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TEXXR

Chronicles

The story behind the story

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Visa partners with 50+ crypto firms, including Coinbase, to let users convert and spend crypto and says $1B+ was spent via crypto-linked Visa cards in H1

- Visa is partnering with over 50 crypto companies to allow clients to spend digital currencies.  — This means clients can buy …

Insider Isabelle Lee

Context & Ripple Effects

This announcement caps a two-year runway Visa has built with Coinbase: the exchange gained Visa Principal Member status in early 2020, letting it issue bitcoin debit cards for other crypto companies, and months before this story Visa began settling transactions in USD Coin through a pilot with Crypto.com. The 50+ partner program extends those one-off integrations into a standing structure.

The disclosed $1B+ in H1 spending gives the program a demand-side proof point, and the trajectory held: by fiscal Q1 2022 Visa reported $2.5B in crypto-linked card payments in a single quarter. The partnership converts crypto holdings from a trading position into something spendable at any merchant that takes Visa.

First-order effects

  • The 50+ crypto partners get instant access to Visa's merchant acceptance network without building their own issuing relationships, while Visa books fees on conversion and every subsequent purchase.

Second-order effects

  • Mastercard answers with scale rather than novelty, later unveiling a Crypto Partner Program spanning 85+ companies including Binance, PayPal, and Ripple in a direct bid to match Visa's partner roster; exchanges like Coinbase gain negotiating leverage across both networks.

Third-order effects

  • Card networks are repositioning themselves as the default fiat-to-crypto rail, with settlement pilots like the USDC program pointing toward a network where stablecoins clear alongside traditional currency — making the networks, not the wallets, the choke point for crypto's mainstream use.

The trend: Payment networks are institutionalizing crypto as a spendable asset class, competing on partner rosters and settlement capability rather than whether to support digital currencies at all.

Discussion

  • @chrislbecker @chrislbecker on x
    While South African regulators ban card transactions to crypto asset merchants, the rest of the world is moving to rapidly embrace and adopt crypto assets into card payment rails. Guess who, sadly, gets left behind here? 🚀 https://usa.visa.com/...
  • @rosshill Ross Hill on x
    Visa is partnering with Coinbase to make it easy to spend digital currencies at 70 million merchants worldwide. These merchants don't need to ‘accept Bitcoin,’ they'll simply continue accepting visa. Crypto everywhere. https://markets.businessinsider.com/ ...
  • @terryangelos Terry Angelos on x
    There's over $200B in crypto assets stored in regulated exchanges and wallets ... and we are starting to see those assets fund spending: over $1B so far this year on crypto linked Visa cards. https://twitter.com/...
  • @visanews @visanews on x
    With more than $1 billion spent on #crypto-linked Visa cards in the 1H of 2021, Visa is partnering w/ 50 of the leading crypto platforms to launch card programs that make it easy to convert + spend digital currency at 70 million merchants worldwide: https://usa.visa.com/... https…
  • @sbf_alameda SBF on x
    Really excited to be working with @Visa! You can deposit to @FTX_Official using your Visa card, and you can withdraw using your @ftx_us / @Swipe Visa card. https://usa.visa.com/...
  • @ldrogen LeighDrogen.eth on x
    Visa desperately attempting to stave off the day when every merchant has a crypto wallet and every consumer pays with a stablecoin they either owned or had their crypto assets auto converted to The entire payment industry is cooked at that point It's coming https://twitter.com/..…