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[@nachunja](/creator/twitter/nachunja)
"This week's Fintech performance. $PYPL: -XXX% $FOUR: -XXX% $MQ: -XXX% $XYZ: -XXX% $TOST: -XXX% $DAVE: -XXX% $AFRM: -XXX% $CHYM: -XXX% $SEZL: -XXX% $KLAR: -10.3%"  
[X Link](https://x.com/nachunja/status/1977052815093641636) [@nachunja](/creator/x/nachunja) 2025-10-11T16:44Z 2744 followers, XXX engagements


"$XYZ @jack talking about @Square AI"  
[X Link](https://x.com/nachunja/status/1978506155472388310) [@nachunja](/creator/x/nachunja) 2025-10-15T17:00Z 2744 followers, 1995 engagements


"How $TOST IR team imposed their will on the market $FOUR CEO I feel like at times if we were simply known as the $TOST of hotels and stadiums we'd probably be more appropriately valued IR teams play an important role in narrative and valuation"  
[X Link](https://x.com/nachunja/status/1978836449182007534) [@nachunja](/creator/x/nachunja) 2025-10-16T14:52Z 2744 followers, 4616 engagements


"Fintech movement this week  $TOST: +6.2% $DAVE: +2.5% $XYZ: -XXX% $PYPL: -XXX% $MQ: -XXX% $FOUR: -XXX% $AFRM: -XXX% $SEZL: -XXX% $HOOD: -XXX% $KLAR: -XXX% $CHYM: -XXXX% Starting to feel bad for Chime. Already down XX% from IPO high"  
[X Link](https://x.com/nachunja/status/1979517826768760887) [@nachunja](/creator/x/nachunja) 2025-10-18T12:00Z 2744 followers, 1492 engagements


"1 month until $XYZ Investor Day"  
[X Link](https://x.com/nachunja/status/1979890912781287547) [@nachunja](/creator/x/nachunja) 2025-10-19T12:42Z 2743 followers, 1073 engagements


"Doesn't it make sense for @Square to buy a company like Weave $WEAV Vertical SaaS/PoS for Dental & Optometry $500M market cap. XXX employees $221M Revenue. EV/S at 2.3x Square gets a jump start in brand new verticals Cash App strengthens its ecosystem Fits in to "Cash App Local" and also "Square Go" Lots of products & features to cross-sell Lots of synergy & cost savings Makes sense to me. $XYZ"  
[X Link](https://x.com/nachunja/status/1980430387395399960) [@nachunja](/creator/x/nachunja) 2025-10-21T00:26Z 2743 followers, 4267 engagements


"@JTudhope @Square @CashApp Actually $8B in USD and $1B in bitcoin"  
[X Link](https://x.com/nachunja/status/1980697898623860905) [@nachunja](/creator/x/nachunja) 2025-10-21T18:09Z 2744 followers, XXX engagements


"$XYZ Price action could be result of Block's peers all getting hammered. $MQ $TOST & $CHYM all had a great quarter but getting hit as well. Market seems to not like fintech this week"  
[X Link](https://x.com/nachunja/status/1953899255409914194) [@nachunja](/creator/x/nachunja) 2025-08-08T19:20Z 2743 followers, 2321 engagements


"$XYZ XX to X Square has consolidated XX individual feature subscriptions into X bundled subscriptions It's much simpler now and should be accretive to both Sellers and Square. Maybe we can get ARR as a KPI soon"  
[X Link](https://x.com/nachunja/status/1975573043733794847) [@nachunja](/creator/x/nachunja) 2025-10-07T14:44Z 2743 followers, 1647 engagements


"$XYZ Identity One of the biggest fatal mistakes by the previous @BlockIR Head was voluntarily surrendering the chance to build a narrative. Failing to build an identity of @blocks. Slept on the wheels for X years. We all know the tagline: Block builds technology for economic empowerment. But ask any investor. What is Block really Is it a lender Is it a payments company Is it a crypto company Is it a growth company Is it a value company Depending on which bucket investors place you in your valuation multiple changes drastically. Look at Tesla. Every institutional investor calls it a car"  
[X Link](https://x.com/nachunja/status/1977180371583197606) [@nachunja](/creator/x/nachunja) 2025-10-12T01:11Z 2742 followers, 5427 engagements


