Do you see stablecoins as a real long-term driver — and who benefits more, Coinbase or Robinhood?

I’m curious how people here view the stablecoin thesis overall. Do you believe stablecoins will become a meaningful part of the future financial system (payments, settlement, on/off-ramps), or are they mostly a niche tool within crypto? If you *do* believe in the stablecoin narrative: * Does Coinbase make more sense as a direct beneficiary (USDC exposure, custody, on-chain volume)? * Or is Robinhood the better play as a broader fintech platform that can integrate stablecoins without being fully dependent on them? From a value investing perspective: Is the stablecoin upside already priced into Coinbase, while Robinhood offers a more asymmetric risk/reward — or do you see it the other way around? Interested in how others here assess the realistic adoption and monetization potential of stablecoins.