Zortix matched this thesis to Crypto & blockchain ETFs as one way for retail investors to get exposure. Not a recommendation.
Stablecoin cross-border payments just starting
The guest argued that stablecoin-based cross-border payments are only at the beginning of their growth curve, with the real opportunity lying in solving end-to-end payment problems in emerging markets.
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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
- Stablecoin cross-border payments just starting · THIS IDEA
- Last-mile fiat payout is the hard part
- Liquidity is the biggest puzzle in emerging markets
- 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
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD