Zortix matched this thesis to Crypto & blockchain ETFs as one way for retail investors to get exposure. Not a recommendation.
Local stablecoins unlock global neobank economics
The case was made that issuing local currency stablecoins is crucial for bringing the next wave of global consumers on-chain by enabling one-to-one on-ramps and monetizing float.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
OPEN · 14 MENTIONS · 11 EPISODES · 9 SHOWS
20 NOV 2025 — 25 AUG 2026 · 2D AGO
8 SUPPORT · 2 REPEAT · 4 MENTIONED
- MACROVOICES
4 EPISODES BETWEEN · 6 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- WHAT BITCOIN DID
- ON THE MARGIN · 3 MENTIONS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- MONETARY MATTERS WITH JACK FARLEY
- MOTLEY FOOL MONEY
- ON THE MARGIN · 2 MENTIONS
- BANKLESS
- Local stablecoins unlock global neobank economics · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD