Showing posts with label mastercard. Show all posts
Showing posts with label mastercard. Show all posts

Saturday, May 18, 2013

CardFlight's Tech May Someday Give Lift to New Payment Systems

By Jon Matonis
PaymentsSource
Monday, May 13, 2013

http://www.paymentssource.com/news/cardflights-tech-may-someday-give-lift-to-new-payment-systems-3014106-1.html

Typically, I don't cover or analyze so-called payments innovations that merely embrace and extend the legacy infrastructure, but a new middleware startup, CardFlight, could actually operate as a payments "air traffic controller" because its code sits directly between the consumer and the processor.

CardFlight announced the availability of a private beta last week for the iOS and Android platforms. Its encrypted magnetic-stripe card reader and simple software development tools allow developers to handle swiped card payments within mobile apps without becoming payments experts. It focuses on card-present payments and charges 10 cents per transaction.

As the New York startup's technology makes its way into more mobile applications, the company could also begin to offer non-card payment choices as well, such as the new cryptocurrencies like Bitcoin circulating worldwide now. Just as mobile application developers don't want to worry about compliance with the Payment Card Industry (PCI) data security standard, they don't want to worry about alternate payment models either. A one-stop shop for payments integration can allow developers to support bitcoin processing for a global marketplace.

The existing merchant processor landscape offers either a 100%-card platform or a 100%-bitcoin platform, requiring developers to integrate each separately. Atlanta-based BitPay is the leader in bitcoin merchant processing and they offer exchange rate guarantees as part of their service.

If grabbing market share of placement within mobile applications is the name of the game, the payments functionality is an excellent place to start.

"We aim to be the leading enabler of mobile commerce for vertical industry software developers and our vision is not constrained to Visa, Mastercard, Amex, and Discover," says CardFlight founder and CEO Derek Webster. "As a lynchpin in the payments processing chain, if customers demand bitcoin or Ripple support, we could easily accommodate those processing solutions because CardFlight acts as a switchboard."

At just three months old and with only three employees, CardFlight has the potential to fill a void left by companies such as Apple.

While restricting payment options for digital goods, Apple has traditionally permitted payments for real-world goods to go through a variety of payment channels. However, the Apple App Store still restricts the send and receive functionality for Bitcoin wallet apps on iOS. Conversely, the Google Play store does not place the same restrictions on Android Bitcoin wallet apps.

As a development tool provider with an open platform, CardFlight suggests potential uses for its technology such as apps for event organizers that need to sell tickets at the door, CRM apps to enable field sales and medical-practice management apps to collect a copay while keeping the rest of the details available for insurance billing.

It's interesting that the company has recently partnered with Stripe, which offers similar application development tools for 'card not present' transactions, because together the two companies can present a combined offering that is essentially a customizable version of Square and PayPal. Online and offline, they have you covered.

"We're proud to be working with CardFlight, as they share our developer-friendly approach to payments," Stripe Business Development Manager Cristina Cordova said in a blog post. "CardFlight provides tools to any Stripe user looking to incorporate in-person payments into their mobile apps, while still taking advantage of Stripe's simple pricing and seamless setup."

Sure, Stripe could extend into CardFlight's space at some point or vice versa, but for now the partnership is valuable to both.

Sunday, March 3, 2013

Expect Blowback if KYC Rules Are Expanded

By Jon Matonis
American Banker
Tuesday, February 26, 2013

http://www.americanbanker.com/bankthink/expect-blowback-if-kyc-rules-are-expanded-1057055-1.html

The uncovering of an alleged $200 million credit card fraud scheme has triggered calls to expand know-your-customer rules. Those who prescribe ever-greater surveillance should be careful what they wish for.

In what was described as a sprawling criminal enterprise stretching across dozens of states and numerous countries, fabricated identities were used to obtain credit cards and doctor credit reports to borrow large amounts of money. At the heart of the alleged scheme were the merchant processor accounts used to accept and process the cards with stolen identities, authorities announced on Feb. 5. ATM withdrawals involve video surveillance and direct purchasing of merchandise doesn't yield cash. So the fraud ring allegedly used merchant accounts, mostly those of jewelry stores, since it is easier to obtain cash in a bank account using a fictitious sales transaction.

In some instances, sham companies were created and then those businesses established the direct relationship with the merchant processor and purchased the credit card terminals, the FBI said. Involving 25,000 fraudulent credit cards, 7,000 fake identities, and 1,800 "drop addresses," the conspirators allegedly wired millions overseas to Pakistan, India, the United Arab Emirates, Canada, Romania, China, and Japan.

For the duration of the probe, account information was known about the senders of international wire transfers, but not much was known about the recipients.

That is why experts are now pointing to this alleged scheme as justification for the expansion of Bank Secrecy Act and anti-money laundering regulations to include the identification and scrutiny of the recipients of funds associated with high-risk transactions.

Micah Willbrand, director of AML and compliance for LexisNexis' North American Financial Services Markets, told a trade publication, "Laws and regulations today only require that the bank have KYC [know your customer] in place for the sender, not the receiver of money."

"But card fraud schemes demonstrate why it's imperative to have KYC controls in place for both senders and recipients," he adds. As a result of the Foreign Account Tax Compliance Act, "all countries are realizing we need to know more about who's receiving the money. We need to be more transparent about how money is moving around the world, and that is something everyone is coming around to."

That is a very optimistic assumption, especially since considerable resistance already exists regarding global standardization of information-sharing. Ultimately, compliance would require a lot more legwork and due diligence on the part of banks, and financial institutions have been reluctant to move in this direction. If banks were required to replicate the current KYC controls for recipients as well as senders, the jurisdictional challenges would be complicated and expensive.

Willbrand justifies the investment cost in a subtle Risk.net advertorial “article”: "The implementation of FATCA will guide financial institutions … globally by providing them with a reference on what verification is required of their customers and the level of due diligence required from them based on their asset transfers. FATCA will, therefore, enable FIs everywhere to create a standardised customer onboarding process that will clearly define risk tolerances and accepted practices for engaging with customers."

Expanding KYC guidelines to include the recipient of funds would require a massive uniform international process that is continually monitored and updated. Additionally, the cross-border sharing of customer information could realistically lead to equally determined calls for reciprocity on the part of U.S. financial institutions. U.S. banks that act on behalf of the recipients of international funds could find themselves swarmed with overseas requests for KYC information prior to any funds transfer.

For Willbrand, it's a Big Data problem of not enough domestic and international information available to detect anomalies and potential risks earlier. Automated third-party systems are more efficient than the manual review systems in place at some banks today. Willbrand says, "Data about identities is not combined internationally. The only way to get an accurate profile is by cross-checking public records with utility bills and bank accounts around the world."

