
On a weekly basis, I share Strategic Breakdowns of Payment Companies and Insights into How Enterprise Merchants develop Strategy around Payments.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 104 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||

On 30 July 2026, Apple CFO Kevan Parekh spent part of the third-quarter earnings call explaining a number Apple rarely has to explain. Services revenue was $30.7 billion, up 12% year over year, and down on the previous quarter for the first...
Open Kalshi’s help center and read the page on card deposits. It names its processors outright. US debit runs through Stripe. International debit runs through Checkout.com. Amex isn’t supported, bank transfers are free, and card deposits co...
A company that settles €1.5 trillion a year says the thing that bothers it most is that nobody has heard of it.
A bootstrapped team competing against firms with billions in funding refuses to move money out of Argentina. On the record.
Th...
In the last two weeks, we’ve gone through what Agentic Commerce is, the how, the what, and the six jobs that have to happen before one can buy you a raincoat, the eight or so names that fill those jobs, and the three ideas underneath them a...
Last week, I provided a breakdown of what I consider the most impactful change in payments in the last decade: Agentic Commerce.
In that newsletter, we discussed the how. What an agent is, the six jobs that have to happen for one to buy y...
Subscribers, engagement, traffic and sponsorship for Payments Strategy Breakdown by Dwayne Gefferie.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Payments Strategist
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