Building Autonomous AI Agents for Machine-to-Machine Economies
Most AI agents today are just chatbots with delusions of grandeur Real agents: • Execute transactions • Make autonomous decisions • Own crypto wallets • Interact with other agents We're building the infrastructure for machine-to-machine economies The agents that matter won't ask permission coming to the mainstream one day soon
Bolt Secures $150M, Investors Demand Profitability First
SCOOP: CEO Ryan Breslow told staffers of "super app" Bolt it has signed term sheets for $150 million in new investments, but that investors want to see Bolt "hit profitability and get back on the path to hyper-growth before the...
Regulations Lag as Algorithms Dominate High‑speed Markets
Financial regulations were built for humans making decisions Now we have algorithms negotiating with algorithms at microsecond speeds The entire framework is obsolete We're regulating the horse while the rocket ship launches
Polygon Joins US Payment Rails via Modern Treasury API
Few realise how big this is! @ModernTreasury just slotted Polygon in alongside ACH, wires, RTP and FedNow inside their API. stablecoin rails are getting plugged into the US financial stack one fintech at a time. The Convergence happening live 👀
Merchants Own Checkout, Not AI, in Agentic Commerce
The merchants are trying to tell you something about agentic commerce. After two years of agent demos, chatbot checkouts, press releases, and “AI shopping” theatre, the market found its first real answer. The AI does not own the checkout. The merchant does.
AI Outpaces Quants, Reshaping Finance's Technology Stack
Remember when quants said algorithms would replace traders? Now AI is replacing the quants The harness moves up the stack Always
Bowman Warns on AI's Impact in Finance
Speech by Vice Chair for Supervision Bowman on #artificialintelligence in the #Financial system https://t.co/IhR7VLeOSz #AI #USA @SpirosMargaris @ahier @JimMarous @TheRudinGroup @FinMKTG @Hana_ElSayyed @Khulood_Almani @HaroldSinnott @GlenGilmore @AkwyZ
Legal Residency Shouldn't Matter, but Stripe Still Cares
“No matter where you live” … I’m not saying that SHOULD matter, but legally it does. You’d think @stripe knows that?
Stablecoins Offer Unmatched Utility, US Leadership Essential
Stablecoins represent the highest utility form of money ever invented — incentives that encourage their greater usage and utility will only amplify their velocity and adoption. The entire digital asset industry, which now very much includes banks of all sizes...
Senators Approve Stablecoin Yield Rules, Ban Bank-Like Interest
JUST IN: 🇺🇸 Senators Thom Tillis and Angela Alsobrooks reach Clarity Act stablecoin yield deal banning bank-like interest payments while allowing certain rewards programs under new regulatory standards
Circle Removes Enterprise Barrier to Stablecoin Settlement
"Circle just solved the biggest enterprise objection to stablecoin settlement." Our latest CPN product launch is a massive unlock for enterprises, banks and financial institutions who want to leverage stablecoin payments and settlement. https://t.co/jCr1WMapEN
Nearby Payments Let Friends Toss Money Instantly
Nearby payments was the feature. Many drinks in, and the idea that we could throw money at each other through the air from iOS *and* Android felt VERY fun. There are a lot of little Easter eggs we are playing...
Bluetooth Replaces QR Codes for Multiplayer Payments
You know what’s even more cringe? Using a QR code in 2026. Bluetooth is the way. Multiplayer money is here.
SoFi Posts Record Growth, yet Shares Tumble 15%
$SOFI just printed the cleanest fintech beat I've seen in years Net revenue up 43%, hit 1.1B for the first time Net income 167M EBITDA up 62% 18 straight Rule of 40 quarters Stock dropped 15% the same day Why? Two reasons that are actually fair...
From Libra to Meta: David Marcus on Agentic Commerce
Fresh off the Meta doing Stablecoins, and @lightspark announcing grid global accounts We have the PERFECT guest coming Monday @davidmarcus Former PayPal CEO, reflects on the journey from Libra, to Meta doing Stablecoins to Agentic commerce 👇
From DIY DeFi to AI-Driven Financial Delegation
DeFi was about disintermediation Agentic finance is about delegation You went from "be your own bank" to "your AI is your CFO" The philosophical shift is more radical than the technical one.