Willbrand's call for expansion of money transfer surveillance powers represents an overreach that merely attacks the symptom of the problem. Privacy and data security rules vary, and sometimes conflict, in the many jurisdictions around the world. Big Data might be the answer, but it should be Big Data at the front end, during the credit card account opening process and the determination of spending limits – not Big Data that extends privacy violations worldwide.

Thursday, February 28, 2013

Visa, MasterCard 'Antitrust' Settlement Is Anticompetitive

By Jon Matonis
PaymentsSource
Friday, February 22, 2013

http://www.paymentssource.com/news/visa-mastercard-antitrust-settlement-is-anticompetitive-3013321-1.html

As part of last year's $7.9 billion preliminary settlement agreement in the class action against Visa and MasterCard, the card networks enacted a rule change allowing merchants to surcharge customers up to 4%. Effective Jan. 27, 2013, the optional surcharge is permitted on credit card transactions in an effort to defuse merchant allegations that the card brands were violating the Sherman Antitrust Act by unlawfully fixing interchange fees and rules.

The interchange fee structure of a four-party payment system is predicated on William F. Baxter's seminal piece from the 1983 Journal of Law and Economics. In this study, Baxter laid out the elements and cost structures for each of the participants in a four-party payment transaction – cardholder, issuer, acquirer, and merchant. Essentially stating that cost flowed principally to the issuer despite interest rates and annual card fees, Baxter economically justified the merchant (or acquiring) fee that would flow back to issuers now known as the IRF, issuer reimbursement fee.

Nearly 40% of Visa and MasterCard merchants are located in the 10 states that ban surcharging including California, New York, Florida, Texas and Massachusetts. Despite this and the proposed surcharging bans recently introduced in more than seven other state legislatures, it is easy to understand why some might see this settlement as a triumphant leveling of the competitive playing field.

"The biggest winners from the settlement are ordinary consumers," according to Todd Zywicki of George Mason University’s Mercatus Center. "Although some of the settlement's terms are potentially prone to abuse by retailers, most notably their new right to impose surcharges on those who use credit cards, it does affirm the core principle that interchange fees should be set by free markets and consumer choice rather than by judges or politicians."

Seemingly unaware of the historical reasons for creating the no-surcharge rule in the first place, Zywicki inverts the issue. Consumers are not the winners as the fee was always embedded into pricing and unfortunately this settlement does nothing to affirm free-market principles. Mandating no surcharges for the merchant participants of their early fledgling networks allowed the card brands to make them an all-or-nothing offer to entice novice cardholders. Had surcharging been permitted from the beginning, it would have been difficult to persuade cardholders, and therefore merchants, because consumers would be incentivized to stick with cash and check payments.

It's more likely that the card brands didn't want to permit merchants to offer discounts for cash transactions. Are they preventing card surcharges or are they preventing cash discounts? Is the glass half-full or is it half-empty? Maybe a “surcharge” is more palatable for consumers now if it is described as a discount for cash.

Sometime during the 1990s, when critical mass was reached and saturation occurred in the credit card payment networks, the tables were turned. Merchants no longer had to be persuaded to accept credit cards as a form of payment. At least in the U.S. and other developed payment markets, merchants realized the benefits of catering to consumer preference for cards and they didn't want to suffer by not offering that choice. The card brands’ acceptance strategy had come full circle, but the no-surcharging rule had not caught up.

With the all-or-nothing choice of "accept all payments at the same price or no card processing at all," once the "nothing" choice started to look relatively attractive, the card payment networks would be forced to open up. That's what alternative payment types such as Bitcoin start to permit. The card-branded networks would begin to see a disadvantage in prohibiting surcharging because all alternative forms of payment, including cash, must cross-subsidize the cards. This allows a non-card-accepting merchant to maintain a significant price advantage over a card-accepting competitor.

So market forces arguably would have eventually pushed Visa and MasterCard to permit surcharges. But the settlement, induced by class action litigation, is worse than superfluous. It is an unwarranted and unjustified encroachment into the practices of a private payment company. Just think of the lost capital and lost productivity of a seven-year, multi-attorney billing festival. Who do you think pays for that? Furthermore, this bit of central planning via the judicial system will remove the competitive advantage that alternative payment-only merchants like Bitcoin Store have now by forcibly removing the cross-subsidization that other merchants would have had to follow in accepting bitcoin or alternatives. If the natural market penalty for cross-subsidization is removed, then alternative payment-only merchants must begin to accept all payment types or lose business.

In a free market, payment networks would compete under their own network rules, not the government's or regulators’ rules. Sadly, the perceived pricing power referred to in the antitrust case stems less from alleged collusion among Visa and MasterCard’s member banks than from the multitude of state-granted privileges they enjoy that disadvantage new entrants (such as extraordinary bailouts for favored institutions, the notion of too-big-to-fail, generous deposit insurance, etc.).

The National Association of Convenience Stores, one of the plaintiffs in the case, rejected the proposed settlement for not going far enough, saying that the settlement failed "to introduce competition and transparency into a clearly broken market." While the merchant lobbyist’s reasons for believing this may not adhere to free market principles, it accidentally happens to be the correct legal and economic posture in this case because the settlement is anticompetitive. The answer, however, is not to coerce transparency and break the market even further.

Free market competition occurs at the macro payment system level – not within a given branded system by forcibly tinkering with the internal fees and surcharges and then declaring a win for consumers. No one is coerced into using a Visa or MasterCard product and merchants are not coerced into accepting plastic payments.

The problem of a payments oligopoly would solve itself because new market entrants would discover ways to bypass the entrenched networks entirely.

Monday, December 3, 2012

Payments Startup Balanced Innovates In Wrong Direction

By Jon Matonis
Forbes
Monday, November 26, 2012

http://www.forbes.com/sites/jonmatonis/2012/11/26/payments-startup-balanced-innovates-in-wrong-direction/

Under the maxim that there's no such thing as bad publicity, only publicity, the Balanced startup team will not mind this analysis of their uninspired approach to payments innovation. The explosion in collaborative consumption is indeed transformative, but Y Combinator-backed Balanced is a step in the wrong direction precisely because it extends and supports the legacy infrastructure rather than offering a true peer-to-peer payment solution.

Receiving an investment of $1.4 million from celebrity Ashton Kutcher, SV Angel, Airbnb CEO Brian Chesky, Reddit CEO Yishan Wong, and others, Balanced aims to empower the P2P marketplace movement by providing a two-sided payment platform for online marketplaces.

Balanced and Stripe both rely on the credit card giants for source of buyer funds; however, the target customer for Balanced is the marketplace whereas the target customer for Stripe is the merchant. Primarily, all other differences stem from that difference. Their main innovation appears to be the notion of offering disparate existing functionality on a locked-in platform.

