I also like that Figure is targeting lending, a massive market where blockchain can drive real efficiency, transparency, and lower costs. Compared to others facing losses or slowing growth, Figure has both momentum and a clear path forward, which gives me confidence in its potential to scale.
While every IPO carries risks, Figure strikes the best balance of innovation and financial discipline. If execution stays on track, I believe it could grow well beyond its $4.1 billion valuation, making it the most exciting IPO to watch this fall.
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