Zach Abrams
Co-founder & CEO, Bridge · 1 appearance on the record.
computed by AI from the episodes · how this works → · full disclaimer →
founderexecutiveoperatorinvestor@zcabrams ↗LinkedIn ↗bridge.xyz ↗
Zach Abrams is the co-founder and CEO of Bridge, a stablecoin infrastructure platform acquired by Stripe. He previously served as Chief Product Officer at Brex and held senior roles at Coinbase and Square.
23statements → 13claims → 2claims resolved → 3.78/5average certainty → 2.13/5average debate potential →
2 supported 0 partly supported 0 contradicted 1 not yet assessed 10 not checkable as stated how the 13 claims stand · each chip opens the sources
10 predictions · 3 assertions · 2 opinions · 2 insights · 6 disclosures · every statement was checked. The predictions and assertions are the 13 claims: statements the public record can support or contradict. 2 are resolved, 1 is not yet assessed, and 10 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.
The record, in short
What the tape says about how Zach argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.
Everything Zach Abrams said on Cheeky Pint that made the record, most notable first. Filter by type, assessment or year in the ledger →
Solana is still not great for payments, Abrams argues
“Solana is a great blockchain for a lot of use cases, but it's still not great for payments.”
Ethereum captures minimal value compared to Solana, Abrams argues
“And like Ethereum, wild value creation, like of all the blockchains, minimal value capture. Whereas there are a bunch of others where, you know, like Solana is probably perfect, you know, value creation, value capture.”
Abrams: US dollar stablecoins will maintain outsized dominance forever
“I think you're going to see while like, you know, fiat US dollars are x percent of the global market, stablecoin US dollars are going to be, you know, way more forever.”
Trading will shrink to 5% of the stablecoin market, Abrams predicts
“That being said, I think that the trading use, use case was like a hundred percent of the market two years ago was 80% of the market today, and, you know, will be five percent of the market in, in some number of years.”
All corporate treasuries will ultimately move into stablecoins, Abrams predicts
“So I think that ultimately all like corporate treasuries will move into stablecoins.”
SpaceX uses Bridge to repatriate Starlink revenue via stablecoins, says Abrams
“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…”
Abrams: Crypto FX markets are more efficient for startups than large enterprises
“The interesting dynamic at play is that in the fiat FX markets, as you get bigger, your pricing comes down. In the crypto markets, as you get bigger, your pricing goes up because the spreads widen. So the market is way more efficient for startups.”
Consumers will access the risk-free rate via stablecoins within a year
“I think that pretty soon, like, in the next year, any consumer who wants access to the risk-free rate is going to have access to it.”
Abrams: There will not be separate company blockchains for Stripe or JPMorgan
“There's not a world where there's like a JP Morgan chain and a Stripe chain and a Bank of America chain and there's like a thousand, you know, unique company, company blockchains. That's not going to happen.”
Acquired startups that remain entirely independent create negative synergy, says Abrams
“If you totally stay independent and you don't do any form of integration, there is like, One plus one equals maybe two, but probably less than two. Almost certainly, like, definitionally, you are setting yourself up for less than two.”
Abrams: Bridge considered wallet-as-a-service before rejecting it as a competitive tar pit
“One of our first ideas was to build wallets as a service, and which was obviously your business. At the time, I don't think that You, maybe you existed, but at least it wasn't, you weren't on our radar at all. And I remember looking at the space and being like…”
Abrams: Open-source stablecoin rails will outperform traditional financial stacks over time
“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.”
Local currency stablecoins will reach 20% market share, Abrams predicts
“But I do think we, and I hope we get to local stablecoins being 15, 20% of the market, because you need them transactionally in all these markets, and you want to have alternative FX markets, and you want people to be able to store in local currencies.”
Abrams: European MiCA compliance will tighten and look very different in five years
“And then over time they're going to clamp down and the, what it looks like to be compliant in Europe will probably be different, very different in five years versus today.”
Abrams: Simultaneous card authorizations against a crypto balance can double-spend
“If during the exact same moment, two transactions are authorized at the exact same time on the same card from the same balance, then both would, in theory, be approved.”
Abrams: Bridge issues stablecoins with Phantom, MetaMask, and Hyperliquid
“And today we're issuing stablecoins with Phantom, we're issuing stablecoins with MetaMask, we're issuing stablecoin for Hyperliquid.”
Stablecoins will ultimately recede into background infrastructure, predicts Abrams
“There will be, ultimately, these stablecoins will recede into the background purely as infrastructure.”
Abrams: Bridge originally planned to facilitate NFT purchases via bank accounts
“The first idea we had was using your bank account to acquire NFTs.”
Bridge took 18 hours to disburse tens of thousands of aid payments
“First time we did an aid payment disbursement, we were working with the US government to disperse aid payments into LATAM. We were sending tens of thousands of payments, which was like a lot for us. It's not that much for Stripe. It took us like 18 hours to se…”
Abrams: Joining Stripe gives Bridge's issuance platform a different customer base
“I mean, there's just a lot of things like our stablecoin issuance platform that we just launched, an amazing opportunity. We could launch that as an independent business, but it is a very different opportunity, a very different set of customers that are intere…”
Bridge was founded just before the Terra and FTX collapses
“20, 20, 23 is when we launched our APIs. 2022 is when we start, Sean and I started the company. And raised money, and then immediately after we raised money, Terra Luna happened, and then the whole space was nuked, and then FTX happened, and it was nuked again…”
Appearances (1)
| Episode | Date | Speaking time |
|---|---|---|
| Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy) | Nov 4, 2025 | 27m |