In managing the funds collection and funds transfer, Balanced will maintain funds in an escrow account for the marketplace to settle with merchants and the marketplace will be responsible for any chargebacks and collecting information from merchants. To facilitate large-value transactions and to assist in returns and merchant chargebacks, Balanced intends to add an option for bank ACH credits and debits as a payment choice in the near future.

Available only to US-based marketplaces and sellers, Balanced charges 2.9% plus $.30 per transaction. They also charge $.25 per next-day ACH deposit to the seller.

Just imagine if this extraordinary flood of software development talent could be deployed in the decentralized digital currency space where it would lead to reduced transactional friction, shorter clearing times, massively lower processing fees, optional buyer anonymity, and finality of merchant payment.

Yann Rachere, the Finance Director of Anthemis Group in Geneva, Switzerland, thinks that the "current frenzy is temporary" because ultimately "P2P marketplaces need scale to succeed." He also emphasizes that controlling payments is a key component of the strategic plan for achieving scale as eBay and Etsy demonstrate. Control of the payment infrastructure and individual payment choices allows for competitive differentiation among online marketplaces. This is valuable.

On the positive side, I like that Balanced considers themselves an escrow agent in an agora setting. This is the lynchpin area for peer-to-peer marketplaces because it deals with trust -- either your real identity trust or your avatar identity trust. If one can learn anything from futuristic and successful peer-to-peer marketplaces like Fancy, Silk Road and bitcoin-OTC, the lesson is that reputations matter and exploiting the reputational component opens up breathtaking advancements in payments and P2P exchange.

On a reddit post, Stephen Gornick hints at the possible redundancy of the Balanced offering and the potential for bitcoin solution integrators:
"Each of Balanced's customers is a potential Bitcoin merchant. Zaarly is using Balanced to provide payments handling for its peer-to-peer task market. Instead of Zaarly having to build its own, it can used Balanced's API. With Bitcoin there is a little different flow. You can't pull funds from a Bitcoin user. Bitcoin is push only. But Balanced also handles the payout component. And that is a push transaction. Balanced could just as easily offer Bitcoin payments as it could ACH.
But Balanced shows what is needed by the marketplace -- a path that a Bitcoin variant could follow. Balanced is offered in the U.S. only. A bitcoin-variant could operate globally."
Bitcoin, without an intermediary, already solves P2P marketplace payment issues with a decentralized P2P digital currency that is both fair to buyers with optional anonymity and fair to sellers with finality of payment. What a global online marketplace operator needs more is reputation management APIs and bitcoin payment modules for a broad range of e-commerce shopping cart platforms. Certainly, that is functionality that a payments handling platform could provide. Reputation is how you decide who to business with -- Bitcoin is how you pay and get paid.

For example, leading marketplace and shopping cart software that is open source includes Magento, OpenCart, osCommerceSpree, and Zen Cart. Extensions for multi-vendor support are usually available so building a proprietary marketplace platform for both buyers and sellers is not always necessary. Companies that are advancing the integration of the bitcoin payment choice into these popular e-commerce platforms are WalletBit, Paysius, and BitPay. Also, newcomer BitWasp is an open source anonymous marketplace built to leverage the features of bitcoin and lower the barrier to entry for launching an agorism-based marketplace on Tor or I2P. All could easily incorporate the escrow and reputation functionality.

Sadly, even though Balanced see themselves in an escrow role for buyers and sellers, that is where it ends because they still depend on transactions and chargebacks flowing through the monopolistic credit card networks. Balanced is merely a pass-through for the money. They do not leverage their potential as a reputation aggregator for buyers or sellers in an online marketplace and unlike Wordpress they ignore a vast swath of the world where banks and credit cards are simply unavailable.

I would like to conclude by saying that I wish Balanced much luck in their success, but I can't. I really hope that I never see any of these types of startups again. Overall they are detrimental to global payments innovation and they reinforce the paradigm of declining transaction anonymity coupled with increasing bank fees and restricted merchant segments. At best, they point out the ridiculous pricing and chargeback structure of the quasi-government credit card systems. At worst, they suck investment capital away from more promising projects and distract mind share from where it is most needed.

Update: Balanced has opened a github discussion on the topic "Support Bitcoin as a Payment Method."

Wednesday, November 21, 2012

What’s Your Bitcoin Strategy? WordPress Now Accepts Bitcoin Across The Planet

By Jon Matonis
Forbes
Friday, November 16, 2012

http://www.forbes.com/sites/jonmatonis/2012/11/16/whats-your-bitcoin-strategy-wordpress-now-accepts-bitcoin-across-the-planet/

Best CEO Toni Schneider in 2007
I awoke to incredible news this morning. Leading web publishing service Wordpress.com announced that they will begin accepting the nonpolitical cryptographic money Bitcoin as a payment method for various upgrades.

Then I remembered that WordPress.org powers our online publishing platform. It also powers the blog platform for The New York Times, CNN, Reuters, Mashable, NBC Sports, GigaOm, TechCrunch, ELLE Girl, RealClearPolitics, TED, National Football League, General Motors, UPS, eBay, Sony, and Volkswagen.

Not only does this strategic move bring new unserved customers into the WordPress fold, it paves the way for the online publishing platform run by parent company Automattic not to be restricted by the choices of its payment partners. Companies doing business and accepting payments globally are subject to increasing fees and sometimes arbitrary chargebacks which no doubt impact their bottom line. WordPress would probably not even mind if a large chunk of their mainstream payment processing migrated to bitcoin.

Over 57.8 million WordPress sites are written in 120 different languages creating nearly 32 million new user posts each month.

Criticizing the centralized bankcard associations and citing payment method deficiencies, WordPress spokesperson Andy Skelton said, "Unlike credit cards and PayPal, Bitcoin has no central authority and no way to lock entire countries out of the network. Merchants who accept Bitcoin payments can do business with anyone." And thus the planet becomes immediately open to their products and services.

"PayPal alone blocks access from over 60 countries, and many credit card companies have similar restrictions," continued Skelton. "Some are blocked for political reasons, some because of higher fraud rates, and some for other financial reasons. Whatever the reason, we don’t think an individual blogger from Haiti, Ethiopia, or Kenya should have diminished access to the blogosphere because of payment issues they can’t control." [Note: WordPress.com updated their original blog post which mentioned Cuba and Iraq.]

Vitalik Buterin of Bitcoin Magazine brings up an equally significant reason for accepting payment in Bitcoin, "Another argument which WordPress did not mention is anonymity. Many bloggers that operate in restrictive regimes do so using pseudonyms for their own protection, and traditional payment methods like credit cards and PayPal are unusable for those bloggers because they expose the payer’s physical identity." With user-defined anonymity and identity privacy, bitcoin offers unparalleled safety to dissident bloggers and free speech advocates.

