PATRICK COLLISON SAYS PRIVY HAS SCALED RAPIDLY INSIDE STRIPE

Summary from the TLDR Fintech newsletter

Patrick Collison says Privy has grown sharply since Stripe acquired it, with assets in wallets up about 25x, monthly active developers up 3x, revenue up 9x, and transaction volume approaching $25 billion per month. Stripe is now integrating Privy across Treasury, Link, and Connect while combining it with Bridge, fiat rails, cards, and stablecoins to build a programmable financial stack for both businesses and AI agents.