Does the Circle IPO and its price action today open the door for Stripe to go public?

vibe coding @farcaster || prev BS/MS Berkeley EECS

They will go public (investors need exit cuz profit sharing isnt as juicy)

Recently talks/data showing that growth is slowing down with limited product innovation + high pricing and customers are going for alternatives.

Going public is the only way here. Just a matter of time on how long they can drug staying private.

You should also go public so that insiders can offload their equity and exercise options. I was on the direct listing team at Spotify.

No cuz stripe is actually very very profitable and they don’t want to go public unless they need cash unlike circle

The door has always been open for stripe imo and they know it 🙃

Seems more like Circle mispriced their own shares by selling to bankers at $31. Not a great IPO if you were a shareholder who sold just to IPO.

Another way to frame this would be, "Would Coinbase go back to being a private company?"

There's a good deal of value and security that comes from being rated as a public company (better lines of credit, transnational agreements), but it also is a huge undertaking by the company.

Two years to be ready to begin the SEC process, which has no guarantee of success.