[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jevgenijs Jevgenijs Kazanins Jevgenijs Kazanins posts on X about $wisel, $fi, $meli, $coin the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::17462822/interactions)  - X Week XXXXXXX +106% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +173% - X Year XXXXXXXXX +31% ### Mentions: XX [#](/creator/twitter::17462822/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +62% - X Year XXXXX +18% ### Followers: XXXXXX [#](/creator/twitter::17462822/followers)  - X Week XXXXXX +0.57% - X Month XXXXXX +4.60% - X Months XXXXXX +36% - X Year XXXXXX +71% ### CreatorRank: XXXXXXX [#](/creator/twitter::17462822/influencer_rank)  ### Social Influence [#](/creator/twitter::17462822/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) #2213 [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$wisel](/topic/$wisel) 4.15%, [$fi](/topic/$fi) #4, [$meli](/topic/$meli) 3.63%, [$coin](/topic/$coin) #118, [$pypl](/topic/$pypl) 2.59%, [fintech](/topic/fintech) 2.59%, [$se](/topic/$se) 2.59%, [jpm](/topic/jpm) 2.59%, [$jpm](/topic/$jpm) 2.59%, [crcl](/topic/crcl) XXXX% **Top accounts mentioned or mentioned by** [@coinbaseduck](/creator/undefined) [@nachunja](/creator/undefined) [@kross_roads](/creator/undefined) [@sytaylor](/creator/undefined) [@vadimkotlarov](/creator/undefined) [@realnogadacrew](/creator/undefined) [@imperiumpaper](/creator/undefined) [@innerly_ai](/creator/undefined) [@popularfintech](/creator/undefined) [@alexhjohnson](/creator/undefined) [@bankrbot](/creator/undefined) [@brij](/creator/undefined) [@mackinaccap](/creator/undefined) [@lordwhats](/creator/undefined) [@krossroads](/creator/undefined) [@ronakdaya](/creator/undefined) [@krakenfx](/creator/undefined) [@throwabull](/creator/undefined) [@torovictorioso](/creator/undefined) [@klarnaseb](/creator/undefined) **Top assets mentioned** [Fiserv, Inc. (FI)](/topic/$fi) [MercadoLibre Inc (MELI)](/topic/$meli) [Mario Coin (COIN)](/topic/$coin) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Sea Limited (SE)](/topic/$se) [JPMorgan Chase (JPM)](/topic/$jpm) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Coupang, Inc. (CPNG)](/topic/$cpng) [NuCypher (NU)](/topic/$nu) [Shopify Inc (SHOP)](/topic/$shop) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [American Express Company (AXP)](/topic/$axp) [Marqeta, Inc. Class A Common Stock (MQ)](/topic/$mq) [4 (FOUR)](/topic/$four) [Toast, Inc. (TOST)](/topic/$tost) [Block, Inc. (XYZ)](/topic/$xyz) [GammaSwap (GS)](/topic/$gs) [USDC (USDC)](/topic/usdc) [Mastercard, Inc. (MA)](/topic/$ma) [Block, Inc. (SQ)](/topic/$sq) [Capital One Financial Corp. (COF)](/topic/$cof) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [WeBuy (WE)](/topic/$we) [BILL THE BEAR (BILL)](/topic/$bill) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Bitcoin (BTC)](/topic/bitcoin) [Global Payments Inc (GPN)](/topic/$gpn) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [EURC (EURC)](/topic/$eurc) [Apple, Inc. (AAPL)](/topic/$aapl) [Global Dollar (USDG)](/topic/$usdg) ### Top Social Posts [#](/creator/twitter::17462822/posts) --- Top posts by engagements in the last XX hours "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 ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1945069812679406022) 2025-07-15 10:35:55 UTC 10.9K followers, 8767 engagements "The irony: tweeting about Remitly $RELY while passing the new Wise $WISE.L office in Tallinnπ"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1878400656840491371) 2025-01-12 11:16:30 UTC 10.8K followers, 1936 engagements "The largest publicly traded payments companies ππ» Who's your warrior $V $MA $AXP $FI $PYPL"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1918225547756474664) 2025-05-02 08:46:24 UTC 10.9K followers, 6268 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](/creator/x/jevgenijs) on [X](/post/tweet/1937406894177759683) 2025-06-24 07:06:13 UTC 10.8K followers, 3448 engagements "Thinking about the next @PopularFintech topic. This year I wrote about: β Visa $V β Capital One $COF β Amex $AXP β PayPal $PYPL β Block $SQ β Adyen $ADYEN β Fiserv $FI β Marqeta $MQ β Affirm $AFRM β Klarna $KLAR β Wise $WISE.L β Shift4 $FOUR β Nubank $NU β Mercado Libre $MELI β Shopify $SHOP β Toast $TOST β 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](/creator/x/jevgenijs) on [X](/post/tweet/1934347557351936472) 2025-06-15 20:29:30 UTC 10.9K followers, 4303 engagements "Dimon apparently tasked Barnum to calculate how big JPMorgan $JPM would be if it compounded at XX% for XX years π"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1946543572804673900) 2025-07-19 12:12:07 UTC 10.8K followers, 5404 engagements "@cryptoisnice So would have enough time to comply As I understand the main issues are reserve assets and disclosures"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1944480257652007285) 2025-07-13 19:33:14 UTC 10.8K followers, XXX 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](/creator/x/jevgenijs) on [X](/post/tweet/1939271465158803835) 2025-06-29 10:35:21 UTC 10.9K followers, 2087 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](/creator/x/jevgenijs) on [X](/post/tweet/1947667182084612596) 2025-07-22 14:36:56 UTC 10.8K followers, XXX engagements "@CoinbaseDuck @bankrbot @MLeeJr @CodinCowboy Now I really need to understand how this worksπ There are wallets associated with X users and transactions from those wallets can only be initiated by respective users"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1935787490423509198) 2025-06-19 19:51:17 UTC 10.8K followers, 3524 engagements "If you're not a subscriber yet here's the link to my newsletter ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948503054204149992) 2025-07-24 21:58:24 UTC 10.9K followers, 1030 engagements "Fiserv $FI expects Clovers payment volume to grow X% YoY in 2025 (or XX% YoY when excluding a one-off impact). The stock is down XX% in pre-marketπ¬"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1947998316228395021) 2025-07-23 12:32:45 UTC 10.9K followers, 10.3K engagements "Pretty much every competitor of Wise $WISE.L runs on Visa Direct $V ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1896165968805863789) 2025-03-02 11:49:30 UTC 10.8K followers, 10.9K engagements "Wise $WISE.L vs. Remitly $RELY active customers ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1905744821614178506) 2025-03-28 22:12:27 UTC 10.8K followers, 6543 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](/creator/x/jevgenijs) on [X](/post/tweet/1946530025001648446) 2025-07-19 11:18:17 UTC 10.9K followers, 3405 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](/creator/x/jevgenijs) on [X](/post/tweet/1946541621291753811) 2025-07-19 12:04:22 UTC 10.9K followers, 1393 engagements "This is not a SPAC. Worldline $WLN.PA is one of the largest merchant acquirers in Europe. Unbelievable"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1923093562226335761) 2025-05-15 19:10:09 UTC 10.8K followers, 2898 engagements "Fiserv $FI needs to find a new growth driver. I thought they would buy Melio (Fiserv led Melios latest funding round) but Melio went to Xero. Sowhy dont Fiserv buy Bill $BILL"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948374263607554487) 2025-07-24 13:26:38 UTC 10.9K followers, 2215 engagements "@MackinacCap It is strange indeed but the price action after the last two earnings reports suggests it was about Clover. I wrote this recently in my newsletter:"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948016121745232169) 2025-07-23 13:43:30 UTC 10.8K followers, XXX 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](/creator/x/jevgenijs) on [X](/post/tweet/1947666015090778569) 2025-07-22 14:32:18 UTC 10.9K followers, 9890 engagements "It started with a game Sea didnt start as a Fintech but it sure became one $SE $MELI ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1939355888332189736) 2025-06-29 16:10:49 UTC 10.9K followers, 2137 engagements "Ouch. Clover growth was the reason behind the premium multiple $FI"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948014011884478883) 2025-07-23 13:35:07 UTC 10.9K followers, 4249 engagements "Wise $WISE.L Investor Day: For Nubank $NU we're powering multicurrency accounts and their international debit card product helping them take this product they've made in Brazil go truly global"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1908831657685057729) 2025-04-06 10:38:26 UTC 10.8K followers, 4963 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](/creator/x/jevgenijs) on [X](/post/tweet/1947899469497835525) 2025-07-23 05:59:58 UTC 10.9K followers, 16.8K 