Lawson.fm pfp

Lawson.fm

@lwsnbaker

222 Following
933 Followers


Lawson.fm pfp
0 reply
0 recast
0 reaction

Lawson.fm pfp
0 reply
0 recast
0 reaction

Lawson.fm pfp
0 reply
0 recast
0 reaction

Lawson.fm pfp
0 reply
0 recast
0 reaction

Lawson.fm pfp
0 reply
1 recast
3 reactions

Lawson.fm pfp
0 reply
0 recast
1 reaction

Lawson.fm pfp
Clarification & Update: $100M was just a placeholder for too low to announce. I missed Privy’s $15m raise in March 2025. Given the fast follow on acquisition, they probably saw a very nice multiple and, if they were smart, had a bidding war. But again too low to announce. My broader point here is Privy was rather dominant and had leverage to go distance. They have barely scratched surface on revenue growth opps. There a race to acquire all stablecoin and related infrastructure going on atm and Privy likely benefited from this FOMO. However, Privy may be key infrastructure for cryto apps may look like a distraction to Stripe, which atm is a card processor attempting to pivot to cryto processor. The pitch of having infinite runway only works so long as Stripe leadership still believes in the opportunity and are okay with multiple strategic focuses.
0 reply
0 recast
5 reactions

Lawson.fm pfp
2 replies
0 recast
14 reactions

Lawson.fm pfp
0 reply
2 recasts
3 reactions

Lawson.fm pfp
0 reply
0 recast
0 reaction

Lawson.fm pfp
0 reply
0 recast
0 reaction

Lawson.fm pfp
1 reply
1 recast
6 reactions

Lawson.fm pfp
0 reply
0 recast
3 reactions

Lawson.fm pfp
1 reply
0 recast
0 reaction

Lawson.fm pfp
3 replies
1 recast
8 reactions

Lawson.fm pfp
0 reply
0 recast
0 reaction

Lawson.fm pfp
0 reply
2 recasts
2 reactions

Lawson.fm pfp
1 reply
2 recasts
7 reactions

Lawson.fm pfp
0 reply
0 recast
3 reactions

Lawson.fm pfp
0 reply
0 recast
0 reaction