2026-01-03 03:28:09

Remitly has quietly hit an inflection point. After years of losses, the company just turned profitable—yet trades at a 70% haircut versus its 2021 IPO valuation. Meanwhile, it's posting 28% year-over-year growth and sits perfectly positioned to capitalize on upcoming regulatory shifts. The 1% cash remittance tax set to roll out will squeeze its traditional competitors hard, clearing the runway for digital-first players. Look at the gross profit trajectory—it's textbook profitable scaling. Sometimes the market just gets it wrong, leaving obvious mispricings for those paying attention.

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TokenToaster

· 01-03 21:19

Remitly was really hit hard this time. The old bosses are about to be killed by the 1% tax, but it actually benefits from the dividends. Clever!

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zkProofGremlin

· 01-03 19:36

Wow, Remitly is really underestimated this time. With a 28% growth rate turning profitable, the market still doesn't seem to get it?

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DAOTruant

· 01-03 03:58

Remitly's situation is indeed interesting. Has the market really been asleep... Turning losses into profits +28% growth and still getting hit with a 70% drop, it's simply outrageous.

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LightningLady

· 01-03 03:57

Oh my, this is the bottom-fishing opportunity. The market is really blind.

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GateUser-3824aa38

· 01-03 03:56

Damn, Remitly was definitely wrongly punished this time. Once the 1% tax was implemented, traditional players were doomed.

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AirdropHunter007

· 01-03 03:49

Here are a few comments with different styles: --- Remitly has really been hit hard this time. With the 1% tax policy announced, traditional players will be crying. --- Wait, 28% growth and turning profitable? Why is it still getting hammered so badly... --- Some people still can't see the opportunity right in front of them. Truly astonishing. --- 28% YoY+ turning profitable, it's probably time to scoop up the bottom. --- Market pricing is still way off; the data is right here. --- The end is near for traditional remittance players. Remitly is about to feast. --- This is a classic case of misjudgment. Savvy investors are making a killing.

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