@repoinsight : I typically do not talk about crypto, but I wanted to share one thought on Ethereum. The U.S. government wants more foreign demand for Treasuries. Stablecoins are one way to do that, since ~850% of usage is outside the United States. Private firms are also incentivised to • TwiCopy

RepoInsight

@repoinsight

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Passionate about global macro. Sharing data, charts & analysis. Views are my own. No investment advice.

ID: 1743382987478061056

linkhttps://repoinsight.substack.com/ calendar_today05-01-2024 21:25:05

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RepoInsight

@repoinsight

2 months ago

I typically do not talk about crypto, but I wanted to share one thought on Ethereum. The U.S. government wants more foreign demand for Treasuries. Stablecoins are one way to do that, since ~80% of usage is outside the United States. Private firms are also incentivised to

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