Is USDC Worth the Risk of Holding Now?

I think most of the large holders of USDC are hyper profitable market makers within crypto. And so I would be surprised if they just said, you know, we can do this with less units of USDC. We're definitely not selling our exposure. You could see that capital come back on chain in the form of maybe things like on dough, T-bills or different real world assets. There's also the point where yields are not where they used to be. Like that's not going to be as big of a selling point going forward.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app