VVVisa Inc. Class A
$425.76
24h
+1.30%
13 Aug, 14:22

Traditional payment rails absorbing stablecoins

Bullish+18.16%

AI Summary

The author is bullish on infrastructure connecting stablecoins with real-world payments, highlighting Solana, Circle, and Visa as key beneficiaries of growing stablecoin adoption.

Stablecoins already move fast onchain. The bigger opportunity now is making them usable everywhere else. recently, @MoneyGram Ramps went live on #Solana. with one API, Solana wallets/apps can connect to cash-in across 25+ countries and cash-out across 170+ countries & territories. Meanwhile, @Visa already has 130+ stablecoin-linked card programs across 50+ countries, with stablecoin settlement at around a $7B annualized run rate. @stripe also expanded stablecoin payments to 32 more markets and stablecoin-backed cards to 30 countries this year. Stablecoin transfer volume is already huge, but not all of it comes from real-world payments. A significant share still comes from DeFi, liquidity, and exchange flows. What interests me more is the infra connecting stablecoins with real-world usage: stablecoin → wallet → card / checkout / cash → real life As stablecoin adoption grows, a few names I’m watching: > solana:So11111111111111111111111111111111111111112 / @solana MoneyGram Ramps brought a global cash network into Solana. An indirect bet on Solana growing as a payment rail. > $XLM / @StellarOrg MoneyGram built cash on/off-ramps on Stellar before Solana, and MGUSD was also issued natively on Stellar. > $CRCL /@circle Circle is now public on the NYSE. More direct exposure to the company behind USDC and stablecoin infra, though it’s not a crypto token. > $V / @Visa another angle: instead of betting blockchain replaces the old system, the bet is that traditional payment rails absorb stablecoins. large payment companies integrating stablecoins matters just as much as a new CT narrative. if this keeps scaling, i think the networks and companies between onchain money + real-world distribution will be among the most interesting to watch. DYOR.

More Views About V