The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Carter: B2B stablecoin payment service providers will face thin margins
“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.”
Hays: Stablecoin merchant adoption will rise via Bridge and Stripe
“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…”
Hays: Bridge had a $15M revenue run rate at Stripe acquisition
“It was like fifteen million dollar run rate.”
Mohnot: Circle stock would have surged during Stripe's Bridge acquisition hype
“And I bet if circle was public at that point, they would have gotten a huge bump for no particular reason.”
Hayes: Bridge acquisition is 2024's tech acquisition of the year
“Acquisition of the year for me had to be bridge.”
Coogan: Stripe Acquired Bridge for Over $1 Billion
“Yeah, the top story, we gotta talk about Stripe acquiring Bridge for over one billion dollars.”
Hays: Taking Regulatory and Platform Risk Creates Exponential Startup Alpha
“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…”
Hays: Stripe's Bridge Deal Will Spark Massive Crypto Infrastructure Investing
“And the funny thing is this will inspire an entire massive wave of new crypto infrastructure investing.”
Harris: Founders Fund received roughly 50 stablecoin pitches post-Bridge deal
“I think after the bridge acquisition, we genuinely got like. Probably, like, 50 stable coin pitches. Like, it was legitimately, like, insane.”
Coogan: Scale AI pays international contractors using a Bridge-powered product
“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…”