Sources: Stripe and PE firm Advent International have jointly offered $60.50/share to acquire PayPal, a 28% premium to Tuesday's close, valuing it at $53B+
THE SO WHAT
If a payments infra player and PE are willing to pay $53B+ for PayPal, the bet is on owning the full transaction and merchant stack end‑to‑end, not just taking a fee on top. If you run on either Stripe or PayPal, model what vertical integration of rails, wallets, and merchant services would do to your pricing power and customer data access over the next 3–5 years.
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