Anirudh from @robotventures shared a unique thesis during Fully Diluted Stablecoin issues could become marginal buyers of US debt, helping finance the explosive growth of AI infrastructure. The move could reshape American competitiveness in the AI space. Given that @tether and @circle have become the 15th-largest holders of US treasuries, the plan might not be out of reach. Hear this and more on today's episode.
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