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![reganbozman Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::244171819.png) Regan Bozman [@reganbozman](/creator/twitter/reganbozman) on x 16.2K followers
Created: 2025-07-17 16:33:06 UTC

half baked thesis

stablecoins 100x more useful in emerging markets

adoption there will be MUCH faster

hence big winners

reasons this could be wrong:
-incumbents (nubank) eat everything
-stablecoin apps get commoditized
-better play is invest in infra serving these markets


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945884476221059158/c:line.svg)

**Related Topics**
[infra](/topic/infra)
[investment](/topic/investment)
[coins stablecoin](/topic/coins-stablecoin)
[adoption](/topic/adoption)
[100x](/topic/100x)
[stablecoins](/topic/stablecoins)
[baked](/topic/baked)

[Post Link](https://x.com/reganbozman/status/1945884476221059158)