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Home > Unchained > A Soon-to-Be $2 Trillion Stablecoin Market? Stripe, Shopify and Banks Want In - Ep. 851
Podcast: Unchained
Episode:

A Soon-to-Be $2 Trillion Stablecoin Market? Stripe, Shopify and Banks Want In - Ep. 851
Category: Society & Culture
Duration: 00:48:16
Publish Date: 2025-06-13 13:00:00
Description:

Stablecoins are having a moment.

From Stripe’s acquisition of crypto wallet startup Privy, to Shopify integrating USDC, to Plasma raising $500 million for its stablecoin-optimized sidechain, stablecoins are having a moment. And at the center of it all is Circle, which had one of the most successful IPOs in decades.

But what’s really happening under the surface? And who’s best positioned as stablecoins go mainstream?

Vicky Fu, co-founder at Yala and former engineering director at Circle, joins Unchained to explain:

  • How she saw Circle as deeply undervalued before the IPO buzz

  • What Stripe’s crypto moves signal for the broader market

  • Why retail payments could become stablecoins’ breakout use case

  • How network effects give Circle a serious edge, even as banks circle the space

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!


Timestamps:

0:00 Intro

2:40 Why Vicky believed Circle was deeply mispriced BEFORE the IPO hype

️ 11:336 How Circle’s quiet infrastructure play is more powerful than it looks

17:40 Why the Shopify–USDC integration could be a turning point

19:14 What Stripe’s acquisition of Privy signals

23:42 What the Plasma ICO reveals about surging interest in the sector

29:50 Whether crypto-native issuers can really compete with banks entering the stablecoin race

34:10 Weekly News Recap


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