vs / stripe

Stripe built the cleanest onboarding in payments — for the merchants Stripe wants.

Stripe's Restricted Businesses list is one of the longest in the industry. iGaming, adult, cannabis, CBD (except in narrow permitted states), peptides, kratom, firearms, debt relief, most nutraceuticals with health claims, and 'high-chargeback' MCCs are categorically excluded before the underwriting conversation begins. For the merchants who do clear onboarding, TOS 5.k reserves Stripe's right to hold funds up to 120 days after last activity — and enforcement of that clause is well-documented.

// where they do fit

Stripe is the correct choice for low-risk SaaS, e-commerce with clean chargeback profiles, and marketplaces with strong KYC. If your business fits that profile, Stripe's developer experience is unmatched and this page isn't for you.

Restricted
iGaming, adult, cannabis, peptides, firearms, debt relief on Stripe's prohibited-business list
120 days
post-activity fund hold under Stripe TOS 5.k
5 years
on MATCH after termination at 1% chargeback ratio
source ↗
// where Stripe fails high-risk operators
Prohibited-business list is categorical, not risk-based

Stripe's Restricted Businesses policy enumerates prohibited categories. Even a fully-legal, low-chargeback operator in a listed vertical will not be boarded, or will be terminated on discovery. There is no reserve-tier or higher-fee path — the answer is no.

TOS 5.k lets Stripe hold funds up to 120 days after last activity

Stripe reserves the right to hold funds when it identifies increased risk, including terminations for TOS violations. Public reports from terminated merchants document holds through the full 120-day window with limited support recourse during the hold.

VAMP threshold enforcement passes straight through

Post-October 2025, Stripe enforces Visa's VAMP thresholds at the account level. Once a merchant's dispute ratio crosses 0.9%, additional monitoring, per-dispute fees, and eventual termination follow the acquirer-mandated escalation path.

No representment burden-sharing on subscription disputes

Stripe provides dispute-evidence templates but the merchant bears the full liability and time cost of representment. Subscription-based dispute rates (dating, coaching, nutra) trip the ratio before evidence workflows can move the needle.

Row-by-row: what Stripe actually charge you

disputes
Chargeback exposure
Stripe
120-day dispute window · $20–$100+ per dispute

Up to 540 days for certain categories. Merchant bears CNP liability by default. Mastercard ECM fines run $1k–$200k/month once thresholds trip.

eWallet Cashier
None. On-chain finality.

Stablecoin transfers are non-reversible once confirmed. No dispute window, no representment burden.

capital
Rolling reserve on your revenue
Stripe
5–20% held for 90–180 days

High-risk merchants routinely surrender 10%+ of gross volume, released on a lag. Additional post-termination hold of another 180 days after MID closure.

eWallet Cashier
0% withheld. Funds available at confirmation.

Non-custodial rails — no acquirer sits between you and the payment.

counterparty
Freeze / exit-scam risk
Stripe
MATCH-listed 5 years at 1% ratio + $5,000

Mastercard MATCH termination sticks for 5 years and locks you out of every mainstream acquirer. Acquirer-side freezes routinely precede network thresholds.

eWallet Cashier
No third-party freeze authority over merchant balance.

Operator settles to a wallet the operator controls. USDT/USDC blacklists exist but target OFAC / mule addresses, not merchant flows.

cash flow
Time to spendable funds
Stripe
T+1 to T+7 for high-risk MIDs

Standard e-com is T+1–2. High-risk verticals slip to T+3–7 or longer during review. Reserve carve-out lands on top of this.

eWallet Cashier
T+0. Available at on-chain finality.

TRC20 finalizes in roughly 3 seconds per block; Solana in ~400ms; Ethereum in ~1–5 minutes.

all-in cost
True cost per $1,000 processed
Stripe
2.7%–4.5% nominal · effective 5–7% loaded

Add rolling-reserve capital cost, $8/dispute VAMP fees, PCI compliance fees, and ECM penalty tiers.

eWallet Cashier
Network fee $0.60–$1.50 (TRC20) + platform fee.

No dispute fees, no reserve capital cost, no MID monthly fees, no chargeback penalties.

classification
MCC restrictions
Stripe
MCC 7995 declined 20–40% at issuer

Peptides / nutra (MCC 5122) categorically rejected by Stripe, PayPal, Square, Adyen. iGaming MCC 7995 sees 20–40% issuer declines, sometimes 50%+ regionally.

eWallet Cashier
No MCC. Not routed through card networks.

Stablecoin rails have no equivalent classification system; the rail cannot be gated by category code.

time to live
Time from decision to first transaction
Stripe
Days to several weeks + audited financials

12+ months of processing statements, UBO documentation, personal guarantee, website / TOS / refund-policy review before boarding.

eWallet Cashier
~2 minutes to provisioning. First transaction same session.

No underwriting file. No 12-month statement history. No license-acquirer combination gate.

conversion
Customer-side completion rate
Stripe
~40% of card top-ups complete on high-risk MCCs

iGaming card top-up conversion averages ~40% vs. ~65% for local A2A rails. Payment friction eats 15–30% of potential revenue.

eWallet Cashier
One QR code / one paste. Automated verification.

Fresh address per transaction. Screenshot + cross-rail verification for Cash App / Zelle / Apple Pay routes.

// what changed

In 2024–2025, Stripe tightened enforcement on categories previously boarded case-by-case — CBD, coaching, and some nutra sub-verticals moved from 'restricted with review' to 'prohibited.'

Merchants boarded in 2020–2022 under looser interpretations report Stripe-initiated closures with 30–60 day notice throughout 2024–2025. The pattern is consistent: category tightens, existing MIDs get retroactively re-classified, and funds enter the 120-day hold window under TOS 5.k.

// how the cashier is structurally different
  • No prohibited-business list — stablecoin rails don't classify by vertical.
  • No 120-day fund hold clause. Funds are yours at on-chain finality.
  • No VAMP ratio, no MATCH exposure, no acquirer-mandated escalation.
  • Parallel to Stripe: keep Stripe for low-risk cohorts, run stablecoin for anything Stripe won't touch.
// objections

Questions operators ask about this comparison.

Can we use Stripe for low-risk products and this cashier for high-risk ones?

Yes, and most multi-product operators do. The split is usually product-line or geography — Stripe handles the clean cohort, stablecoin handles the vertical or region Stripe won't board. This reduces concentration risk on the Stripe account.

How does Stripe find out about the high-risk product line?

Stripe's underwriting and risk teams monitor merchant sites, ad copy, and payment descriptors. Operators who run visibly-restricted product lines through a Stripe account typically get flagged within 3–6 months. Splitting rails eliminates that discovery risk on the Stripe MID.

What happens to funds currently frozen in a Stripe reserve?

Stripe's reserve release schedule is outside the cashier's control. What the cashier does is stop the reserve from growing further — new volume flows to a rail with no reserve mechanism.

Is the developer experience comparable?

The cashier is API-first with webhooks, idempotency, and a documented SDK. It won't match Stripe on the breadth of tangential products (Radar, Sigma, Atlas, Terminal), but for payment acceptance and settlement it's a like-for-like drop-in.

// other comparisons

$ decide --path forward

See the full three-way comparison, or talk to an operator.