Mar. 9 at 11:37 AM
$PYPL is not a legacy fintech. It is an extremely undervalued utility monolith, this is the ultimate Warren Buffett style asymmetric bet.
PayPal is one invisible toll bridge of the digital age. Trillion+ of Backend transactions.
Trust Trust trust. Its trust equity is an entrenched psychological enduring competitive advantage. In a world of increasing cyber fraud and ai driven deepfake scams, the PayPal button is the global symbol of transaction security.
You dont choose a payment method, you choose peace of mind and security. Especially in agentic commerce (verification leader). Digital toll bridge.
The unseen engine is braintree and venmo, silently scaling rapidly.
Bear narrative only focuses on branded checkout stagnation. You see the infrastructure thanks to me:
Braintree powers uber Airbnb doordash booking, plumbing of the gig economy. Global Commerce shifting to Platform from physical, braintree unbranded volume is exploding - again especially once agentic ai commerce hits 2026!
