I’m placing this in the Paypal tag because there is no Visa or Mastercard tag and I do not know how to add that.
Just curious about V/MA. I have long-term holdings in them. They have been great stocks.
But is the stablecoin risk significant enough, perhaps an inflection point, to warrant selling and re-allocating? I assume both those companies will offer stablecoins, but obviously Walmart will only want to do their own…does that then make the fact of offering them irrelevant? Will other big retailers go down this road as well?
I always thought litigation was the big risk here (so far, the company seems to have withstood that risk). Now, the stablecoin issue has me cautious and feeling in need of a new round of due diligence. Any opinions would be great (I also own PYPL by the way)…
Thank you…