"Visa Inc ( NYSE:V) is doubling down on stablecoin settlement infrastructure as transaction volumes surge across digital dollar networks. The payment giant's crypto chief is positioning the company to capture settlement fees from the explosive growth in blockchain-based payments, a strategic bet that could redefine how money moves across borders. Tether's USDT network processed 1.5 billion in daily volume during peak settlement periods in early 2025, demonstrating institutional appetite for stablecoin rails."
"The timing aligns with regulatory tailwinds. The U.S. enacted stablecoin-specific legislation in July 2025, providing the clarity Visa needs to integrate blockchain settlement at scale. Prediction markets assign 82.5% odds that USD-denominated stablecoins will maintain 99%+ market share through 2026, validating Visa's focus on dollar-pegged tokens rather than alternative currencies. Visa's financials support aggressive innovation bets. The company generated 50% profit margins and 52% return on equity in fiscal 2025, with operating margins exceeding 65%."
Visa is expanding stablecoin settlement infrastructure to capture settlement fees from growth in blockchain-based payments. Tether's USDT showed peak daily volumes near $1.5 billion early in 2025 before normalizing to $30–40 million by January 2026. Visa launched a Stablecoins Advisory Practice and expanded USDC settlement capabilities to route stablecoin activity onto existing rails rather than cede infrastructure to blockchain networks. U.S. stablecoin legislation in July 2025 provided regulatory clarity for large-scale integration. Strong fiscal 2025 margins and returns give Visa room to invest, while analysts assign meaningful upside to the company’s share price.
Read at 24/7 Wall St.
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