Hey folks,
Let’s talk about a headline that didn’t get much attention — but absolutely should have.
This week, both Amazon (AMZN) and Walmart (WMT) floated the idea of issuing their own stablecoins — digital currencies pegged to the U.S. dollar that live on a blockchain.
Now to be clear, nothing’s been rolled out yet. But the implications here are massive.
Because if these giants actually follow through? They could cut Visa (V), Mastercard (MA), and big banks right out of the loop.
Every time you swipe a card, someone’s collecting a fee. And with companies like Amazon running millions of transactions a day, those fees add up.
Same with Walmart. Stablecoins offer a workaround — a way for them to process transactions with lower costs and faster settlement, without involving the traditional credit card rails.
That’s why this week, Visa gapped down on the news. Traders know what’s at stake.
Now if you’re wondering what a stablecoin is: think of it like a crypto version of a dollar. But unlike Bitcoin or Ethereum, it doesn’t swing wildly in value — it’s designed to stay pegged to $1.
It’s not just theoretical anymore. You’ve already seen travel points, store credit, and gift cards operate like mini-currencies.
Stablecoins are just the next evolution… Except this time, the ledger is decentralized and programmable. It can plug directly into your phone, your online cart, or your point-of-sale system.
If this takes off, it’s more that just disrupting existing payment infrastructure — it could reshape who controls the rails that money moves on.
And that’s a direct challenge to the big names in plastic.
I just covered this and more in my free bi-weekly Market Radar session.
Watch the whole episode here
And don’t forget to register your spot to be notified every time I’m going live here.
Stay sharp,
—Geof
P.S. The key to the 20 minute trading day is watching ONE specific ticker for ONE specific signal. The rest is all right here.
