Stablecoins are having a moment.
From Stripe’s acquisition of crypto wallet startup Privy, to Shopify integrating USDC, to Plasma raising $500 million for its stablecoin-optimized sidechain, stablecoins are having a moment. And at the center of it all is Circle, which had one of the most successful IPOs in decades.
But what’s really happening under the surface? And who’s best positioned as stablecoins go mainstream?
Vicky Fu, co-founder at Yala and former engineering director at Circle, joins Unchained to explain:
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How she saw Circle as deeply undervalued before the IPO buzz
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What Stripe’s crypto moves signal for the broader market
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Why retail payments could become stablecoins’ breakout use case
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How network effects give Circle a serious edge, even as banks circle the space
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Timestamps:
🎬 0:00 Intro
🔍 2:40 Why Vicky believed Circle was deeply mispriced BEFORE the IPO hype
🏗️ 11:336 How Circle’s quiet infrastructure play is more powerful than it looks
🛒 17:40 Why the Shopify–USDC integration could be a turning point
💼 19:14 What Stripe’s acquisition of Privy signals
🔥 23:42 What the Plasma ICO reveals about surging interest in the sector
🏦 29:50 Whether crypto-native issuers can really compete with banks entering the stablecoin race
📰 34:10 Weekly News Recap
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