Fintech Stacks

Affirm just posted a profit number so big it needs a double-take, Schwab is finally letting you buy Solana next to your index funds, and a scrappy startup called Tabbed is quietly making the "can I get the check" moment obsolete. We break down what's real, what's noise, and why all three stories say something bigger about where fintech's headed.

Vanguard is buying Altruist for roughly $4 billion and suddenly looking a lot more like a wealthtech competitor to Schwab. Revolut is rolling out its own euro stablecoin, EURR, through Stripe-owned Bridge. And Coinbase and Better are taking their Bitcoin-backed mortgage product nationwide. We break down what all three moves say about where fintech is headed next.

Intuit just closed out a genuinely great fiscal year — but investors are already side-eyeing next year's guidance. nCino turned an actual profit for once and got sold off anyway, because growth deceleration is the new original sin on Wall Street. And Coinbase quietly put Nvidia, Apple, and Meta on the blockchain, blurring the line between "stock" and "crypto asset" a little more.

Brazil's Pix rails just landed a legacy payments giant, BitMine is one buy away from owning 5% of all Ethereum, and Bill Ackman just dropped $2.2 billion on Visa and Mastercard in a single quarter. We break down why a hedge fund legend is betting on "boring" over "disruptive" — and what it means for your portfolio.

Bitcoin just had its best week since 2024, and we're breaking down the Treasury move and White House push that lit the fuse. Plus: why Pathward's boring infrastructure swap actually matters, and how Ripple just made bonds look cool.

PayPal and Venmo just quietly became a tuition payment option at colleges nationwide — and it's part of a much bigger campus strategy. Plus, Santander officially closes its $12.3B Webster Financial deal, and Zerohash's bank charter bid gets bounced by regulators in a summer that's been brutal for crypto charter-seekers. Three stories, one syllabus week.

Three fintech earnings reports, one wild Wednesday. We break down Webull's blowout quarter riding a crypto and rate-cut rally, Jack Henry's quiet record-breaking year in bank tech, and why BILL's revenue beat comes with a growing loss problem underneath it.

Klarna finally turned a profit and got crushed for it anyway — we break down why. Plus, Kraken jumps into the debit card wars and Coinbase quietly locks in its most valuable contract in crypto for three more years. Numbers, context, and zero hand-holding.

Stripe just dropped $7 billion on an AI startup while still chasing PayPal in the background — we break down why the payments giant is playing both offense and defense at once. Plus: Trump-backed World Liberty Financial lands a real bank charter, and Gemini proves growing revenue doesn't always mean growing profits.

Tether just did what critics said was impossible — a full KPMG audit with a clean opinion, gold bars and all. We break down why that matters, plus Figure's blockchain lending numbers that look almost too good, and why Citi decided buying rewards tech beat building it. Three stories, zero fluff, all signal.