
Payment on crypto will be a huge story in the coming season. The more I look, the more I see the game shifting from “building infrastructure for fun” to “building something users actually interact with every day.” Here are three reasons I think so: 1⃣ Stablecoins are becoming the default currency layer of the internet. It’s no longer about testnets or internal DeFi—now it’s about payments, money transfers, payroll, deposits and withdrawals, and settlement between platforms. 2⃣ Traditional giants are starting to enter the space. When players like Stripe, Visa, fintechs, exchanges, and digital wallets all want to establish a foothold here, it’s clear this is no longer a niche market. 3⃣ Products that reduce friction will win. Users don’t care which chain is 0.2 seconds faster. They only care: Is sending money cheap? Is receiving fast? Can I use it anywhere? SUMMARY: In the coming season, the best opportunities won’t lie in “having new technology,” but in “who can pull real money into the system first.” And payment is one of the few areas that can do this naturally. If you’re still focused only on old narratives, you should pay attention to this space sooner rather than later.

