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AllinCrypto

What happens when the US has to roll over its debt with 10-year yields above 5%? For Geoffrey Kendrick, that pressure is part of the Bitcoin case, and part of why he argues crypto is back and the low is in. The bigger shift may sit underneath Bitcoin: stablecoins, tokenization and protocols whose fees keep growing while their tokens stay cheap.

Geoffrey Kendrick is Global Head of Digital Assets Research at Standard Chartered.

The conversation covers why Geoffrey believes crypto has bottomed, and how US debt, Treasury intervention and the Fed shape the Bitcoin case. It then turns to stablecoins, where transactions doubled while supply stalled at about $300 billion, and why that is a massive use case for Ethereum and for protocols like Uniswap, Aave, Morpho, Chainlink and Arbitrum. It also covers the SEC exemption for tokenized US equities and why AI agents will need blockchain rails. It closes with price targets to 2030 and why Bitcoin dominance could edge lower as crypto moves from speculation to revenue.

Geoffrey explains:

■ Why a June note called the likely bottom near 59,000, after a 126K top that was never euphoric
■ How 10-year US yields above 5% and Treasury intervention could both end up Bitcoin positive
■ Why stablecoin transactions doubled while supply stalled, and what the GENIUS Act means for corporate treasurers
■ Why the SEC's five-year exemption for tokenized US equities could push asset managers on-chain
■ His 2030 targets: $500,000 Bitcoin, $40,000 Ethereum, plus Uniswap, Aave, Morpho, Chainlink and Arbitrum

Chapters
00:00 Introduction
01:23 Crypto Is Back
05:37 Why the Bottom Is In
07:43 US Debt, Yields and the Fed
15:52 Stablecoins as a Market Driver
20:28 Stablecoins and Ethereum
23:54 Protocols Capturing Value
30:52 Tokenized Equities and RWAs
35:59 AI Agents on Blockchain Rails
40:57 Price Targets to 2030
46:52 Bitcoin Dominance Heading Lower
50:36 Crypto Equities and Staying Relevant


#bitcoin #ethereum #stablecoins #tokenization #crypto

AllinCrypto

@realallincrypto