Stripe is fully KYC'd, Stripe will be reporting your bitcoin transactions to the government. This is not what bitcoin was supposed to be. This is not a win, it's a fail.

You think the feds are allowing this because they're nice?

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They were already reporting your credit card txs to the government.

Some merchants will realize this and set up non kyc payment channels

It is also a win for the consumer because you are able to spend non-kyc Bitcoin directly