Stablecoin Comeback 📉 Quantum Panic Fueling Stablecoins 🚀

0:00 A stablecoin comeback is underway and quantum may be the nemesis or the savior. Before we get started, I do want to thank our sponsor today, and that is ProtonMail. You guys should be getting into security. And the reason is because ProtonMail is doing a fantastic job at protecting your privacy. This is the go-to place to get privacy set up for yourself. And you can do that starting with email. So begin there. If you want to do this for your business or your personal account, very easy to do. And one of the biggest things you can get into is, of course, Proton Unlimited. Proton Unlimited gives you a whole slew of things you can use, including mail, calendar, VPN, also getting Drive. It's almost like a Google replacement. And

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1:10 And this was in reference to a major researcher out there that talked about quantum and its threat for crypto in general. And basically what he said, this being Justin Drake, what he said was he's warning that the AI hack could actually hack Bitcoin and Ethereum wallets soon. This, of course, got everybody in an uproar. Kyle kind of put it here and he says we could see a pivot into hard RWAs like gold, silver, collectibles, the bunker mode trade, some people looking at it that way. But very credible names here is the point. And even to the point where Vitalik had to go in and address this. So He went out on stage during the OKEx and the New York Stock Exchange partnership and talked about this. And

1:55 the key that he was getting into is that, hey, don't completely worry about it. But at the same time, maybe you should do a few little updates. So his post right here simply says is that this is an implicit assumption that ECDSA might become weak. Essentially, he's talking about his Bitcoin right there. But again, it's very easy to lose funds from a misconfigured rushed upgrade. So don't rush anything right now. So this, of course, boiled down to a lot of panic in the market. Some people think a little bit of an overreaction. And if you look at the markets, you can kind of see it playing out right here. Here's the others charts on the daily.

2:34 This is the fall off right there. And most of the altcoins that, of course, have been affected, including Ethereum, now trading under $ 25. And when you go over and take a look at the stablecoin dominance, well, there's been a spike. The question is, is why aren't we seeing this play out in things like the Circle stock? And I'll explain here in a second. But you can see it right here. The spike is significant and it plays directly into the kind of pullback that we've seen on the crypto market, especially around altcoins here just over the last 24 hours. If you look at the Circle chart, It continues to grind down, this again on the daily.

3:13 And if you look at its top right here, I want to showcase something. This was a recent local high at 131. Circle is now trading almost 40%. So really what happened here was there's been a little bit of a threat, I think, in the sense of Circle. Over a month ago, we started seeing news coming out from all sorts of banks and initiating their own stable and payment coins, deposit tokens, and including this. This was 21 banks led by Goldman Sachs, Citi, and of course, all of these companies right here. I'll zoom in on that to kind of get all of the names right there, guys.

3:49 You're talking about Wells Fargo, Capital One, Fidelity, African institutions, Stantander, BBVA, Deutsche Bank. The point is, it's everybody out there trying to get into a point where they have a digital currency that is a stable coin correlated to, I guess, their own deposits, because I'm curious as to whether or not this is actually going to get done, because this is still not signed. And just remember, Wall Street noticed.

4:16 They looked at all of this movement, and immediately we started seeing the stock fall off with Circle. So that's where you see that 40% coming off the market in Circle in general. You've got Standard Charter. They also are set to launch a crypto custody services for international clients in Singapore. This is just more news on this. There, of course, is Russia's largest bank, Sberber Bank. Then you have further into this the banking giant Wells Fargo. This is a little bit laughable. They've been talking about crypto and integrating some sort of stablecoin for maybe as long as we've been covering it. It's not going to happen.

4:55 I think these are all so far behind, and I'll explain why. Be patient. I'm going to show you an example of why this is going to work. South Africa's first national bank launches their crypto trading. All right. So you see the stories and it's a dime a dozen, guys. We're getting news like this constantly. It's all promises, a lot of hopium of these banks ever getting into it.

5:18 And it's the thing that I often talk about banks just being too slow. And I just don't see them switching their mode of operations. They're going to continue to manipulate and try to benefit themselves. They're not looking for trying to expand anything that would really help people. And I think this is where you start to follow the movements.

5:40 And this is one of the biggest movements that has happened here recently. Remember, Samsung added USDC stablecoin to support the Samsung wallet. This now is in 60 plus countries. And this is all centered around a couple of chains out there. Solana will be involved. circle, obviously, but it rolls out right now to 82 million U.S. Galaxy devices.

6:03 That's just the United States. We'll see more markets this year. I anticipate this could be maybe a half a billion people in less than 12 months. Now, step back, listen to that, and think about banks being able to make that kind of footprint in less than 12 months. That's the kind of thing we're running into. Then you see the acceleration of what's happening in AI and agents that are going to start utilizing your mobile devices. Well, here you have it. AI agents now could unlock a massive new wave of adoption for Ethan Sol. And AWS is enabling AI bots now to pay for web content using stable coins with the X402. This all leans in to two things. Solana. Well, actually three, if you still consider

6:49 Solana and Ethereum. But I look at Solana and Ethereum as one vehicle avenue. USDC, Circle, and of course, what we're going to see in terms of advancements on this. So the AI agents have already made the choice. They're going to use USDC. I am surprised that Wall Street has not caught up to this just yet. And let me show you an example of this. This is the agent transfer account. Take a look at this. This is the $ 275. 5 million in the last. This is just beginning.

