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what are going to be some of the biggest drivers to increase that number by even more?
The full year guide is now more than 7.5%. Last quarter, you guided the full year is more than 6%.
you can drill into that customer acquisition cost side of the equation. Can you maybe talk about what the trend is right now?
Maybe just talk more about what you saw during the quarter because the onchain data had the high
I was wondering, first, if you can give us the building blocks for your other revenue guidance of $150 million to $170 million
Do you mind just talking more about where the share gains are materializing for you guys?
What are the boots on the ground saying about customer feedback? And can you just talk to us more about the sales momentum as it relates to Genius
what does Genius offer right now in terms of value-added services? Does that have an app store for merchants yet?
it sounds like we should maybe be contemplating a higher take rate there in Merchant Solutions given all the momentum you're seeing across the platform
How much of the delta there versus the revenue growth guide was due to the success of moving upmarket to enterprise?
is OpenUSD going after USDC and Tether and the established players in the stablecoin realm?
Does the news this week on DeepSeek influence how you're thinking about your business strategy, possibly