Aug 10, 2025
•
24 min read
Plus; Ripple Acquires Rail for $200m and Shopify's Agentic Commerce play
Aug 3, 2025
27 min read
Everything is weird. PLUS: Ramp raised at $22.5bn just 45 days after its last round & JPM Partners with Coinbase for Crypto.
Jul 27, 2025
22 min read
The stablecoin issuer is a third payments approach and a watershed moment. Plus; PayPal's cross-border play and Fiserv's bad year.
Jul 20, 2025
32 min read
Why agentic commerce will reshape payments, merchants, and everything else
Jun 29, 2025
Plus; Kalshi raises $185m at $2bn and FiServ launches FiUSD a stablecoin that may actually make sense.
Jun 22, 2025
19 min read
Plus; JP Morgan Deposit Token (JPMD), Coinbase and Shopify partner for USDC commerce & LLMs are a leaky bucket.
Jun 15, 2025
Plus; Stripe's big acquisition. The Chime IPO and the busiest week I can remember.
Jun 8, 2025
21 min read
What the Circle IPO means, Wise moves its HQ, Monzo's annual results and a nugget on Visa's new pay by bank with chargebacks
Jun 1, 2025
556 min read
Not merely a new payments rail. Miss this and you'll miss how everything changes. Plus; I was travelling so no news!
May 25, 2025
275 min read
The battle for what comes next has just started. Plus; Airwallex raises $300m, and Jamie Dimon says you can buy Bitcoin again.
May 18, 2025
26 min read
Except for taste and experience. Plus; Chime's IPO, Nubank's profit problem and the chartered bank acquiring a stablecoin company.
May 11, 2025
23 min read
Plus; Stripe's stablecoin account is the biggest disruption to hit banking I've seen in 20 years in this industry
