Topics · 3 pieces
Payments
Everything we've published tagged payments.
VMAAXP
Visa Just Had Its Best Day in Years. Here's What It Tells You About Everything Else.
An 8.3% single-day pop in the world's biggest payment network is a real-time health check on the entire consumer economy — and the ripple effects go way beyond credit cards.
AMZNSHOPAPP
The Mall vs. Main Street: Amazon and Shopify Are Splitting E-Commerce in Two
Amazon just borrowed over $50 billion. Shopify just lost 14% in a month. The divergence tells a bigger story than either stock alone.
VMASOL-USD
The Tollbooth Problem: Stablecoins Are Coming for Visa's Business Model
Digital dollars that move on blockchain rails could crack the moat around the world's most profitable payment networks — and the dominoes are already falling.