Core Viewpoint - The article presents a bullish perspective on Western Union (WU), highlighting its stable margins, new stablecoin initiative, and low valuation, complemented by a ~10% dividend yield [1]. Group 1: Company Analysis - Western Union is recognized for its stable margins and low valuation, making it an attractive investment opportunity [1]. - The company is initiating a stablecoin project, which is seen as a positive development for its future growth [1]. Group 2: Investment Strategy - The investment approach focuses on identifying high-quality, shareholder-oriented companies that are undervalued due to short-term market factors or irrational investor behavior [2]. - There is a particular interest in legacy businesses in sectors like remittances, ATMs, and tobacco, which are often overlooked despite their cash-generative capabilities and high dividend yields [2].

Tether posted a $10 billion profit in 2025, down 23% from the previous year, as the world’s biggest stablecoin issuer launched a fundraising process that would make it one of the most highly valued private companies https://t.co/ZRqDQGGmEw ...

Core Insights - SoFi Technologies Inc. reported a strong quarter with earnings per share (EPS) of 13 cents, exceeding expectations of 11 cents by 18% and showing a 160% year-over-year improvement [2][3] - The company achieved a record quarterly revenue of $1.01 billion, marking the first time it reached this milestone, and reflecting a 36% year-over-year increase, partly due to the addition of 1 million new customers [3][4] - SoFi's tangible book value grew to $8.9 billion, an increase of $1.7 billion quarter-over-quarter, with a return on tangible common equity of 9.0%, indicating strengthening fundamentals [3] Financial Performance - The adjusted EBITDA reached a record $318 million, representing a 31% margin, an increase from the 29% margin in Q4 2024, demonstrating efficient scaling and sustained profitability over nine consecutive quarters [5] - Fee-based revenue and improved cross-buy trends are enhancing the business model and reducing reliance on balance-sheet growth, indicating a shift towards a more sustainable revenue generation strategy [7] Innovation and Growth - SoFi has evolved from a student loan provider to a diversified digital financial services platform, distinguishing itself in the financial sector [4] - The launch of SoFiUSD, a stablecoin on a public blockchain, positions the company at the intersection of traditional banking and digital assets, showcasing its innovative capabilities [6] - The introduction of the SoFi Smart Card highlights the company's commitment to delivering unique value propositions that assist members in building credit while earning rewards [6]

Global payments and treasury are entering an always-on era.Since the passage of the GENIUS Act, stablecoin usage for payments has grown 70%, as institutions gained confidence to deploy digital dollars in real-world workflows.@USDC is enabling:→ Real-time cross-border settlement→ Programmable treasury and cash management→ Global liquidity without legacy banking constraintsThis is what happens when money moves at internet speed. ...

WATCH - Debasement vs Redollarization: Gold, Tether & Bitcoin Shaping the New Monetary Order | Bitcoin Policy Hour Ep. 26 🇺🇸@bitcoinpolicy explains why Tether is launching a U.S. stablecoin, how Coinbase wields influence in Congress, and why the debasement trade is primed to hard money assets (gold, silver, bitcoin) higher.Feat. @bitcoinpolicy's @zackbshapiro @zackcohen_ @Bayman11771Chapters:03:15 – Tether’s GENIUS-Compliant U.S. Stablecoin Explained07:30 – Is Tether’s U.S. Launch a Political Hedge?11:45 – ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Donald Trump Jr., co-founder of World Liberty Financial, cheered the dollar-pegged World Liberty Financial USD (USD1) stablecoin hitting a $5 billion market capitalization on Wednesday. Trump Family Cheers USD1’s Success Trump Jr. posted a CoinMarketCap screenshot on X to highlight the milestone. “Built in America, designed for real-world scale, and adopted by serious institutions. This is what happens wh ...

Core Insights - Fidelity is set to launch its own stablecoin, named the Fidelity Digital Dollar (FIDD), aimed at both retail and institutional investors [1][2] - The issuance of FIDD will occur in the coming weeks through Fidelity Digital Assets, which has received a national trust charter [2][3] - The recent passage of the GENIUS Act provides regulatory clarity for payment stablecoins, allowing firms like Fidelity to issue their own [4][3] Company Developments - Fidelity Digital Assets was established in 2019 and has been a proponent of digital assets and cryptocurrencies [4] - The upcoming stablecoin launch is part of Fidelity's broader strategy to diversify its investment offerings, including a spot bitcoin exchange-traded fund [4] - FIDD will operate on the Ethereum blockchain, allowing transfers to any Ethereum mainnet address [6] Industry Context - The stablecoin market is evolving, with Fidelity's entry expected to influence the financial infrastructure landscape [8] - Other major banks, including U.S. Bank, Bank of America, JPMorgan Chase, and Citi, are also considering stablecoin issuances [5] - The interoperability of Fidelity's stablecoin will be crucial for its adoption and functionality within the broader financial ecosystem [7][8]

solomon labs' usdv runs the same delta-neutral stablecoin model that took ethena to $2b tvl. $3m market cap on solana for 8-12% yields from funding arb. held peg 87 out of 90 days through december chaos and january correction. perp funding on jupiter and drift stays elevated above 10% annualized. they're capturing carry trades that tradfi runs at billions in scale. avici integration just went live for automatic yield distribution. $3m for proven infrastructure that ethena validated at 600x the valuation. ...

Circle Internet Group has unveiled an aggressive 2026 roadmap centered on Arc, its Layer-1 blockchain designed to serve as an “Economic Operating System” for global finance. The company aims to push Arc from testnet toward production while scaling its Circle Payments Network and StableFX applications to capture enterprise market share in stablecoin-powered settlement. The strategy comes as Circle faces mounting competition from Tether, which generated $5.2 billion in revenue during 2025 and now controls ...

🗣️ According to social media data, these coins lead rising discussions across X, Reddit, Telegram, 4Chan, Farcaster, & BitcoinTalk:🪙 Bitcoin $BTC: Extensive discussions about its value proposition compared to gold and other assets. Debates focus on whether BTC serves as a store of value, digital gold, or a speculative asset, highlighting its market behavior, performance, and potential future as a financial instrument. Conversations also cover BTC's role in the crypto market, its correlation with gold, utili ...