Oct 26, 2025
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25 min read
Stablecoin-linked cards bringing the ultra-wealthy playbook to the mass market. Plus; Govenor Waller on Fed "Payments Accounts" and why Claude Skills matter.
Oct 19, 2025
15 min read
Love them or hate them. They're growing in importance. Here's how we get it right. Plus; Erebor's charter, an accidental $300 trillion and Visa's Trusted Agent Protocol
Oct 12, 2025
27 min read
A regulatory 'loophole' built Chime and Cash App. The same pattern is bootstrapping onchain finance. Plus; Mastercard vs Coinbase to Acquire BVNK?
Oct 5, 2025
22 min read
Plus; Nubank files for a National US Charter, and Brex launches its stablecoin capabilities
Sep 28, 2025
20 min read
Plus; Tether to raise at $500bn, Zerohash raises $104m and why Apple Pay is iterating nicely, but not innovating at all.
Sep 21, 2025
Plus; JPM got its fee agreement from Plaid & The OpenDoor takeover is a blueprint for SaaS / Fintech M&A
Sep 7, 2025
Plus; Ramp passes $1bn run rate, Brex passes $700m, and I dive into the Klarna and Figure IPO numbers.
Aug 31, 2025
21 min read
Plus; $312bn laundered by Chinese gangs through the financial system & Rain Cards raises $58m.
Aug 24, 2025
Plus; The first-ever Fintech Bailout, the CFPB's latest rule and why the Yuan-backed stablecoin matters
Aug 17, 2025
Circle, Stripe and others are building new hyperscale infrastructure for payments. PLUS: Nubank crushed, and Circle's first earnings season.
Aug 10, 2025
24 min read
Plus; Ripple Acquires Rail for $200m and Shopify's Agentic Commerce play
Aug 3, 2025
Everything is weird. PLUS: Ramp raised at $22.5bn just 45 days after its last round & JPM Partners with Coinbase for Crypto.
