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
