ccatalini

Huge congrats to @henri_stern, @asta_li, @segall_max & the entire Privy crew on joining forces with @stripe! From making wallets seamless to powering payments—excited to see what you ship next. 🚀

1/2 "Stablecoins are the focus of major legislation in Congress. Circle, raised over $1 billion in an initial public offering. Mainstream firms such as Visa and PayPal are elbowing in—The vibe shift has been gargantuan."

1/ Stablecoins just entered their “Empire Strikes Back” chapter—regulators ignite lightsabers, issuers sweat the reserve check, and we’re all here with popcorn... 🍿

Meet @inferencegrid—permissionless, decentralized, uncensored AI, now running on Bitcoin via @buildonspark. Hat tip to @kevalexzhang for the onchain sorcery 🧙‍♂️✨🪄🔥

Circle's choose-your-own exit:
1️⃣ IPO—works if it finds a complementary business model 💰 before the Fed trims rates.
2️⃣ @coinbase buy—feels native: the exchange already pockets ~50% of USDC yield and can truly scale it to the next level📈.

1/ Today’s the day! Come tinker where Bitcoin, AI & money collide @PresidioBitcoin with resident AI wizard 🪄🧙 @kevalexzhang. No seat? Comment below and we’ll spill the beans on Inference Grid—the skunkworks project we’re bolting together @lightspark using @buildonspark & ⚡️

Na corrida do ouro das stablecoins, a distribuição é a nova picareta @MITTechReviewBr — A rápida popularização das stablecoins criou uma espécie de disputa por terras que atrai todo tipo de concorrente. As queridinhas do fintech querem dinheiro programável para se integrar aos fluxos existentes de pagamentos transfronteiriços e finalização de compras; os bancos globais veem uma alternativa de rede que pode ameaçar ou complementar suas franquias; as redes de cartões não podem se dar ao luxo de ceder os pagamentos para outra parte. Adicione a isso uma enxurrada de empresas nativas de criptomoedas, e você terá uma disputa onde a distribuição — tanto no lado institucional, quanto no varejo — e a ideologia não são as únicas métricas que importam.

No entanto, todos esses players estão perseguindo basicamente o mesmo objetivo: “dólares digitais que se movem para qualquer lugar, 24 horas por dia, 7 dias por semana, a custo quase zero.” Quando todos oferecem a mesma moeda brilhante, onde, exatamente, reside a vantagem?

NYC turns into stablecoin HQ at month-end. Watch builders, skeptics, and policy wonks spar over digital dollars—and why nearly everyone has them wrong. @thestablecon / @NikMilanovic & team. cc: @catgu_ @HaddockBeth @LucaProsperi

1/ Tomorrow at @stripe Sessions I’m sitting down with four builders shaping stablecoins’ next decade. We’ll unpack their midnight worries, the tools they’re still hunting for, and steal a glimpse of 2030’s payment skyline. Expect zero dull moments—right, @john3gan?

1/ Electricity’s playbook for today’s stablecoin wars: Westinghouse locked in the marquee distribution deals—Chicago World’s Fair, Niagara Falls—and used cheaper, easier-to-scale AC to undercut Edison. Secure the gateways and keep fees low, and the stablecoin crown is yours.