Nubank Rolls Out Interim Product with Lead
Mini-scoop: @nubank, which has already received conditional approval of its U.S. bank charter, appears to be launching an interim product with Lead Bank, per disclosures available on its site: https://t.co/o9MHWk0Alv
Erebor Bank Taps Coastal Community as Correspondent
Mini-scoop: @ereborbank is leveraging Coastal Community Bank as a correspondent, per an investor presentation Coastal filed with the SEC earlier this week: https://t.co/wcCDzWsTIy
Fintech Funding Shifts to Fewer AI-Driven Mega‑Deals
Q1 2026 Fintech Funding Concentrates: $12B Raised Across 31% Fewer Deals Crunchbase data: total funding up 5% YoY, but flowing into far fewer, larger "mega-deals." Flight to quality = investors prioritizing AI-native fintechs solving mission-critical workflows over broader consumer applications. Consolidation...
Banking's Future Measured in Agent Capital, Not Humans
The next evolution of banking may be measured in Agent Capital, not human capital. In this episode, Ryan Caldwell of @mX and Derek White of @Primitive_agent explore how AI agents will reshape the bank P&L and growth strategy. 👉 Watch the full...
Revolut Shifts Toward Platform, Targets US License, IPO
Revolut is evolving from a product into a platform. With ambitions for a U.S. banking licence and a future IPO, CEO Nik Storonsky is pushing to turn rapid growth into lasting scale. It reflects a broader ambition. Becoming part of everyday language...
Decentralized Hype Faded, Tokenisation Endures
#FlashbackFriday In 2021, I said the revolution would be decentralised. DeFi wasn’t just speculation, it was infrastructure in waiting. Since then, boom, bust, regulation, less 'revolution' than expected. But tokenisation hasn’t gone away. https://t.co/jb83dFx6dB
Payroll APIs Boost ERP Efficiency and Reporting Accuracy
Payroll APIs streamline data exchange between payroll systems and ERP platforms, enhancing efficiency and accuracy in financial reporting. Discover more here: https://t.co/I3BqzxQbWt @tryfinch
Crypto Cards Herald Seamless, Global Digital Spending
Crypto cards are not a trend. They are the next evolution of distribution. Stablecoins have already moved beyond wallets into everyday spending at global scale. The next phase is seamless access. Digital assets integrated directly into how people pay, anywhere.
Master Apple Card Money Flow to Maximize Rewards
Just joining the complex Apple Card ecosystem? It's smart to learn how to move your money around, including funding your Apple Cash. Here's a primer that explains how everything interrelates and how to maximize your rewards: https://t.co/ZPP9OBmIZw #applecard #applecash #banking...
Rise of Small Biz and Non‑Human Customers Creates Opportunities
Annual @stripe sessions conf this year was very good. Main takeaways for me - we’re about to get a lot more small businesses, and a lot more customers that aren’t humans. The intersection of those two is going to be...
Earn 25% of GPU Yield
anyone with a wallet can now earn a piece of Crucible’s interest payments on the GPUs we financed so cool - every dollar of yield, we’re 25 cents-ish 😂😂😂
Cheap AI Advice Threatens Pricing Landscape for Robo Advisors
We're officially hitting the "robo" stage of AI startups as it pertains to advice, with Astor offering a $39.99/month subscription for access to a 'trained' AI chatbot/voicebot. For advisors, this is reminiscent of the robo-investing phase a decade ago. If you...
HEVN Launches Global Banking Platform for Non‑US Firms
HEVN (@hevn_finance) is building a “Brex for non-US companies” — an alternative financial platform that lets businesses open virtual bank accounts in 8 banks worldwide, use USD cards with cashback for Google/Meta ads, and store funds in USD. Congrats on the...
DeFi Composability Risks Outweigh Benefits without Solid Foundations
Kelp and Drift are the worst outcome made real: exotic composability mixed with DeFi, all of the vulnerabilities that entails, none of the constraint. Rent minimization and disintermediation are real benefits. But they only hold if you build on things...
Earn on Spending or Subsidize Banks—No Middle Ground
You’re either earning on your spending, or subsidizing your bank. There isn’t a third option. 3% on everything, 15% on food + rides, or nothing 💳 Most people will read this and do nothing. 👇 https://t.co/W72fnPrAXx Thanks @ether_fi for sponsoring the show
Cash‑back Beats Free Capital: 15% on Food Rides
banks: “thanks for the free capital” 🤝 me: “I’d rather get paid” 😎 3% back everywhere, 15% on food + rides once you see it, you feel it… I’m sure you don’t go back 👇 https://t.co/W72fnPs8N5 Appreciate @ether_fi supporting the show
Simple Bitcoin Lending Yields Align with Market Expectations
.@adcv_ can't price the risk on a complex multi-collateral lending market. But he has a very clear view on what overcollateralized Bitcoin lending should yield, and it's pretty much exactly where the market has it. Simplicity is the only thing...
