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@jevgenijs "Oh wow $WISE.L Operating as a universal bank in XX Central and Eastern European markets Raiffeisen Bank International will roll out Wise Platforms industry-leading solution across its network to enable fast secure low-cost and transparent cross-border payments for customers in the region"
@jevgenijs on X 2025-05-14 11:58:48 UTC 10.8K followers, 5003 engagements

"Circles $CRCL IPO will go down in the history books. Priced at $XX a share at the IPO the stock briefly touched $XXX before settling just under $XXX. And yet all I hear are bear cases with most of them centered around interest rates falling and Circle paying half of its revenue to Coinbase $COIN for the distribution of USDC. No one is standing up for Circle despite USDCs central role in finally pushing financial infrastructure onchain. I figured its time to share my bull case. Follow the link in the reply to read my @twifintech write-up Why eveyone is wrong about Circle 👇🏻"
@jevgenijs on X 2025-07-15 10:35:55 UTC 10.8K followers, 8269 engagements

"Market cap of Europe's largest acquirers: ✔ Nexi $NEXI.MI - XXXX billion ✔ Adyen $ADYEN.AS - XXXXX billion ✔ Worldline $WLN.PA - XXXX billion I guess Mr. Market thinks that Adyen will eventually put Worldine and Nexi out of business"
@jevgenijs on X 2024-09-01 21:11:38 UTC 10.8K followers, 2346 engagements

"The irony: tweeting about Remitly $RELY while passing the new Wise $WISE.L office in Tallinn🙂"
@jevgenijs on X 2025-01-12 11:16:30 UTC 10.8K followers, 1934 engagements

"The largest publicly traded payments companies 👇🏻 Who's your warrior $V $MA $AXP $FI $PYPL"
@jevgenijs on X 2025-05-02 08:46:24 UTC 10.8K followers, 6267 engagements

"Today I learned about Kakao Corp which has XX million monthly active users in a country with XX million people (94% penetration). Interestingly it spun off and listed its Fintech businesses: Kakao Pay and Kakao Bank. Now I want to learn more"
@jevgenijs on X 2025-06-24 07:06:13 UTC 10.8K followers, 3448 engagements

"Thinking about the next @PopularFintech topic. This year I wrote about: ✔ Visa $V ✔ Capital One $COF ✔ Amex $AXP ✔ PayPal $PYPL ✔ Block $SQ ✔ Adyen $ADYEN ✔ Fiserv $FI ✔ Marqeta $MQ ✔ Affirm $AFRM ✔ Klarna $KLAR ✔ Wise $WISE.L ✔ Shift4 $FOUR ✔ Nubank $NU ✔ Mercado Libre $MELI ✔ Shopify $SHOP ✔ Toast $TOST ✔ Robinhood $HOOD Considering writing about Sea $SE and $GRAB but these are totally new companies for me so will take time. What would you like to read about"
@jevgenijs on X 2025-06-15 20:29:30 UTC 10.8K followers, 4261 engagements

"Dimon apparently tasked Barnum to calculate how big JPMorgan $JPM would be if it compounded at XX% for XX years 😂"
@jevgenijs on X 2025-07-19 12:12:07 UTC 10.8K followers, 5386 engagements

"Ill publish my write-up on Sea $SE later today and will start researching the competition between Coupang $CPNG and KakaoPay/KakaoBank. It looks like a similar battle to what were seeing between Mercado Libre $MELI and Nubank $NU in Latin America. Super excited"
@jevgenijs on X 2025-06-29 10:35:21 UTC 10.8K followers, 2086 engagements

"I am now a proud owner of XX Global Dollars $USDG Ironically @CoinbaseWallet was the only place where I could buy them 🤷🏻♂"
@jevgenijs on X 2025-07-01 19:52:36 UTC 10.8K followers, 6178 engagements

"Sorry for a lame question but would Tether meet the requirements of the GENIUS Act"
@jevgenijs on X 2025-07-13 19:20:24 UTC 10.8K followers, 3662 engagements

"@CoinbaseDuck Was thinking about a ticker for Wealthfront"
@jevgenijs on X 2025-06-24 15:46:05 UTC 10.8K followers, 1625 engagements

"Mr. Selipsky served as Chief Executive Officer of Amazon Web Services (AWS) helping it grow from its early founding and later scaling into a $100B+ business that powers the operations and software for many of the world's leading companies and organizations. $CRCL"
@jevgenijs on X 2025-07-22 14:36:56 UTC 10.8K followers, XXX engagements

"@CoinbaseDuck @bankrbot @MLeeJr @CodinCowboy Now I really need to understand how this works😂 There are wallets associated with X users and transactions from those wallets can only be initiated by respective users"
@jevgenijs on X 2025-06-19 19:51:17 UTC 10.8K followers, 3523 engagements

