themes / digital-payments · horizon 3-10 years · 16 companies
Digital Payments & Fintech
Cash-to-digital shift, embedded finance, stablecoin rails.
Trend vs pricing
Trend (reality)
43
company trend 51 · related-ETF flow 18 · growth 46
Market pricing
53
Expectations gap-10
Human needs
moneyconvenience
Related ETFs
XLF
Constraint chain
Trend → Constraint → Required solution
No constraint chain defined for this theme.
Attention
80
blend of per-source scores · breadth 1
Per-source scores
Wikipedia 80App Store —YouTube —
Rising queries
stablecoin definitionstablecoin pricestablecoin stockstablecoins liststablecoin newsstablecoinxstablecoins explainedstablecoin market capstablecoin yieldscash app customer servicecash app customer service phone numbercash app login
Wikipedia · 4 articles
7d avg pageviews3183
vs 28d+31.5%
vs 1y+33.3%
z vs own history+1.33
StablecoinVenmoCash AppBuy now, pay later
Apps · GitHub · YouTube
PayPal#47
Cash App#61
Venmo#63
Klarnanot in top-100
Affirmnot in top-100
Zellenot in top-100
GitHub repos—
YouTube videos / day61.1
Measured over50 videos · 19.6 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Fed Paper on Stablecoins: What It Means If Your Issuer Fails
- · Are AI Agents the Next Stablecoin Use Case?
- · #Crypto #España #MiCA #Stablecoins #Blockchain
- · Samsung Wallet on stablecoin: money is the missing part of the wallet
- · Stablecoin Payments Send Money Across Borders Instantly
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| V | Visa | 90% | 1 | 64 | 87 | -23 | 60 | 84 | 10 |
| MA | Mastercard | 90% | 1 | 61 | 66 | -5 | 51 | 85 | 47 |
| PYPL | PayPal | 90% | 1 | 52 | 34 | +18 | 42 | 67 | 89 |
| XYZ | Block | 80% | 1 | 49 | 80 | -31 | 49 | 44 | 7 |
| SOFI | SoFi Technologies | 70% | 1 | 27 | 31 | -4 | 32 | 6 | 51 |
| AXP | American Express | 60% | 1 | 63 | 38 | +25 | 56 | 80 | 63 |
| HOOD | Robinhood Markets | 60% | 1 | 45 | 67 | -22 | 46 | 39 | 21 |
| CRCL | Circle Internet Group, Inc. | 50% | 1 | 62 | 68 | -6 | — | 62 | 5 |
| FIS | Fidelity National Information Services | 50% | 1 | 71 | 3 | +68 | 82 | 59 | 99 |
| FISV | Fiserv | 50% | 1 | 24 | 9 | +15 | 11 | 56 | 94 |
| GPN | Global Payments | 50% | 1 | 36 | 69 | -33 | 31 | 26 | — |
| CPAY | Corpay | 40% | 1 | 65 | 73 | -8 | 58 | 81 | 37 |
| JKHY | Jack Henry & Associates | 40% | 1 | 47 | 45 | +2 | 40 | 67 | 61 |
| COIN | Coinbase | 30% | 1 | 19 | 35 | -16 | 18 | 34 | — |
| COF | Capital One | 20% | 3 | 64 | 41 | +23 | 72 | 64 | 66 |
| GDDY | GoDaddy | 10% | 2 | 54 | 34 | +20 | 42 | 77 | 88 |