Aug. 24 at 3:55 PM
No major new company catalyst from
$MA today, so I’m still focused on what followed its July 30 Q2 report. Revenue rose 14% to
$9.3B, cross-border volume grew 12%, and adjusted EPS reached
$5.04.
The more interesting longer-term move came on August 3, when Mastercard completed its acquisition of BVNK. It gives Mastercard additional infrastructure connecting traditional payment rails with stablecoins, with potential use cases in cross-border B2B payments, settlement and treasury flows.
For me, the question now is execution: can these new rails add meaningful growth to an already strong core network?
$V remains the obvious sector comparison.
Not financial advice. Do your own research.
