Supply Shock Industry Narratives, Future of Stablecoins & Big Tech Is Coming | Permissionless IV Recap
Jun 30, 2025
Felix, known for his insights on Forward Guidance, shares his thoughts on Permissionless IV. He explores the future of stablecoins, emphasizing the competition with banks and the challenges they face. Felix discusses macroeconomic influences on crypto dynamics, revealing a cautious sentiment among investors. The conversation also highlights Big Tech's growing role in crypto, raising questions about privacy and autonomy. Additionally, Felix reflects on predictions, offering lessons learned from past misjudgments.
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Bitcoin's Growing Industry Role
- Bitcoin leads as a key topic at the conference, showing growing prominence in crypto discussions.
- Bitcoin treasury companies are becoming the new tokens, marking a significant investment trend.
Token Acquisitions Expanding Globally
- Token acquisition companies are expanding rapidly, exploiting capital market inefficiencies worldwide.
- This trend aims for large Bitcoin holdings across diverse global markets, signaling major growth potential.
Stablecoins' Revenue Challenges
- Stablecoins generate low fees due to basic payment use, lacking the complex interactions needed for high revenue.
- Massive transaction volume is key for value accrual, favoring high-throughput chains like Solana over Ethereum.