'If Stripe didn't think that we were legitimate competition, we’d still be a Sequoia-backed company' -Richie Serna

👀🔥

New Little Brother!

'We are not seeing evidence that the cross-selling is working, and, in the meantime, Braintree risks triggering a price war in a highly consolidated, competitive, and commoditizing U.S. ecomm market' - Ellis @ MoffettNathanson

Just bought some more of this!

Coach Prime can fix this…

$PYPL $ADYEY Our note published in July | Exec View: Braintree Aggressively Priced Commodity Paired with PayPal Checkout

'PayPal pricing strategy: premium for Checkout and deep discount for Braintree. One former Braintree executive commented that PayPal (PYPL) management is

Fintech companies, notably higher growth companies, must focus more on communicating a longer-term path on revenue growth and EBITDA margins in an increasingly mature industry 🔗insights.flagshipadvisorypartners.com/insights/lesso…
#Adyen #dlocal #fitnech #stockmarkets #payments

Apparently ~1% of US GDP runs through Delta Amex cards.

Coop-etition is a foundation in fintech! Curious how this will play out.

Exciting news live from DappCon Berlin's mainstage! cc: Rene Reinsberg ◘ 🦇🌳 jorgen arnesen All Four Charles Hamel & Rosette Belesi.

It's finally here! We've partnered with global web innovator @Opera to launch @MiniPay––a first-of-its-kind stablecoin wallet built on Celo to onboard

That Stripe number is almost certainly lower than $50B but still you get the point...

This song is tasty! open.spotify.com/track/19kHhX6f…

A group of banks led by Goldman Sachs $GS and JPMorgan $JPM launched a $4.4 billion debt sale to fund GTCR’s purchase of a majority stake in payment processor Worldpay, one of the most hotly anticipated deals in the leveraged finance market this year. bloomberg.com/news/articles/…