Stabledash
@stabledash
new media for new money 💸. Live show every Tues and Thurs at 9am PST / 12pm EST
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The market prices @circle CRCL at 2x @coinbase COIN as it looks like the pure stablecoin bet
@0xpampa research @artemis says the gap shouldn't exist:
"Coinbase is very exposed to stablecoin tailwinds. Not sure Circle should command such higher premium"
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The market values @coinbase $COIN as a crypto brokerage, and the price action tracks @RobinhoodApp like they're the same business.
@0xpampa Research Analyst at @artemis shares how the numbers tell a different story:
"About half of Coinbase revenue comes from subscription services. $300 million this past quarter came from just stablecoin reserve income and their deal with Circle."
"The stack they're building with Base, x402, and the revenue sharing relationship with Circle positions them really well for a world where AI agents are the primary transacting users of finance."
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$13.5M raised to become a @SkyEcosystem prime agent
@stablecoin_p & @stablewatchHQ launch @OseroHQ, a new prime agent managing Sky's $15B onchain balance sheet:
"Give people & applications access to sUSDS, the biggest yield-bearing product out there"
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Live at 12:00 PM ET / 9:00 AM PT. Today's lineup:
- Daily Yield - top stories in stablecoins and tokenized finance
- @stablecoin_p, Founder @OseroHQ & CEO @stablewatchHQ
- Alex Weseley, Research @artemis
- @gegelz, CEO & Co-Founder @hinkal_protocol
- @neerajprasad, Chief Engineer @moonpay (just acquired @DawnFDN)
Watch:
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@altitude @SolanaVentures @TetraDigitalGrp @WesternUnion @solana @withAUSD @perena @SimkinStepan @tempo @gizmothegizzer @SolanaFndn @sherazshere @raincards @Nick_van_Eck .@bamazizimesh, CEO of @meshpay, walked us through the @Kalshi partnership:
"It took us a while to get to a place where you can enable a company to launch globally with just one line of code."
Accept any token on the front end, settle in stablecoins on the back end
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The most important news from the last two weeks covered on Stabledash Live in 5 mins:
> @altitude raised $18M with @SolanaVentures
> @TetraDigitalGrp launched the first CAD stablecoin
> @WesternUnion shipped $USDPT on @solana
> @withAUSD filed for an OCC trust charter
> @perena built an onchain IR desk for LPs
> @meshpay and @Kalshi went live globally
Here's everything you missed 🧵
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@solsticefi @kamino Congrats to the @solsticefi team, been watching USX move since we had @ben_solstice on Stabledash Live
Our full Interview with Ben ↓
