The Visa Fork; A Strategic Divide
Visa (NYSE: V) is seeking a new stablecoin settlement and over the counter (OTC) partner after Mastercard’s (NYSE:MA) acquisition of its previous provider, BVNK. Originally
August 22, 2026
Surviving the SaaSpocalypse: How EverCommerce Is Weathering the AI Storm
The “SaaS apocalypse” (or “SaaSpocalypse”) is a 2026 stock market term for the sharp selloff and disruption in traditional Software-as-a-Service (SaaS) equities and business models,
August 16, 2026
Morgan Stanley Slashes Circle by 64%
Last week, Morgan Stanley downgraded shares of Circle Internet Group (NYSE: CRCL: $66.67) to Underweight from Equal-weight and sharply cut its price target to $38
August 9, 2026
Stripe’s $10 Billion Bet on the AI Economy: Why OpenRouter Matters
Two important private companies were in the news this past week: Stripe is in talks to acquire OpenRouter in a potential $10 billion deal, according
August 2, 2026
Stripe and Advent’s $53 Billion Bid for PayPal: A Preemptive Play at a Discount
On Tuesday, July 14th after the market close Stripe and private equity firm Advent International submitted a joint offer to acquire PayPal for $60.50 per
July 19, 2026
Securitize Lists on NYSE, Tokenizes Its Own Shares in RWA Milestone
On July 2, 2026, Securitize completed its SPAC merger with Cantor Equity Partners II (CEPT) and began trading on the New York Stock Exchange under
July 12, 2026
Stripe-Backed Coalition Launches OUSD, a Stablecoin That Shares the Yield
Investors should be aware that on June 30, 2026, the Open Standard consortium, led by Zach Abrams, co-founder of the Stripe-owned company Bridge, introduced Open
July 4, 2026
WhatsApp Wants to Be Your Wallet: Why WhatsApp Just Hired India’s Most Exclusive Fintech
Meta’s (NASDAQ: META) appointment of Kunal Shah, founder of the Bengaluru-based fintech CRED, to head WhatsApp, alongside a $900 million investment in CRED at a
June 28, 2026
Why Payoneer Sold — and Why Nuvei Paid $2.75 Billion to Buy It
Private equity owned Nuvei is acquiring Payoneer Global Inc. (NASDAQ: PAYO) in an all-cash deal valued at approximately $2.75 billion, or $7.40 per share. The
June 21, 2026