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mariaa.eth 🐸
General Partner @ElectricCapital. Views my own. 🦇🔊
mariaa.eth 🐸 kirjasi uudelleen
🎙️ New @edge_pod
💥 Why ETH Is The Best Way To Bet On The Stablecoin Boom
0:00 - Intro
5:36 - Background on Electric Capital
7:21 - Why write this stablecoin report
9:29 - Outsized demand for stablecoins
10:59 - Ethereum is the chain for stablecoins
15:48 - Value of decentralization on Ethereum
24:02 - ETH as a reserve asset and SoV
27:29 - DATs accelerating demand for ETH
30:27 - Big money connects ETH to stablecoin growth
37:39 - Stablecoin flywheel can't be forked
44:10 - Risks to Electric Capital’s thesis for ETH
48:25 - Role of L2s in ETH stablecoin flywheel
50:41 - Closing
🙏 Special thanks to @MariaShen and @sanjaypshah of @ElectricCapital for joining us!
14,98K
mariaa.eth 🐸 kirjasi uudelleen
⚡️ New @edge_pod is out with @ElectricCapital!
📈 @MariaShen and @sanjaypshah break down their thesis on why "holding ETH is likely the simplest and most effective way to gain exposure to the growing stablecoin economy."
😏 Want to long stablecoin growth? Just long $ETH.
12,83K
mariaa.eth 🐸 kirjasi uudelleen
As ETH sentiment flipped bullish all at once, something has irked me.
The 100% uptime, decentralization and censorship-resistance were there all along.
IMO investors should be racing to rebalance into ETH sub-$4k, cuz we won't be here for long.
More in a new @edge_pod today!
31,74K
mariaa.eth 🐸 kirjasi uudelleen
Nearing The DAT Peak
🎙️ @JasonYanowitz @santiagoroel @avichal @HadickM
02:14 DATs Explored
21:11 ETHZilla
30:32 DAT KPIs & FUD
52:54 Native Token or DAT
01:00:06 White House Crypto Report
01:07:29 Coinbase X Chase
01:11:17 Zora & Creator Tokens
Full episode available via links below ↓
13,53K
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