Fintech Stacks

Robinhood just staged a full Age-of-Discovery event to launch tokenized global stock trading and a 7% stablecoin yield product — and the stock popped. Meanwhile SoFi wants to fund your side hustle and Elon's X Money finally, actually shipped. We break down what's real, what's hype, and what it means for your portfolio.

140 companies just built a stablecoin that actually shares the money — and Circle wasn't on the guest list. We break down why Open USD tanked Circle's stock, why Revolut is making Gen Z grads earn their work-from-anywhere privileges, and why Marqeta just did some stock math nobody asked for. Three stories, zero analyst-speak, all the takes you actually

Robinhood just dropped its best June ever — and the World Cup had a lot to do with it. Then we go deep on Nebex, the wild new startup that wants to build a financial marketplace for the space economy, backed by a $30M seed from Google Ventures. Plus MoneyGram made a quiet but massive move by becoming an active Solana validator. These three stories say a lot about where fintech is actually heading.

Today we're skipping the public markets entirely and looking at three private fintechs doing very different things with very different playbooks. Airwallex just raised $320 million at an $11 billion valuation — and still won't go public. Tala is giving underbanked borrowers a clear picture of their credit future. And Coverd launched a credit card that turns your McDonald's run into a lottery ticket. All three are pre-IPO. All three are worth watching.

Wise dropped its first US earnings as a Nasdaq-listed stock and the numbers were genuinely impressive. Visa launched a travel lifestyle platform that nobody asked for but might actually make sense. And Edward Jones invested in Quicken — yes, the 1983 software — as part of a quiet but real push to build a full-service financial stack for everyday Americans. We break down what all three moves actually mean.

Amazon Prime Day just handed Affirm its biggest real-time test of 2026 — and the early numbers look good. Shift4 quietly refinanced $750 million in debt right before World Cup season. And PayPal joined Prince William's coalition to fight wildlife trafficking, which is either a great PR move or the most unexpected fintech story of the year. We break down all three and what they mean for your portfolio.

Three fintechs made big moves yesterday and none of them were subtle. LendingClub erased its own name and debuted on Nasdaq as Happen Bank. SoFi launched an AI investing platform that automates your trades based on plain-English strategies. And Wealthfront quietly built a product for the richest segment of their user base: parents. We break down what each move actually means for your portfolio and the broader fintech landscape.

Robinhood cut 10% of its staff and raised $2 billion in the same week — we break down what the war chest is actually for. Then Coinbase dropped 21 products including an SEC-registered AI investment advisor that's legally required to act in your interest. Plus, SVB is suing a community bank over $21 million tied to a bankrupt YC startup, and it's messier than it sounds.

Visa just handed AI agents the ability to spend your money — with guardrails, but still. SpaceX went public at $1.78 trillion and may have just crowded out the next wave of fintech IPOs. And AvidXchange's CEO is talking publicly about going public again less than 13 months after going private. We break down what all three moves mean for the fintech landscape and your portfolio.

The machines got a payment network, and two neobanks just raised serious money without touching a stock exchange. Today we break down Mastercard's wild new AI agent payments launch, why Current's $1.5B round matters in a brutal neobank market, and how Koho convinced Abu Dhabi to fund its Canadian banking licence dream. Grab your debit card — or don't, the robots have it covered.