AI is magic that will transform finance, but only when we get out of our own way. Here's the playbook. Plus; Stripe's big year, BofA stablecoins & Brex to IPO?
AI Agent Commerce, Bridge, Stablecoins & $1.4trillion TPV: A conversation and Q&A with John Collison President of Stripe about their 2025 Annual Letter.
Agentic payments are evolving in four distinct models, and gradually making the "checkout" obsolete. Plus; The $LIBRA scam, and Unbundling Visa.
Here's your guide to Stablecoins. Plus; Robinhood, Adyen and Coinbase all CRUSH earnings, and the JPMC/Klarna partnership is a big deal
How tokens, wallets and stablecoins collide. Plus; Stripe CEO shocked by Stablecoin growth & FDIC Pause letters released.
Plus; Trump's Fintech, X and Visa partnership announced & Robinhood wants Tokenization
AI Agents break payments and identity security models. Plus; Crypto Executive Orders, Ramp Treasury and the coming age of Tokenization.
A now sitting US President just turned a meme into $60bn of market cap. It's simultaneously a masterclass in attention economics, a warning sign for finance, and a glimpse of what's coming. You need to understand why.
Meet the hedge fund run entirely by AI Agents. Plus, Nubank does Stablecoin rewards, and Coinbase does Bitcoin-secured Stablecoin lending.
Stablecoins won't be cheaper for US Domestic payments short term. Long term, they're building a layer above all rails, and *that* will compete out cost.
A 111 page report into the big trends in Fintech. Wallet Wars, Klarna's Gen AI story, and the Stablecoin renaissance.
2024 was the year of Wallet Wars, Underwriting with AI, Embedded Finance and Stablecoins. Your favorite Rants ranked and more.
