January 30, 2026

This week:

Stabledash Live: Two new interviews from Solana Breakpoint 2025

  • Bitwise on the institutional stablecoin thesis

  • Dfns on bringing banks onchain

Plus: Fidelity stablecoin launch, Mesh raises $75M at $1B valuation, Tether launches USA₮ for GENIUS Act compliance, and more

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Stabledash Live

Two new interviews from Solana Breakpoint 2025.

Bitwise: The Institutional Stablecoin Thesis

Almost no one in traditional finance cared about stablecoins until the GENIUS Act. Now institutions are all asking the same question: how do I actually invest in this?

Matt Hougan, CIO of Bitwise, breaks down their answer — an SEC filing for a stablecoin ETF structured half crypto protocols, half companies like Circle and Coinbase.

The thesis: they don't know where the value will accrue. So they're not picking winners. They're betting on the category.

Dfns: What It Takes to Bring Banks Onchain

The question isn't "if" or "when" anymore. It's "how." Teams like Stripe/Bridge, Iron, and Trace Finance use Dfns to power stablecoin payments.

Through the IBM Digital Asset Haven partnership, they're giving banks a path into digital assets through systems they already trust.

Wrap Up

You can dive deeper into all of these stories and more on Stabledash, your single place to navigate the stablecoin industry online.

Stabledash Live interviews are now available on Spotify.

Follow Stabledash Live for interviews from events and live streams.

For deep dives with founders and operators, follow Stableminded, our flagship podcast that started it all.

Until next time,

Stay stable

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