Sep 21, 2025
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20 min read
Plus; JPM got its fee agreement from Plaid & The OpenDoor takeover is a blueprint for SaaS / Fintech M&A
Sep 7, 2025
22 min read
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
25 min read
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
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
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.
