🪙 Dollar stablecoins are 2025's biggest business winner

Chamath crypto w=1.00 · n=20 · E209 (2025-01-04) · annual_prediction · strength 3 ▶ 23:12 SUPPORT · horizon 12mo

“The biggest business winner of 2025 are going to be dollar-denominated stablecoins... $8.5 trillion of transaction volume — more than double Visa's over the same period... we're going to finally attack the duopoly of Visa and MasterCard... stablecoins could quadruple or quintuple by the end of 25.”

Chamath crypto w=1.00 · n=20 · E212 (2025-01-25) · explicit_prediction · strength 2 ▶ 1:49:23 SUPPORT

“I mean, I talked about this at the beginning of the year as one of my predictions, but I do think that the United States stable coin rails will be hugely disruptive and value added.”

Sacks crypto w=1.11 · n=18 · E214 (2025-02-07) · explicit_prediction · strength 2 ▶ 40:18 SUPPORT POLICY-ADJACENT

“The other area is stable coins. And Senator Haggerty, he's on the banking committee. He just released a stable coin bill. There's counterparts in the House. And what the four chairmen indicated is actually they're going to take up stable coins first and then market structure will follow very quickly. So I think we could see a stable coin bill pass Congress in the next several months.”

Jason crypto w=0.69 · n=13 · E214 (2025-02-07) · sentiment · strength 2 ▶ 41:20 SUPPORT

“So the question, I think, after stable coins, which feels like a layup and a great place to start, that'll be a great early win. And it just makes people I guess that would just reinforce the dollar supremacy, right? If it's tied to the dollar, so that's good for America.”

John Collison (guest ×0.5) no crypto track record · E216 (2025-02-21) · explicit_prediction · strength 3 ▶ 6:50 SUPPORT

“Stable coins are finally happening and they're really useful... Just stable coins are I think the first really big payments use case. And I think it's finally coming because the tech is good enough.”

Patrick Collison (guest ×0.5) no crypto track record · E216 (2025-02-21) · explicit_prediction · strength 2 ▶ 8:05 SUPPORT

“I think the interesting use of stable coins is cross-border, is outside the US. I mean, the big use case that's taking off right now is consumers in other countries seeking to hold dollars.”

Jason crypto w=0.69 · n=13 · E216 (2025-02-21) · sentiment · strength 2 ▶ 10:56 SUPPORT

“Yeah, that is the huge win for allowing stable coins and making them legal, giving them rails”

Chamath crypto w=1.00 · n=20 · E217 (2025-03-01) · explicit_prediction · strength 2 ▶ 21:55 SUPPORT

“Second is I go back to what I've been saying for a while now, but the rise of these stable coins is really interesting. The stable coin infrastructure globally, the push for a bunch of these national governments to embrace them inside of India, inside of Brazil. Slowly, it's happening inside of the United States.”

Sacks crypto w=1.11 · n=18 · E232 (2025-06-21) · explicit_prediction · strength 2 ▶ 1:38:40 SUPPORT POLICY-ADJACENT

“we had this Genius Act, which is the stablecoin bill passed the Senate with 68 votes, got 18 Democrats, they came on board. ... And now we have this first major legislative win. And I would expect the House will act in the next few weeks on this, and then the president will have a bill he can sign.”

Jason crypto w=0.69 · n=13 · E232 (2025-06-21) · sentiment · strength 2 ▶ 1:43:09 SUPPORT

“now those folks who are running away with the industry, Thomas, now they have to compete with people like Jeremy O'Leary and Circle, which are totally buttoned up here in the United States and it levels the playing field. So it's an example of actually good regulation bringing this opportunity back on shore and taking it out of the gray area.”

Sacks crypto w=1.11 · n=18 · E236 (2025-07-19) · explicit_prediction · strength 2 ▶ 50:34 SUPPORT POLICY-ADJACENT

“But now consumers will have the additional protection and confidence to know that all these entities have been audited, they've passed these audits, and they're regulated entities under US law. And that creates confidence for the market, and it's good for everybody. And it will spread the adoption of this stablecoin product.”