ST STRIPE Stripe Inc. Loading... : Bullish and Bearish Analyst Opinions

Stripe, Visa, Mastercard, and Coinbase are reportedly backing a new stablecoin platform according to CoinDesk.

Payment giants Stripe, Visa, and Mastercard are reported to be among the backers of a soon-to-debut stablecoin platform according to Bloomberg.

The tweet argues that many private unicorns like SpaceX and Stripe may be violating SEC securities laws through regulatory arbitrage of Section 12(g), potentially forcing increased disclosure and disrupting private market structures.

The speaker argues Stripe is "better positioned to capture" the value from on-chain transactions than "pretty much anybody else" and is a "wave you can kind of ride now" in secondary markets. The mega-trend is the growth of efficient, API-based, and ultimately on-chain payments. Stripe owns a dominant share of the current API-based payment stack for commerce and is actively integrating crypto/stablecoin infrastructure (Tempo, Bridge). Stripe is a long-term investment to gain exposure to the convergence of traditional e-commerce payments and crypto/stablecoin rails. Valuation risk in private secondary markets; execution risk in integrating new payment technologies.

The speaker identified Stripe as a prime way to gain exposure to the mega-trend of stablecoin/on-chain payments, comparing its potential to Amazon's role in the early growth of e-commerce. He argues Stripe owns a dominant share of the API-based payment space (the "efficient" segment), which is poised to grow significantly as more commerce moves on-chain. Stripe has already made key crypto acquisitions (Tempo, Bridge). Stripe is uniquely positioned to capture the value from the convergence of traditional and on-chain payments, making it a compelling long-term investment available on secondary markets. The adoption of stablecoins for mainstream commerce is slower than anticipated, or competitors capture more of the value stack.