Introducing Relay as a sponsor of Money Rails.Instant payments anywhere onchain, powered by @RelayProtocol. In 18 months, Relay served 6M+ users, facilitated 60M+ transactions, and processed $9B+ in volume. Teams need seamless multichain experiences without the complexity. So they built a payments approach to interop that just works. It's a full-stack solution — API, consumer App, and underlying infra — with enterprise-grade reliability and unstoppable speed. Average costs under $0.01, fills in 1 second. St ...

the doomers are all wrong here btwinternet markets, privacy, and institutional adoption are all happeningstables and payments are acceleratingtalent is onboardingthe president of the western world is literally the biggest market bull of all timetrillions ...

All right, Coinbase out with better than expected results. Let's get right to Coinbase CFO Alicia Hos. Alicia, always great to get some time with you here.Look, the numbers look good. Uh, really from the the top line to the earnings result. What was the biggest driver you think of the quarter.>> We had so many drivers, Brian. So, it was a strong quarter of execution, 1.9% billion of revenue, 800 million plus of adjusted EBA. But the ones I want to highlight for you are the following.We saw our subscription ...

RT John Egan (@john3gan)Closing out a massive Uptober for @0xpolygon payments as app transfer volume jumps another 20% to an all-time high alongside on/offramp volume up 35%, card volume up 30%, and infra project volume up 19%.Source: https://t.co/MOHI2jasYi via @obchakevich_ https://t.co/gcsD7e0G0g ...

Analyst Ratings & Company Performance - Rothschild analyst Dominic Ball maintains a sell rating on Fire Serv, which has declined by 70% since the rating was issued [1][2] - Only 5% of analysts on the Bloomberg terminal issue sell ratings [3] - Global Payments is also rated as sell by only 6% of analysts covering it [9] - Fire Serv stock is down 40% over the past five years, while Global Payments is down 50% over the same period [16] Company Strategy & Challenges - Fire Serv's Clover product (a point of sale system) is facing issues, indicating a systemic problem [2] - Management at Fire Serv has focused too aggressively on Clover, potentially underinvesting in other areas [7] - Companies that have grown through M&A face challenges in consolidating and focusing R&D on new technologies [8][10][11] - Payments industry faces rapid technological changes, including the emergence of gig commerce and stablecoins [8] Competitive Landscape & Opportunities - Toast is highlighted as a strong competitor with a focused approach and significant market share gains in the restaurant vertical [9][14] - Toast is considered materially underrated, with the potential for significant growth and high margins [15] - Analyst has a target price of $60 for Toast, which IPO'd when interest rates were near 0% [17] - Toast has scaled to 35% EBIT margins within 18 months while adding more locations [18]

Stablecoin payments are exploding: from $335k in 2022 to $20B in 2025 YTD.@OwlTing is building the infrastructure to capture this growth — positioning as the "Visa of stablecoins" with settlement in seconds (vs. SWIFT's 18 hours).New report, supported by @OwlTing 👇https://t.co/gyfwmv1PgJ ...

Crypto Payment Expansion - Binance launched a QR-based crypto payment system in Argentina [1] - Users can make instant crypto payments at any QR-enabled store using the Binance app [1] - The QR payment system offers zero fees for users [1]

Industry Trend - Agentic commerce is identified as the leading use case for crypto in the current cycle [1] - Payments and AI are driving a bull market [1] Company Strategy & Partnership - PayPal is integrating payments and commerce into ChatGPT [1] - PayPal Ventures led an $18 million round for GoKiteAI in September [1] - Millions of businesses relying on PayPal will soon have a path to make products be [2] User Impact - Hundreds of millions of ChatGPT and PayPal users will be able to checkout in just a few taps [1]

COMMENT: Coinbase’s institutional division already partners with over 250 financial firms, giving it a strong lead in compliance and security.BSCN (@BSCNews):CITI AND COINBASE TO PILOT STABLECOIN PAYMENTS FOR INSTITUTIONS- Citigroup, one of the world’s largest banks, teams up with Coinbase to pilot on-chain stablecoin payments for institutional clients, per Bloomberg.- Citigroup’s Head of Payments, Debopama Sen, said the bank is https://t.co/VawCwuQ3Dt ...

Anthropic also reveals its expansion into Agents + financial services:Payments + AI will be the breakout crypto use case we’ve been waiting forAnthropic (@AnthropicAI):We’re expanding Claude for Financial Services, with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills, including cash flow models and initiating coverage reports. https://t.co/KfpD0losgr ...