- $V & 
MA will soon get toasted when their fees would compress which they charge for processing transaction.
-
XYZ has already started bitcoin based transaction which cost a seller no transaction fees. You might think this is contained but soon 
TOST , $NYSE:FI , 
SHOP all the payment processor will start accepting Bitcoin as mode of payment and will offer lower transaction fees and initially zero transaction fees for mass adoption.
- Even if $V &MA adopt to this trend their margins will get hurt and there would be pressure on transaction fees nonetheless.
MA will soon get toasted when their fees would compress which they charge for processing transaction. -
XYZ has already started bitcoin based transaction which cost a seller no transaction fees. You might think this is contained but soon TOST , $NYSE:FI , SHOP all the payment processor will start accepting Bitcoin as mode of payment and will offer lower transaction fees and initially zero transaction fees for mass adoption. - Even if $V &
MA adopt to this trend their margins will get hurt and there would be pressure on transaction fees nonetheless. Note
- Fair value for $V :Year | 2026 | 2027 | 2028
EPS | 12.79 | 14.45 | 16.28
EPS% | 11.80% | 12.94% | 12.64%
Fair forward p/e for a company growing mid teens is 15 but $V has a moat so forward p/e of 20 is fair.
Fair stock price
Year | 2026 | 2027 | 2028
Price | $255 | $289 | $325
Note
- In next 3-5 years, $V will be majorly disrupted as BTC as a medium of transaction grows. XYZ is showing us what the future looks like
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.