Private Credit Drain Threatens Compute Expansion Funding
If private credit sucks liquidity out of the market The hyperscalers max out their cash Then there isn't enough money in the world for the compute build out
Agentic Commerce Starts with Cards, Moves to Stablecoins
Agentic commerce will use cards first, then stablecoins. The "stablecoins agentic payments" discourse is missing so much nuance. @nlevine19 did a great job starting the conversation. I think we can go much further. Here's my thesis: https://t.co/yNzQdwx3hS
Discussing Agents, Payments, and Stablecoins at Hackathon
Stopping by the @Nevermined_ai Hackathon tomorrow for a fireside chat. Looking to chat agents and payments and stablecoins. Come say hi. https://t.co/L3BKo8zuvR
AI Doom Loop Triggers 4,000 Layoffs, 24% Stock Plunge
New piece from me The AI Doom Loop has started Block fired 4,000 people. Stock ripped 24%, Was AI the Excuse or Reason or Both? https://t.co/cgZ6m2HSv7
Kalshi Uses Public Enforcement to Signal Legitimacy
Fascinating to see @Kalshi taking so much action on alleged insider trading Legitimacy through very public enforcement. It's like an inverse regulation by enforcement. It's enforcement by industry to demonstrate being regulated. Kalshi accuses MrBeast editor of insider trading : NPR https://t.co/3sI6leeiBM
OCC's Stablecoin Rulemaking Sparks Yield Uncertainty
The OCC just dropped its proposed rulemaking for stablecoins. Stablecoins have a law now, but they don't have regulation. That's what the big banks and institutions are waiting for. What does it mean for yield? 👇 https://t.co/UL2amptKUw
GENIUS Act Opens 60-Day Comment Period on Stablecoin Rules
The GENIUS Act rules just dropped 60 days for comments Digging in to this today
Fintech Charters Once Unlikely, Now Industry Standard
About 3 years ago @aleximm said to me, he believes long term fintech companies would apply for charters. At the height of ZIRP, I disagreed. It seemed all downside. Now the world is upside down. Every tech company wants a charter. How times have...
Payoneer Pursues OCC Trust Charter, Stablecoin Insights
Payoneer is applied for an OCC National Trust Charter Head of Stablecoins Rob Morgan gave @TokenizedPod an exclusive interview: https://t.co/X8PzdyA5AB
Meta's Stablecoin RFPs Target 3 Billion Users
🤯 WOW Meta just sent stablecoin RFPs to crypto infrastructure firms. Are 3 billion users are about to get stablecoin wallets? https://t.co/VVOC3pQp06
Modern Treasury Redefines PSP Standards for 2026
Modern Treasury just became a PSP competing with Stripe and Adyen. But that undersells it massively. What they really did was rethink what a PSP needs to be in 2026. 👇 https://t.co/UQF88miBKC
Push‑to‑Card Enables Instant Fiat Payouts From Stablecoins
Push to Card solves a major issue for off-ramping. Often getting stablecoins anywhere was easy. Getting them to fiat was hard. Pushing the stablecoins to cards does two things 1. Gets there instantly/24*7 2. Can be spent as fiat instantly For payouts use cases its a...
Crypto Prices Drop, Institutional Adoption Lag Grows
The gap between crypto price and institutional adoption is growing. The more the price goes down. The more actual utility arrives. I feel like these needs some sort of law. Although perhaps sods law applies.
Uber Kiosks Let Travelers Ride Without a Smartphone
🚨 WOAH: Uber just launched kiosks at LaGuardia Airport. The disruption of taxis is nearly compete. No app. No phone. Walk up, pick a destination, tap to pay, get a paper receipt with your ride details. Powered by Adyen terminals. --- This is the bit...
Stablecoins Could Drain $6 T From Banks
How do Stablecoins pull $6 trillion out of banks If the *entire* market cap of stablecoins is estimated to be $2 trillion by 2030? 🤔
Stablecoins Emerging as Default for Cross‑Border Payouts
Global payouts are becoming default stablecoins Especially for cross-border. Here's a practical guide to evaluating when and how to use stablecoins for this use case
Visa Direct Integrates Stablecoins Into $1.7T Payout Network
EXCLUSIVE: Visa Direct's $1.7 trillion payout network just added stablecoin infrastructure. I spoke with @BVNKFinance Co-Founder Chris Harmse about what this actually means. 🎬 Full clip below. https://t.co/ptKhqD8e3b
Revolut Poised to Dominate Stablecoin Market by 2025
Revolut processed $1.2B in stablecoins last month. That's on track to beat $10.5B in stablecoin transfers in 2025. 87% growth. 30-40% of transactions are a few hundred dollars. - That's rent. - That's freelancer payments. - That's family sending money home. It's a massively changing...
Banks Must Evolve for Stablecoins, Says Production Team
This show was insanely good. A way to think about how banks need to adapt to stablecoins. From a team who's in production.
Stablecoin Firms Must Tighten AML and Sanctions Controls Now
Incredible work by @mikulaja @kontigo_app was at best a naive puppet for sanctions violations At worst a knowing participant. The whole stablecoin industry is on notice Get your AML and Sanctions controls buttoned up or there will be blowback It's when not...
Loan Caps Drive High‑risk Borrowers to Loan Sharks
You realize this will push many more customers towards loan sharks? The cap excludes high risk customers. Now they don't get loans at all.
Copilot‑Stripe Checkout Launches, Poised for 2026 E‑commerce Surge
🚨 Microsoft Co-pilot is now a checkout in a partnership with Stripe. 100m new checkouts 😳 --- Stripe is has enabled Copilot Checkout inside Microsoft Copilot. The enterprise LLM has more than 100m monthly active users. This partnership allows users in the US to...
Tempo's TIP-20 Enhances Stablecoins with Memos and Filters
One of the tiny details I love about Tempo is TIP-20 the token standard It extends the most popular stablecoin standard with some quality of life features like - Memo's for reconciliation - Block/allow lists And *so* much more. Dive in...
Fintech Professionals Share Their Most Bizarre Real‑World Tales
LinkedIn Fintech nerds. I'm writing something in a couple of weeks and I need your help. Share your war stories. What's the weirdest most "how is this even reality" story from Fintech? Comment below or DM if you want to stay anon.