Stablecoins & Fintech Transformation - Pantera Capital discusses the massive potential of stablecoins to transform fintech, making it more internet and blockchain native [1] - The discussion includes a "$1T stablecoin thesis", indicating a belief in significant growth and adoption of stablecoins [1] Payment Innovation - Paradigm's Tempo, a payments L1 (Layer 1), is highlighted as a potential disruptor in the payments space, possibly challenging traditional systems like Stripe [1] - Stripe's potential self-disruption is explored, suggesting the company may need to innovate to stay competitive [1] DeFi & Emerging Trends - Hyperliquid's USDH bidding war is mentioned, indicating competitive dynamics in the DeFi space [1] - Tokenized collectibles (RWAs - Real World Assets) are discussed as an area of interest [1] - Launchpads and DeFi platformization are identified as trends [1] Social Finance - SocFi platforms are compared, specifically https://t.co/ULtHsIwR9U vs FriendTech [1] Prediction Markets & Regulation - Prediction markets and the regulatory landscape surrounding them are discussed [1]
X @The Block
The Block·2025-10-27 11:19