Initially, processing will be managed by payment service provider BitPay, Inc. of Orlando, Florida. BitPay shields WordPress from having to handle actual payments by immediately converting and transferring sales proceeds into a WordPress merchant bank account. This minimizes the currency risk for the accepting merchant. An important configurable option also allows the merchant to retain Bitcoin balances for their own account and subsequent usage.

Although WordPress states that they are not waiting for a sufficient number of confirmations from the bitcoin block chain, it is largely irrelevant for e-services since upgrades can simply be deactivated or reversed due to a failed payment.

WordPress may not stand as the lone giant for very long since Reddit CEO Yishan Wong hinted last week at the social news site's willingness to begin transacting in Bitcoin for Reddit Gold subscriptions. Reddit is a subsidiary of Condé Nast's parent company, Advance Publications.

As the bitcoin juggernaut continues to roll forward absorbing merchants and customers globally it leaves archaic and unsuspecting payment methods in its wake. As one bitcoin forum member articulated, merchants will increasingly be asked: "What's your Bitcoin strategy?"

Monday, November 12, 2012

Department Of Homeland Security To Scan Payment Cards At Borders And Airports

By Jon Matonis
Forbes
Wednesday, November 7, 2012

http://www.forbes.com/sites/jonmatonis/2012/11/07/department-of-homeland-security-to-scan-payment-cards-at-borders-and-airports/

Typical wireless electronic card reader
Travelers leaving or entering the United States have long had to declare aggregated cash and other monetary instruments exceeding $10,000. Now, under a proposed amendment to the Bank Secrecy Act, FinCEN (Financial Crimes Enforcement Network) will also require travelers to declare the value of prepaid cards that they are carrying, known now as "tangible prepaid access devices."

Expected to be finalized by the end of this year, the cross-border reporting modifications stem from a broader October 2011 definition of payment methods and form factors that replaced the term "stored value" with the term "prepaid access" in an effort to more accurately describe the process of accessing funds held by a payment provider.

Enforceability falls to U.S. Immigration and Customs Enforcement and U.S. Customs and Border Protection both within the Department of Homeland Security, which is already developing advanced handheld card readers that can ascertain whether a traveler is carrying a credit card, debit card, or prepaid card. This differentiation is important because only prepaid card balances will need to be added to declaration report forms.

Acknowledging that many questions still remain and that enforcement may not be straightforward, Cynthia Merritt, assistant director of the Retail Payments Risk Forum at the Federal Reserve Bank of Atlanta, had this to say about the handheld readers:
"Furthermore, according to the comments, the enforcement challenge is not new, nor is the concept of a device or document that can be used to access value. The current challenges are similar to those presented in the past with other monetary instruments such as checks, money orders, and traveler checks."
Merritt also stated that, "When law enforcement takes possession of a cash or monetary instrument at the border, they are effectively holding the funds, but not so with a prepaid card or other device. Holding the card does not provide access to the underlying funds."

Other questions to be settled include how to determine mobile phone wallet and key fob balances that can function in a manner similar to card swiping, how to distinguish between reloadable and non-reloadable prepaid cards, how to distinguish between bank-issued and non-bank-issued prepaid cards, should closed loop gift cards be included in the cross-border reporting requirements, what to do about cards that clear customs with a minimal balance but are then subsequently reloaded with an amount in violation of the reportable limits, and what to do about a large number of nonpersonalized, unembossed cards.

Also, would a traveler have legal recourse for damages if agents seized a proper debit card in the mistaken belief that it was a reportable prepaid card?

These complications and others imply that FinCEN's NPRM [Notice of Proposed Rule Making] may yet undergo some revisions in order to bring the regulations in sync with the realities of the prepaid card industry.

In the meantime, travelers with a memorized Bitcoin private key can breathe a sigh of relief, because according to an important April 9th, 2012 letter to FinCEN Director James Freis from Homeland Security Investigations it appears that intangible brainwallets are safe for the moment:
"Should the border declaration apply to codes, passwords and other intangibles as well as to any tangible object that is dedicated to accessing prepaid funds?"
"HSI believes that border declaration should not apply to codes, passwords and other intangibles. Identification and verification of intangibles in the context of border enforcement poses logistical and potential legal issues that are not contemplated by currency and monetary instrument declaration regulations. The structure of the currency and monetary instruments declaration regime, hinges on the existence of a physical object. The language requires something that can be passed from one individual to another in order to be presented to a third party for execution/payment."

Wednesday, October 31, 2012

Generic Viagra Industry Is Pro-Choice In Payments

By Jon Matonis
Forbes
Friday, October 26, 2012

http://www.forbes.com/sites/jonmatonis/2012/10/26/generic-viagra-industry-is-pro-choice-in-payments/

"Right now most affiliate programs have a mass of declines, cancels and pendings, and it doesn’t depend much on the program IMHO, there is a general sad picture, fucking Visa is burning us with napalm," screams one pharmaceutical operator.

Payment intervention is defined as the use of the payment mechanism to detect or prevent certain transactions that are deemed to be politically incorrect or against a particular jurisdiction's law. The latest target is online pharmaceuticals and their affiliates providing medications such as generic or unlicensed Viagra, Nexium, or Lipitor, all of which are illegal for Americans to have mailed into the United States.

In the recent paper "Priceless: The Role of Payments in Abuse-advertised Goods" presented at the 19th annual ACM Computer and Communications Security Conference in Raleigh, North Carolina, five academic researchers outline the methodology behind the aggressive practice known as payment intervention and arrogantly conclude that it is in society's interest.

This is the ugly face of monetary repression. It is shameful! Using the payments system as a repressive tool for or against certain behavior is like using Catholic Church attendance as a way to target illegal immigrants. In a free society, private payments should be covered by merchant-customer privilege just as attorney-client privilege covers confidential legal communication. Like the telephone network used to execute a transaction, the payments network is a neutral actor. Pro-choice means placing the decision of payment type in the hands of the money owner. Grandma wants her affordable generic Lipitor.

Oddly coupling the pharmaceutical sector with the counterfeit software sector in a dual study, researchers acknowledge the fragility of payments and show how an eradication effort can lead to the pursuit of riskier alternative payment methods:
"Overall, we find that reliable merchant banking is a scarce and critical resource that, when targeted carefully, is highly fragile to disruption. As a testament to this finding, we document the decimation of online credit-card financed counterfeit software sales due to a focused eradication effort. We further document how less carefully executed interventions, in the pharmaceutical sector, can also have serious (although less dramatic) impacts, including program closures, pursuit of riskier payment mechanisms, and reduced order conversions. Finally, we document the set of countermeasures being employed now by surviving merchants and discuss the resulting operational requirements for using payment intervention as an effective tool."
Herein lies the problem with the current payments network. It is far too dominated by Visa and Mastercard whose contracts with acquiring banks stipulate that merchants are prohibited from selling goods that are illegal in the purchaser's destination country. Therefore, simply participating in those payment networks inextricably links the law to a voluntary transaction between two consenting parties providing an enforcement mechanism that wouldn't necessarily exist under other payment types.

