Partner Content,
Payments,
Podcasts
- Stablecoin rails are maturing into production-ready infrastructure, giving fintechs and enterprises a faster, cheaper path for cross-border payments.
- Regulatory clarity and bundled compliance APIs have lowered the barrier enough that the question is no longer whether to adopt, but where to start.
Rabab Ahsan | May 04, 2026
10-Q,
Member Exclusive
- Coinbase is working to expand beyond its crypto identity into a broader financial services platform, but the shift is still too early to call a clean transition story.
- A dual-engine model best captures Coinbase at present: trading is the volatility engine, subscriptions and infrastructure the baseline.
Sara Khairi | May 04, 2026
Artificial Intelligence,
Member Exclusive,
Payments
- Agentic commerce is narrowing the gap between execution, intent, and credit within payments.
- Across the payments stack, companies like Stripe, American Express, and Affirm are applying agentic AI to smooth the path from intent to execution.
Sara Khairi | April 30, 2026
Payments
- Block has extended over $200 billion in credit globally by underwriting customers with first-party data from Cash App and Square, bypassing the bureau feeds that leave 100 million Americans invisible to traditional lenders
- The same risk philosophy runs across all three products: maximize access, reduce cognitive burden on repayment, and reinvest efficiency gains back into expanding credit
Zack Miller | April 29, 2026
Banking as a service,
Business of Fintech
- Fintechs are moving from partners to principals — applying for charters, building proprietary rails, and underwriting from their own data
- The sponsor bank model isn't dead, but it's under pressure as firms like Affirm and SoFi bet that owning the infrastructure beats renting it
Zack Miller | April 28, 2026
