Peter Johnson (BH Digital) on the Relentless rise of Stablecoins (EP.451)

Peter Johnson, co-head of Venture at Brevan Howard Digital, returns to the show to talk about his latest theses on stablecoins. In this episode:  The origins of Peter's interest in stables  We review Peter's prior stablecoin predictions  USDC versus USDT market share trends  Peter's main takeaways from the Relentless Rise paper Stablecoin usage on BSC and TRON  Peter's views on PYUSD The emergence of interest-bearing stablecoins  How synthetic USD stablecoins might work Stablecoin comparisons to the Eurodollar market We make some predictions  Further reading:  BH Digital, The Relentless Rise of Stablecoins