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Are Stablecoins useful domestically?
It’s not obvious that they are ... yet
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Chime S-1: Still not the future of banking
May 19
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Andrew M. Dresner
5
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Chime S-1: Still not the future of banking
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Clover vs. Square vs. Toast
Mar 31
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Andrew M. Dresner
8
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Clover vs. Square vs. Toast
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PayPal Investor Day ignored competition
Mar 3
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Andrew M. Dresner
12
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PayPal Investor Day ignored competition
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Global Payments + Worldpay is 1+1=2
Apr 28
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Andrew M. Dresner
4
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Global Payments + Worldpay is 1+1=2
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Can ISVs conquer global acquiring?
Not likely given lower margins in enterprise and global
Jun 9
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Andrew M. Dresner
7
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Can ISVs conquer global acquiring?
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Chime vs. Cash App: Who has the better hand?
Cash App: DDA primacy isn’t that good a cross-sell platform
Jun 2
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Andrew M. Dresner
4
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Chime vs. Cash App: Who has the better hand?
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Agentic Commerce and the networks
Agents open the door to A2A
May 26
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Andrew M. Dresner
7
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Agentic Commerce and the networks
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Chime S-1: Still not the future of banking
Sheltering behind the Durbin moat limits opportunity
May 19
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Andrew M. Dresner
5
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Chime S-1: Still not the future of banking
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Is “the long run” getting shorter?
Payments innovation adoption is only faster in rare circumstances
May 12
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Andrew M. Dresner
3
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Is “the long run” getting shorter?
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