Stripe’s strategy is coming into focus and it’s bigger than payments.
They’re positioning to become the financial operating system of the next economy:
- M&A as a core lever to control more of the financial stack.
- Crypto infra by default: Bridge & Tempo signal stablecoins moving from edge case to primary rails.
- Agentic commerce at scale, with Stripe as the payment layer for AI (Salesforce, OpenAI, Anthropic).
By 2026, this looks less like a payments company…
and more like the OS for programmable money
@stripe