Capital One's $5.15B Brex Deal: Bargain or Blunder?
Capital One Acquires Brex: A $5 Billion Bargain Or Mistake? Capital One announced it’s acquiring small business banking fintech Brex for $5.15 billion. Is it a good deal? There are pros and cons from both firms' perspectives. https://t.co/n39JbjXMYS

XRP Hits Extreme Fear as Options Volume Explodes
⚠️XRP has entered Extreme Fear per Santiment, while options volume surged 200%+ in a single day, according to Finbold. Sources: Santiment and Finbold https://t.co/3KJjWazCYJ

The Term “Seed Round” Is Officially Retired
We are now officially retiring the term "seed round". Thank you for your attention to this matter. https://t.co/NzL2sy9dUJ
Generative AI Promises Personalized, Pocket‑sized Insight Despite Hurdles
There will be mistakes, regulations, and challenges. But generative AI will make us more informed, better served, and more personalized than ever, all from a device in our pocket. https://t.co/7pJLU4gZ91
Tokenization Boosts Profits for BlackRock, Surveillance for Governments
BlackRock likes tokenization because it improves their bottom line Governments like centralized tokenization because improved their surveillance https://t.co/zYx9GYIia1
Treat Generative AI as Intelligence, Not Deterministic Software
We often talk about LLMs as another tool to tack onto a workflow, but that framing isn't quite right. In this clip, Naeem Abraham (Senior Director of Product Strategy at C&R) presents a ... better perspective. Generative AI doesn't behave like a...
Seeking High‑quality Fintech, Finance, and Stablecoin Analysts
I've been re-calibrating who I follow on X, to reduce noise/shameless self promoters and increase signal. Who's posting original, fact-based analysis on fintech, banking, finance, stablecoins that I should be following?

Elon Musk Praises Lemonade's Tesla‑FSD Insurance Offering
Exciting to read @elonmusk highlighting the recent InsurTech offer Lemonade unveiled, targeting Tesla cars with a specific insurance offer (which leverages the FSD feature). https://t.co/sVKEyHPgn3

Senate Ag Committee Expands CFTC Power, Leaves DeFi Unclear
💥UPDATE: Senate Ag Committee updates crypto bill text, expanding CFTC authority while key issues like DeFi remain unresolved. Source: Senate Ag Committee https://t.co/ncqEe0tMym
Rethink Dispute Processes to Turn Fraud Into Advantage
Banks can turn first-party fraud from a hidden vulnerability into a competitive advantage if they rethink dispute processes. Join our conversation with @shanthi_peace, CEO of Casap. Watch the full episode: https://t.co/aCTj9YH63K https://t.co/vmuPbei31q

Volume Colors Don’t Indicate Trades—Only Magnitude Matters
A lot of traders get this wrong about volume. --> Green volume bars show buys --> Red volume bars show sells There is only high volume and low volume. Colours mean nothing. https://t.co/n9RGGP2ea7

UNDP: Chinese Open‑Source AI Crucial to Prevent APAC Divide
A sobering UNDP report warns that unmanaged AI risks widening inequality between nations — and that China's open-source models are the only way for many nations not to be left behind The UNDP’s “The Next Great Divergence: Why AI May...

Fintech Faces Headwind as Nationalism Fuels Foreign Distrust
Foreign neobanks and US stablecoins just got a reality check as growing insularity & nationalism threaten fintech's global ambitions The latest Edelman Trust Barometer (37,500 respondents across 28 countries) reveals a stark reality for fintech: 70% of people now distrust...
Airwallex's Longstanding Red Flags Tied to Evolve Bank
Red flags on Airwallex have been obvious for some time (incl its prior relationship with... Evolve Bank & Trust)

Full Customer View Enables Speed and Relevance
Customers expect relevance and speed. Without a complete view of the customer, representatives cannot deliver either. https://t.co/cvbaoUmh1n

