SoFiUSD is the first U.S. national-bank issued stablecoin available inside a banking app. The bull case is distribution plus settlement; the proof gate is usage, enterprise adoption, and financial contribution.
SOFI's stablecoin launch is real. The next filing has to prove usage.
NASDAQSOFIFintechStablecoins
Thesis summary
SoFiUSD is the first U.S. national-bank issued stablecoin available inside a banking app. The bull case is distribution plus settlement; the proof gate is usage, enterprise adoption, and financial contribution.
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