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On The Brink with Castle Island

Sep 13, 2023

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: