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Peter Johnson (BH Digital) on the Relentless rise of Stablecoins (EP.451)
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:\xa0
- The origins of Peter's interest in stables\xa0
- We review Peter's prior stablecoin predictions\xa0
- USDC versus USDT market share trends\xa0
- Peter's main takeaways from the Relentless Rise paper
- Stablecoin usage on BSC and TRON\xa0
- Peter's views on PYUSD
- The emergence of interest-bearing stablecoins\xa0
- How synthetic USD stablecoins might work
- Stablecoin comparisons to the Eurodollar market
- We make some predictions\xa0
Further reading:\xa0
- BH Digital, The Relentless Rise of Stablecoins
\xa0