Peter Johnson (BH Digital) on the Relentless rise of Stablecoins (EP.451)
On The Brink with Castle Island - En podkast av Castle Island Ventures
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Peter Johnson, co-head of Venture at Brevan Howard Digital, returns to the show to talk about his latest theses on stablecoins. In this episode: The origins of Peter's interest in stables We review Peter's prior stablecoin predictions USDC versus USDT market share trends Peter's main takeaways from the Relentless Rise paper Stablecoin usage on BSC and TRON Peter's views on PYUSD The emergence of interest-bearing stablecoins How synthetic USD stablecoins might work Stablecoin comparisons to the Eurodollar market We make some predictions Further reading: BH Digital, The Relentless Rise of Stablecoins
