Stablecoin Gold Rush: A $200 Trillion Opportunity | Rob Hadick

Bankless

14 April 2025

Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution. In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up. From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 0:00 Intro 5:08 Why Stablecoins? 6:50 The Stablecoin Train 20:26 Stablecoin Network Effects 22:55 Stablecoin Payments: Who Actually Wins? 26:51 Orchestration Layers 41:53 Stablecoin Blockchains 52:53 Stablecoin Singularity 56:03 Traditional Banks 59:38 Non-USD Stablecoins 1:02:05 How Many Stablecoins? 1:05:03 Circle IPO 1:09:32 Closing & Disclaimers ------ RESOURCES Rob Hadick https://x.com/hadickm Stablecoin Payments: Who Actually Wins? https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