"One aspect I dont see discussed enough in the "stablecoins vs. Visa" debate is cross-border payments. There is a reason why Visa $V reports cross-border payments as a Key Business Driver in its earnings reports. ✔ If I use my card (issued by a bank in Estonia) in say the U.S. Visa has to move money from my bank in Estonia to the merchant's bank in the U.S. to settle this transaction ✔ This involves using various payment rails and correspondent banks. Hence cross-border payments have a surcharge (e.g. a XXX% extra charge for international cards) ✔ Stablecoins are global. My"
@jevgenijs on X 2025-07-07 16:00:17 UTC 10.8K followers, 13.5K engagements

"JPMorgan $JPM Q2 2025 earnings call: - What's holding up you guys and the other banks getting together to issue something joint similar to what you've done with Zelle and prevent these stablecoin companies like Circle $CRCL coming in and offering a more convenient solution to your customers - That's a great question. And we'll leave the remain as a question"
@jevgenijs on X 2025-07-19 11:18:17 UTC 10.8K followers, 3368 engagements

"Jamie Dimon JPMorgan $JPM Q2 2025 earnings call: I don't like buying back the stock at almost 3x tangible book. No one is going to convince me that's a brilliant thing to do"
@jevgenijs on X 2025-07-19 12:04:22 UTC 10.8K followers, 1319 engagements

"This is not a SPAC. Worldline $WLN.PA is one of the largest merchant acquirers in Europe. Unbelievable"
@jevgenijs on X 2025-05-15 19:10:09 UTC 10.8K followers, 2897 engagements

"Boom PNC $PNC and Coinbase $COIN will work together to develop an initial offering that will allow clients to buy hold and sell cryptocurrencies"
@jevgenijs on X 2025-07-22 14:32:18 UTC 10.8K followers, 9639 engagements

"Had a great conversation with @longriver_hk about Wise $WISE.L. Its an amazing company with ambitous plans 👇🏻"
@jevgenijs on X 2025-07-07 10:58:18 UTC 10.8K followers, 2617 engagements

"It started with a game Sea didnt start as a Fintech but it sure became one I continue to explore companies that arent traditionally seen as Fintechs but have quietly built sizeable Fintech businesses along the way. This week its Sea Limited $SE. Headquartered in Singapore Sea operates three major platforms across Southeast Asia: Garena (gaming) Shopee (e-commerce) and Monee (financial services). Sea started as a gaming company and used profits from Garena to fund its push into commerce and financial services. The result One of the largest e-commerce platforms in Southeast Asia and one of the"
@jevgenijs on X 2025-06-29 16:10:17 UTC 10.8K followers, 10.3K engagements

"PayPal $PYPL plans to make its wallets (PayPal and Venmo) interoperable with leading digital wallets around the globe. Initial partners include Mercado Pago $MELI UPI and Tenpay Global. That's pretty cool"
@jevgenijs on X 2025-07-23 05:59:58 UTC 10.8K followers, 8220 engagements

"I keep wondering why Cash App $XYZ hasnt launched Bitcoin lending yet. It could be seamlessly integrated into both Afterpay and Cash App Pay"
@jevgenijs on X 2025-07-19 10:04:05 UTC 10.8K followers, 4094 engagements

"During their 2021 Investor Day Worldline $WLN.PA guided for X billion in revenue and XXX million in free cash flow in 2024. In H1 2024 they have delivered: XXX billion in revenue and XX million in free cash flow"
@jevgenijs on X 2024-09-07 14:08:49 UTC 10.8K followers, 8468 engagements

"Kudos to Coinbase $COIN and Circle $CRCL for reviving the vision of rebuilding the payments infrastructure onchain"
@jevgenijs on X 2025-07-19 08:02:04 UTC 10.8K followers, 5432 engagements

"Ill add my two cents: ✔ Visa $V has a market cap of $XXX billion ✔ The largest Fintech company built on top of Visas rails Fiserv $FI has a market cap of $XX billion"
@jevgenijs on X 2025-07-14 09:37:06 UTC 10.8K followers, 2697 engagements

"Big earnings day $COIN $HOOD $RELY $GPN $WLN.PA"
@jevgenijs on X 2024-10-30 10:52:21 UTC 10.8K followers, 1349 engagements

"KakaoBank earnings calls are in Korean (with live translation to English) 😱"
@jevgenijs on X 2025-06-29 11:47:31 UTC 10.8K followers, 2791 engagements

"A critical piece of information about KakaoBank: cacao DOES NOT grow in Korea"
@jevgenijs on X 2025-06-29 12:26:09 UTC 10.8K followers, 1792 engagements

"Jeremy Barnum JPMorgan $JPM Q2 2025 earnings call: it is a big amount of excess capital and that does mean that everything is on the table as it always is and that includes potentially inorganic things"
@jevgenijs on X 2025-07-19 11:04:33 UTC 10.8K followers, XXX engagements

"A crazy busy Thursday this week. The following Fintech companies will report their Q1 2025 results: ✔ Coinbase $COIN ✔ Affirm $AFRM ✔ Toast $TOST ✔ Shopify $SHOP ✔ Bill $BILL ✔ Stone $STNE ✔ NCR Voyix $VYX ✔ Dave $DAVE ✔ Nexi $NEXI.MI ✔ PAR $PAR ✔ Blend $BLND"
@jevgenijs on X 2025-05-07 06:17:45 UTC 10.8K followers, 2902 engagements

