GENIUS Act will mean that any at-scale company with a lot of payments—both retail and B2B—will explore how to nudge consumers (and force vendors) to use the payment method.

Under the radar, but Walmart has a neobank that is used by a lot of their millions of employees and increasingly customers to do in-store payments.

The challenge is if you don't already have a balance loaded into an app, you're still going to use a debit or credit card.

Why stablecoins will be more likley a sustaining innovation that benefits incumbents in most cases vs. a disruptive innovation benefitting startups.

this is bullish for stablecoin whitelabel infra (such as m0)

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If interest rates come down, not a lot of $ to go around

Potentiallly. Or the pie will be so immensely big that everyone can do well

Hard to capture a lot of value in the infra stack if it's relatively simple and there is a lot of competition from Stripe and Coinbase.

Stay Curious // iixii // Head of Crypto at https://www.lazertechnologies.com/  // Prev: CoinDesk, Roc Nation // based @basedevo

Rome, Metropolitan City of Rome Capital, Italy

From my understanding its noble, with 100M. I just used M0 as an example, that infra can really come from anyone, including larger players )