Stablecoins lower settlement costs without eliminating intermediaries
The argument presented is that stablecoins function primarily as a low-cost settlement layer in emerging markets, leaving value-add compliance and local fiat conversion to localized infrastructure providers.
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The story so far
OPEN · 13 MENTIONS · 10 EPISODES · 8 SHOWS
20 NOV 2025 — 15 AUG 2026 · 6D AGO
7 SUPPORT · 2 REPEAT · 4 MENTIONED
- MACROVOICES
3 EPISODES BETWEEN · 3 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
- Stablecoins lower settlement costs without eliminating intermediaries · THIS IDEA
- MONETARY MATTERS WITH JACK FARLEY
- MOTLEY FOOL MONEY
- ON THE MARGIN · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD