Plus; PayPal’s CEO is pushed out & why the most profitable regional bank in the US chose to sell. Continue reading: ???? The Great Re-Aggregation of Banking...
The year of Agentic Commerce, Stablecoins and Prediction Markets did not disrupt the banks, but they changed everything else. Continue reading: State of Fintech 2026: The Fintech Compounders...
Plus; Why Klarna’s stablecoin is anything BUT bandwagon jumping & Robinhood is doubling down on prediction markets for everything. Continue reading: Financial Nihilism Has a Cure...
Also: JPM Coin on Base, and Coinbase walked from BVNK Continue reading: The CFO Dashboard; Ramp, Brex or Mercury – 18 Months Later...
Can you unite the houses of Westeros and have an issuer and acquirer in one company, built by M&A or is that fighting gravity too much? Continue reading: Fiserv’s Early Halloween, Western Un...
Acquiring Bridge for $1.1bn, $1.4trillion TPV, and Stripe Billing beats $500m ARR. A conversation and Q&A with John Collison, President of Stripe, about their 2025 Annual Letter. Continue reading:...