THE AWS MOMENT FOR PAYMENTS

Summary from the TLDR Crypto newsletter

Circle's Arc and Stripe's rumored Tempo mark the shift to “payment-native chains” that do for money what AWS did for compute. They commoditize infrastructure and let competition move up the stack. With USDC as gas, built-in compliance, and high-throughput rails, these chains are designed for AI-driven transaction growth and enterprise adoption. Stablecoins, tokenized deposits, and CBDCs will coexist as complementary rails, making TradFi backward-compatible with DeFi.