Access to safe and affordable pharmaceuticals should be a natural right for all Americans and denying it would be unacceptable, unethical, and a threat to the public health. A strong case can be made that uninsured, low-income patients obtaining affordable medications is a morally legitimate activity. "Does legality establish morality?" asks economist Walter E. Williams, who answers, "Legality alone cannot be the talisman of moral people."

In June 2011, Visa (and Mastercard similarly) made a series of changes to their operating regulations and explicitly classified pharmaceutical-related merchant category codes as "high-risk" along with gambling and various kinds of direct marketing services. Kudos must be given to the State Bank of Mauritius for being the only bank that both correctly codes pharmaceutical transactions and supports a large number of affiliate programs.

Leaving aside for the moment the twisted economics of privileged drug manufacturers collaborating with generic manufacturers, the immorality of the patent system, and the case against intellectual property, supranational authority was bestowed upon the IACC (International AntiCounterfeiting Coalition) in 2010 through a series of agreements made between brand holders, payment providers, and the White House’s Intellectual Property Enforcement Coordinator. The agreements streamlined targeted actions against 'rogue' websites and merchant accounts used to monetize counterfeit goods and services.

Bragging about the simplicity and effectiveness of the initiative, the study's researchers reveled in determining who was 'rogue' and then preparing them for 'termination':
"Security interventions should ultimately be evaluated on both their impact in disrupting the adversary and their cost to the defender. On both counts, the payment tier of abuse-advertising appears to be a ripe target. For the few tens of dollars for a modest online purchase, our data shows that it is possible to identify a portion of the underlying payment infrastructure and, within weeks, cause it to be terminated."
Unfortunately, the practice of targeting the payments mechanism is on the rise by governments and sufficiently "chilled" payment network lackeys, but it will backfire in spectacular fashion. Consumers will be driven to more liberated alternatives such as the privacy-oriented and cash-like bitcoin. They certainly don't want VISA, Mastercard, PayPal and the rest of the gang telling them what is and is not an acceptable purchase. Interestingly, the study cited bitcoin among creative alternatives when Visa processing becomes abruptly disabled:
"A few US-based pharmaceutical programs, notably Health Solutions Network (which we did not study in our analysis), enabled Cash-On-Delivery (COD) payments for their customers when their Visa processing was disabled. Ultimately, the effectiveness of such mechanisms depends on their familiarity and overhead to consumers, the readiness of alternative sites offering more traditional payments, and the extent to which consumers are well motivated. Indeed, while we witnessed some programs (notably in the OEM software space) attempt to continue their businesses using alternative payment mechanisms including PayPal and, most recently, Bitcoin, by all accounts this has not been successful."
I expect that to change radically for Bitcoin as the features of decentralized cryptographic money become more widely appreciated. Used properly, bitcoin can have the privacy attributes of paper cash and bitcoin doesn't make morality judgements about what you choose to do with your money. It is a natural fit for the online pharmaceutical industry. Payment providers, especially mobile payment providers, claim to represent the best in consumer-centric solutions, but if they truly care about consumers, why do they block so many important transaction types that consumers want?

Somebody has to say it. Big Pharma is a racket and Americans are being duped by the government and the powerful drug manufacturers that push their overpriced medications while simultaneously hiding behind the veil of protecting patient safety, for your own good of course. But "the little blue pill" will be protected as Pfizer's expiration date for the Viagra patent has just been extended until April 2020 which means no legal "generic Viagra" in the U.S. for several more years.

Perhaps more broadly disturbing is that the five individuals authoring the study seem to tacitly recommend the 'payments network' as the delegated enforcement arm of the justice system and sanctioned brand holders. These complicit payment providers do not practice payment neutrality nor do they recognize the importance of remaining nonpolitical and challenging encroachments that lead to politicalization.

The reason that it has become possible to utilize the payments apparatus in this manner is because society has become too complacent on insisting that our money not be used for identity tracking. The general attitude towards the privacy of cash (both physical and digital) has been eerily nonchalant and too readily conceded. Until that changes, expect evermore diminishing privacy in your transactions.

For further reading:
"Forbes on Viagra, Bitcoin and Intellectual Property", Stephan Kinsella, October 29, 2012
"Rogue Pharma, Fake AV Vendors Feel Credit Card Crunch", Brian Krebs, October 18, 2012
"Pharma vs India: a case of life or death for the world’s poor", Nick Harvey, October 17, 2012
"Fake pharmaceuticals: Bad medicine", The Economist, October 13, 2012
"What Payment Intermediaries Are Doing About Online Liability And Why It Matters", Mark MacCarthy, July 5, 2010

Saturday, October 20, 2012

Payoneer Quietly Enters Gibraltar Prepaid Market

By Jon Matonis
Forbes
Monday, October 15, 2012

http://www.forbes.com/sites/jonmatonis/2012/10/15/payoneer-quietly-enters-gibraltar-prepaid-market/

Payoneer, a New York-based global payments and money transfer company, has quietly launched an EU subsidiary situated in Gibraltar having been approved by the financial regulator there in mid-2012.

Payoneer (EU) Limited is steadily building out its infrastructure and it is not clear when, or if, they intend to migrate their prepaid card portfolio to the Gibraltar location. Howard Gibbs is Managing Director with Lisa Ah-Moye as Finance Director and Mark Taylor as Money Laundering Reporting Officer.

In addition to facilitating global low-cost money transfers to over 200 countries, the EU subsidiary is focusing on payout solutions for international corporates, multi-level marketing companies, and affiliate networks.

Payoneer maintains its R&D center in Tel Aviv, Israel and is a privately-held venture with funding from Greylock Partners, Carmel Ventures and Crossbar Capital. They are most known for their Prepaid Mastercard product that corporate customers use to pay staff, affiliates, freelancers, and other service providers. However, since Payoneer is not a licensed banking institution they have had to outsource their card issuing business.

The self-governing jurisdiction of Gibraltar changes all of that. There are only three non-bank E-money institutions authorized under the Financial Services (Banking) Act for issuing means of payment in the form of electronic money. In addition to Payoneer (EU), the Gibraltar Financial Services Commission lists Wave Crest Holdings and Transact Network.

Why is this significant? For starters, it's a relatively small number of firms and it is not a new regulatory designation for Gibraltar as it falls under the EU E-Money Directive of 2009 which amended the 2006 and 2005 Directives that repealed the 2000 Directive. The E-Money Directive is transposed into law and applied nationally by the various member countries within the EU Single Market.

