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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 $1
$0.999526 -0.0%
WATCH Shaun Lee
Co-founder of OSN (Open Stable Network)
"In the stable coin sense right now is probably 99% US dollar... those two numbers [real world trade vs crypto usage] are going to normalize at some point." Currently, USD stablecoins have a near-monopoly (99%). If the market normalizes to match real-world trade flows (where USD is ~60%), USD-pegged assets like USDT could see a relative decline in market share dominance as local currency stablecoins rise to fill the 40% gap. WATCH. While total volume may grow, the *dominance* of USD-only rails is challenged by the rise of sovereign-backed local stablecoins. The network effect of the USD is stronger than anticipated, rendering local stablecoins illiquid. CoinDesk
OSN Opens a New Blockchain Payment Rail Betwe...
Feb 10 $1
$0.999526 -0.0%
LONG Brian Pellegrino
Co-founder & CEO, LayerZero Labs
LayerZero has secured partnerships with ICE (Intercontinental Exchange, parent of NYSE) and an investment from Tether (USDT) to build "global markets" and payments infrastructure on the Zero chain. This represents a shift from "tokenization experiments" to core infrastructure migration. ICE building on a permissionless chain signals high-conviction institutional adoption. Tether's direct investment suggests USDT will be the dominant medium of exchange on this high-throughput layer, reinforcing its moat against USDC. LONG. Regulatory hurdles preventing ICE from launching live markets on a permissionless chain. Unchained (Chopping Block)
Crypto’s Legal Lines, MegaETH Launched But De...