Jul. 11 at 9:30 PM
$PYPL Good article below with strong bull case thesis.
Also talks about rapid Venmo Growth and yea most ppl forgot that PayPal owns Venmo:
"Venmo remains a sticky P2P tool with cultural relevance with younger demographics. But it’s now entering a new phase. In June 2025, Venmo introduced a sweeping upgrade to its offerings, including expanded in-store and online payments through the Venmo Debit Mastercard and a streamlined Venmo Checkout feature."
"Monthly active accounts are up 30% year over year. Pay with Venmo usage has surged, with total payment volume growing more than 50%. The Venmo Debit Card alone has seen a 40% rise in monthly active users."
"The product now offers up to 15% cash back at major retailers like Walmart, Lyft, and McDonald’s, along with tap-to-pay functionality, international usage without transaction fees, and automatic balance top-ups. Venmo is becoming a genuine spending wallet, not just a peer-to-peer app."
https://northwiseproject.com/paypal-stock-prediction-2030/
$JPM $XYZ $COIN