"$TOST $FOUR $XYZ $FI I like this measurement better than absolute growth % as a comp. It's undeniable truth that @Square was a perpetual market loser for X straight years. But black-line is about to do a hockey stick"  
[X Link](https://x.com/nachunja/status/1977494610000707920) [@nachunja](/creator/x/nachunja) 2025-10-12T22:00Z 2744 followers, 3582 engagements


"$XYZ Someone bought $250k worth of $XX Jan 2027 calls He must be bullish on future outlook"  
[X Link](https://x.com/nachunja/status/1977815621292466466) [@nachunja](/creator/x/nachunja) 2025-10-13T19:16Z 2743 followers, 2598 engagements


"$XYZ x GRUBHUB Partnership Block and Grubhub announced a partnership integrating Squares POS with Grubhub and adding Cash App Pay simplifying restaurant operations and expanding reach to millions of new customers. The integration lets restaurants manage all Grubhub orders menus and inventory directly through Square POS streamlining workflows reducing errors and improving cash flow with Instant Payouts. Cash App Pay on Grubhub provides diners with more payment flexibility exclusive offers and a seamless checkout experience demonstrating Blocks ecosystem strength in connecting sellers and"  
[X Link](https://x.com/nachunja/status/1978103422302707907) [@nachunja](/creator/x/nachunja) 2025-10-14T14:19Z 2743 followers, 6123 engagements


"$XYZ New Square Feature "Order Guide" AI procurement tool that helps restaurants bring all their vendor data into one place Compare offerings track trends and spot gaps across suppliers Menus can be uploaded and auto-converted into complete ingredient lists"  
[X Link](https://x.com/nachunja/status/1978314635984961855) [@nachunja](/creator/x/nachunja) 2025-10-15T04:18Z 2740 followers, 1883 engagements


"$XYZ @jack talking about @blocks from its inception to today. Must listen for Block investors"  
[X Link](https://x.com/nachunja/status/1978323687817228800) [@nachunja](/creator/x/nachunja) 2025-10-15T04:54Z 2742 followers, 3152 engagements


"$XYZ @jack on his "favorite mistake" Notable for me is how Visa could've killed @Square with a single "no" in its early days. I can understand why @jack has an allergic reaction to permissioned networks. Also this is the most lively version of jack I've seen"  
[X Link](https://x.com/nachunja/status/1978551453791768758) [@nachunja](/creator/x/nachunja) 2025-10-15T20:00Z 2743 followers, 4527 engagements


"$XYZ One of my strong belief is that Block's multiple will catch up to its peers. Doubling P/GP would take stock to $XXX but still have a reasonable multiple. Lot of upside potential. But growth and only growth will enable that. (table from @bobspaysubstack)"  
[X Link](https://x.com/nachunja/status/1978611852343939556) [@nachunja](/creator/x/nachunja) 2025-10-16T00:00Z 2743 followers, 8367 engagements


"$XYZ All posted today. Quite unusual. Is @jack cooking something with $TSLA and @elonmusk"  
[X Link](https://x.com/nachunja/status/1978937599466037486) [@nachunja](/creator/x/nachunja) 2025-10-16T21:34Z 2744 followers, 9809 engagements


"network savant @jack talks about networks "Square network" + "Cash App network" = "Neighborhood on Cash App" $XYZ"  
[X Link](https://x.com/nachunja/status/1979032425381396686) [@nachunja](/creator/x/nachunja) 2025-10-17T03:51Z 2744 followers, 2565 engagements


"$XYZ @TIDAL climbing the ladder Google Play Store rank: #71 #11 I think they could aim for #5"  
[X Link](https://x.com/nachunja/status/1979345123873034713) [@nachunja](/creator/x/nachunja) 2025-10-18T00:33Z 2744 followers, 88.3K engagements


"jacktoshi theory is picking up steam on X thanks to @financeguy74 Once $XYZ starts to run itll act as fuel to the fire. Investing in a bitcoin company run by Satoshi himself Thats a strong narrative"  
[X Link](https://x.com/nachunja/status/1979957997804884232) [@nachunja](/creator/x/nachunja) 2025-10-19T17:09Z 2744 followers, 3264 engagements


"$XYZ Student Loan Forgiveness Very bullish @CashApp income-driven repayment programs means less income = less payment More disposable income for @CashApp demographic"  
[X Link](https://x.com/nachunja/status/1980242602034085937) [@nachunja](/creator/x/nachunja) 2025-10-20T12:00Z 2744 followers, 2017 engagements


