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Turner Novak 🍌🧢 Profile picture
@TurnerNovak
May 5 • 3 tweets • 2 min read • Read on X
Stablecoins are estimated to pass Visa in total payments volume in Q2.

Anyone know where most of these volumes are coming from? And what they're being used for? Image
Blog post from Visa on it

tl;dr 90% is trading

$265B of volume with 27.5M MAUs. $9.6k per MAU.
Image
More coverage on this from Bloomberg

bloomberg.com/news/articles/…
Image

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More from @TurnerNovak

Turner Novak 🍌🧢 Profile picture
May 8, 2023
Almost zero activity in consumer internet M&A the past 18 months. 95% of transaction volume in 2022 was the Twitter acquisition 👀

h/t Jefferies for the chart Image
Another look at the data, small transactions have ben non-existent Image
Also, this is all based on ANNOUNCED data, which can be lagged anywhere from 1-12 months in some cases (or more)
Read 4 tweets
Turner Novak 🍌🧢 Profile picture
May 5, 2023
Coinbase (?) had a $65 million Datadog bill per its Q1 earnings call. Wild.

h/t @ChairliftCap Image
I share crazy factoids like this every week in my newsletter

Subscribe here: thespl.it
To clarify:

a) this is 100% real. I haven’t actually listened to the audio, but it’s a screenshot of the Q1 earnings call transcript from Datadog’s IR website
b) we don’t know 100% if this was Coinbase. Lots of other crypto companies that raised obscene amounts of money without… twitter.com/i/web/status/1…
Read 4 tweets
Turner Novak 🍌🧢 Profile picture
Dec 13, 2022
The auto industry has been turned upside down over the past 24 months. Car prices nearly doubled in 2021, only to reverse and drop 14% since January.

Here’s how VINN built a startup on top of Typeform that grew 6x this year helping car dealers across Canada sell online:
Everything started when @calebbernabe_ was in high school. He spent his weekends rebuilding classic cars and motorcycles, and started a digital marketing agency working with local dealerships to save up money for med school.
Fast forward a few years, Caleb dropped out of school and started running marketing and business development initiatives for one of Western Canada’s largest Dealer Groups.

Starting with online ads, his scope quickly expanded into optimizing the entire customer journey.
Read 22 tweets
Turner Novak 🍌🧢 Profile picture
Nov 1, 2022
Elon has officially acquired Twitter.

1) He now owns what is arguably the most influential media company in the world
2) It benefits all his other businesses
3) He'll use it to take on ByteDance
4) This would be impossible as a public company

He wins no matter what. Here's why:
Before jumping in, here’s the full post on @TheSplit_ if you’d rather read the longer version

thespl.it/p/elons-twitter
A billionaire buying a media company isn’t new. Salesforce founder Marc Beinoff bought Time in 2018 and Jeff Bezos bought the Washington Post in 2013.

Twitter is Elon’s newspaper. But instead of a newspaper, it’s a social media network.
Read 19 tweets
Turner Novak 🍌🧢 Profile picture
Sep 29, 2022
In September 2020, Walmart launched Walmart+, a Prime-like subscription for free delivery and other benefits.

Two years later, Walmart is nearing $50 billion in US ecommerce revenue and Walmart+ is the biggest consumer product no is talking about.

Here’s what’s going on:
First, what is Walmart+?

It's a monthly ($13) or annual ($98) subscription with $1,300 in benefits:

📦 Free shipping
🥕 Free grocery delivery
🤳 Scan & go (shop from your app in the store)
⛽️ Fuel discounts
💰 Rewards and other discounts
🎶 Spotify Premium and Paramount+ subs
Why does Walmart+ matter?

Walmart is the largest retailer in the world. And until 2016, it didn’t seem to take the internet very seriously.

Its since acquired Jet in the US, Flipkart in India, and then COVID hit in 2020.

Walmart’s ecommerce sales have nearly tripled since 2019
Read 16 tweets
Turner Novak 🍌🧢 Profile picture
Sep 28, 2022
TikTok is increasing the description length on videos from 300 to TWO THOUSAND words.

There is currently a massive opportunity in TikTok SEO that 99.9% of people either don’t know is there or aren’t taking seriously.
Full article

searchenginejournal.com/tiktok-increas…
Competing with Google in search has been the plan all along
Read 5 tweets

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