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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

Solana’s next challenge is not succumbing to innovators dilemma - crypto version

after a solid few years of product, UI, design and marketing development, crypto is lacking our version of best practices / canon for product managers, designers and marketers

anyone working on this?

stablecoins become mainstream means becoming synonymous with fintech - 'crypto' continues to have a brand problem but stablecoins will quietly get a fintech wrapper

World’s move into the US marks a long-awaited milestone and a broader signal of rising momentum for consumer zk technology @worldcoin