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GENIUS Act点亮绿灯:Meta重启稳定币野心瞄准社交支付
Sou Hu Cai Jing· 2026-02-27 04:11
本周,有报道称Meta正计划于2026年下半年在其旗下平台整合稳定币支付功能,并且此次将采用更为审慎的策略,不再发行自有代币,而是通过与成熟稳 定币运营商合作,将美元挂钩的稳定币融入Facebook、Instagram和WhatsApp等应用,从而避免直接承担加密网络运营相关的监管合规负担。 若计划顺利推进,Meta有望借助逾30亿用户规模,推动稳定币在主流社交与支付场景的广泛应用。 Meta曾在2019年宣布推出Libra稳定币计划,旨在创建一个低成本、跨境支付系统,特别是针对全球数十亿未接入银行服务的人群。 该计划最初由一个名为 Libra协会的瑞士非营利组织管理,成员包括Visa、Mastercard、PayPal等大型公司。 Libra被设计为一种稳定币,其价值锚定于一篮子法定货币和政府债券, 以确保价格稳定,避免像比特币那样的波动性。 项目负责人David Marcus后来承认,Libra过于理想化,忽略了政治现实,导致项目在2022年1月正式关闭,剩余资产以1.82亿美元出售给加州银行 Silvergate。 促使Meta重启稳定币计划的最直接、最关键催化剂即是去年《GENUIS ACT》(天才法 ...
知情人士:PayPal 未洽谈出售,已筹备应对激进投资者或敌意收购
Xin Lang Cai Jing· 2026-02-27 01:26
据 Semafor,知情人士透露,PayPal 目前未与 Stripe 或其他任何方就出售自身进行谈判,且数月来已与 银行家合作,准备应对潜在激进投资者行动或敌意收购。此准备始于前 CEO Alex Chriss 时期(其已于 今年早些时候离职),因股价大幅下跌令管理层担忧公司易受攻击。新任 CEO Enrique Lores 将于下周 正式上任。 来源:市场资讯 (来源:吴说) ...
当"平庸"变免费,什么才是创业中最昂贵的资产?
3 6 Ke· 2026-02-27 01:08
· 本文讨论的话题是:当AI让平庸的事物变得免费且泛滥,把80分从"优秀"变成了"及格线",今天创业者需要考虑打造 一些全新差异化特点。 · 很多曾经的"奢侈品"随着科技进步逐渐变成了"日用品",比如帮助爱因斯坦完成广义相对论的数学工具在过去是稀 缺资产,但现在也能随手可得。 · 审美的标准化导致"还不错"的作品无处不在。与此同时,无法被一键复制的东西价值正在暴涨,本文也分享了一些 企业案例。 · 建议创业者和企业采取利用而非对抗的方式,将AI作为廉价构建块,腾出资源关注物理承诺、独特背景、深度关系 等三个维度。 你有没有一种感觉,今天,"还不错"的东西越来越多,但真正打动人的东西却越来越少。 试想一下这样的场景:在一位投资人的电脑屏幕上,并排着三份商业计划书。 版式精美,数据完整,逻辑清晰——每一份都像是出自顶级咨询公司之手。财务模型精确到小数点后两位,市场分析图表色彩和 谐,连字体选择都透着专业感。但看完三份,他却记不住任何一家公司到底要做什么。 正当投资人准备关掉电脑时,邮箱里跳出一封新邮件。附件是一张手机拍摄的白板照片,上面是创始人手绘的产品草图和几行潦 草的数字。邮件正文只有一段创始人略带疲惫但充满 ...
PayPal might not be looking to sell itself, report
TechCrunch· 2026-02-26 22:23
In Brief PayPal may not be pursuing an acquisition, Semafor reported, citing people familiar with the matter. Earlier this week, Bloomberg reported that Stripe expressed interest in buying some or all of PayPal Holdings, which includes the flagship product PayPal and its services, as well as other companies like Venmo. Stripe declined to comment on the news. But unnamed sources tell Semafor that the company has been working with bankers in preparation for a possible activist investor campaign or a hostile ...
Payoneer (PAYO) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:32
Payoneer Global (NasdaqGM:PAYO) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsBea Ordonez - CFOJohn Caplan - CEOMichelle Wang - VP of Investor RelationsSanjay Sakhrani - Managing DirectorConference Call ParticipantsChristopher Kennedy - Equity Research AnalystTien-tsin Huang - Equity Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Demi, and I'll be your conference operator today. At this time, I would like to welcome you to the Payoneer Q4 2025 E ...
