Mastercard Is A Buy Amid Stablecoin Fear
Main Idea
The article discusses the potential impact of stablecoin transactions and the GENIUS Act on Mastercard Inc. as a shareholder perspective.
Key Points
1. The article is written from the perspective of a Mastercard Inc. shareholder.
2. It mentions the increasing number of stablecoin transactions.
3. It references the GENIUS Act becoming law.
4. The author discloses a beneficial long position in Mastercard shares.
Description
Summary Stablecoins offer significant benefits for international transactions, but widespread adoption faces hurdles like convenience, security, and merchant-consumer currency agreements. Between 74% and 90% of stablecoin volume is tied to crypto transactions, and when spent on the real economy, card networks are still used. Stablecoins reduce costs and time in cross-border transactions, a huge addressable market that represents a small percentage of Mastercard's revenues. Mastercard plays a key...
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