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Stripe goes up, PayPal goes down: The new king of digital economy payments ascends the throne in 2026.
Stripe's valuation surged 74% and it's considering acquiring PayPal, marking a divergence in the fates of old and new payment giants. Stripe is proactively developing stablecoins and AI payment infrastructure, while PayPal is losing momentum in its traditional model. This revolution in the payment industry reveals who is laying the foundation for the next financial era.Kalshi and Polymarket jointly invest in a new fund, predicting a major step towards the "ecosystem" of the market.
A former Kalshi employee founded 5c(c) Capital, aiming to raise $35 million to focus on investing in the prediction market sector. The company has secured backing from giants Kalshi and Polymarket, as well as top venture capital firms like a16z. Prediction market trading volume is surging, and the ecosystem is expanding rapidly, emerging as an independent new industry separate from the crypto space.Price spreads exceeding 50% indicate that pre-market arbitrage in crypto stocks is poised to become a new business opportunity in the crypto bear market.
Exploring new entrepreneurial directions in the crypto bear market: the pre-market price spread between crypto and stocks. Analyzing the significant price spreads of popular stocks like Kalshi and Polymarket on platforms such as PreStocks and Jarsy, this study reveals a liquidity bridge and entrepreneurial opportunities connecting crypto and traditional finance.Following Dragonfly's new $650 million funding round, Haseeb stated that "encryption is not for humans," and that AI agents are the ultimate users.
Haseeb Qureshi, a partner at Dragonfly Capital, argues that cryptocurrencies were not created for humans, but rather designed for AI agents, and that AI will dominate crypto-interactions and reshape the financial world in the future.
