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$TEMPO · Tempo CTO: Blockchain for payments, stablecoins, agentic finance; DoorDash, Klarna, Visa, Stripe live
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$STRIPEbullish· high· pospatrick collison
Collison: Stripe processes 1.6% of global GDP, $1.9T volume up 34% YoY
Stripe's network effects are compounding as AI-driven business formation accelerates; 86% of Forbes AI 50 and 90% of Dow Jones companies already on platform, creating a data moat…
$TEMPObullish· high· posgeorgios constant
Tempo CTO: Blockchain for payments, stablecoins, agentic finance; DoorDash, Klarna, Visa, Stripe live
Tempo is purpose-built for the agentic tsunami — high-velocity, low-fee, programmable stablecoin payments at machine speed; early adoption by DoorDash (payouts), Klarna (stablecoi…
$META···bullish· mediumginger baker
Meta VP Baker: 3.5B daily users, stablecoin payouts to creators, joining UCP
Meta is embedding commerce natively into social surfaces (Instagram, WhatsApp) and leveraging Stripe's stablecoin rails to pay creators globally, turning its 3.5B user base into a…
$SHOP···bullish· mediumkate royers
Shopify Chief of Staff: Billions of products in catalog, becoming Tempo validator, UCP co-founder
Shopify is evolving from SaaS to a global financial institution (Shopify Balance, Capital) and positioning its structured product catalog as the discovery layer for agentic commer…