Ethereum Powers 65% of Tokenized Assets, Says BlackRock
NEW: BlackRock says Ethereum powers 65% of tokenized assets and stands to benefit from tokenization growth. Source: Decrypt https://t.co/79kQkbUrsm
Coinbase Burns Political Capital, Gains No Clear Win
Must listen for anyone following crypto market structure legislation. Coinbase seems to have expended a lot of political capital, made enemies in its own industry, and for no clear win-
New Deal Framework Enables Profitable 10% Cap Credit Lending
Good news: I have formed the framework of a future deal to profitably do credit card lending with a 10% rate cap 😐
Bitcoin Now Behaves as a Risk Asset
"In a period like this, you'd expect something like bitcoin to be doing better... Bitcoin has become a risk asset, whether you like it or not" https://t.co/rBDQRtSqza
Introducing an Integrated, Agentic On‑Chain Trading Platform
“We’re creating a new way to trade that’s agentic onchain and integrated in one product” — @ASvanevik https://t.co/rBDQRtSqza
AI Preps Trades, Humans Execute: Finding the Right Balance
Alex says Nansen's new agent prepares trades, checks venues, and finds pricing Humans still hit execute Is that the right balance? w/ @ASvanevik @nansen_ai https://t.co/rBDQRtSqza
Live: AI Agent Transforms Smart Money Trading
We’re going live with Nansen CEO @ASvanevik to break down • What this new AI trading agent actually does • How it changes following smart money • Where agentic trading goes next https://t.co/rBDQRtSqza
Balance Launches Aave‑powered Earn for All Customers
Balance, a regulated custodian is now offering Aave-powered Earn program to all their customers. Enjoy Aave, the most trusted lending protocol.
Enterprise AI Shifts From Pilots to Trusted Production
Davos 2026 made one thing clear. Enterprise AI has moved past demos and drafts. At the World Economic Forum, the focus shifted to agents that reason, orchestrate workflows, and act inside real systems. From Salesforce’s EVA concierge to firms automating large...
Auditors Can Cut Report Time Tenfold with AI
ai skill gap: auditors need 4 weeks to produce an audit report when they could smash it out 10x faster by using @V7Labs
Banks Overlook Billion-Dollar Fraud Crisis
[New Episode] The Billion Dollar Fraud Crisis Most Banks Are Missing. With @shanthi_peace, CEO of Casap. Watch the latest episode now: https://t.co/aCTj9YH63K https://t.co/dJky1nDo6a
SEC Commissioner: Senate Nears Crypto Market Structure Bill
JUST IN: SEC Commissioner Hester Peirce says the Senate is finalizing the details of the crypto market structure bill. She emphasized the importance of getting all the pieces right before it moves forward. Source: Bloomberg https://t.co/bDl0n7iIoU

Your Crypto‑bank Integration Is Fundamentally Flawed
If this is how you’re integrating crypto into tradfi bank app, you’re doing it wrong: https://t.co/kWU3jPhsdf
Consumers Test Financial Services Before Full Commitment
Financial relationships take time. Consumers kick the tires before committing fully, just like buying a used car. Digital players understand this patience. https://t.co/2BdOuNRPaG
DTC Must Embrace Tokenization or Face Blockbuster Fate
If DTC doesn't go all in on tokenization... they are in trouble, they'll become a Blockbuster, says @kkirkbos https://t.co/IYyWwt1LDc

Fed Refuses Transparency on Synapse Oversight, Cites Confidentiality
Fed continues stonewalling all requests for transparency regarding its oversight of Synapse, arguing it is confidential supervisory information: https://t.co/VQcPyPqkNw

Alex Zozos Explains Securitize‑Galaxy Partnership Details
Want to know about the Securitize - Galaxy partnership? Hear from @SuperstateInc's GC @AlexZozos https://t.co/IYyWwt1LDc https://t.co/EmzS0EAAFX
Mantle's $4B Hackathon Fuels RWA & DeFi Innovation
Shoutout to @0xMantle for backing the next wave of RWA and DeFi innovation 🌍🛠 With a $4B treasury, 7M+ user reach, and $150k in prizes, the Mantle Global Hackathon 2025 is where onchain builders should be looking. Register here: https://t.co/agPHHmb6Sd
Crypto Could Unlock Wealth for 4 Billion People
About to go live on @BloombergLive to talk about how crypto will unlock wealth generation opportunity for 4 billion people https://t.co/J3Sp2JSZBA
Fintech Secures 11% Venture Funding, Second to AI
Fintech is quietly back in the spotlight. It now captures 11% of global venture funding, second only to AI. Rounds are getting larger, and investors are focusing less on hype and more on business models that actually scale. The signal matters. As...
Mask Network Takes Helm of Lens SocialFi Infrastructure
Over the years, we have built some of the most important onchain financial primitives. We later expanded that ambition to social primitives that users truly own. We built the Lens Protocol and its underlying onchain rails, including state-of-the-art decentralized data storage...

