High Signal Podcasts Evidence ledger
Method
Browse
← All source episodes

Cheeky Pint / episode intelligence

Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)

4 Nov 2025 8 published claims 0 attributable people

Speakers in the public record

Claim mix

prediction 3belief 3evaluation 2

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

8 published records

01 / evaluation

You have a business in the US and then you have a business in Brazil. And in order to move money from the US to Brazil, because of the way your entities are set up, you need to move it from the US to Ireland, Ireland to Singapore, Singapore to Brazil.

“You have a business in the US and then you have a business in Brazil. And in order to move money from the US to Brazil, because of the way your entities are set up, you need to move it from the US to Ireland, Ireland to Singapore, Singapore to Brazil.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

02 / prediction

They're maybe not happening for you yet in a big way, but they're happening at an industry level.” But I think people have a hard time visualizing because they say, “Well, I don't pay at the bar using stablecoins.

“They're maybe not happening for you yet in a big way, but they're happening at an industry level.” But I think people have a hard time visualizing because they say, “Well, I don't pay at the bar using stablecoins.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

03 / prediction

And actually the computers got much better over time to the point of almost being different things. And I think similarly people think of blockchains happening at one point in time, but we tried for the payments use case, we tried raw Bitcoin, no lightning or anything back in the day in 2013, 2014.

“And actually the computers got much better over time to the point of almost being different things. And I think similarly people think of blockchains happening at one point in time, but we tried for the payments use case, we tried raw Bitcoin, no lightning or anything back in the day in 2013, 2014.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

04 / evaluation

No, but yeah, and I think the two sides are like if you work… I think the set of launch partners that Tempo has is exceedingly exciting because if you build for these customers, this has been super true of how Privy has sought to build, which is we will build for customers.

“No, but yeah, and I think the two sides are like if you work… I think the set of launch partners that Tempo has is exceedingly exciting because if you build for these customers, this has been super true of how Privy has sought to build, which is we will build for customers.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

05 / prediction

I think obviously trading is going to be, I think saving is going to be, spending is going to be, I think a lot of these financial experiences are going to get rebuilt on blockchains and they will all compound each other to make the next generation of neobanks that are building on top of crypto wallets materially better across a bunch of different dimensions.

“I think obviously trading is going to be, I think saving is going to be, spending is going to be, I think a lot of these financial experiences are going to get rebuilt on blockchains and they will all compound each other to make the next generation of neobanks that are building on top of crypto wallets materially better across a bunch of different dimensions.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

06 / belief

I think that as we look at startups that are starting today, even if you were just serving the US market, it makes sense for you to build on stablecoins, for it's cheaper, it's much faster to go to market.

“I think that as we look at startups that are starting today, even if you were just serving the US market, it makes sense for you to build on stablecoins, for it's cheaper, it's much faster to go to market.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

08 / belief

I think you're going to see that while fiat US dollars are X percent of the global market, stablecoin US dollars are going to be way more forever. But I do think we, and I hope we get to local stablecoins being 15, 20% of the market because you need them transactionally in all these markets and you want to have alternative FX markets and you want people to be able to store in local currencies.

“I think you're going to see that while fiat US dollars are X percent of the global market, stablecoin US dollars are going to be way more forever. But I do think we, and I hope we get to local stablecoins being 15, 20% of the market because you need them transactionally in all these markets and you want to have alternative FX markets and you want people to be able to store in local currencies.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint
Search evidence