Gm! This week Henri Stern joins the show to discuss why Stripe acquired the wallet infrastructure company Privy. We deep dive into Stripe's crypto strategy, crypto payments, Henri's Solana thesis, what does crypto need to improve & more. Enjoy!

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(00:00) Introduction

(03:03) Why Did Stripe Acquire Privy?

(11:22) Katana Ad

(12:24) Behind Stripe’s Crypto Strategy

(19:07) Are Crypto Payment Rails Actually Better?

(25:55) The Solana Thesis

(38:08) Katana Ad

(39:11) The Business Behind Crypto Wallets

(47:38) What Does Crypto Need To Improve?

(57:36) Agentic Payments

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.