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@MrIPalomera "A $60M bet just landed on a simple idea: the next card you swipe may be issued by the brand you love & not the bank you know. Cardless raised $60M Series C led by Spark Capital taking total funding past $170M. Spark has backed Slack Coinbase Anthropic. The target is a $200B card industry that still ships co-brands on 18-month timelines whereas cardless says XX days. (that is a 6x speedup) & a very different P&L clock. Brands keep the relationship while Cardless handles underwriting compliance servicing and CX through APIs and prefab components and programs on the platform report 400%"
X Link @MrIPalomera 2025-09-22T17:46Z 88.1K followers, 28.3K engagements

"When you have spent years watching how capital flows in crypto you learn that sentiment can snap anytime and it is scary. I saw it in 2022 when bitcoin fell below $20K and the premium on treasury firms evaporated in weeks and I am watching the same pattern unfold now. Nearly every pure-play bitcoin treasury company is trading below the value of its own BTC stack. Semler Scientific has over 5000 BTC on its balance sheet but its mNAV sits at 0.80x. Strive holds 5885 BTC and trades at half that. KindlyMD (with 5765 BTC) is valued at just $XXX million against $XXX million in holdings. Capital B"
X Link @MrIPalomera 2025-10-26T21:17Z 88K followers, 26.4K engagements