On‑chain Repo Could Become Finance’s Foundational Building Block
"Our view is that this primitive on-chain repo is sort of the bedrock for future traditional finance." 🏗️ ~ @adcv_ https://t.co/GyyjXhZlgW
Banks Go Digital, Yet Minds Still Expect Branches
all banks are now in the command line but most people still think banking requires: • branches • business hours • paperwork • waiting The infrastructure evolved The mental models didn't
Final Reminder: Update Credit Card After Three Declines
“Good morning. Your payment was declined for the 3rd time and this is your final reminder to update the credit card on file.” https://t.co/GZouD0lCRt
Mastercard Q1 Revenue Surges 16% with Strong EPS
𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐚𝐫𝐝 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 (𝐐𝟏) 💰Revenue: $8.4B (+16% YoY) 💰EPS: $4.60 (+23% YoY) 💰Operating Margin: 60.8% 💰Net Income: $4.1B; (20% YoY) 💰Gross Dollar Volume: $2.7 trillion 💰$11.7B reaming to buy shares Stock price: $506
Major FinTech Sponsor Bank Goes Live on Tempo
One of the most important sponsor banks in Fintech is now live on @tempo for cross border payments A bank. Live on Tempo.
Stripe Aims to Build Universal Payment Infrastructure
This was a part of the conversation with @collision I thought was particularly interesting on what Stripe is trying to build infrastructure for
AI‑Driven Finance Outpaces Regulation, Challenging Human Oversight
Zero-human finance is already here Here's what regulators are missing: 🤖 AI agents executing trades without human oversight across 47 exchanges simultaneously ⚡ Smart contracts settling billions in value with no KYC, no AML, no compliance officer 🌐 Autonomous protocols making lending decisions based...
AlphaSense Hikes Prices Despite Glitches; Seek FinTech Alternatives
AlphaSense wants to raise seat pricing 66% vs last year, crazy given most features now disrupted by Perplexity/Gemini and the constant glitches/slowness of the platform What are some good alternatives in FinTech to test out?
Revolut Poised to Eclipse Portugal’s Traditional Banks
Seeing @Revolut in the wild a lot now in Portugal to pay for things Very soon it will be the biggest bank in Portugal and many other European countries too Amazing to see how fast the dinosaur banks here are getting destroyed...
Tokenized Collateral Could Unlock $500B Annual Interest Savings
Tokenized collateral is coming, and no less than the NASDAQ is trumpeting the half trillion dollars in annual interest saving from mobilizing idle collateral. In NASDAQ’s survey of 203 global market participants, 52% of global financial institutions expect to actively manage...
Banks Must Lead AI Agent Identity Standards
Amir makes a good point. Banks need to be at the table in debates over AI agent identification https://t.co/A5aUTxNI3q "Managing identity, authorization, fraud risk and liability is of paramount importance for agentic commerce to be adopted broadly." https://t.co/DgsELATQrB
TRON's Usage Surge Positions It as Global Payments Backbone
Growth on TRON is driven by usage. More active addresses, more transactions, and more stablecoin activity point in the same direction: TRON is becoming core infrastructure for global payments.
Michigan AG Challenges Kalshi's Preemption Defense, Demands State Court Remand
Borrowing a line from MA federal judge Richard Stearns (who remanded Kalshi back to state court in MA), Michigan AG @DanaNessel asserts that Kalshi's "plain vanilla" preemption defense is insufficient to establish "complete preemption," seeks similar state court remand in...
Sam Altman Fills in for GDB at Stripe Sessions
Looks like @gdb couldn’t make it, so @sama just took the stage at @stripe sessions https://t.co/Xif3MuwTtx
Net Backyard Introduces Cost‑Based Token Pricing Layer
just visited the new @netbackyard office and 🥹🥹🥹 if you haven’t read it yet, they’re building a financial layer (accounting, billing, payments) to price tokens based on infrastructure cost, model efficiency, and execution conditions 👇 https://t.co/vEEcSgiCux
OKX's APP: Open, No Lock‑In, Unlimited Integration
The thing I care about most in APP from @OKX is that it's open. - No vendor lock-in. - Any team can build a compliant implementation. - Any builder can integrate the Payment SDK. - No permission required. https://t.co/xk1NstVATr
Stablecoins Power Creator Payouts via Stripe, Meta
Creator payouts are one of the killer use cases for stablecoins Excited for @tempo to be working with Stripe and Meta to payout to shiny @link wallets