brypto

stablecoin bullposting was cool in like 2020 - 2021 when nic carter would write reports about their growth and no one was paying attention 

in 2025 they're so deep into the adoption curve that i'm not sure what's still exciting

unless it's synthetic/crypto backed ones -- then i'm all ears

Stables by themselves are kinda boring — that’s the point!

But it paves the way for more wallet installs. Initially biz settlement, then consumer embedded wallets (and then closer to self-custody 🤞)

This will unlock a new wave of consumer crypto products using stables — we’ll just call them “apps” and “dollars”, respectively

Bear case: 

Stable coin payment adoption will plateau.

C2B in US is all on credit. You can’t switch the buy now pay later user habit (Stfu i don’t care about your crypto principles, im an empiricist)

B2B stables represent holding cost and won’t gain adoption until we have yield bearing stables (regulatory issues)

Bull case:

There is a lot of US debt due this year that needs to be refinanced and so we need to increase demand for T-bills

my anti stable bullposting led to more stable bullposting 
thank you obama

stables are also very fluid! money should flow and stables enable that

Stables = the boring foundation for the wildest future. Onchain dollars, offchain UX.