TLDR: **A stablecoin cannot simply be an asset - it needs to be part of a service** As a stablecoin maximalist, I still think most people trying to issue stablecoins have poorly developed business plans, and also misunderstand how traditional money transmitters generate their

Tether is an investment firm, not a traditional c-corp. While still unbelievably impressive what they’ve built, returns should be measured against peers.

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I'm not bullish on net new standalone Bridge issuance businesses. To be a successful issuer, you need to also solve the complex orchestration routes interacting with both other stablecoins and fiats. Users should just be able to deposit any supported stablecoin into an

Stripe is building a new prototype in the stablecoins and agentic payments space If you're thinking about how to charge agents for API requests, tool call, page crawl, etc, I'd love to chat through some early design feedback Please feel free to DM or email us at

It’s fascinating watching Blockworks try to speedrun the original Messari playbook. Eager to see how it plays out

And a local stablecoin on/off ramp

At no point in the history of man has a higher return been correlated with lower risk. Not all "stablecoins" are the same. If you're getting paid 2x more, you shouldn't be surprised when your principal is at risk.

Ben O'Neill

Ben O'Neill My two [real-world] cents is that stables need to be boring and dependable; and any excitement should come from what we can do with them. If you meet a stablecoin with “exciting earning potential”, run.

Speaking of…how many stablecoins have launched since the vote? 🤨

Stablecoins are changing how money moves — faster, cheaper, global. See how 9 companies across Bridge, Privy and Stripe are unlocking new revenue in new markets with stablecoins. stripe.com/lp/stablecoin-…

Every chain, every ecosystem, and every app will have its own stablecoin.

Building a stablecoin-based business is incredibly tough to monetize at scale. Similar to AI, the growth may be eye-popping for many start ups, but margin is a much different conversation. Almost every "stablecoin" company can be plotted on a simple graph showcasing margin

v0 + Stripe mcp (basically, run your business with natural language from the Vercel dashboard)