Archive - Chuk's Notes

May 2025

Bridge, Brale, and the Commoditization of Stablecoin Issuance

Note: This analysis was initially shared in The Weekly Stable (Vol 17): The Commoditization of Stablecoin Issuance on May 15th 2025.

May 20 •

Mobile Money to Global Money: Africa’s Stablecoin Revolution

How fintechs are turning stablecoins into critical financial infrastructure in Africa

May 14 •

Ripple acquires Hidden Road for $1.25B

A Bet on Institutional Blockchain Infrastructure

May 6 •

Circle Files S-1: But What Are They Worth?

A deep dive into Circle's valuation

May 6 •

Stripe, Stablecoins, and the $100B Race to Rebundle Finance

Stripe’s new product is only the opening move. Acquirers, wallets, and fintechs are racing to capture deposits, payments, and relationships - reshaping…

May 4 •

Can Circle Build the Visa of Stablecoins? Inside the Circle Payments Network

A deep dive into CPN, why it matters, and the battle to own cross-border stablecoin payments.

May 3 •

March 2025

First Stripe, now MoonPay: What's Your Stablecoin M&A Strategy?

A framework for analyzing Stablecoin M&A opportunities

Mar 16 •

February 2025

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