Jun. 12 at 5:28 PM
$PYPL why I’m extremely bullish on PayPal when everyone else says it’s dying: stablecoins become a major part of global payments, PayPal already has:
* Hundreds of millions of users
* Millions of merchants
* Venmo integration
* Regulatory relationships
* A recognized consumer brand
That gives PayPal a potential advantage over crypto-native stablecoin issuers that lack large payment networks.
The key metric to watch is PYUSD circulating supply. If it grows from a few billion dollars to tens of billions, the interest income alone could become meaningful to PayPal’s earnings.
