On this edition of Strata Research, Jacquelyn sits down with our Institutional Research Analyst Alex Beaudry to dig into the OUSD announcement that resulted in Circle's stock dropping and had the crypto world convinced a new stablecoin competitor had arrived.

After looking into the details, Alex argues this is just Stripe's stablecoin wrapped in a consortium for competitive cover, then he walks through why the 140 company list is largely a marketing move before getting into which of the two paths to success for OUSD he actually thinks will play out.

TIMESTAMPS:

00:00 Introduction to OUSD and Its Impact

02:46 The Role of Stripe in OUSD

05:33 The Consortium of 140 Companies

08:00 Market Dynamics and Competition

10:15 Investor Reactions and Market Implications

13:20 Paths to Success for OUSD

Check out the associated Strata Research report for more details: https://www.token-relations.com/p/who-really-owns-ousd

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