Dec. 23 at 8:38 PM
$BKKT DTR owns Oobit. Oobit’s future prospects are centered on three core pillars: 1. The "Apple Pay of Crypto" Experience, 2. Migration to Solana, 3, Tether’s Integration Strategy.
1. Profitability: The Pivot to "High-Volume, Low-Drag"
a), Transaction-Based Revenue: Oobit uses Bakkt’s regulated infrastructure to bridge crypto wallets to retail point-of-sale terminals. Bakkt earns execution and clearing fees.
b), Margin Expansion: In Q3 2025, Bakkt reported its first significant Adjusted EBITDA profit of
$28.7 million. This was driven by the "Bakkt Markets" segment, which supports the Oobit integration. >snip< The crypto infrastructure model scales with volume without a linear increase in costs.
2. Cost Structure: Leaner and More Scalable (see link)
3. Stock Price: Volatility and "Buy the Rumor" (see link)
>>Oobit launch provides the first real-world "mass market" test for Bakkt's B2B2C rails<<
>>Bakkt (
$BKKT): Bullish Outlook & Triggers<<
https://gemini.google.com/app/7a8c10d4c559b5ec
https://x.com/Samuel947117225/status/2003122162249695720
