Chuk

Chuk

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👨🏿‍💻 Product Builder & Investor | Currently Product @Paxos 📝 FinTech, Blockchain, Investing, AI

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Where will value accrue in the stablecoins? The broad answer doesn't differ much from TradFi! Owning distribution on one end, or the right set of rails/licences on the other Network/scale effects (eg liquidity) and prop tech are the holy grail (if you can find them) NFA

I asked Chuk Okpalugo where the best investment opportunties are in neo finance. As one of the respected voices in the fintech community, he gave a great, actionable answer...

Stablecoin Moments That Shaped 2025 🔥 Jan • Circle x Hashnote Feb • GENIUS Act introduced • Stripe x Bridge (closes) • Wyoming stablecoin announced • Figure launches YLDS • Robinhood Kraken Paxos Anchorage launch Global Dollar Network Mar • White House Crypto Summit • MoonPay x Iron • World Liberty Financial launch USD1 Apr • Circle files S-1 • Ripple x Hidden Road • Ripple x Circle rumor • Circle Payment Network May • Stripe Stablecoin Financial Accounts in 101 countries • Coinbase x402 launched Jun • Circle IPO prices, surges 300% • JPM announce JPMD • Fiserv announce FIUSD • Stripe x Privy • Plasma $1B deposits • Coinbase & Shopify: Commerce Payments Protocol Jul • GENIUS Act passes • Western Union (and everyone else) explores stablecoins Aug • Tempo & Arc announced Sep • Tether announce USA₮ • Tether seeks $500B valuation Oct • SWIFT blockchain • Western Union stablecoin • 10 global banks stablecoin consortium • Coinbase/Mastercard rumors for BVNK/ZeroHash Nov • JPMD on Base • Cash App USDC on Solana • Ripple raise @ $40B • KlarnaUSD Dec • SoFiUSD • Sony Bank stablecoin Crypto narratives rotated. Stablecoins compounded.

Crypto Narratives That Shaped 2025 🔥 Jan - AI Agent Feb - Memecoin Mar - InfoFi Apr - RWA May - DAT Jun - Tokenized Stock Jul - Stablecoin Aug - Launchpad Sep - PerpDEX Oct - x402 Nov - Privacy Dec - Prediction Market What do you think will shape 2026?

Yuval, thanks for your response. Totally agree that neither model is permissionless in the bearer sense, and that KYC/AML constraints apply regardless of issuer or DTCC. Where I still see a meaningful difference is not whether DeFi-style interaction is possible, but how much

Non-USD stablecoins are inevitable It's a question of timing and solving the dependencies What's the right approach? Hear more from @vogelito CEO of @Bitso in tomorrow's @MoneyCodePod episode http:/lnk.to/MoneyCodeCS

Are non-USD stablecoins inevitable? If you earn in MXN and borrow in MXN, you want to repay in MXN. That logic doesn’t disappear onchain. Local-currency finance needs local-currency primitives. Tomorrow on @MoneyCodePod: @vogelito on how @Bitso is making this real. Presented

the last mile will have the last word in stablecoin payments onchain rails are largely solved adoption is decided at the edges: on/off-ramps, cost, UX, coverage strong report from @bluechip_org twitter.com/chuk_xyz/status/20...

the "tokenized deposits vs. stablecoins" debate misses the point they optimize for different networks: • Tokenized Deposits = Intranet (Walled Gardens) • Stablecoins = Internet (Permissionless) the markets for permissioned and permissionless money will both be massive consumers, businesses (and AI agents!) will simply pick the best tool for the job great convo with @MikeGross_ at @BitGo 👇

The latest episode of From The Vault: The BitGo Podcast features a deep dive into the future of stablecoins with @chuk_xyz. The conversation covers the shift to global payments, the nuance of tokenized deposits versus public chains, and why AI agents are the perfect match for

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