The Visa network is becoming more powerful! Now stablecoins and AI agents are joining in!

Something exciting is happening at Visa (i)(V). As political pressure on credit card fees increases, the company is simultaneously massively expanding its position in stablecoins, AI commerce, and digital consumption. For me, this combination is exactly why Visa remains one of the strongest payment companies in the world in the long term, and that’s why I have them in my portfolio. One risk is the Credit Card Competition Act, which is gaining new momentum from President Trump and Vice President JD Vance. Large banks would be required to route...