Bell Curve

0xResearch Cross-Post: The Last Mile Problem For Stablecoins | Analyst Round Table

9 snips
Jun 13, 2025
Explore the challenges of using USD stablecoins in emerging markets, including currency conversion issues. Delve into Plasma's investment landscape and the risks of user attraction in the stablecoin arena. Unpack the dynamics of token economics and the significance of aligned incentives in the Morph token. Discover the complexities of token buyback programs and their impact on perceptions. Lastly, enjoy lighthearted banter about a dunk tank event, showcasing the hosts' fun side!
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INSIGHT

Stablecoins Face Conversion Challenges

  • The biggest stablecoin issue in emerging countries is converting to local currency and cash from stablecoins.
  • High fees and exchange rates complicate withdrawals despite savings on international transfers.
INSIGHT

Plasma Token Sale Dynamics

  • Plasma's token sale offers a 30-40% APY on USDC deposits with a three-month lockup.
  • Dilution risk exists if the lockup extends or caps increase, but the team is agile and credible.
INSIGHT

Plasma vs Tron for USDT

  • Plasma directly targets Tron’s USDT market in emerging economies by offering lower fees and better decentralization.
  • Overcoming Tron's strong network, user base, and partnerships is challenging but possible with the right integrations.
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