chubzchubx
2021-03-05
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Mizuho's talk with Cathie Wood yields takes on bitcoin, payments sector
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(Among her other funds, Wood oversees the Ark Fintech Innovation ETF(NYSEARCA:ARKF)).</p><p>Bitcoin (BTC-USD) had alreadymade the grade as one of Ark's five big ideas for the year. Now she's pointing to analysis saying that if institutional investors allocate between 2.5% and 6.5% of portfolios to cryptocurrency, it would potentially add $200,000-$500,000 to the currency's price.</p><p>But straight-up investment return isn't the only reason to own bitcoin, she says. The currency also offers purchasing power to companies if cash deteriorates; it makes doing business easier in markets where transacting could be difficult (say, due to corrupt governments or weak ecosystems); and it's an insurance policy against confiscation of wealth (through inflation or otherwise).</p><p>Meanwhile, Wood says Square(NYSE:SQ)is a key innovator in a digital wallet space with a large and expanding global total addressable market. The company can be \"better, cheaper and faster\" at problem solving than banks, and benefits from low customer acquisition costs, she says.</p><p>Key to Square's success is its marketing strategies, she notes, including giveaways, event sponsorship and of course its presence in crypto/bitcoin, helping maintain interest from millennials. And its Cash App currently has an average revenue per user of about $41, though Wood thinks that could hit $400-$500 in 5-10 years.</p><p>Paypal/Venmo(NASDAQ:PYPL)have a huge advantage in their digital wallet ambitions through scale and international presence, she adds. 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(Among her other funds, Wood oversees the Ark Fintech Innovation ETF(NYSEARCA:ARKF)).Bitcoin (BTC-USD) had alreadymade the grade as one of Ark's five big ideas for the year. Now she's pointing to analysis saying that if institutional investors allocate between 2.5% and 6.5% of portfolios to cryptocurrency, it would potentially add $200,000-$500,000 to the currency's price.But straight-up investment return isn't the only reason to own bitcoin, she says. The currency also offers purchasing power to companies if cash deteriorates; it makes doing business easier in markets where transacting could be difficult (say, due to corrupt governments or weak ecosystems); and it's an insurance policy against confiscation of wealth (through inflation or otherwise).Meanwhile, Wood says Square(NYSE:SQ)is a key innovator in a digital wallet space with a large and expanding global total addressable market. The company can be \"better, cheaper and faster\" at problem solving than banks, and benefits from low customer acquisition costs, she says.Key to Square's success is its marketing strategies, she notes, including giveaways, event sponsorship and of course its presence in crypto/bitcoin, helping maintain interest from millennials. And its Cash App currently has an average revenue per user of about $41, though Wood thinks that could hit $400-$500 in 5-10 years.Paypal/Venmo(NASDAQ:PYPL)have a huge advantage in their digital wallet ambitions through scale and international presence, she adds. The global opportunity is vast enough for both PayPal and Square to coexist, she says, but they implement very different approaches: Paypal is top-down-driven, while Square has a grass-roots, bottom-up approach to customer acquisition.And if PayPal and Square thrive, that means the companies giving up market share are likely traditional banks and legacy financial services (perhaps including processors Visa(NYSE:V)and Mastercard(NYSE:MA)).Mizuho rates all of these stocks (Square, PayPal, Visa and Mastercard) at Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/367177872"}
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