This isn't one company its an entire category. Total addressable market: Visa projects $250 trillion in cross-border transactions by 2027. If stablecoin rails capture even 10% thats $25 trillion flowing through this infrastructure
The tell: three funding rounds in less than a year. Investors competing to get in. Valuations climbing 15-20x annually. Early 2010s when stripe square and adyen were being built. Same pattern of infrastructure companies enabling new payment rails.
Entire payment system being rebuilt. Infrastructure companies seeing explosive growth rates. Clear product market fit
If you're looking at private market opportunities this sector is worth researching
[https://cointelegraph.com/news/stablecoin-payment-flows-hit-56-trillion-2030](https://cointelegraph.com/news/stablecoin-payment-flows-hit-56-trillion-2030)