Stripe’s internal motto, “We haven’t won yet,” really nails it—while it’s a big win for the industry, there are still plenty of tailwinds ahead.

Achieving true global payment interoperability is way bigger than just the Stripe/Bridge acquisition. Products built on stablecoins, for example, still have a long road to travel before we can really call it a borderless financial system.

As infrastructure keeps evolving, we can look forward to how this impacts the end-user experience. From an investor’s perspective, it’s a strong signal that payment companies working with on-chain solutions for global transactions have been underfunded for too long -- it’s becoming clear that stablecoins are the future of payments, and it’s critical for companies to own this infrastructure.

This should fire up the conviction founders and builders even more. We’re about to see a major shake-up in fintech, with rapid growth in cross-border transactions, e-commerce, payroll, and self-custody banking.