Jul 27, 2025
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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
24 min read
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
May 4, 2025
17 min read
The question is how will you adapt. Plus; Visa's Agentic Commerce launch.
Apr 27, 2025
27 min read
Plus; Circle wants to be SWIFT, Capital One/Discover gets greenlight, and M^0 is building a central bank
