Stablecoins could unlock a much bigger market for tokenized assets. Think about a corporate receiving payments in stablecoins. What does it do with those funds? It probably won’t want to hold all that liquidity in stablecoins. It may prefer to move it into tokenized deposits or money market funds. This is what makes stablecoins so interesting. Beyond payments, they could drive demand for a whole range of tokenized financial products. As more businesses adopt stablecoins, the need to manage that liquidity will grow. That’s where a big part of the opportunity lies.

There was a time when the world looked to the UK for fintech innovation and leadership. The UK has been relatively quiet on stablecoins and tokenization so far. But make no mistake: once the regulatory framework comes into force, I believe London will emerge as a global leader in stablecoins and tokenized finance. Let’s go, Britain! 🇬🇧💪🏻

The most successful fintech companies started with a narrow value proposition and scaled from there. Nubank and Revolut started with cards. Stripe started with payments for developers. Affirm and Klarna started with a simple buy now, pay later proposition. Financial institutions should approach digital assets the same way. Start with a specific use case: stablecoin sandwich for cross-border payments, on/off ramps and custody, card settlement, or tokenized deposits for inter-bank money movement. Build the capabilities, test demand, see what works, and expand into new use cases from there. Just start! https://t.co/AXftwSYen3

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3d ago on

"There are a lot of ramping, very nascent initiatives in our portfolio, from Cash App Score and being able to externalize it, to Builderlab, to Squaremates...but our 2027 growth guidance does not rely on those initiatives." - Amrita Ahuja, Block $XYZ Q3 2026 earnings call https://t.co/8xoZ9w2UQP

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3d ago on

"That is part of what gives us the confidence to believe that we are going to accelerate our GPV growth for Square for the third consecutive year in 2027." - Amrita Ahuja, Block $XYZ Q3 2026 earnings call https://t.co/Oyygs72BZu