stablecoins

“We just worked with Shopify to, like they now offer a stablecoin Payments on all of their checkouts, or they're rolling that out on all of their checkouts. That's just not a thing that would have made sense even three or four years ago.”

“The idea was a crypto token wrapping a real world asset. So that was one of the, part of the original thinking on all this stuff. It's worked incredibly well for dollars. I believe that will work incredibly well for many other kinds of assets.”

“I think there'll be something similar with stable coins where they'll be offered at the point of checkout way before people Become super familiar with them, but we're probably only a small number of years away from some mass market.”

“The utilitarian difference between a real US dollar and a US dollar crypto coin is like that the US dollar crypto coin is mostly like, it's sort of like gift certificates to scams. It's like, there's not that many things you can actually purchase with it that …”

“So I think that ultimately all like corporate treasuries will move into stablecoins.”

“The companies who are building on top of this are behind today, but basically making a bet that the cumulative power of all the builders in the world is going to create a better application over N years.”

“Felix Pago is a remittance app. It's powered by stablecoins. It doesn't mention stablecoins or crypto anywhere on the website. It just talks about customer value, the fact it has nice integrations, WhatsApp, and things like that.”

“I don't think they would survive the company very long if someone's walking around like, I don't know, I don't think the stable going thing is going to be a thing.”

“SpaceX came to us, they're selling Starlink all over the world. And so as a result, they're collecting local, so people are paying for Starlink and, you know, dozens, many dozens of different countries with their cards. So they're getting local currencies in a…”

“People still have no idea how big stable coins are going to be. And I think they discount us because it feels like it's a lot of hype right now, but we're going to look back when stable coins are a hundred times bigger and just think of this moment as so cute.”

“There will be, ultimately, these stablecoins will recede into the background purely as infrastructure.”

“We launched Machine Payments, a way for developers to charge agents directly for API calls, MCP usage, and HTTP requests using stablecoin microtransactions.”

“And this progress is in large part due to stablecoins, where borderlessness allows fintechs to set up infrastructure that works everywhere. Global by default financial services are for the first time a real possibility.”

“In 25, the price of Bitcoin dropped precipitously and is now 50% down from October, but stablecoin payments volume doubled to around 400,000,000,060 percent of which is estimated to represent B to B payments.”

“Two places that we're seeing tons of interesting stuff is one, any kind of cross-border use case, where if you want to send money to a hundred countries, it's already the case that stablecoin's a much better way to do that than anything else. And that's where …”