MetaMarkets - The European lens on crypto, macro-finance, and regulation.

Trump's Stablecoin Plan—Is Europe Ready?


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This is the first episode of MetaMarkets, in which we dive deep into the economic, regulatory, and technological shifts shaping the future of money. Hosts Jón Helgi Egilsson (Executive Director, Monerium) and Jan Philipp Fritsche (Managing Director, Oak Security) explore the intersection of monetary policy, stablecoins, and the emerging geopolitical battle for currency influence.

📌 Chapters & Links
  • Why This Podcast?
  • Jón shares why financial transformation needs public dialogue, and Jan highlights the need to connect end-users, builders, and regulators.
  • The U.S. Economic Dilemma
  • Why the dollar’s strength is both an asset and a trap. Discussion on tariffs, deficits, and debt.
    🔗 A User’s Guide to Restructuring the Global Trading System
  • Trump's Strategic Playbook
  • How Stephen Miran’s thinking may underpin Trump’s economic approach.
    🔗 Trump’s Stablecoin Strategy To Reinforce U.S. Dollar Dominance (Forbes)
  • What Dollar Dominance Really Means
  • Stablecoins, global demand, and U.S. strategy to “weaponize” crypto rails.
    🔗 Standard Chartered: Stablecoin Sector May Reach $2 Trillion
  • Europe’s Missed Opportunity?
  • Jón argues the ECB is overprotecting incumbents instead of competing globally.
  • Policy Takeaways
  • Treat non-bank stablecoin issuers equally. Let innovation thrive. Avoid regulatory gatekeeping.
  • Uncertainty, Volatility & Fiscal Policy
  • Jan explains how uncertainty is bad for fiscal policy.
    🔗 Government spending multipliers in (un)certain times (Journal of Public Economics)
  • Military Spending & Growth
  • Why the U.S. may benefit more than Europe from diverging fiscal strategies.
  • On-chain Chaos & Risk Mispricing
  • How recent volatility triggered economic crypto exploits.
    🔗 How the Hype for HyperLiquid's Vault Evaporated on Concerns Over Centralization
    🔗 A Vanishing $212M Bitcoin Order Caused Chaos for Traders. Is Spoofing Back in Crypto?
  • Spoofing, Scams & Smart Regulation
  • Why spoofing is a crime in traditional markets — and how crypto could build in better defenses, on-chain.
  • The Need for Smart Regulation
  • We need smart regulation, iterative improvement, and transparent competition.
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    • Jan Fritsche – Managing Director – Oak Security
    • Jón Helgi Egilsson – Executive Director – Monerium
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      MetaMarkets - The European lens on crypto, macro-finance, and regulation.By metamarkets