7:22 When you go into this and if you look at the rest of the charts, none of the other projects even show up. I mean, they're not even on the radar here. That's how much we are talking about the domination of what Circle is doing. I won't even say it from a Circle standpoint. The fact that USDC has been able to do this and agents are utilizing this, it's one of the fastest growth opportunities, I think, for crypto.

7:46 in general, and it's going to be specific to Ethereum, Solana, and where USDC and Circle are going to be playing. Jeremy Laird posted this right here. This just shows you more indoctrination here, and that is USDC agent wallets now available in your Muse account, which is getting ready to be exposed over the next 12 months to normies. We're talking about everybody out there understanding that under that little Muse, you know, kind of soft, cuddly thing is a powerful, payment wallet. I look at companies like PayPal, Venmo, all those kinds of neo products that have been out there completely getting dismantled here if this is effective and it starts to work the way that I think some of these companies are looking to try to get this going.

8:33 So we covered an announcement. Let me kind of bridge this because there's a key point that is going to leverage into stocks and how this is going to apply to Circle. You guys remember the notice if you're, you know, brand new to the show or maybe you didn't hear the news. This was in reference to the OKEx and ICE, basically the New York Stock Exchange, tokenizing stocks where you can trade 365, 24-7, pretty much anywhere in the world.

8:59 This is another thing that I think a lot of people miss of. Why are they tokenizing stocks? Well, this is going to essentially make stock trading available to anyone, anywhere, anywhere. and it's going to use it with tools like this. I want to go to the white paper here, and I'm going to go to page six. And you guys can pull this down and learn a little bit more about it. But this is just showing some of the stocks that were involved here. And each tokenized NMS stock right now will be paired with a payment stablecoin. Now, the ones that are listed there very closely, USDC, USDG, USDT.

9:32 USDC is dominating this component. Imagine that agents have already made the selection. Wallets have already made the selection. AI has already made the selection for the tools. And now you have stocks also coming in and making the selection. This is going to blow up, I think, in a big way. Let's take a look, though, because you have to consider, does the rest of the Wall Street brethren believe? this?

10:00 If you look at Cathy, now I won't say that she's a great, I'll say she's a great stock picker, because you look at some of the picks she's made right here, Nvidia holding at about 3.41%. Guess what else is holding at 3.41% of that portfolio? That's Circle. So when you think about Wall Street, you could look at Cathy in one way. And I think you have to look at her in the ability to pick early innovation.

10:28 Not great at being able to know when and why to sell that innovation, but knowing what it is and how to recognize it and what it could be coming down the road. The rest of Wall Street, I think, is completely lost on this. In fact, I think they're in a panic mode right now, thinking that this is actually not going to work. And that's the problem that you're going to see. Because remember, they're still looking at what JP Morgan is doing, what Goldman is doing. They're not really understanding in the weeds of where crypto is going broadly and on a global scale, especially when you go out to some of these corporate entities that have already made the decision. I mean, come on, let's talk about Samsung, Facebook, Meta. These are just the beginning. Those

11:11 are going to be the leaders. If Samsung is rolling this out, Why would Apple not roll out the same thing? If Meta is rolling this out, eventually you're going to see this on every other platform that is community engaged, including maybe even YouTube, podcasts. We could see all of this playing into the future of where maybe USDC is going, but I think more importantly is where crypto is going overall.

11:35 Here is a good example right here of just people saying, well, this is what you should look at for potential investment. Securitize leading the way right there. This is just kind of showing the Citrini research, what they're publishing of where you should be. Coinbase number three, Bitwise, Robinhood, then Bullish, but even Hyperliquid above Robinhood right there at 14%. Point being is this is all starting to come together. And I think maybe the market is just behind right now.

12:05 So consider that. And I think they're so far behind, they've got Circle in the 1,135 spot right here. What companies do you think, a thousand companies, that would be rated above the number one stable coin that's being used by AI, that's being used by mobile and devices, that's being used by major corporations that are international, that is starting to basically peg against U.S. treasuries? why would we not see that much higher than $ 11. 35? Because that's right now where it's holding at a $ 20 billion valuation. So maybe one of the best trades of the decade. Here, of course, is Ethereum getting into this because they've refreshed everything on their new website. And I think this is getting ready to try to do exactly what we've been

12:57 talking about, and that is bringing Ethereum and crypto mainstream to where people truly understand. If you look at their website, you can kind of see what does that look like? I mean, guys, come on. This looks like something BlackRock built, something JP Morgan would build. And if you look at just who they're talking about, it is, of course, all the institutions that we're talking about on a daily basis.

13:21 Now they're just a bullet point on an Ethereum website. So think about that, guys, because we are looking at maybe a complete redefinition of the entire financial market. And USDC, Circle, and other companies like that could be on the leading edge of this. So we are paying very close attention while Wall Street sleeps. If you like this video, hit like and subscribe, drop a comment down below, and also join our free private member group. The link is in the description.