timstockmarket
Oct 3, 7:22 PM
$PYPL Why I see Paypal as finance infrastructure stock than a mere payment platfotm. It has a long runway and Burry is right.
Stablecoins could become a major financial infrastructure layer by enabling 24/7, near-instant and low-cost global dollar settlement without many traditional banking intermediaries. PYUSD gives PayPal its own branded digital-dollar settlement asset that can connect PayPal, Venmo, merchants, B2B payments and cross-border transfers. Blockchain could remain invisible to customers while PYUSD moves value underneath, with users and merchants simply receiving ordinary dollars. PayPal's existing consumer network, merchant relationships, compliance infrastructure and fiat connections could give PYUSD advantages that standalone stablecoins must build separately. If adoption grows, PayPal could evolve from primarily a payments platform into part of the underlying infrastructure through which digital money moves globally.
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