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](/creator/x/jevgenijs) on [X](/post/tweet/1946511354371678558) 2025-07-19 10:04:05 UTC 10.8K followers, 4114 engagements "Cmon $COIN lets do $XXX $XXX and $100ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1945125580988444855) 2025-07-15 14:17:31 UTC 10.8K followers, 4898 engagements "unlike stablecoins tokenized money market funds pay owners a yield making it an attractive place for hedge funds pensions and corporations to park their cash. $GS"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948019636336787845) 2025-07-23 13:57:28 UTC 10.9K followers, XXX engagements "Goldman $GS has a blockchain Clients of BNY the worlds largest custody bank will be able to invest in money market funds whose ownership will be recorded on Goldmans blockchain platform according to executives of the two firms"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948019543432974548) 2025-07-23 13:57:06 UTC 10.9K followers, 1805 engagements "@Kross_Roads Yes I also dont understand why they havent done much with it"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1944821074052391180) 2025-07-14 18:07:31 UTC 10.8K followers, XXX engagements "@ronakdaya @global_dollar @krakenfx @Gate_io @CoinMetro @swissborg @ZodiaCustody @OrbitalFinance @HercleFinancial @Bitwyre @BitNet Thank you"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1940139674171056476) 2025-07-01 20:05:19 UTC 10.8K followers, XX engagements "Ill add my two cents: β Visa $V has a market cap of $XXX billion β The largest Fintech company built on top of Visas rails Fiserv $FI has a market cap of $XX billion"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1944692620527309080) 2025-07-14 09:37:06 UTC 10.9K followers, 2880 engagements "Jamie Dimon JPMorgan $JPM Q2 2025 earnings call: Fintech guys are very smart. They're trying to figure out a way to create bank accounts and get into payment systems and rewards programs. We have to be cognizant of that. Way to be cognizant is to be involved. So we're going to be in it and learning a lot and player"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1945126685189226906) 2025-07-15 14:21:55 UTC 10.8K followers, 9183 engagements "Kristo Kaarmann Wise $WISE.L FY H1 2025 earnings call: ".while today we move about more than GBP XXX billion we're building a network to move trillions" ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1855285939750277493) 2024-11-09 16:26:52 UTC 10.8K followers, 9954 engagements "Big earnings day $COIN $HOOD $RELY $GPN $WLN.PA"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1851577877034078336) 2024-10-30 10:52:21 UTC 10.8K followers, 1350 engagements "Noticed that Coinbase $COIN and Robinhood $HOOD now trade at almost identical P/E multiples"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948083741437599756) 2025-07-23 18:12:12 UTC 10.9K followers, 5259 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](/creator/x/jevgenijs) on [X](/post/tweet/1946526568374780098) 2025-07-19 11:04:33 UTC 10.8K followers, XXX engagements "@nachunja Curious what changed in his assumptions"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1942566436007759944) 2025-07-08 12:48:24 UTC 10.8K followers, XXX engagements "Cool data point from McKinsey: "Lower-value flows (including P2P consumer-to-business or C2B B2C and low-value B2B) account for about XX% of global cross-border payments. However these lower-value flows make up close to one-third of the total revenue pool""  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1943607388570853828) 2025-07-11 09:44:46 UTC 10.8K followers, 11.2K engagements "Circle $CRCL will host its first earnings call on August XX ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1946295700276335079) 2025-07-18 19:47:10 UTC 10.9K followers, 2220 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 π What should I write about next"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1942118033163469125) 2025-07-07 07:06:36 UTC 10.9K followers, 1499 engagements "How will this cycle end The 2021 frenzy ended with aggressive rate hikes something that likely isnt on the table this time"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1947584960673812685) 2025-07-22 09:10:13 UTC 10.8K followers, 1532 engagements "Alright the last chart and I will get back to writing. The article will