Deep Dive: Coinbase

10-Q, Member Exclusive

What U.S. Bank, BNY, and Nvidia understand about the future of money

• Last week’s moves by U.S. Bank, BNY, and NVIDIA hint at finance reorganizing around infrastructure built to scale and survive regulatory pressure.
• The moves are not just product launches but positional plays: it’s about control over the evolving architecture of the financial system.

10-Q, Member Exclusive

After the Pop: Klarna’s first month as a public company

• Klarna pulled off the largest IPO of 2025.
• What's the BNPL firm doing after going public? The deeper question now isn’t whether it belongs on Wall Street, but how it plans to thrive there.

10-Q, Member Exclusive

Why Affirm’s most important product isn’t BNPL at checkout (alone) anymore

• Quarterly filings often hide clues about how a fintech is evolving and where it’s headed. Affirm’s Q4 2025 results are a case in point.
• Buried in the product numbers of the latest earnings is a story: Affirm card’s rise as the firm's second growth engine.

10-Q, Member Exclusive

Scaling, Reinventing, Integrating: The strategies behind PNC, Remitly, and U.S. Bank’s latest moves

• This month, three financial firms take the stage with their recent moves.
• Each move offers a glimpse into how institutions of all sizes are reshaping what it means to serve customers in 2025 and the years ahead.

10-Q, Member Exclusive

‘Payroll is one of the most direct and impactful entry points for embedded finance’: Green Dot’s Crystal Bryant-Minter on the firm’s embedded finance strategy

• Green Dot's rapid! is wiring earned wage access and real-time payouts into Workday’s payroll and HCM systems.
• Green Dot sees payroll and payouts not just as an end in themselves, but as the on-ramp to embedded finance at scale.