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COINBULLISHSubstantive discussion · 3/5

Stablecoins disintermediating banks, especially with youth

The case was made that banks are right to fear stablecoins disintermediating them, as users - particularly younger generations - will migrate to where the better technology experience is.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

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
  1. 20 NOV 2025 · FIRST HEARD
    MACROVOICES
  2. 19 JAN 2026
    FINTECH INSIDER PODCAST BY 11:FS
  3. 25 JAN 2026
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  4. 29 JAN 2026
    WHAT BITCOIN DID
    • Stablecoins disintermediating banks, especially with youth · THIS IDEA
  5. 7 APR 2026
    ON THE MARGIN · 3 MENTIONS
  6. 10 APR 2026
    WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
  7. 30 JUL 2026 · 3W AGO
    WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
  8. 7 AUG 2026 · 2W AGO
    MONETARY MATTERS WITH JACK FARLEY
  9. 9 AUG 2026 · 2W AGO
    MOTLEY FOOL MONEY
  10. 15 AUG 2026 · 6D AGO
    ON THE MARGIN · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE