According to the Financial Times, the UK and U.S. are set to announce closer cooperation on digital assets, including stablecoins, following a meeting between Chancellor Rachel Reeves and Treasury Secretary Scott Bessent. Both governments are also developing a joint digital securities sandbox to test blockchain applications in financial services. https://t.co/DtAc9ArYzE ...

Core Thesis - Remitly Global, Inc. is positioned as a leading digital remittance platform, transitioning from a cash-heavy model to a high-retention, annuity-like business, with strong revenue growth and customer retention metrics [2][5]. Financial Performance - As of Q2 2025, Remitly is experiencing a revenue growth rate of 34% year-to-date and is projected to achieve over 25% free cash flow margins, trading at less than 8 times estimated 2027 unlevered free cash flow [2]. - The company's stock was trading at $19.68 as of September 4th, with a trailing P/E ratio of 324.33 [1]. Competitive Advantage - Remitly's competitive edge stems from its effective marketing strategies, efficient customer acquisition, and product-led retention, offering a superior user experience compared to traditional cash-based networks like Western Union and MoneyGram [3]. - The company demonstrates increasing returns to marketing scale while maintaining a gross profit payback period of less than 12 months on customer acquisition [3]. Market Dynamics - The adoption of stablecoins poses a minor threat to consumers, as their usage is still in the early stages, and regulatory challenges are likely to hinder mainstream adoption [4]. - Recent immigration policy shifts are favorable for digital remittance flows, penalizing cash transfers while promoting app-based remittances [4]. Long-term Outlook - With ongoing product innovation and a strong foundation of customer trust and retention, Remitly is well-positioned for high-margin free cash flow generation, making it an attractive investment opportunity in the digital remittance market [5][6].

Key Takeaways Mastercard is up 10.7% YTD, trailing the S&P 500 but topping Visa and American Express.MA trades at 31.99X forward earnings, well above peers' valuations and the industry average.Switched transactions grew 10% and cross-border volume surged 15% in Q2 2025.Shares of Mastercard Incorporated (MA) have delivered a 10.7% year-to-date gain, outperforming the broader industry and close peers Visa Inc. (V) and American Express Company (AXP) . The S&P 500 Index, however, edged ahead with a 12.8% rise o ...

Company Overview - Payoneer Global Inc. is currently trading at $6.65 with a trailing P/E of 26.60 [1] - The company focuses on SMBs, marketplaces, and enterprise payouts, with B2B payments accounting for approximately 19% of its 2024 revenue, projected at $186 million, and showing a 37% year-over-year growth in Q2 2025 [2] Industry Insights - The cross-border payments industry, including P2P, is expected to grow in the mid to upper single digits through 2030, driven by global trade, connectivity, mobile access, emerging markets, and technological innovation [2] Competitive Positioning - Payoneer benefits from a presence in high-growth regions like LATAM and APAC, an Easylink acquisition in China, and a pending Payment Aggregator Cross Border license in India, enhancing integration, efficiency, and market access [3] - The company has strong network effects, high barriers to entry, brand credibility, and moderate economies of scale [3] Management and Ownership - The management team, led by CEO John Caplan and CFO Bea Ordonez, is relatively new but experienced, with compensation largely performance-based [3] - Institutional investors hold approximately 35% of shares [3] Valuation Analysis - Payoneer is potentially undervalued, with a fair value estimated at $8.75–$9 per share, implying about a 25% upside from the current price [5] - Valuation multiples such as EV/EBITDA (7.9x) and P/S (2.5x) compare favorably with peers like PayPal, Wise, Adyen, and dLocal [5] Growth Opportunities - The SMB marketplace sellers represent the largest segment for Payoneer, growing 16% in 2024, while enterprise payouts show stable volume but flat revenue due to declining take rates [2] - Long-term fundamentals and growth opportunities suggest a compelling tactical investment despite near-term uncertainties [5]

RT Token Terminal 📊 (@tokenterminal)🚨🆙 The use of blockchain-based lending platforms is at an all-time high, with active loans at $45 billion.Users increasingly want to borrow stablecoins against their cryptoasset collateral.Biggest contributors: @aave, @MorphoLabs, @sparkdotfi, @0xfluid, and @KaminoFinance. https://t.co/ZmjeDUNp0z ...

Discover how stablecoins stabilize value in the volatile crypto market—exploring their definitions, mechanisms, and various types like fiat and algorithmic. https://t.co/hwRj9LIQCT ...

where is the best risk-adjusted place to earn yield on stables with size right now?must be on Solana ...

RT Empire 🟪 (@theempirepod)New episode with @KyleSamani out now! @JasonYanowitzWe discuss:- Raising $1.65B for @FWDind- Partnering with @jump_ & @galaxyhq- Integrating DATs into DeFi- Internet capital markets- What's next for Forward Industries?- Stablecoins, SOL ETFs & more!Timestamps:00:00 Introduction01:28 The Ultimate Vision For Forward Industries08:58 Raising $1.65B For Forward Industries10:56 Partnering With Jump & Galaxy16:35 Ads (Peaq)17:27 Integrating DATs Into DeFi25:22 M&A Strategies29:58 BTC vs ...

Get Ready for the next YouTube Live #KseniaConnects!This week, we’re diving into the future of stablecoins with WLF1 & USD1, exploring innovation, adoption, and what’s next for the digital economy.🗓 Date: Thursday, September 18🕐 Time: 13:00 UTC📍 Watch Live: https://t.co/4AdeZ2O1qD🎁 200 USDT in BMX Giveaway🎤 Speakers:Robert Wesley – CEO & Co-Founder, Me Protocol @MeProtocolTzahi Kanza – CEO & Co-Founder, Syndika @tzahi_kanzaElena Martirosian – Customer Success Officer, BitMart @ElenaAtBitMartFaye – Customer ...

🚨🆙 The use of blockchain-based lending platforms is at an all-time high, with active loans at $45 billion.Users increasingly want to borrow stablecoins against their cryptoasset collateral.Biggest contributors: @aave, @MorphoLabs, @sparkdotfi, @0xfluid, and @KaminoFinance. https://t.co/ZmjeDUNp0z ...