It is surprising that the Directive is not being leveraged more by the established U.S. players because it grants a license and the authority to issue prepaid Mastercard and VISA products directly after attaining card association membership thereby dramatically lowering the barriers to entry. Furthermore, it gives international brands an issuance platform throughout the whole European continent.

Previously, non-banks in the U.S. would have to negotiate a contract with a chartered, regulated banking entity like Choice Bank Limited in Belize or First Covenant Bank in Georgia or MetaBank in Iowa for their prepaid card issuing. Now they can become an issuer themselves.

In related prepaid debit card news, Delaware-based The Bancorp, Inc. has agreed to acquire the assets of Transact Network Limited, the largest e-money licensee and prepaid issuer in Gibraltar.

Frank Mastrangelo, President and COO of The Bancorp stated, "The acquisition of this platform from Transact Network, a well regarded Pan-European electronic money institution, will establish a European Payment Solutions presence for Bancorp and facilitate European expansion for many of Bancorp’s existing 'Payment Solutions' clients. It will also enable Bancorp to leverage its current BIN Sponsorship and Program Management Platforms for a wider set of European Payment solutions and offer enhanced products, flexibility, capability, and scalability. We will utilize our success and experience with our US payment solutions platform to grow our European presence."

Sunday, September 9, 2012

Argentina Begins Tracking All Credit Cards

By Jon Matonis
Forbes
Tuesday, September 4, 2012

http://www.forbes.com/sites/jonmatonis/2012/09/04/argentina-begins-tracking-all-credit-cards/

In an eerie glimpse of what a cashless society enables, the government of Argentina has taken the drastic step of mandating banks to report every credit card purchase to the tax authorities, AFIP. Also introduced on Friday, another measure adds a 15 percent tax surcharge every time a purchase is made outside the country using a credit card issued by an Argentine bank.

This action targets those people that have been using credit cards as a way to purchase at the official rate rather than the black market rate, in effect creating a dual credit card exchange regime. Capital flight is high in Argentina due to the depreciating peso and currency controls are becoming more and more aggressive.

The black market peso price has spiked as the government has tried to close off any and all avenues for people to legally convert out of pesos and into US dollars. A 15 percent tax surcharge will close some of the gap between the regulated official rate and the black market rate, currently at 4.63 pesos per dollar and 6.39 pesos per dollar respectively. In theory, this new surcharge is deductible against future taxes owed so it's really an advance payment. But in practice, its real value as a deduction will have been eaten up through inflation and it's meaningless for those that don't earn enough income to owe taxes.

On Monday, this new rule was broadened to include debit cards and purchases at any online site outside the country, which targets Amazon and eBay purchases.

But the measures go much farther, according to Michael Warren of Associated Press, "giving the government powerful new tools to combat widespread tax evasion." He writes:
"Tax and customs agents now will be able to compare better what Argentines declare to the customs and tax agencies with what their credit card bills say. Before, the reporting requirements applied only to expensive charges of more than 3,000 pesos (about $645). Now, every single purchase by every co-signer must be reported. And if the totals show people are living large while claiming to be paupers, they could get into big trouble."
Even the socialist President Jose Mujica of Uruguay called the new measures "crudely protectionist" in a radio interview from Montevideo. Tourism and investment to the area has already been suffering.

This article is the third in an ongoing series of country focus pieces where the cashless society utopia has actually advanced the cause of financial repression. The SWIFT monetary blockade of Iranian banks was the first report and MintChip digital currency in Canada was the second report.

These are brutal, important lessons in why a cashless society should not strip everyone of their transactional and financial privacy. For those people in Argentina that want to bypass currency controls and also shelter their money from government-induced inflation, this Buenos Aires exchange community claims to buy and sell bitcoin for Argentine pesos. And, the mercaBit.eu exchange sells bitcoin for Ukash vouchers which are available in Argentina.

For further reading:
"Argentina tightens grip on credit card purchases abroad", Ian Mount, Financial Times, August 31, 2012
"Cashless: The Coming War on Tax-Evasion and Decentralized Money", Cris Sheridan, March 30, 2012

Saturday, August 25, 2012

WikiLeaks Bypasses Financial Blockade With Bitcoin

By Jon Matonis
Forbes
Monday, August 20, 2012

http://www.forbes.com/sites/jonmatonis/2012/08/20/wikileaks-bypasses-financial-blockade-with-bitcoin/

People shouldn't fear their government; government should fear its people. Publishers and journalists will not be intimidated nor silenced. Now entering day 626 of the financial blockade against WikiLeaks, Julian Assange sits in the Ecuadorian Embassy in London awaiting safe passage.

Following a massive release of secret U.S. diplomatic cables in November 2010, donations to WikiLeaks were blocked by Bank of America, VISA, MasterCard, PayPal and Western Union on December 7th, 2010. Although private companies certainly have a right to select which transactions to process or not, the political environment produced less than a fair and objective decision. It was coordinated pressure exerted in a politicized climate by the U.S. government and it won't be the last time that we see this type of pressure.

Fortunately, there is way around this and other financial blockades with a global payment method immune to political pressure and monetary censorship.

On its public bitcoin address, Wikileaks has taken in over $32,000 equivalent in more than 1,100 separate bitcoin donations throughout the blockade (1BTC = $10.00). But these amounts may be significantly higher, because it does not even include the individually-generated bitcoin addresses that WikiLeaks provides for donors upon request.

Also announced last month, WikiLeaks appears to have found another way around the VISA and Mastercard blockade by using the French national credit card system, Carte Bleue, to process these payments (at least temporarily).

According to WikiLeaks, VISA and MasterCard are contractually barred from directly cutting off merchants through the Carte Bleue system and the French non-profit FDNN (Fund for the Defense of Net Neutrality- Fonds de Défense de la Net Neutralité) has set up a Carte Bleue fund for WikiLeaks.

Time Magazine declares that WikiLeaks "could be as important a journalistic tool as the Freedom of Information Act."

It used to be that people had secrets and the government was transparent; now it's the people that lack privacy and the government has secrets. Freedom of payments is an extension of financial privacy and digital cash-like transactions without financial intermediaries become a critical piece of that foundation. Money was never intended to act as a form of identity tracking or payments restriction and this is why the option for anonymous and untraceable transactions is so vital as society moves to a world of digital currency.

"It is the privatization of censorship, because this is being done because of extreme pressure by the U.S. Government," says Kristinn Hrafnsson, spokesman for WikiLeaks. "It’s extremely important to fight back and stop this process right here and now so that we won’t see in the future, ....where we have the financial giants deciding who lives and who dies in this field."

