thoughts on shopify x stripe x coinbase deal:

- shopify users will be able to access wallets (opt-in for now). That's close to 1B people that can start touching stablecoins, arguably the biggest onramp we've seen to date

- stablecoins will be pulled (rather than pushed) towards B2B2C commerce use cases. until now it's largely been dollar access, global transactions, and a lot of B2B or P2P

- 32% of ecommerce shoppers in the US have purchased from an international vendor. stables could easily become the default for those shopify stores

- shopify is arguably THE market leader when it comes to ecommerce trends. Every competitor will follow suit on deploying stables or launching their own

- once users try USDC, and realize they may be able to access features like yield, it's a one-way valve