
How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos
Milk Road Macro
Value Proposition and Durable Moats
John asks what creates defensibility; Santiago stresses user relationships, distribution moats, and improving incumbents via backend crypto tech.
In today’s episode of Milk Road Macro, Santiago Santos breaks down the seismic shift happening beneath the surface of global finance. From the Fed’s surprising embrace of stablecoin infrastructure to how AI agents will use USDC like cash, this is a front-row seat to the real stablecoin takeover, not the hype, but the plumbing.
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📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
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🎙 GUEST INFO 🎙
Santiago R Santos: https://x.com/santiagoroel
Inversion: https://x.com/inversion_cap
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.


