Due
277 posts
@due_network
Borderless virtual accounts, instant global transfers, stablecoin & fiat rails in 80+ markets. Pay & get paid cheaper, faster, smarter with Due.
Bridge → Stripe. BVNK → Mastercard. Reap → Kraken (today, $600M). 4 acquisitions in 18 months, $3B+ deployed. The stablecoin infrastructure market is consolidating before most fintechs have even noticed it exists. Stripe's $1.1B acquisition made Bridge the obvious answer. The non-obvious answer is that the rest of the world isn't waiting for Stripe. Stablecoin infrastructure isn't one product. It's virtual accounts, on/off-ramps, local rails, FX, stablecoin orchestration, issuance, custody, and compliance, each requiring a different layer. That's why the category has split into a full stack of specialized providers across every region. Bridge is still the reference. But its share of the global market keeps shrinking as regional champions pick up corridors Bridge doesn't reach. The Stablecoin Infrastructure Stack reflects the diversity of corridors and use cases: - USA & Canada: Sphere Labs, Mural Pay, Brale, Modern Treasury, Layer2 Financial, Iron, Conduit, Routefusion, Crossmint, Cybrid - Europe: BVNK, Due, Currencycloud, Rapyd, Merge Money, Fipto, OpenPayd, Wise Platform, AMINA Bank - LATAM: Bitso, dLocal, Pomelo, CambioReal, BlindPay, Koywe - UAE & Middle East: Hubpay, TransFi, Fuze - Africa: Yellow Card, Flutterwave, ivorypay, Quidax, Paychant, VALR, Kotani Pay - Asia: Tazapay, Stables, Triple-A, PhotonPay Aggregators connecting them all: Borderless xyz plugs regional liquidity providers into a single global stablecoin network, turning the fragmentation above into one API. Capital and consolidation explain this shift. 4 acquisitions in 18 months, $3B+ deployed: - Bridge → Stripe ($1.1B) - BVNK → Mastercard ($1.8B closing late 2026) - Iron → MoonPay - Reap → Kraken By 2026, the global B2B stablecoin payment volume breaks down roughly as: - ~60% Asia ($245B, concentrated in Singapore, Hong Kong, Japan) - ~23% North America ($95B) - ~12% Europe ($50B) - The rest split between LATAM, Africa, and MENA, growing fastest Stablecoin infrastructure is no longer a single product. It's becoming a critical infrastructure layer of every cross-border business, and the map is global. PS: I post about payments with @Subyhq, stablecoins & the reality of building a payment startup, every week. Follow for more!
Most people get into crypto the same way. Open an exchange account. Wait for verification. Deposit fiat. Swap it. Withdraw to a wallet. Find a protocol. Figure out the fees. A lot of steps before any money is actually working. Xverse v2.3 just changed all that.
The new stack for global finance, mapped 👇
Businesses no longer need a bank account. We've raised $18M on this bet. Go altitude.xyz
50 MILLION UNITED STATES DOLLARS It's time to get your free Ready Card
