Well, it's safe to say that Meridian has been a very significant success for Stellar. I don't even think that I can fit everything that we saw over the last two days into one video. I might have to do a second video on this just because of how significant the announcements have been.But I want to go over a lot of things because number one, we did start to see XLM spike a bit. Obviously, yes, we're still following the market. So, we still need Bitcoin to create higher highs and build bullish structure.Um, I' ...

Core Insights - The announcements from PayPal, Google, and Mastercard focus on building the infrastructure for agentic commerce, which currently lacks significant consumer demand but presents numerous challenges to address [1] - Mastercard is set to enable all U.S. cardholders for Mastercard Agent Pay by November 28, with global deployment to follow shortly [2] - Google is collaborating with PayPal to enhance the adoption of Google's Agent Payments Protocol, which supports various payment methods and involves over 60 companies in its development [3][5] Group 1: Company Initiatives - Mastercard has introduced Agent Sign-Up and Insight Tokens to facilitate agentic commerce, with Citi and U.S. Bank as initial partners for its AI shopping tools [1] - Google and PayPal are working together on AI-supported shopping experiences, leveraging PayPal's payment processing and data-driven personalization [4] - The partnership between PayPal and Google follows Mastercard's collaboration with Stripe and others to scale agentic payments [5] Group 2: Market Potential and Challenges - Deloitte estimates that agentic commerce could generate up to $17.5 trillion in commerce by 2030, positioning agentic AI as a crucial element in future payments and consumer engagement [7] - Banks are expected to develop clear roadmaps for adopting agentic commerce, which could reduce operational costs by 20% [8] - The implementation of agentic AI may require banks to upgrade technology and operating models, potentially increasing expenses and impacting revenues [9] Group 3: Adoption and Integration - The success of agentic commerce will depend on merchant adoption and the ability to create personalized experiences for customers [11] - Banks must ensure that agents are controlled by account holders and that transactions are intended, highlighting the need for robust data management processes [12] - The complexity of payment types and regional schemes will necessitate different models for processing transactions in an agentic commerce environment [13][14]

RT BSCN (@BSCNews)🚨 PAYPAL USD $PYUSD EXPANDS TO @TRONDAO!LayerZero’s Hydra bridge powers PYUSD0, bringing U.S. dollar-backed stablecoin to 332M+ TRON accounts 👇https://t.co/ayBZEgxtVV ...

RT BSCN (@BSCNews)🚨 PAYPAL USD $PYUSD EXPANDS TO @TRONDAO!LayerZero’s Hydra bridge powers PYUSD0, bringing U.S. dollar-backed stablecoin to 332M+ TRON accounts 👇https://t.co/ayBZEgxtVV ...

RT LayerZero (@LayerZero_Core)PayPal built the first global digital payment network at the onset of the internet age. In 2023, they were the first major fintech company to launch a stablecoin with PYUSD.With PYUSD0, PayPal and LayerZero are working to drive greater availability of PYUSD across blockchains. https://t.co/CWOc2CP6sA ...

PayPal's PYUSD stablecoin expands to Tron, Avalanche, Sei and other blockchains via LayerZero https://t.co/TZw3GYcCzl ...

Core Insights - PayPal Holdings (PYPL) has announced a multi-year partnership with Google aimed at enhancing digital commerce experiences through innovative solutions for businesses and consumers [1][9] - The collaboration will focus on AI-powered shopping experiences and the development of standards for agentic commerce, leveraging PayPal's payment systems and Google's AI capabilities [2] Group 1: Partnership Details - The partnership will integrate PayPal's services, such as PayPal-branded checkout and PayPal Payouts, into various Google products, including Google Cloud, Google Ads, and Google Play [3][9] - PayPal will collaborate with Google Cloud to upgrade its technology and payment platform, enhancing the overall digital commerce landscape [3] Group 2: Market Position and Competitors - PayPal's existing partnerships with major companies like Visa, Mastercard, and Facebook demonstrate its commitment to improving payment experiences globally [4][5] - Competitors like Block Inc. and Affirm Holdings are also expanding their market presence through strategic partnerships, indicating a competitive landscape in the digital payment sector [6][7] Group 3: Financial Performance and Valuation - PayPal shares have declined 18.8% year to date, underperforming the broader industry and the S&P 500 Index [8] - The stock is currently trading at a forward 12-month P/E of 12.18X, significantly lower than the Zacks Financial Transaction Services industry's average of 21.89X, suggesting a potentially undervalued position [10] - The Zacks Consensus Estimate for PayPal's full-year 2025 EPS indicates a positive growth trend, with a projected year-over-year growth of 12.5% [11]

PayPal and Google are teaming up on agentic commerce. https://t.co/Le8efidwmT ...

Core Insights - PayPal has entered a multi-year partnership with Google to utilize AI technology for enhancing shopping experiences [1] - The collaboration will integrate PayPal's payment solutions across various Google products and improve its technology infrastructure through Google Cloud [1][4] - Both companies will support the adoption of Google's new Agent Payments Protocol, which facilitates AI-initiated purchases [3] Group 1 - PayPal will leverage Google's AI technology to create new shopping experiences, although specific types of experiences have not been detailed [2] - Google will provide its AI expertise while PayPal will utilize its global payment infrastructure and personalization solutions [2] - PayPal will be a key payment provider for card payments in Google Cloud, Google Ads, and Google Play [4] Group 2 - The partnership includes the integration of PayPal's branded checkout, Hyperwallet payouts service, and PayPal Payouts service into Google's ecosystem [4] - The Agent Payments Protocol has received backing from over 60 merchants and financial institutions, indicating strong industry support [3]

During one of my previous exploratory research sessions, I came across an intriguing blog post from this large social media company that observed people were increasingly embracing shopping via chat. That was one of the earliest mentions ofUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also foc ...