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henry stern

T2 · manager / operator

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.

1 call·1 name·100% bull·last heard 4 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$PRIVYPrivyposition

Privy enables stablecoin payroll for contractors: Deal partnership in Argentina, wallet with yield, own stablecoin issuance

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.

TBPN2026-06episode →

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  • $PRIVY

recurring themes

  • Crypto & Digital Assets1
  • Payments & Banking Infrastructure1
1 total
$PRIVY
Privy
MEDhenry stern·TBPN·4 months ago·Microsoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers· position
Privy enables stablecoin payroll for contractors: Deal partnership in Argentina, wallet with yield, own stablecoin issuance
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.
"they're doing three things really one is enabling any business to pay out their contractors in stable... two is they're basically putting out a wallet app... allows you to basical…"
121:40
8
Crypto & Digital Assetstailwind
Stablecoin adoption accelerating in cross-border corridors: US-Mexico remittance, UAE-India; institutional banks entering; China closed
Stablecoins gaining traction as payment rails for contractor payroll (Deal/Privy in Argentina), remittance corridors (Felix Pago 5% of $60B US-Mexico), and B2B payments. Visa/Mastercard stablecoin cards enable merchant acceptance without crypto awareness. Institutional adoption rising (banks entering per Money20/20). China remains verboten.
8
Payments & Banking Infrastructuretailwind
Stablecoin cards on Visa/Mastercard rails enable seamless merchant acceptance; institutional adoption accelerating at Money20/20
Stablecoin spending works via existing card networks — merchants see normal transactions. Privy/Deal enabling contractor payroll, yield-bearing wallets, own stablecoin issuance. Institutional players (banks) moving from waiting to active participation. Cross-border corridors (US-Mexico, UAE-India) show highest volumes.