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  "documentTitle": "Remitly Global, Inc. (RELY)",
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      "text": "We believe having partners push stablecoin could be disruptive for Remitly.",
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      "text": "2023 Risk Factor vs 2024 Risk Factor",
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      "text": "Stripe Is Accelerating Stablecoin w/ Bridge Acquisition",
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      "text": "Remitly's Credit Agreement Identifies Stripe As A Payment Processor",
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      "text": "Stablecoins could reduce transaction fees and disrupt money remitters like Remitly. In fact, Remitly's new 10-K specifically calls out cryptocurrency and stablecoins. Remitly's latest credit agreement amendment in 2023 referenced Stripe as a payment processor (under liens on cash) which it partnered with in Europe in 2018. Stripe is accelerating stablecoin with the $1.1 billion acquisition of Bridge. We believe having partners push stablecoin could be disruptive for Remitly.",
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      "text": "\"We closed our acquisition with Stripe! Together we're scaling digital dollars to businesses everywhere. Stablecoins aren't the future—they're already transforming how people move money today.\" — Zach Abrams, cofounder of Bridge, on X. \"It's been incredible hearing from users just how big of an impact stablecoin infrastructure is already making. We believe stablecoins will play a critical role in turbocharging cross-border commerce.\" — Neetika Bansal, business lead at Stripe, on LinkedIn.",
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      "text": "Source: Stripe acquires Bridge; “Stripe closes $1.1bn Bridge deal, prepares for aggressive stablecoin push,” CNBC, Feb 2025; Remitly Credit Agreement (June 2023); 2024 10-K vs. 2023 10-K; “Remitly Partners w/ Stripe”, PaymentsDive.com, Sept 13, 2018",
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      "text": "Stablecoin / Crypto Are A Longer-Term Risk Finally Acknowledged By Remitly",
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