Founder of Privy, wallet infrastructure for stablecoin adoption. Partnership with Deal for contractor payroll in stablecoins (Argentina launch). Tracks cross-border corridors (US-Mexico, UAE-India) and institutional adoption.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Stablecoin adoption accelerating in cross-border corridors (US-Mexico $60B remittance, UAE-India). Deal partnership lets contractors receive stablecoins globally, hold in wallet earning yield, spend via Visa/Mastercard rails. Privy provides wallet infrastructure. Institutional adoption rising (banks entering). China remains closed.