This month, Stripe finalized the $1.1 billion acquisition of Bridge. This strategic move signals Stripe’s commitment to blockchain-based payments, positioning it as a key player in the evolving digital finance landscape. Stablecoins (now a $200 billion market
Circling back to this because the 2025 letter basically confirms the roadmap you laid out. Bridge plus Privy plus a purpose-built blockchain called Tempo with Paradigm. Stablecoin payments volume doubled to roughly $400 billion. Nobody else has the blockchain, the orchestration layer, the wallets, and the merchant integrations all in one place. Wrote up a breakdown of the full letter and where the stablecoin bet sits in Stripe's broader economic thesis: https://reading.sh/stripes-2025-letter-isn-t-about-payments-anymore-c93d6cdd3e7a?sk=d532ea06150523116fd2f99472f7b962
Circling back to this because the 2025 letter basically confirms the roadmap you laid out. Bridge plus Privy plus a purpose-built blockchain called Tempo with Paradigm. Stablecoin payments volume doubled to roughly $400 billion. Nobody else has the blockchain, the orchestration layer, the wallets, and the merchant integrations all in one place. Wrote up a breakdown of the full letter and where the stablecoin bet sits in Stripe's broader economic thesis: https://reading.sh/stripes-2025-letter-isn-t-about-payments-anymore-c93d6cdd3e7a?sk=d532ea06150523116fd2f99472f7b962
Nice read!