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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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AdaptHealth raised 2026 revenue guidance after a major strategic partner rollout, but Q1 showed the cost of scale: elevated labor, negative free cash flow and a balance sheet that still needs refinancing execution.
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