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Jefferies:稳定币与支付_我们学到的 10 件事
2025-07-01 00:40
USA | Payments, Processors & IT Services Equity Research Stablecoins and Payments: 10 Things We've Learned Like most others, we've spent the last two weeks working through how stablecoins might impact the payments ecosystem. After a series of expert calls and industry checks, we distill down to ten things we've learned. We continue to believe the risk to V and MA is limited (lack of compelling consumer payments use-case) and CPAY's cross-border business is well- protected (stablecoins still require fiat off ...