not write itself. Wise $WISE.L vs. Remitly $RELY revenue by geography ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1906013939286044683) 2025-03-29 16:01:49 UTC 10.8K followers, 2426 engagements "@beaniemaxi Yes its only a part of the business but a key growth driver. So far they manage to growth revenue (30% YoY this quarter) but eventually revenue growth will slow down if volume grows in single digits. Lets see what Square reports so far they have been lagging Clover"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1948010737038926203) 2025-07-23 13:22:06 UTC 10.8K followers, XXX 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](/creator/x/jevgenijs) on [X](/post/tweet/1947638644581470511) 2025-07-22 12:43:32 UTC 10.9K followers, 1357 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) ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1941446553899602110) 2025-07-05 10:38:23 UTC 10.9K followers, 4692 engagements "Chime $CHYM will host its first earnings call on August X ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1946296527044960451) 2025-07-18 19:50:27 UTC 10.9K followers, 2442 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](/creator/x/jevgenijs) on [X](/post/tweet/1947901169331802337) 2025-07-23 06:06:43 UTC 10.9K followers, 6401 engagements "I dont understand the lack of demand for $EURC π€·π»β Is it the limited use of EUR in the crypto ecosystem Trading lending etc. Or the limited use of EUR outside of Europe"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1941414732516426035) 2025-07-05 08:31:56 UTC 10.8K followers, 1457 engagements "Jane Fraser Citi $C Q2 2025 earnings call: We are looking at the issuance of a Citi stablecoin ππ»"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1945157848817672550) 2025-07-15 16:25:45 UTC 10.8K followers, 2687 engagements "I believe I just bought $X of Apple $AAPL $AAPLX stock using Global Dollars $USDG"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1940319261437923642) 2025-07-02 07:58:55 UTC 10.8K followers, 1374 engagements "JPMorgan folks were clearly in a good mood"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1946543751494500367) 2025-07-19 12:12:50 UTC 10.8K followers, XXX engagements "@Kross_Roads They are a bigger player in commerce than Shopify. With PYUSD and their massive customer base they can experiment with stablecoins in commerce and perhaps figure it out faster than anyone else. And yet theyre doing nothing about it. Weird"  [@jevgenijs](/creator/x/jevgenijs) on [X](/post/tweet/1944823797296849276) 2025-07-14 18:18:21 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](/creator/x/jevgenijs) on [X](/post/tweet/1939803173499326503) 2025-06-30 21:48:11 UTC 10.8K followers, 1749 engagements "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](/creator/x/jevgenijs) on [X](/post/tweet/1922622622505849131) 2025-05-14 11:58:48 UTC 10.8K followers, 5013 engagements
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Jevgenijs Kazanins posts on X about $wisel, $fi, $meli, $coin the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% cryptocurrencies XXXX% exchanges #2213 countries XXXX% currencies XXXX%
Social topic influence $wisel 4.15%, $fi #4, $meli 3.63%, $coin #118, $pypl 2.59%, fintech 2.59%, $se 2.59%, jpm 2.59%, $jpm 2.59%, crcl XXXX%
Top accounts mentioned or mentioned by @coinbaseduck @nachunja @kross_roads @sytaylor @vadimkotlarov @realnogadacrew @imperiumpaper @innerly_ai @popularfintech @alexhjohnson @bankrbot @brij @mackinaccap @lordwhats @krossroads @ronakdaya @krakenfx @throwabull @torovictorioso @klarnaseb
Top assets mentioned Fiserv, Inc. (FI) MercadoLibre Inc (MELI) Mario Coin (COIN) PayPal Holdings Inc (PYPL) Sea Limited (SE) JPMorgan Chase (JPM) Circle Internet Group, Inc. (CRCL) Coinbase Global, Inc. (COIN) Remitly Global, Inc. Common Stock (RELY) Coupang, Inc. (CPNG) NuCypher (NU) Shopify Inc (SHOP) Robinhood Markets, Inc. (HOOD) American Express Company (AXP) Marqeta, Inc. Class A Common Stock (MQ) 4 (FOUR) Toast, Inc. (TOST) Block, Inc. (XYZ) GammaSwap (GS) USDC (USDC) Mastercard, Inc. (MA) Block, Inc. (SQ) Capital One Financial Corp. (COF) Affirm Holdings, Inc. Class A Common Stock (AFRM) Grab Holdings Limited Class A Ordinary Shares (GRAB) WeBuy (WE) BILL THE BEAR (BILL) PNC Financial Services Group Inc (PNC) Bitcoin (BTC) Global Payments Inc (GPN) StoneCo Ltd. Class A Common Shares (STNE) Chime Financial, Inc. Class A Common Stock (CHYM) EURC (EURC) Apple, Inc. (AAPL) Global Dollar (USDG)
