The Rollup(@therollupco):How @fun's Costco Model Is Winning The Onchain Payments Race with @AlexKFine Timestamps 00:00 Intro And Recent Raise 00:38 Fintechs Going On Chain 01:27 Fun: Highest Converting On-Ramp 03:55 Three Eras Of On-Chain Payments 05:38 KYC Bad Risk Models 06:01 99% Fiat To Stablecoins 06:39 The Costco Revenue Model 07:49 $40M Deposit Must Clear 09:30 Smart Personalized Deposit Flows 23:54 AI At Fun Discussion 25:07 AI Plus Six Nines Caution 26:37 Separating Self From Company 27:30 Stress Is Probably Accurate 29:46 Agentic Payments Are Coming 31:03 AI Needs Blockchains For Money 33:36 Fintech 50 H2 Plan

2026.05.27 12:45

How @fun's Costco Model Is Winning The Onchain Payments Race with @AlexKFine Timestamps 00:00 Intro And Recent Raise 00:38 Fintechs Going On Chain 01:27 Fun: Highest Converting On-Ramp 03:55 Three Eras Of On-Chain Payments 05:38 KYC Bad Risk Models 06:01 99% Fiat To Stablecoins 06:39 The Costco Revenue Model 07:49 $40M Deposit Must Clear 09:30 Smart Personalized Deposit Flows 23:54 AI At Fun Discussion 25:07 AI Plus Six Nines Caution 26:37 Separating Self From Company 27:30 Stress Is Probably Accurate 29:46 Agentic Payments Are Coming 31:03 AI Needs Blockchains For Money 33:36 Fintech 50 H2 Plan