To those that don't support freedom of payments, consider this financial blockade invoked in the name of political correctness before you dismiss the inherent value of a nonpolitical unit of account and of a decentralized medium of exchange. It should be offensive to most free-minded people that you are not the final arbiter of how and where you spend your money. Bitcoin restores the balance.

Saturday, May 12, 2012

Bitcoin Funded Debit Cards

By Jon Matonis
Forbes
Monday, May 7, 2012

http://www.forbes.com/sites/jonmatonis/2012/05/07/bitcoin-funded-debit-cards/

Yes, it's entirely possible to fund your existing debit card, or credit card, with your accumulated bitcoin. And I don't mean that you are shipped a generic, low-limit prepaid VISA or Mastercard from some anonymous reseller. I mean that you convert bitcoin online to dollars or euros and the funds are available to spend with a card that you are most likely already holding in your wallet.

Why is this so significant? It's important because it leverages a little-known type of transaction that is available on the VisaNet system called 'Original Credit Transaction'. The other major card payment networks have a similar feature too. These transactions act like a refund or credit transaction when you return an item to a store except that they don't have to be associated with an original purchase. Essentially, they enable your card to be a two-way payment device. Surprisingly, not many financial institutions have taken advantage of this feature yet but I expect that to change.



Visa Personal Payments, already offered by financial institutions outside the U.S., became available in the U.S. market last year marking the first time that a major payment network has introduced a global requirement for account issuers to accept incoming funds. It's the technology behind now-merged P2P service providers ZashPay and Popmoney.

Previously, it was cumbersome for bitcoin account holders to transact in national currencies because they had to go through one or more exchanges and then wait further for funds to arrive in a bank account or other intermediary like the formerly bitcoin-friendly Paxum. Now these personal payments are being offered by e-currency exchanges as a way to provide easy worldwide access to e-currency account balances most notably by AurumXchange. The digital currency exchange operated by Dominica-based Aurum Capital Holdings, Inc. supports bitcoin as well as Liberty Reserve, Pecunix, Perfect Money, and c-gold and they offer two choices for cashing out into a card-based product.

The first option is the Withdraw2Card service that does not require any sender identity verification. Requiring only the destination card number and expiration date (name and CVV code are not required), funds can be transferred to any credit or debit card in any country in the world. If the destination account currency is not dollars or euros then it will be converted to the native currency automatically. Service fee is $9 plus 1.99% (for MtGox USD) with a $1,000 maximum transfer amount and you should not send more than the credit card's limit. The bitcoin portion of the transaction is accomplished through the use of redeemable coupon codes from the popular bitcoin exchanges that act as digital bearer certificates. According to AurumXchange, they plan to offer direct two-way convertibility for bitcoin in the near future so you won't need the redeemable code.

This service is ideal for regions of the world where a large majority of the population may not have bank accounts or where international wires are cost-prohibitive. AurumXchange's General Manager Roberto Gutierrez explains, "The service so far has been tremendously popular. Just counting countries alone where people don't have access to bank accounts or foreign wires are highly taxed or scrutinized, such as Africa, Brazil and China to name a few, we have processed over 3,000 orders since we started a few weeks ago. North American and European customers have been using the service quite a lot as well especially for small transactions that would otherwise be too expensive to conduct through means such as international wire transfers."

The second option is the AurumXchange Premium Mastercard issued through North Carolina-based Four Oaks Bank which comes with instant funds availability. After a $24.99 two-year membership fee, the card will be shipped for free anywhere in the world via first class mail.

OKPAY is another interesting provider in the bitcoin debit card space. They offer the OKPAY Debit Card which is issued by CSC24Seven.com Limited, a financial institution licensed by the Central Bank of Cyprus to issue cards. Founded in 2007, OKPAY, Inc. is a subject of British Virgin Islands (BVI) regulations.

Now that they have completed their bitcoin integration into the OKPAY system, it is possible to fund your OKPAY account directly with bitcoin, withdraw via bitcoin, and use bitcoin as a payment option for purchases of goods and services. Although, they do not offer the Original Credit Transaction feature to any card, they will provide timely and direct conversion of bitcoin to their proprietary Mastercard product.

By removing friction from the process, bitcoin becomes easier to spend overall because not every merchant will accept bitcoin directly for payment yet and not all transactions demand irreversibility and privacy. Logically as a consumer, you may still want your VISA chargeback rights for certain purchases. The Original Credit Transaction is an excellent way to leverage the legacy card payment network to facilitate the growth of the bitcoin network and these two exchangers are in the vanguard.

Monday, October 3, 2011

Insolvency Risk in the Network-Branded Prepaid-Card Value Chain

Philip Keitel of the Payments Cards Center at the Federal Reserve Bank of Philadelphia published "Insolvency Risk in the Network-Branded Prepaid-Card Value Chain", September 2011.

From the summary:

The value chain for network-branded prepaid cards involves more parties than those commonly present in credit- or debit-card issuing arrangements: the merchant acquirer, processors, a payment network, and a card-issuing bank. These additional participants may include a program manager, a distributor, and a seller. Since a number of independent businesses make up the chain, each one, as well as cardholding consumers, could be exposed to losses resulting from the insolvency of another party in the value chain. This risk is both real and manageable, as illustrated by two recent incidents involving network-branded prepaid cards: the failures of Silverton Bank, N.A.. and Springbok Services, Inc.

Sunday, September 19, 2010

Interview with Blueshift Research on PayPal, Again

In July 2010, I was interviewed by Dann Anthony Maurno of Blueshift Research for a strategy piece that he was compiling on PayPal. Below is my excerpt from that study, "PayPal Still Dominates Online Payment Industry":

Excerpt

Alternative Payment Experts - All five alternative payment experts said PayPal is the U.S. market leader and will continue to dominate the space. Mobile payments and non-­U.S. opportunities represent areas of growth. One source said PayPal will enjoy significant growth opportunities, especially from its Facebook agreement. Source reported high levels of competition. MasterCard’s API could be a game changer while Visa’s CyberSource purchase could open up a large merchant network to its services.

Jon Matonis, a digital currency consultant and author of The Monetary Future blog, said MasterCard and Visa are not yet significant challenges to PayPal. Still, they could eliminate the need for PayPal if they can match it in offering easy online transactions. Significant opportunities await PayPal, such as moving into direct deposits and, outside of the United States, virtual currency in online gaming and serving the unbanked in developing countries.

1. “With PayPal, you really have to talk about domestic and international, where there are far more challenges. They can maintain their market share domestically, but on the international side, PayPal is not the de facto standard. If you look in the UK, there are companies like Neteller, Moneybookers and Ukash.”

2. “These [developments for Visa and MasterCard] will only have the effect of extending the establishment leaders. They don’t much change anything.”

3. “The credit cards feed in and fund PayPal. But I do think PayPal is threatened by that. They’ve made their market by filling the void left by [Visa and MasterCard]. If they fill the void themselves, that eliminates PayPal’s raison d’être.”

