Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution.

In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up.

From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most.

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TIMESTAMPS

0:00 Intro

5:08 Why Stablecoins?

6:50 The Stablecoin Train

20:26 Stablecoin Network Effects

22:55 Stablecoin Payments: Who Actually Wins?

26:51 Orchestration Layers

41:53 Stablecoin Blockchains

52:53 Stablecoin Singularity

56:03 Traditional Banks

59:38 Non-USD Stablecoins

1:02:05 How Many Stablecoins?

1:05:03 Circle IPO

1:09:32 Closing & Disclaimers

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RESOURCES

Rob Hadick

https://x.com/hadickm

Stablecoin Payments: Who Actually Wins?

https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3

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