“Stripe is the Amazon of on-chain payments, owning efficient API commerce just as that slice goes from 5% to most of the pie, buyable now on private markets.”
“What about Stripe? You can buy that on the private market at a $90 billion valuation. That company, if you believe that payments, that agents will pay agents and that payment volume will like via those types of rails will just 10x, why not just lift some of that?”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.