4. “The arrangement Facebook made with PayPal was far better for PayPal than Facebook; it opened up the entire Facebook user base to PayPal, which Facebook didn’t need to do. It’s probably going to double PayPal’s user base.”

5. “What PayPal has to do to increase its market share is to look into its own unit of accounts rather than push through other ones. If PayPal adopted something like paychecks or direct deposits into PayPal, they’d address a major problem of getting cash into the system, which is not coming through a bank or Visa or MasterCard.”

6. “Canada’s doing direct deposits for workers’ paychecks into PayPal. If you got paid that way, how much more would you use PayPal?”

7. “I don’t think you can talk about PayPal’s future without mentioning the virtual currency platform people. gWallet [Inc.] and [Jambool Inc.’s] Social Gold are the two big ones, and SponsorPay [GmbH] in Germany. They allow you to make a spontaneous purchase during a game so you can continue playing. Facebook Credits are coming out as a step toward obliterating that business platform for providers.”

8. “Internationally, Moneybookers and Neteller gained market share in the last two years, not necessarily at the expense of PayPal. One of the reasons they’re gaining is they get into merchant transactions that Visa and MasterCard and PayPal won’t even touch [including online gambling and adult entertainment].”

9. “There’s a split between the developed and undeveloped world [in terms of mobile payments]. Kenya is probably five or 10 years ahead of the U.S. because the need in that country is to serve the unbanked. Mobile payment is preferred in parts of Africa. It’s happening in the U.S., just not as quickly as in other parts of the world.”

Also, see the April 2010 Blueshift Research interview excerpt here.

Friday, April 9, 2010

Interview with Blueshift Research on PayPal

In April 2010, I was interviewed by Seth Agulnick of Blueshift Research for a strategy piece that he was compiling on PayPal. Below is my excerpt from that study, "PayPal's Recent Efforts Secure Its Leadership Role":

Excerpt

Three payment industry experts consider PayPal an industry leader in the alternative payment industry. One source pointed to PayPal’s 130 million membership base and Facebook’s recent decision to partner with PayPal for its online payments. PayPal’s growth could come from transactions outside the United States as well as in-game, in-store and mobile payments. PayPal’s challenges include 15 to 20 foreign PayPal imitators, its decision not to accept online “sin payments,” customer service issues and merchant frustration, and the United States’ slow adoption of mobile payments.

A digital currency consultant, blog author and a former bank and software executive said PayPal’s growth will be somewhat limited by international competition, especially in payment categories where it has chosen not to participate, such as gambling and adult sites. However, its recent deal with Facebook is a huge coup as Facebook could have provided serious competition in the United States with its own payment system. PayPal could break into the brick-and-mortar store market as mobile payments increase. However, its ability to change consumer behavior the way credit cards did likely is limited to certain online games.

1. “They’re going to be limited internationally and by the choices they’re making in restricting some of their categories. If you look outside the U.S., there are probably 15 or 20 PayPal imitators that have sprung up because they’re addressing markets PayPal is either intentionally or unintentionally ignoring.”

2. “There are a lot of categories they restrict. They restrict online gambling, which is very big in Europe. They restrict the adult sites. They are now restricting the prescription drug companies. Those are the things that have given their competitors an opening, so I don’t think they’re going to just grow and grow unchallenged. I think they’ll actually be facing a lot more competition in the future.”

3. “In the online gambling world, the two notable competitors are Moneybookers and [Neovia Financial PLC’s/LON:NEO] Neteller. Both are in the UK. There’s also a company often considered a serious competitor of PayPal called [Smart Voucher Ltd.’s] Ukash. They started in Germany, I believe, and their volume is extraordinary.”

4. “Facebook decided recently not to challenge PayPal but to allow PayPal transactions to go through Facebook. I think Facebook has more of the branding trust than PayPal, but they made the decision that they didn’t want to deal with the customer service issues or fraud issues that would come up. That’s an enormous win for PayPal because Facebook is probably the only [competitor] they were afraid of.”

5. “I know there’s a lot of merchant frustration around transactions being reversed without warning, and it’s difficult for them to dispute it because it’s time-consuming and PayPal is so big. It’s really the same thing you see with Visa and MasterCard. There’s no finality of the transaction. It’s always subject to a charge-back if the customer disputes it. That’s why they don’t want to be in online gambling, because a guy will say, ‘I didn’t mean to make that bet. I need to reverse it.’”

6. “PayPal does not have finality of payment the way you’re seeing some of their competitors do. If PayPal does get challenged, it’s probably going to be driven more by the merchants than by consumers.”

7. “Talk to 10 people who use PayPal from the merchant side, and you’ll have three, four, five of them who’ll say they’ve had problems with payments. That’s the same issue with Visa and MasterCard. PayPal started out with the mission of improving what Visa and MasterCard do in the online world, but they’re really just turning into those guys.”

8. “A PayPal account used at a walk-in location? PayPal could do that, absolutely. They’ve already opened up their API [Application programming interface] to developers. If they get more into the mobile payment world, I don’t see why it couldn’t function there just as well as it does in the online world. You flash your mobile phone at the merchant. Definitely, that’s possible.”

9. “I definitely think that’s a good way for PayPal to go. It doesn’t attack the cash market, but it eats into checks and Visa and MasterCard and Amex [American Express Co./AXP].”

10. “[Mobile payments] already are common in Africa and South America and other parts of the world. That’s kind of the big joke: Why do mobile banking and mobile payments work for undeveloped countries, but we can’t seem to get a foothold in the U.S.?”

11. “In the undeveloped countries in Africa, there were so many people who were unbanked. They didn’t have traditional banking relationships, but many of them had mobile phones. They were able to send money to Grandma or to each other, and it started getting accepted at the merchant level.”

12. “The challenge in the U.S. is that you already have the infrastructure here of the banks and the payment networks and the payment processors. What’s slowing it down is that you have to do all the negotiating with all the interested parties. Everybody wants a slice of the pie and wants to protect its turf.”

13. “Especially when you look at in-game payments, like the spontaneous purchases for Farmville and things like that, it definitely can change consumer behavior if you can make a payment without having to leave the game. A lot of the mobile payment companies are recognizing that already and they’re ahead of PayPal in that area. One is Zong and another is Boku [Inc.].”

14. “PayPal has the possibility to change consumer behavior, but I think it will be focused on the in-game payments. I don’t see it changing people’s spending habits just because they’re on eBay and somebody takes PayPal. I don’t think it changes behavior there.”

15. “They do have a good brand, and they do have trust with that brand. But it’s only the same kind of trust you’d have with your bank. They would turn over your banking records if required by subpoena. So how far does that trust go?”