Peter Johnson (BH Digital) on the Relentless rise of Stablecoins (EP.451)

For our second episode in the Stables 2.0 miniseries, Peter Johnson, co-head of Venture at Brevan Howard Digital, returns to the show to talk about his latest theses on stablecoins. In this episode:

  • The origins of Peter’s interest in stables
  • We review Peter’s prior stablecoin predictions
  • USDC versus USDT market share trends
  • Peter’s main takeaways from the Relentless Rise paper
  • Stablecoin usage on BSC and TRON
  • Peter’s views on PYUSD
  • The emergence of interest-bearing stablecoins
  • How synthetic USD stablecoins might work
  • Stablecoin comparisons to the Eurodollar market
  • We make some predictions

Further reading: