Discussion: What will Stripe do in crypto?
Gm Fintech Architects —
We got together with Mario Gabriele and the community from the Generalist, and held a discussion about what Stripe is likely to build in the crypto asset industry. You can listen to it recorded above, or read the illustrated transcript below. This sesson is for our premium subscribers only, and will not be republished.
Here are the topics:
Summary: In this discussion, we explore ways that Stripe — arguably the best American fintech company full-stop, although who would want to mess with Square — could be entering the crypto space. We consider approaches similar to the payment onramps, then discuss the underlying market structure powering those experiences, and highlight more generally the role of gateways relative to protocols. We touch on the role of custodians, banks, and wallets, as well as Square’s attempt, the tbDEX, where KYC/AML comes down to forms of opt-in identity. Finally, we address questions about Circle and USDC, and how stablecoins differ from the r…