0xResearch

The Last Mile Problem For Stablecoins | Analyst Round Table

5 snips
Jun 12, 2025
Delving into the complexities of stablecoin usage in emerging markets, the speakers highlight issues like cash withdrawal hurdles and local currency conversions. The discussion pivots to Plasma's token sale, weighing investment risks and opportunities. Moreover, they explore governance in decentralized organizations, showcasing Morpho's alignment challenges between token holders and teams. Finally, a light-hearted moment arises with a dunk tank event, blending crypto insights with community fun!
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INSIGHT

Plasma's Challenge Entering Tron Market

  • Plasma targets Tron’s USDT users in emerging markets by offering cheaper, decentralized transactions.
  • However, Tron’s strong distribution and partnerships form a high moat, making user switching challenging.
INSIGHT

Stablecoins Fit Emerging Markets Better

  • US stablecoin adoption for business in the U.S. is harder due to established payment rails and regulatory capture.
  • Emerging markets have greater product-market fit for stablecoins due to capital controls and lack of bank trust.
INSIGHT

Morpho Aligns Token-Equity Incentives

  • Morpho is aligning token and equity incentives by making the labs entity a subsidiary of the DAO.
  • This approach could solve conflicts where tokens lack direct revenue linkage to the protocol's equity.
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