Fintech Recap: Shorting Tender, Crypto Market Structure & More
In this Fintech Recap episode, Jason Mikula and Alex Johnson dissect the latest fintech headlines, from the dark banking drama portrayed in HBO's "Industry" to Coinbase CEO Brian Armstrong's unexpected pullback on crypto market‑structure legislation. They evaluate the potential impact of a proposed 10% credit‑card fee cap and the revived Credit Card Competition Act, and discuss major corporate moves such as Affirm's application for an industrial loan company charter and Capital One's acquisition of Brex. Throughout, Alex brings his newsletter expertise to contextualize how these developments could reshape banking, payments, and crypto ecosystems.
Fintech Recap: Kontig-Uh-Oh. Are Stablecoins Speed Running BaaS?
In this bonus Fintech Recap episode, Jason and Alex Johnson dissect the controversial rise of Kontigo, a Y Combinator- and Coinbase-backed startup accused of facilitating sanctions evasion. They clarify AML versus sanctions, detail Kontigo's retail service and the hidden role...