Top posts by engagements in the last XX hours
"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 ππ»" @jevgenijs on X 2025-07-15 10:35:55 UTC 10.9K followers, 8767 engagements
"The irony: tweeting about Remitly $RELY while passing the new Wise $WISE.L office in Tallinnπ" @jevgenijs on X 2025-01-12 11:16:30 UTC 10.8K followers, 1936 engagements
"The largest publicly traded payments companies ππ» Who's your warrior $V $MA $AXP $FI $PYPL" @jevgenijs on X 2025-05-02 08:46:24 UTC 10.9K followers, 6268 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: β Visa $V β Capital One $COF β Amex $AXP β PayPal $PYPL β Block $SQ β Adyen $ADYEN β Fiserv $FI β Marqeta $MQ β Affirm $AFRM β Klarna $KLAR β Wise $WISE.L β Shift4 $FOUR β Nubank $NU β Mercado Libre $MELI β Shopify $SHOP β Toast $TOST β 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 10.9K followers, 4303 engagements
"Dimon apparently tasked Barnum to calculate how big JPMorgan $JPM would be if it compounded at XX% for XX years π" @jevgenijs on X 2025-07-19 12:12:07 UTC 10.8K followers, 5404 engagements
"@cryptoisnice So would have enough time to comply As I understand the main issues are reserve assets and disclosures" @jevgenijs on X 2025-07-13 19:33:14 UTC 10.8K followers, XXX 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 10.9K followers, 2087 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 worksπ 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, 3524 engagements
"If you're not a subscriber yet here's the link to my newsletter ππ»" @jevgenijs on X 2025-07-24 21:58:24 UTC 10.9K followers, 1030 engagements
"Fiserv $FI expects Clovers payment volume to grow X% YoY in 2025 (or XX% YoY when excluding a one-off impact). The stock is down XX% in pre-marketπ¬" @jevgenijs on X 2025-07-23 12:32:45 UTC 10.9K followers, 10.3K engagements
"Pretty much every competitor of Wise $WISE.L runs on Visa Direct $V ππ»" @jevgenijs on X 2025-03-02 11:49:30 UTC 10.8K followers, 10.9K engagements
"Wise $WISE.L vs. Remitly $RELY active customers ππ»" @jevgenijs on X 2025-03-28 22:12:27 UTC 10.8K followers, 6543 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 10.9K followers, 3405 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 10.9K followers, 1393 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, 2898 engagements
"Fiserv $FI needs to find a new growth driver. I thought they would buy Melio (Fiserv led Melios latest funding round) but Melio went to Xero. Sowhy dont Fiserv buy Bill $BILL" @jevgenijs on X 2025-07-24 13:26:38 UTC 10.9K followers, 2215 engagements
"@MackinacCap It is strange indeed but the price action after the last two earnings reports suggests it was about Clover. I wrote this recently in my newsletter:" @jevgenijs on X 2025-07-23 13:43:30 UTC 10.8K followers, XXX 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 10.9K followers, 9890 engagements
"It started with a game Sea didnt start as a Fintech but it sure became one $SE $MELI ππ»" @jevgenijs on X 2025-06-29 16:10:49 UTC 10.9K followers, 2137 engagements
"Ouch. Clover growth was the reason behind the premium multiple $FI" @jevgenijs on X 2025-07-23 13:35:07 UTC 10.9K followers, 4249 engagements
"Wise $WISE.L Investor Day: For Nubank $NU we're powering multicurrency accounts and their international debit card product helping them take this product they've made in Brazil go truly global" @jevgenijs on X 2025-04-06 10:38:26 UTC 10.8K followers, 4963 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 10.9K followers, 16.8K 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, 4114 engagements
"Cmon $COIN lets do $XXX $XXX and $100ππ»" @jevgenijs on X 2025-07-15 14:17:31 UTC 10.8K followers, 4898 engagements
"unlike stablecoins tokenized money market funds pay owners a yield making it an attractive place for hedge funds pensions and corporations to park their cash. $GS" @jevgenijs on X 2025-07-23 13:57:28 UTC 10.9K followers, XXX engagements
"Goldman $GS has a blockchain Clients of BNY the worlds largest custody bank will be able to invest in money market funds whose ownership will be recorded on Goldmans blockchain platform according to executives of the two firms" @jevgenijs on X 2025-07-23 13:57:06 UTC 10.9K followers, 1805 engagements