"Jack Dorsey is asked if he is Satoshi (2020) $XYZ"  
[X Link](https://x.com/nachunja/status/1980488826805186887) [@nachunja](/creator/x/nachunja) 2025-10-21T04:18Z 2743 followers, 26.2K engagements


".@jack's story of Steve Job's return to Apple sounds a lot like Jack's return to @blocks Jack "came back" to Block in '23 H2. Block did nothing on the surface from '23-'25 H1. Right now is 2-year mark of his "return" and Block is on overdrive cranking out products. $XYZ"  
[X Link](https://x.com/nachunja/status/1980604985110090222) [@nachunja](/creator/x/nachunja) 2025-10-21T12:00Z 2744 followers, 79.4K engagements


"Young @jack (2010) wonderfully explains how he deals with roadblocks. Make hard things easy & beautiful. It's incredible that principles of @Square in 2010 still remains the same as @blocks in 2025. $XYZ"  
[X Link](https://x.com/nachunja/status/1980668702522548514) [@nachunja](/creator/x/nachunja) 2025-10-21T16:13Z 2744 followers, 18.9K engagements


"@JTudhope @Square @CashApp also mention Square has $8B cash in the bank. Their bitcoin is secured better than FDIC insurance"  
[X Link](https://x.com/nachunja/status/1980691528663040374) [@nachunja](/creator/x/nachunja) 2025-10-21T17:43Z 2743 followers, XXX engagements


"$XYZ TESLA x BLOCK Could there be an update to this Elon mentions Bitcoin out of nowhere Jack bull posts Tesla out of nowhere @Tesla has Solar + Battery @blocks just launched its Bitcoin Mining Hardware + Software Jack has X% stake in X & is buddies with Elon 🧐"  
[X Link](https://x.com/nachunja/status/1979155443126800876) [@nachunja](/creator/x/nachunja) 2025-10-17T12:00Z 2743 followers, 7346 engagements


"$XYZ @CashApp Releases When"  
[X Link](https://x.com/nachunja/status/1980368582627430644) [@nachunja](/creator/x/nachunja) 2025-10-20T20:20Z 2744 followers, 4785 engagements


"34 year old @jack pitching @Square when revenue was $X. XX years later it's a S&P XXX company doing $10B in annual revenue. $XYZ"  
[X Link](https://x.com/nachunja/status/1980731672912953511) [@nachunja](/creator/x/nachunja) 2025-10-21T20:23Z 2744 followers, 545.4K engagements


"$XYZ How Square Can 10x I have a few questions: Why is MS Office available in XXX countries but Square only in X Both are just software arent they Why can a street vendor in Senegal watch YouTube on his phone but can't use Square Same phones right At my farmers market in Toronto vendors were taking payments via the Square appjust their phone no hardware. Why cant a dairy vendor in Kyrgyzstan do the same with the same phone Why cant they What if they could The Simple Answer MS Office & YouTube run on internet rails global permissionless. Square runs on money rails local permissioned. That"  
[X Link](https://x.com/nachunja/status/1957215869752221739) [@nachunja](/creator/x/nachunja) 2025-08-17T23:00Z 2676 followers, 35.5K engagements


"$XYZ Many will have no idea how big these updates are. It's game changing for both @Square and the entire industry"  
[X Link](https://x.com/nachunja/status/1975935429611516287) [@nachunja](/creator/x/nachunja) 2025-10-08T14:44Z 2676 followers, 2940 engagements


"$XYZ SQUARE x CASH APP Neighborhoods on @CashApp"  
[X Link](https://x.com/nachunja/status/1975955537981473043) [@nachunja](/creator/x/nachunja) 2025-10-08T16:04Z 2677 followers, 6968 engagements


"$XYZ Pick-up Order Processing Fees Neighborhood on @CashApp X% Uber Eats & DoorDash X% Incentives are there"  
[X Link](https://x.com/nachunja/status/1976314270443769975) [@nachunja](/creator/x/nachunja) 2025-10-09T15:50Z 2683 followers, 2704 engagements


"Thousands of $XYZ employees will be multi-millionaires deca-millionaires and some centi-millionaires once stock hits $200+. I plan on getting rich with them"  
[X Link](https://x.com/nachunja/status/1978209023225684105) [@nachunja](/creator/x/nachunja) 2025-10-14T21:19Z 2683 followers, 7472 engagements


"@owenbjennings same for Google Play Store $XYZ"  
[X Link](https://x.com/nachunja/status/1978835719486427282) [@nachunja](/creator/x/nachunja) 2025-10-16T14:49Z 2683 followers, XXX engagements


