Aug 26, 2026 2:23 PM
Visa and Mastercard are no longer the undisputed kings of payments; they are now scrambling to become stablecoin issuers just to survive. Last year, stablecoin transfers hit a staggering $33 trillion, yet traditional analysts still can't fathom how Circle is disrupting the old world order. The market is fundamentally wrong about Circle's value, ignoring its shift into a profitable, regulated bank. Are traditional payment giants like Visa already obsolete? What’s your take?
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