Stripe Valuation Hits $159B on Stablecoin Surge
Payments company Stripe is now valued at $159 billion following a deal for early shareholders to exit. The company reported processing $1.9 trillion in payment volume in 2025, with its Bridge product for stablecoin settlements seeing a fourfold increase in transaction volume despite a broader downturn in crypto markets.
- The $159 billion valuation resulted from a tender offer providing liquidity to current and former employees, with funding from investors like Thrive Capital, Coatue, and Andreessen Horowitz, as well as Stripe's own capital. This valuation is a significant increase from its $106.7 billion valuation in a September 2025 tender offer and its $95 billion valuation in March 2021. - Stripe's $1.9 trillion in 2025 payment volume represents a 34% increase from 2024 and is equivalent to about 1.6% of the global GDP. The company's revenue suite, which includes Billing, Invoicing, and Tax, is projected to reach a $1 billion annual run rate in 2026. - The broader stablecoin market reached a size of $282 billion in 2025, a tenfold increase from $28 billion in 2020. Projections estimate the market could grow to $1.9 trillion by 2030. In 2025, overall stablecoin payment volume doubled to approximately $400 billion, with B2B payments accounting for about 60% of that total. - Stripe is developing its own blockchain for payments called Tempo, incubated with Paradigm. Major companies like Visa, Shopify, and Klarna are already testing the network for global payouts and settlement. - In February 2025, Stripe acquired Bridge, a stablecoin orchestration platform, for $1.1 billion. Bridge recently received conditional approval from the U.S. Office of the Comptroller of the Currency (OCC) to form a federally chartered national trust bank, allowing it to custody digital assets and issue stablecoins under federal oversight. - Stripe has also been active in acquiring other companies to expand its services, including the crypto wallet infrastructure provider Privy and the usage-based billing company Metronome. - The company is partnering with OpenAI to create the Agentic Commerce Protocol (ACP) and an Agentic Commerce Suite. This collaboration aims to standardize AI-driven transactions and has led to the introduction of Shared Payment Tokens, which allow AI agents to make payments without exposing credentials. - Stripe Capital, the company's lending arm, provided financing to over 81,000 businesses in 2025, with a 45% increase in funding volume compared to the previous year.
