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SECTOR ETFBITQBLOKBULLISHCore thesis · 5/5

No single ticker was named. Crypto & blockchain ETFs are one way for retail investors to get exposure. Not a recommendation.

Stablecoins drive de-fiatization, not de-dollarization

The thesis argued is that stablecoins like Tether are creating massive new, interest-insensitive global demand for US dollars, accelerating 'de-fiatization' of other currencies while strengthening the dollar.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Stablecoins drive de-fiatization, not de-dollarization · Zortix