Dollar dominance has been a recurring topic in macro circles lately. De-dollarization narratives circulate every few years, usually tied to geopolitical shifts or emerging market alliances. Yet the actual behavior of markets tends to look very different. Capital continues to move through dollar rails, commodities still price in dollars, and digital markets increasingly settle in […]
How America Can Maintain the Dollar Hegemony Read More »
Tether made $13B in 2024—yet 300+ stablecoin players are floundering. Outside of stablecoin issuers, where’s the value headed? My take on the future winners. The topography of payments, like card networks and the SWIFT network, have remained largely unchanged for the past 70 years. Traditional systems are burdened by multiple rent-seeking intermediaries and antiquated infrastructure
Stablecoin Adoption, Where Will Value Accrue? Read More »
Verda has received inbound inquiries from partners on how we look at markets. Fundamentally, we believe that for a project to reach maximum positive impact, it must first have a sustainable (profitable) business model. Thus, before measuring the impact of a ReFi project (defined here), we are looking at the attractiveness of the respective markets and
Framework for Markets and Industries Read More »
