Live From DAS: Where is the Stablecoin Market Headed? | Roundup

Bell Curve

We’re coming to you live from DAS! This week's Roundup covers key trends in stablecoins, and RWAs. We discuss Sky’s billion-dollar allocation into tokenized T-bills, its aggressive buyback strategy, and the evolving stablecoin market. The conversation also touches on institutional vs. retail sentiment, the impact of stablecoin yield mechanisms, and the potential for onchain treasury auctions in the future.

Thanks for tuning in!

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Timestamps:

(0:00) Introduction

(0:38) Impressions From DAS

(1:31) Sky's Buyback

(6:13) Marinade Ad

(6:28) New Forms of RWAs

(11:40) Marinade Ad

(12:20) Where is the Stablecoin Market Headed?

(18:09) Ads (Desk & Morpho)

(19:04) Divergence in Institutional and Retail Sentiment

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.