Bridge

“With bridge, the one Really interesting example that I did see of, like, a company using this, and it was a perfect example of this was scale. So they have a bunch of contractors internationally. They want to pay them quickly in dollars because there's no fluc…”

“Yeah, the top story, we gotta talk about Stripe acquiring Bridge for over one billion dollars.”

“It was like fifteen million dollar run rate.”

“It shows that there's so much alpha and just being okay with the fact that you're taking on a regular, you're taking on a lot of regulatory risk, you're taking on a lot of platform risk, and you need to just That's part of what creates these sort of exponentia…”

“I talked with Zach within six months of him incorporating Bridge, didn't invest. I met Shane from Polymarket, like we would DM back in like, 20, 21, and I didn't go back up the Brinks truck.”

“And the funny thing is this will inspire an entire massive wave of new crypto infrastructure investing.”

“Strong like infrastructure Platforms like Bridge, and especially the amount of investment that I imagine Stripe will put behind Bridge going forward, like merchant adoption will go up. Coinbase, you know, recently, you know, last week ran that ad, you know, sh…”

“Acquisition of the year for me had to be bridge.”

“I think after the bridge acquisition, we genuinely got like. Probably, like, 50 stable coin pitches. Like, it was legitimately, like, insane.”

“The BAB stable coin payments, like the PSP stable coin based PSP thing, immensely commoditized. There's a hundred new bridges, right? Everybody wants to be the next bridge. Very, very competitive, very hard. Gonna be thin margin.”

“And I bet if circle was public at that point, they would have gotten a huge bump for no particular reason.”