"Circle $CRCL will host its first earnings call on August XX 👇🏻"
@jevgenijs on X 2025-07-18 19:47:10 UTC 10.8K followers, 2210 engagements

"Time to wrap up my expedition into the thrilling world of e-commerce (links to my Shopify $SHOP Mercado Libre $MELI Sea $SE and Coupang $CPNG write-ups in replies). I had a blast learned a ton and came to the humbling realization that I might be the only one who cared 😂 What should I write about next"
@jevgenijs on X 2025-07-07 07:06:36 UTC 10.8K followers, 1491 engagements

"How will this cycle end The 2021 frenzy ended with aggressive rate hikes something that likely isnt on the table this time"
@jevgenijs on X 2025-07-22 09:10:13 UTC 10.8K followers, 1512 engagements

"Yes Worldline $WLN.PA has appointed banking advisers to sell its Mobility and e-Transactional Services (MTS) business as the company looks to rebuild investor confidence h/t @LordWhats 🙏🏻"
@jevgenijs on X 2024-11-06 16:28:12 UTC 10.8K followers, 6027 engagements

"Stone $STNE to sell its software unit Linx (acquired in 2020). I think its a great move and allows Stone to focus solely on serving SMBs"
@jevgenijs on X 2025-07-22 12:43:32 UTC 10.8K followers, 1214 engagements

"@RealNogadaCrew @baseapp Yeah lots of progress this time But I was thinking of the broader market cycle not just crypto"
@jevgenijs on X 2025-07-22 09:14:34 UTC 10.8K followers, XXX engagements

"Coupang $CPNG does not disclose GMV. I've found 2024 estimates of $42-45 billion which suggests a 25-30% take rate on third-party sales. Now look how Coupang's GMV compares to Mercado Libre $MELI and $SE (keeping in mind that the population of South Korea is 51M while the population of Latin America and Southeast Asia is 660M and 690M respectively) 👇🏻"
@jevgenijs on X 2025-07-05 10:38:23 UTC 10.8K followers, 3870 engagements

"Chime $CHYM will host its first earnings call on August X 👇🏻"
@jevgenijs on X 2025-07-18 19:50:27 UTC 10.8K followers, 2333 engagements

"If I understand correctly PayPal $PYPL users will be able to make offline payments using QR codes from Mercado Pago UPI and Weixin Pay. That kind of creates a real alternative to cards when traveling doesnt it"
@jevgenijs on X 2025-07-23 06:06:43 UTC 10.8K followers, 3660 engagements

"I dont understand the lack of demand for $EURC 🤷🏻♂ Is it the limited use of EUR in the crypto ecosystem Trading lending etc. Or the limited use of EUR outside of Europe"
@jevgenijs on X 2025-07-05 08:31:56 UTC 10.8K followers, 1453 engagements

"Jane Fraser Citi $C Q2 2025 earnings call: We are looking at the issuance of a Citi stablecoin 👇🏻"
@jevgenijs on X 2025-07-15 16:25:45 UTC 10.8K followers, 2684 engagements

"I was chatting with ChatGPT about issuer processors and it dropped a term Big Four. So I asked who those were: Fiserv $FI TSYS $GPN FIS $FIS and Worldline $WLN.PA. Really A hallucination"
@jevgenijs on X 2025-04-23 15:51:44 UTC 10.8K followers, 2210 engagements

"How Coupang missed the Fintech opportunity It won in e-commerce but lost the wallet war Coupang $CPNG the Amazon of South Korea controls close to XX% of the countrys e-commerce market and serves almost half the population. Even with its dominant position Coupang continues to grow with analysts projecting $XX billion in revenue by 2027. That made me think Coupang must have a strong Fintech arm just like Mercado Libre $MELI with Mercado Pago or Sea $SE with Shopee. But I was wrong. Coupangs Fintech business is limited to a wallet Coupang Pay and a co-branded credit card WOW card. Limited"
@jevgenijs on X 2025-07-06 17:38:16 UTC 10.8K followers, 6040 engagements

"JPMorgan folks were clearly in a good mood"
@jevgenijs on X 2025-07-19 12:12:50 UTC 10.8K followers, XXX engagements

"Does anyone follow Coupang $CPNG It doesn't seem like Fintech is a big business for them. Fintech is reported under the "Developing Offerings" segment ($3.6 billion in revenue in 2024) which also includes Coupang's operation in Taiwan Coupang Eats Coupang Play and Farfetch. Farfetch alone contributed $XXX billion). From 10-K: "Revenues from Developing Offerings are primarily generated from our global luxury fashion marketplace online restaurant ordering and delivery services in Korea and retail operations in Taiwan.""
@jevgenijs on X 2025-06-30 21:48:11 UTC 10.8K followers, 1748 engagements