Episode 451
Peter Johnson (BH Digital) on the Relentless rise of Stablecoins (EP.451)
On The Brink with Castle Island · Castle Island Ventures
September 13, 20231h 1m
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Show Notes
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