IPAY: Idiosyncratic Risks And Structural Headwinds (Rating Downgrade)
Source: SeekingAlpha
2026-03-04 19:09:05 ET
My first article was written last July, and the subject of that article was the Amplify Digital Payments ETF ( IPAY ), with the thesis having three main pillars: the structural tailwind of the adoption of digital payments, the valuation of the fund compared to the broader market, and the thesis that the concerns over stablecoins and crypto disruption were overblown....
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IPAY: Idiosyncratic Risks And Structural Headwinds (Rating Downgrade)
Coinbase Global Inc
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