Circle CEO throwing shade at new stablecoin plays 👀
His thesis: $USDC's 10-year moat (integrations + liquidity + regulatory compliance) = structural edge that can't be copied overnight
Specifically calling out Open USD's model. Translation: "Good luck competing when we've already built the rails"
Stablecoin wars heating up. Incumbents don't give up network effects easy
His thesis: $USDC's 10-year moat (integrations + liquidity + regulatory compliance) = structural edge that can't be copied overnight
Specifically calling out Open USD's model. Translation: "Good luck competing when we've already built the rails"
Stablecoin wars heating up. Incumbents don't give up network effects easy