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Visa CEO Ryan McInerney announced plans to cut roughly 2,600 employees, about 7% of the workforce, with the reductions concentrated in technology and product divisions, per a Wall Street Journal report on the 28th. The move signals that legacy card networks see AI and stablecoin rails as a structural threat to their fee-based model, a narrative that supports stablecoin-linked crypto infrastructure plays while pressuring payment-network margins and multiples. Watch whether Mastercard follows with similar restructuring and whether Visa pairs the cuts with concrete stablecoin settlement initiatives, which would confirm the disruption thesis rather than a routine cost cut.
As a Market signal, watch whether it changes price action, volatility, or flows around V, MA, CRCL.
Original Source: 토큰포스트
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