Three compounding S‑curves explained

In this episode, we sit down with Alana Levin, investment partner at Variant and author of the 2025 Crypto Trends Report, to unpack the three compounding S‑curves: asset creation, accumulation, and utilization, that are defining crypto’s next decade. Alana explains why the pace of asset issuance is exploding, how ETFs unlocked pent‑up institutional demand, and why stablecoins remain the strongest product-market fit across digital assets.

Follow Stablecoin Partners

Stablecoin Partners: https://www.stablecoinpartners.com/

StableCheck: https://www.stablecoinstandard.com/stablecheck

Variant

Variant: https://variant.fund/Follow Variant Fund: https://x.com/variantfund

Follow Alana: https://x.com/AlanaDLevin

2025 Crypto Trends Report: https://blog.variant.fund/2025-crypto-trends-report