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Feb 18
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LONG
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Bernie Moreno
U.S. Senator (R-Ohio)
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"This is the best thing that could happen for the US Dollar because it dollarizes the world. It creates massive competition for Treasuries... giving Americans more rewards for being able to have cash on reserve." The legislative push is to allow stablecoins to pay yield (rewards). If passed, this transforms stablecoins from passive transaction vehicles into yield-bearing cash equivalents, likely driving massive adoption and increasing the "velocity of money." Long the Stablecoin sector (issuers and infrastructure) as they become authorized competitors to traditional savings accounts. Banking lobby resistance to deposit flight; strict capital requirement regulations. |
CNBC
Watch CNBC's full interview with Coinbase CEO...
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Feb 18
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LONG
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Austin Campbell
Founder, Zero Knowledge Group; Co-host Bits+Bips (Unchained); Adj. Prof. NYU Stern
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AI agents perform vast numbers of micro-transactions. The market is coalescing around "US dollar stablecoins" as the currency and high-throughput chains for settlement. Bitcoin is explicitly deemed "not well-designed" for this use case. As AI agents begin transacting autonomously, transaction volume will explode. This volume flows to the issuers of the currency (Coinbase/Circle) and the most efficient networks (Solana). LONG. Bet on the infrastructure that facilitates the "Agentic Economy." Regulatory crackdowns on stablecoins or a shift to CBDCs. |
Unchained (Chopping Block)
Why $700 Billion in AI CapEx Could Be the Nex...
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Feb 18
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LONG
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Shaun Lee
Co-founder of OSN (Open Stable Network)
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"You need to build infrastructure to solve that... having the infrastructure in place not only to facilitate US dollar stable coins but as well as facilitating local currency staples becomes critically important." As regulators in non-US jurisdictions (UAE, Philippines, Japan) enforce local currency sovereignty, volume will shift from generic USD rails to compliant, local-currency stablecoin infrastructure. Companies building the "last mile" API connections between blockchains and local banking systems will capture the fees from this volume migration. LONG. The sector is pivoting from speculative trading (USD-denominated) to real-world commercial settlement (Local-denominated). Over-regulation stifling adoption or banking partners de-risking from crypto infrastructure providers. |
CoinDesk
OSN Opens a New Blockchain Payment Rail Betwe...
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Feb 16
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LONG
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Matt Hougan
CIO, Bitwise Asset Management
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Hougan identifies "AI agents using DeFi and stablecoins to transact" as a major narrative meta for 2026. AI agents cannot use bank accounts; they require programmable money. This creates a structural, non-speculative demand for stablecoins and the DeFi rails that support them. LONG. Invest in the infrastructure (Stablecoin issuers, DeFi protocols) that AI agents will utilize. The technology for autonomous AI transactions may take longer to mature than the narrative suggests. |
The Block
The optimistic case for crypto in 2026, with ...
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Feb 12
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LONG
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Richard Teng
Co-CEO, Binance
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"Corporates are much more willing... moving from traditional fiat channel to stablecoins... if you use fiat channel for crossborder correspondence takes two to three days very expensive... crypto stable coins it's instantaneous at a fraction of the cost." The "killer app" for crypto isn't just speculation; it's corporate treasury management. As corporations replace SWIFT with stablecoins to increase capital velocity, the market cap of stablecoin issuers and the protocols they run on will expand. This is a direct siphon of volume away from traditional banking correspondence networks. LONG. Strict US stablecoin legislation (e.g., Clarity Act) that favors only specific issuers or bans algorithmic variants. |
CoinDesk
The $300M Move: Richard Teng on Tokenizing Wa...
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Feb 12
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LONG
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Charles Hoskinson
CEO and Founder of Input Output (Cardano)
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"By 2030, the majority of internet searches in commerce will be agentic... The vast majority of people using internet aren't people, they're robots... And the fuel that powers these guys is going to be crypto... and stable coins." The next adoption cycle won't be driven by human speculation but by machine utility. AI Agents cannot open bank accounts; they must use blockchain rails and stablecoins to execute economic transactions. Protocols that optimize for agent-to-agent interaction (low latency, deterministic finality, stablecoin liquidity) will capture this new GDP. LONG. Regulatory crackdowns on autonomous AI financial agents. |
CoinDesk
Charles Hoskinson on Institutional "Federatio...
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Feb 11
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LONG
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Thread Guy
Host
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Stripe announced payments on Base for AI agents; Coinbase launched "Agentic Wallet" allowing bots to hold identity and transact without humans. The crypto industry is pivoting from "human users" to "agent users." As AI agents (like OpenClaw) proliferate, they require permissionless, 24/7 payment rails. This creates a massive new Total Addressable Market (TAM) for the infrastructure providers (Coinbase/Base) that service these machine-to-machine transactions. Crypto gets "bailed out" by the AI boom. Long the infrastructure facilitating agent payments. AI developers bypass crypto rails for traditional fintech solutions if regulation stifles adoption. |
Thread Guy
The Financial Market Is About To Change FOREV...
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Feb 11
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LONG
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Nick Carter
General Partner, Castle Island Ventures
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Nick argues the "VC backed flashy all token side is done" and that 90% of 2025 token launches are down. He pivots to "boring stuff" like stablecoins and tokenized equity. The market is maturing from speculative governance tokens to assets with real utility or cash flow. Capital will flow into infrastructure that powers banking activity (stablecoins) rather than speculative L1s. Long the infrastructure of "boring" crypto (Stablecoins, Tokenization). Regulatory bans on stablecoins or strict KYC requirements killing adoption. |
Unchained (Chopping Block)
Would BlackRock Try to Save Bitcoin From the ...
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Feb 11
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LONG
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Mike Belshe
CEO and Co-founder of BitGo
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"AI can't touch cash. So, I'm pretty sure that AI is going to be using some form of digital asset... Stable coins have emerged as a great way to do payments." As AI agents and bots become autonomous economic actors, they require a medium of exchange. They cannot use physical fiat; therefore, stablecoins will become the native currency for the AI economy, driving massive utility and volume. LONG. Regulatory crackdowns on stablecoin issuers or AI-specific regulations limiting financial autonomy. |
CNBC
BitGo CEO Mike Belshe: The latest bitcoin dow...
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Jan 31
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LONG
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Kain Warwick
Founder of Synthetix / Infinex
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"Agents can't go and make a Wells Fargo account or a Morgan Stanley account... that to me has to be where the next bull run is going to come." AI Agents (like Clawbot) are becoming autonomous. They need to transact. They cannot pass KYC at a bank. Therefore, they *must* use permissionless crypto rails. The protocols that provide the easiest API/SDK access for agents to hold and swap value (likely stablecoins on high-throughput chains) will capture this automated volume. LONG DeFi protocols that facilitate automated payments and permissionless wallet creation. Regulatory crackdowns on "non-human" financial actors. |
Unchained (Chopping Block)
How Ethereum May Have One-Upped Bitcoin in On...
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