How is the industry is moving past the ‘cards versus Pay by Bank’ binary to focus on consumer payments as a whole?
Framing payments as card OR bank was always wrong; issuers and fintechs building orchestration layers across both rails will capture margin from those who don't.
Serial founders with proven BNPL exits are the highest-signal bets in European fintech right now — watch what vertical he targets next.
A $2B valuation for a video-generation startup signals investors are pricing world-model infrastructure as a category winner, not a feature.
RLUSD is Ripple's play to own cross-border settlement on XRP Ledger — a direct threat to SWIFT-adjacent corridors and Circle's B2B stablecoin ambitions.
Spot ETF inflows prove institutional demand was always real — the barrier was operational, not philosophical, which matters for every tokenized asset class next.
If models exhibit internal distress states, the liability and governance implications for enterprise AI deployments are materially underpriced right now.
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