conversation explores the geopolitical forces accelerating adoption, from Venezuela’s inflation crisis to the broader implications of sanctions and cross-border settlement, and what this means for US dollar dominance in the digital era. It also analyzes the competitive landscape of stablecoin issuers, the potential rise of state-backed tokens, institutional positioning in crypto markets, and how shifting liquidity dynamics could shape the next phase of the industry.
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