Stablecoin neobanks Loading... : Investor Sentiment and Bull/Bear Views

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19:16
Sep 14
Stablecoin neobanks offer $100B greenfield opportunity
Stablecoin neobanks are a large, mostly greenfield category: the first nonspeculative crypto application with potential for more than 100 million users, $100 billion outcome potential similar to Revolut/New Bank, and no incumbent of Tether/Binance scale inside crypto. Rebuilding banking on stablecoin/blockchain rails can produce a better product and business, and Ethena Pay is trying to capture that opportunity.
HIGH
17:30
May 08
Mike Ippolito Co-founder, Blockworks Bell Curve
Stablecoin neobanks are obvious big winners.
Banks will not build stablecoin-first because it is too disruptive to their strategic position; stablecoin neobanks are an obvious category with a few eventual winners, and they will be a huge distribution channel for DeFi.
HIGH

About Stablecoin neobanks Investor Commentary

Across the available history and selected sources, Buzzberg tracks Stablecoin neobanks across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Guy Young, Mike Ippolito.