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Arc CEO Don Muir
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Nubank Founder & CEO David Vélez
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Sep 13, 2026
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13 min read
Plus: Nu goes global with stablecoins, Chime’s $590m bank deal, Ramp’s rumored $60bn valuation, and $125m to split your rent.
Sep 10, 2026
14 min read
Full bank, industrial bank, trust bank. What each one buys, what it costs the parent, and why none of them comes with a Fed account.
Sep 6, 2026
11 min read
OpenReserve and Revolut are very different animals. TabaPay is buying a bank, and Félix raised $200m to build around WhatsApp.
Sep 3, 2026
8 min read
The consumer agent just started to feel real. Most businesses are not ready.
Aug 30, 2026
15 min read
Stripe and Advent walk away from PayPal. Revolut hits 80m customers, and Socure grows into its 2021 valuation.
Aug 27, 2026
9 min read
Solving them is where the next generation of finance products are forming. Token spend, agent identity, and model routing barely existed before AI.
Aug 23, 2026
The 7bn OpenRouter deal puts Stripe on both sides of the AI P&L.
Aug 20, 2026
AI can be real, the GPUs can be full, and your 401k can still end up holding the paper.
Aug 16, 2026
Goldman, BlackRock and KKR line up $500bn to securitize GPUs. Plus Adyen wins OpenAI and Figure posts a Rule of 150.
Aug 13, 2026
16 min read
*They're just worse at protecting the consumer than the sportsbooks they're competing with. And that's something we have to fix.
Aug 9, 2026
Ten years after every company became a fintech company, the regulator may seed-fund the standards body. Plus Block runs Square on its own bank rails, Chime posts back-to-back profits, and Cloudflare gives AI agents a wallet.
Aug 6, 2026
12 min read
17 of America's biggest banks just put deposits onchain and skipped stablecoins. The reason is a 50-year-old trick, and stablecoins are about to steal it back
