How Rain Grew To A $2B Company | Charles Yoo-Naut – Empire

How Rain Grew To A $2B Company | Charles Yoo-Naut – Empire

Mentioned

$V Ramp $COIN $SOL $AVAX $BTC $ETH Tether Ltd.

Market views

Bullish

STABLES— Massive growth potential for stablecoins with 100x-10,000x user growth expected as financial system becomes increasingly tokenized
INFRA— Stablecoin infrastructure companies positioned to capture value as traditional fintech transitions to blockchain rails for efficiency gains
SOL— Strong demand and excitement for Solana-based applications and infrastructure
AVAX— Growing interest in Avalanche ecosystem with RAIN as a major partner

Bearish

TRADFI— Traditional financial infrastructure becoming obsolete due to inefficiencies and high collateral requirements compared to stablecoin settlement
INTERCHANGE— Interchange fees likely to compress over time as merchants demand lower costs and faster settlement

Not investment advice.