"@Kross_Roads Yes I also dont understand why they havent done much with it" @jevgenijs on X 2025-07-14 18:07:31 UTC 10.8K followers, XXX engagements
"@ronakdaya @global_dollar @krakenfx @Gate_io @CoinMetro @swissborg @ZodiaCustody @OrbitalFinance @HercleFinancial @Bitwyre @BitNet Thank you" @jevgenijs on X 2025-07-01 20:05:19 UTC 10.8K followers, XX engagements
"Ill add my two cents: β Visa $V has a market cap of $XXX billion β 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 10.9K followers, 2880 engagements
"Jamie Dimon JPMorgan $JPM Q2 2025 earnings call: Fintech guys are very smart. They're trying to figure out a way to create bank accounts and get into payment systems and rewards programs. We have to be cognizant of that. Way to be cognizant is to be involved. So we're going to be in it and learning a lot and player" @jevgenijs on X 2025-07-15 14:21:55 UTC 10.8K followers, 9183 engagements
"Kristo Kaarmann Wise $WISE.L FY H1 2025 earnings call: ".while today we move about more than GBP XXX billion we're building a network to move trillions" ππ»" @jevgenijs on X 2024-11-09 16:26:52 UTC 10.8K followers, 9954 engagements
"Big earnings day $COIN $HOOD $RELY $GPN $WLN.PA" @jevgenijs on X 2024-10-30 10:52:21 UTC 10.8K followers, 1350 engagements
"Noticed that Coinbase $COIN and Robinhood $HOOD now trade at almost identical P/E multiples" @jevgenijs on X 2025-07-23 18:12:12 UTC 10.9K followers, 5259 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
"@nachunja Curious what changed in his assumptions" @jevgenijs on X 2025-07-08 12:48:24 UTC 10.8K followers, XXX engagements
"Cool data point from McKinsey: "Lower-value flows (including P2P consumer-to-business or C2B B2C and low-value B2B) account for about XX% of global cross-border payments. However these lower-value flows make up close to one-third of the total revenue pool"" @jevgenijs on X 2025-07-11 09:44:46 UTC 10.8K followers, 11.2K engagements
"Circle $CRCL will host its first earnings call on August XX ππ»" @jevgenijs on X 2025-07-18 19:47:10 UTC 10.9K followers, 2220 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 π What should I write about next" @jevgenijs on X 2025-07-07 07:06:36 UTC 10.9K followers, 1499 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, 1532 engagements
"Alright the last chart and I will get back to writing. The article will not write itself. Wise $WISE.L vs. Remitly $RELY revenue by geography ππ»" @jevgenijs on X 2025-03-29 16:01:49 UTC 10.8K followers, 2426 engagements
"@beaniemaxi Yes its only a part of the business but a key growth driver. So far they manage to growth revenue (30% YoY this quarter) but eventually revenue growth will slow down if volume grows in single digits. Lets see what Square reports so far they have been lagging Clover" @jevgenijs on X 2025-07-23 13:22:06 UTC 10.8K followers, XXX 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 10.9K followers, 1357 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) ππ»" @jevgenijs on X 2025-07-05 10:38:23 UTC 10.9K followers, 4692 engagements
"Chime $CHYM will host its first earnings call on August X ππ»" @jevgenijs on X 2025-07-18 19:50:27 UTC 10.9K followers, 2442 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 10.9K followers, 6401 engagements
"I dont understand the lack of demand for $EURC π€·π»β 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, 1457 engagements
"Jane Fraser Citi $C Q2 2025 earnings call: We are looking at the issuance of a Citi stablecoin ππ»" @jevgenijs on X 2025-07-15 16:25:45 UTC 10.8K followers, 2687 engagements
"I believe I just bought $X of Apple $AAPL $AAPLX stock using Global Dollars $USDG" @jevgenijs on X 2025-07-02 07:58:55 UTC 10.8K followers, 1374 engagements
"JPMorgan folks were clearly in a good mood" @jevgenijs on X 2025-07-19 12:12:50 UTC 10.8K followers, XXX engagements
"@Kross_Roads They are a bigger player in commerce than Shopify. With PYUSD and their massive customer base they can experiment with stablecoins in commerce and perhaps figure it out faster than anyone else. And yet theyre doing nothing about it. Weird" @jevgenijs on X 2025-07-14 18:18:21 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, 1749 engagements
"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, 5013 engagements
/creator/twitter::jevgenijs