Author argues PayPal's PYUSD stablecoin reaching $4.1B is a rapidly growing business worth roughly $1B to PayPal, potentially bigger than its payments business.
PYPL — LONG The author claims PYUSD hitting $4.1B in circulation makes it a roughly $1B business for PayPal, drawing a comparison to Circle's ~$15B valuation for USDC. The mechanism is that stablecoin growth could become a larger value driver than PayPal's core payments business. The catalyst is PYUSD's rapid growth and first-ever $4.1B milestone. No specific risk is stated by the author.
The success of PYUSD can be even bigger than PayPal's payments business. For example circle that owns USDC is valued close to $15B. This means just PYUSD is a $1B business for paypal currently and it's growing rapidly.
This Reddit post, published February 25, 2026, features u/Pristine_Arm8260 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Pristine_Arm8260 · Tickers: PYPL