According to Nick van Eck, Stripe’s Tempo signals a push to build a next-generation, Visa-like payment network with business-oriented features under a message of credible neutrality while directly competing with incumbent rails. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, Stripe is effectively declaring war on stablecoin builders, payment networks, and banks, while Visa and Mastercard are playing catch-up on-chain. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, Visa and Mastercard could retaliate by severing ties with Stripe, with lost Stripe volume likely re-routing to other processors on Visa/Mastercard rails, and Stripe is speed-running a full-stack to reduce dependence. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, the opportunity at stake exceeds $1T in enterprise value over the next decade, and initiatives like withAUSD are positioned as part of an anti-Stripe portfolio. Source: Nick van Eck on X, Sep 6, 2025. According to Nick van Eck, these dynamics raise competitive risk for Visa and Mastercard and could reshape stablecoin payment projects and on-chain payment flows, a setup traders may monitor for headline and regulatory risk across payments and crypto rails. Source: Nick van Eck on X, Sep 6, 2025.

According to Coins.ph, the company is expanding its local payment rails to boost on-chain remittance and crypto-to-cash conversions across the Philippines, leveraging its position as one of the nation's largest digital transaction processors with 2 million transactions daily (source: Coins.ph Twitter, May 8, 2025). This move is expected to increase cryptocurrency liquidity and accessibility for traders in the region, supporting faster fiat on- and off-ramps and potentially driving higher trading volumes in popular cryptocurrencies like Bitcoin and USDT within the Philippine market.