Visa's Stablecoin Settlements Grew 15 Times in a Year. Is the Stock Still a Buy Near $370?
Visa reported a fifteenfold year-over-year increase in stablecoin settlements on a new payment rail, while its core business reached record levels. The article questions whether stablecoins strengthen Visa's network or erode the economics behind its near-all-time-high stock price.
Why it matters — The item highlights a major expansion in stablecoin settlement volumes and raises an open question about how this new payment rail could affect Visa's long-term network economics for investors monitoring the company.