NYSE Builds Own Blockchain, Seizes Tokenized Securities Lead
NYSE tokenised securities platform New York Stock Exchange building native blockchain infrastructure for tokenized securities. Not partnering with crypto platforms - owning the stack. Traditional finance claiming on-chain territory before crypto-native players dominate. Infrastructure land grab accelerating https://t.co/UnfYczgDRl

Tokenization Can Democratize Global Markets for All
There’s a fundamental problem with global wealth creation: - Capital markets overwhelming benefit the rich - Working income growth is massively outpaced by capital income - Most people are unable to or priced out from participating in the best financial markets Everyone should have...
Noble Shifts Toward Tempo‑style IBC for Stablecoin Synergy
Everyone has been asking “What does Noble leaving Cosmos mean?” It just means that Noble is becoming more like Tempo with an IBC flavor than the Cosmos SDK chain. This is a path towards improved CCTP support , better commonality with other...
AI Boom Driven by Real Productivity, Not Bubble Speculation
AI bubble fears are colliding with a calmer message from the sell side. At the World Economic Forum, Christian Keller argues that the AI investment boom is grounded in real productivity gains, not just speculation. In his view, tech can keep...
Uniswap Trading API: Enterprise Liquidity for Builders
Big thanks to @Uniswap for supporting the podcast 🙌 If you’re building and need onchain trading, the Uniswap Trading API gives you enterprise-grade access to deep liquidity, without the complexity. Learn more: https://t.co/N5QwEWdW6D
NYSE's 24/7 Trading Marks Industry Validation
"24/7 trading, developed by NYSE? This is a validating moment for the industry." @DavidDuong https://t.co/Gk31A9o8P7
Without Protections, DeFi Will Flee Offshore Regardless of ETFs
If developer protections get stripped from the bill, does DeFi just move offshore, no matter what happens to ETFs? 👀 https://t.co/Gk31A9o8P7
Regulatory Frameworks Unlock Trillions From Institutions
If you have a regulatory framework, a lot of institutions will be able to come with their trillions of dollars $$, says @DavidDuong https://t.co/Gk31A9o8P7
Sky's USDS Uniquely Leads Institutional Yield Stablecoin Surge
Digging into why Sky offers something unique with USDS, the worlds largest yield-generating stablecoin, at a moment when institutions are finally going all in on blockchain and stablecoins

Embedded Banking Unlocks New Revenue Streams for Banks
Embedded banking is creating new revenue opportunities for traditional financial institutions by capturing transactions that happen outside their own channels. Download the free report: https://t.co/08DiNXh0DA https://t.co/NHedOV5MTH
Crypto Advocates Push Democratized Finance at Davos
Just arrived in Davos for @WEF. Three main goals this week: 1) Talk to world leaders about economic freedom and how crypto can update their financial systems 2) Continue the push for market structure legislation 3) Keep pushing for tokenization to democratize access...

Chase Tacks Ads Onto Coinbase ACH Funding Statements
I do love that when you fund a Coinbase account via ACH debit from Chase, Chase inserts an advertisement into your statement: https://t.co/b5WB6xasj4
Remote Work May Demote Auto Loans in Repayment Hierarchy
Dave Wasik and I revisit a Great Recession line about auto loans and consumers' repayment hierarchies: “you can sleep in your car, but you can’t drive your house to work.” Then we ask the 2026 question: with work-from-home and Uber/Lyft now...
Banking Now Competes with Every Digital Experience
Banking is no longer competing with the branch down the street. It is competing with every digital experience customers have before opening a banking app. Phil Tomlinson and Pragya Agarwal of @TaskUs share their insights. Watch the full episode: https://t.co/Vz857MVBk5...