PayPal Attracting Takeover Interest, Meta to Spend Billions on AMD Gear | Bloomberg Deals 2/25/2026
Youtube· 2026-02-25 21:20
Group 1: Warner Bros. Discovery and Paramount Negotiations - Warner Bros. Discovery is evaluating a proposal from Paramount, which may lead to a superior offer, following a seven-day negotiation period [2][3] - Paramount has made significant concessions to address Warner Bros. board's concerns, indicating progress in negotiations [3] - The final decision on whether the proposal is deemed superior is still pending, with some details needing clarification [2][3] Group 2: PayPal and Stripe Acquisition Talks - PayPal is being considered as a potential acquisition target, with Stripe showing preliminary interest in acquiring parts or all of the company [5][6] - PayPal's market value has significantly decreased, losing half of its value over the past year, which has led to discussions about its future [5][6] - The potential acquisition reflects broader trends in the M&A market, indicating a shift in what deals are considered possible under current regulatory environments [8] Group 3: AI Infrastructure and Investment Opportunities - The AI boom is driving significant investment in infrastructure, with estimates suggesting $3 trillion will be needed by 2030 for data centers and related businesses [47] - NVIDIA is expected to report $60 billion in revenue from data centers, reflecting a 70% year-over-year growth, highlighting the explosive growth in this sector [48] - The semiconductor industry is projected to reach $1 trillion in revenue for the first time, with a 26% surge expected in 2026 [49] Group 4: CoreWeave and AMD Deals - CoreWeave is seeking to raise $0.5 billion to finance its growth in AI infrastructure, indicating a strong demand for data center capabilities [12] - Meta is engaging in a significant deal with AMD, which could yield tens of billions in potential revenues, emphasizing the importance of partnerships in the AI space [13][14] - Meta's agreement allows it to purchase up to 160 million shares of AMD, ensuring its position in the competitive AI infrastructure market [14] Group 5: AI Disruption and Market Adaptation - AI is expected to cause significant disruptions across various sectors, with companies needing to adapt to rapid changes in technology and workforce dynamics [20][22] - The deployment of AI agents is anticipated to increase productivity, but it raises concerns about job displacement and the need for workforce retraining [41][43] - Companies are encouraged to focus on strong balance sheets and cost-cutting measures to prepare for potential market disruptions [89]
Bitcoin climbs toward $70,000 level as U.S. equities rise: CNBC Crypto World
Youtube· 2026-02-25 20:23
This week, Bitcoin manages to fend off another pullback. Trump family crypto venture World Liberty Financial says it was targeted by a coordinated attack and Coinbase chief policy officer Farar Shirzad lays out the current status of the stalled crypto market structure legislation. Welcome to CNBC's Crypto World.I'm Ryan Baker. Crypto markets in the green on pace to end a week's long streak of losses. As of noon Eastern, Bitcoin rose nearly 3% from last week.Ether jumped more than 5% and Solana climbed nearl ...
Stripe Said to Express Interest in Rival PayPal
Youtube· 2026-02-25 17:34
The next big potential deal. We're watching centers on PayPal and Stripe, people familiar with the matter telling Bloomberg that there are preliminary talks. And by telling bloomberg, i mean they're telling deals.Reporter Ryan Gould will help break that story, who joins us now from D. C. Ryan, what are you hearing.Yeah, danny, it's a big week in the world of payments. That's for sure. I mean, how do we get to this point.The idea that PayPal is being eyed as a potential M&A target. I mean, it's kind of unhea ...
Stripe weighs acquisition of PayPal, Bloomberg reports
Yahoo Finance· 2026-02-25 16:47
Stripe weighs acquisition of PayPal, Bloomberg reports Proactive uses images sourced from Shutterstock Fintech startup Stripe is reportedly exploring a potential acquisition of payments giant PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP), Bloomberg reported on Tuesday, citing people familiar with the matter. The discussions are said to be in early stages, with Stripe considering either a full purchase or selective acquisition of parts of PayPal’s business. According to Bloomberg, the deal could involve ...
微信可快速查找图片包含的聊天,库克宣布Macmini首次在美生产,传Unity或售中国业务,传Stripe或收购PayPal业务,这就是今天的其他大新闻
Sou Hu Cai Jing· 2026-02-25 16:35
今天是 2 月 25 日 农历正月初九 今天是开工第一天 人已经在工位上了 魂还在过年 怎么感觉这假期 放完了跟没放似的 下面是今天的其他大新闻 微信可快速查找图片包含的聊天 ( IT 之家)2 月 25 日消息,微信派官方今日发文,介绍了近期新上线的两项新功能。除了" 面对面收照片和文件 "功能,还 有一项帮助用户快速查找图片流向的功能。 对于" 面对面收照片和文件 "功能,用户可以在微信首页点击右上角的「 + 」再点击「 扫一扫 」,然后依次点击「 我的二维 码-面对面收照片和文件 」,此时对方扫描二维码即可发送相关文件。 有网友表示,实测下来,这一功能必须要打开 WLAN 才能使用,传输速度比较快,100 多M的视频几秒钟就传完了,适合面 对面分享大内存文件。 :记性不好的人有救了。 库克宣布 Macmini 首次在美生产 ( 新浪科技)2 月 24 日,苹果 CEO 蒂姆 · 库克在社交平台发文称,作为公司 6000 亿美元投资计划的一部分,Mac mini 将于 今年晚些时候首次在美国生产。 据媒体报道,这是自 2013 年 Mac Pro 在美国本土生产失利后,苹果又一次将核心硬件生产线迁回美国的 ...