@futurenvesting · Long SOFI

When $SOFI fully migrates its $25b annual debit and credit card programs to SoFiUSD, this chart is going to change quickly. Just goes to show you how big of a deal that SoFi x Mastercard partnership is. They are by far the biggest company making the change towards stablecoins.

The Kobeissi Letter@KobeissiLetter

BREAKING: The total volume of payments processed on crypto cards has reached a record $12.5 billion, up +140% year-to-date. This also marks +247% growth compared to levels seen in October 2025. Continued adoption of stablecoins as a payment rail and the push toward cross-border

Read asLong SOFI

Since the call—

unrankedThe analyst's rank today

High · 0.96Confidence

Tue, Oct 6Tweeted

Wed, Oct 7 closeCounted from

27% of the basket · day 13fades out by Nov 17

Rank per close

#47

Oct 7

#49

Oct 8

#87

Oct 11

#79

Oct 12

#65

Oct 13

#163

Oct 14

#94

Oct 15

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Oct 18

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Oct 19