Core Insights - Visa Inc. has launched a global Stablecoins Advisory Practice to assist banks, fintechs, merchants, and other businesses in navigating the stablecoin market [1][9] - The global stablecoin market has exceeded a capitalization of $250 billion, with Visa's stablecoin settlement volume reaching an annualized run rate of $3.5 billion as of November 30 [2][9] - This initiative indicates that traditional financial institutions are recognizing the importance of digital assets, with Visa positioning itself as a trusted guide in this evolving landscape [3][4] Visa's Strategic Positioning - The advisory practice aims to deepen client relationships, unlock new consulting revenues, and promote the adoption of stablecoin-linked services [4] - By assisting partners in developing stablecoin strategies, Visa enhances its role at the intersection of regulated finance and digital asset innovation [4] Competitive Landscape - Competitors such as Mastercard and American Express are also expanding their presence in the stablecoin sector, with Mastercard offering full-stack support for stablecoin payments and American Express collaborating with Coinbase for a crypto-linked credit card [5][6] Financial Performance and Valuation - Visa's shares have increased by 9.8% over the past year, outperforming the broader industry but lagging behind the S&P 500 Index [7] - The company trades at a forward price-to-earnings ratio of 26.35, above the industry average of 21 [11] - The Zacks Consensus Estimate predicts an 11.7% rise in Visa's fiscal 2026 earnings year over year, followed by a 13.2% growth in the subsequent year [13]

Visa Inc has taken its recent stablecoin push a step further by launching a USDC settlement in the United States. This means that US issuer and acquirer partners are now authorized to settle with Visa in Circle’s USDC, a US dollar-pegged stablecoin. It announced this development on Dec. 16. Visa to Utilize Layer-1 Blockchain Arc Visa has hit a major milestone in the company’s stablecoin settlement pilot program and strategy to modernize its settlement layer underpinning global commerce. By leveraging the ...

Core Insights - Visa has launched its Stablecoins Advisory Practice to provide insights and recommendations for banks, fintechs, merchants, and businesses regarding stablecoins [1][3] - The stablecoin market cap has exceeded $250 billion, and Visa's settlement volume has reached an annualized run rate of $3.5 billion as of November 30 [2] Visa's Stablecoins Advisory Practice - The practice aims to guide strategy and implementation in the evolving stablecoin ecosystem, which is influenced by crypto-native innovators [3][4] - Services offered include stablecoin training, market trend programs, strategy development, market entry planning, use case sizing, and technology enablement for stablecoin integration [8] Industry Context - Visa has over 130 stablecoin-linked card issuing programs across more than 40 countries and territories, showcasing its leadership in modernizing global payments through blockchain and stablecoin technology [4] - Visa Direct's pilots will allow qualified businesses to pre-fund cross-border payments using stablecoins and send direct payouts to individuals' stablecoin wallets [4]

Core Insights - Visa has launched its Stablecoins Advisory Practice to provide insights and recommendations for banks, fintechs, merchants, and businesses regarding stablecoin market fit, strategy, and implementation as the stablecoin market cap exceeds $250 billion [1] - Visa's annualized settlement volume has reached $3.5 billion as of November 30, indicating a significant acceleration in transaction activity [1] Group 1: Service Offerings - The Stablecoins Advisory Practice offers a suite of services including stablecoin strategy development, market entry planning, use case sizing, and technology enablement for stablecoin integration [5] - Visa Consulting & Analytics combines Visa's scale and expertise to deliver tailored recommendations and insights for businesses exploring stablecoins [3] Group 2: Industry Impact - Stablecoins are seen as a potential opportunity to enhance payment speed and reduce costs, with organizations like Navy Federal Credit Union evaluating their integration into broader strategies [2] - Visa has over 130 stablecoin-linked card issuing programs across more than 40 countries, showcasing its extensive involvement in the stablecoin ecosystem [4] Group 3: Client Engagement - Clients, such as VyStar, have benefited from Visa's consulting services, gaining access to insights that help them understand the stablecoin landscape and develop informed strategies [4] - The growing prevalence of stablecoin infrastructure and emerging regulatory standards necessitates a comprehensive stablecoin strategy for businesses [3]

Industry Trend - Visa launches Stablecoins Advisory Practice to assist institutions in developing stablecoin strategies [1]

Strategy & Services - Visa launched a Stablecoins Advisory Practice to assist banks, fintechs, and enterprises in stablecoin strategy design and implementation [1] - The service will support use cases like cross-border and B2B payments, indicating Visa's increased focus on stablecoins [1]