Interesting analysis, wanted to ask your thoughts on stablecoin disruptions as a secular headwind for cross-border payments, and how DLO could tackle it?
Thank you! I think stablecoins can compress parts of the traditional cross-border stack, but DLO can stay relevant by positioning itself as the regulated bridge between stablecoin settlement and messy EM reality, i.e. turning a “headwind” into a product line rather than a disintermediator. It will require good management, though, which I believe this company has. :)
I checked this out because of your DCF post in November. It was a really good read, especially since DLO is still close to the price it was when you wrote this. Based on your post and my own research (a must!), I decided to start a small position. Let's see how it goes!
Interesting analysis, wanted to ask your thoughts on stablecoin disruptions as a secular headwind for cross-border payments, and how DLO could tackle it?
Thank you! I think stablecoins can compress parts of the traditional cross-border stack, but DLO can stay relevant by positioning itself as the regulated bridge between stablecoin settlement and messy EM reality, i.e. turning a “headwind” into a product line rather than a disintermediator. It will require good management, though, which I believe this company has. :)
I checked this out because of your DCF post in November. It was a really good read, especially since DLO is still close to the price it was when you wrote this. Based on your post and my own research (a must!), I decided to start a small position. Let's see how it goes!
Glad it was finilised after your own research! Good luck with the position. :)