"3 weeks until $XYZ earnings"  
[X Link](https://x.com/nachunja/status/1978935947455562020) [@nachunja](/creator/x/nachunja) 2025-10-16T21:27Z 2682 followers, 1515 engagements


"@BlockWhaleXYZ @jack @elonmusk @XMoney You hit on some good speculations. Whatever it is if its true we probably get a +15% pop just from the news"  
[X Link](https://x.com/nachunja/status/1978942957580370388) [@nachunja](/creator/x/nachunja) 2025-10-16T21:55Z 2677 followers, XXX engagements


"$XYZ BlackRock loads up in Q3 Blackrock bought 7534747 shares ($565M) for total ownership of 38928405 shares ($2.9B). Likely S&P500 related ETF flows but still good to see shares being tucked away in passive ETFs"  
[X Link](https://x.com/nachunja/status/1979393729459814561) [@nachunja](/creator/x/nachunja) 2025-10-18T03:46Z 2683 followers, 1624 engagements


"34-year old @jack pitching @Square when its revenue was $X XX years later that company is doing $10B in revenue and in the S&P XXX. $XYZ"  
[X Link](https://x.com/nachunja/status/1980500665425187016) [@nachunja](/creator/x/nachunja) 2025-10-21T05:05Z 2677 followers, XXX engagements


"$GLXY crushes Q3"  
[X Link](https://x.com/nachunja/status/1980634833387962732) [@nachunja](/creator/x/nachunja) 2025-10-21T13:58Z 2682 followers, XXX engagements


"@Jacobsklug @jack The only two-time S&P500 founder"  
[X Link](https://x.com/nachunja/status/1956187607903207931) [@nachunja](/creator/x/nachunja) 2025-08-15T02:54Z 2737 followers, 12.5K engagements


"$MQ is -XX% over XX days from its beat & raise post-earnings high. Relentless selling. TPV is growing at impressive XX% yoy. Why though Does the market view MQ as a stablecoin loser"  
[X Link](https://x.com/nachunja/status/1973480654836019446) [@nachunja](/creator/x/nachunja) 2025-10-01T20:10Z 2742 followers, 1706 engagements


"$XYZ Q4 @Square Expected Features Afterpay for bookings Appointments Apple Business Connect integration Online Better track offline payments POS Payments Bitcoin Payments Payments Converge sales tax settings for all regions Reports Daily tip payouts Staff Faster debit card activation Banking Import outside loyalty programs Loyalty Improved credit card disputes Banking Improved personalization for Square AI Account Inventory transfer order improvements Items Inventory Local modifiers Franchises Location Groups Dashboard app Location-specific modifier sets Franchises Offline payments for all"  
[X Link](https://x.com/nachunja/status/1975642898394665249) [@nachunja](/creator/x/nachunja) 2025-10-07T19:22Z 2737 followers, 2842 engagements


"$XYZ Internal company incentives are finally aligned. Before Cash App lead and Square lead used to yell and fight for company resources and their own P&L. Now Cash App's success helps Square success. Square's success helps Cash App's success"  
[X Link](https://x.com/nachunja/status/1975956361780633961) [@nachunja](/creator/x/nachunja) 2025-10-08T16:08Z 2722 followers, 1944 engagements


"$XYZ Jacktoshi was serious when he said "we're back on offense" Square is on offense winning marketshare"  
[X Link](https://x.com/nachunja/status/1976102287857877487) [@nachunja](/creator/x/nachunja) 2025-10-09T01:47Z 2686 followers, 3819 engagements


"$XYZ Employee reply + @jack confirmation fair"  
[X Link](https://x.com/nachunja/status/1976140090758791646) [@nachunja](/creator/x/nachunja) 2025-10-09T04:18Z 2686 followers, 3959 engagements


"$XYZ last month: shit. I'm too long today: fuck. I'm not long enough"  
[X Link](https://x.com/nachunja/status/1976241239700930884) [@nachunja](/creator/x/nachunja) 2025-10-09T11:00Z 2686 followers, 1836 engagements


"$XYZ Messages on @CashApp Businesses can message Cash App users directly 👀"  
[X Link](https://x.com/nachunja/status/1976299081250029775) [@nachunja](/creator/x/nachunja) 2025-10-09T14:49Z 2694 followers, 3169 engagements


"@ZaStocks $path also -XXX% yoy in share count reduction used to have a SBC & dilution problem before. Not any more"  
[X Link](https://x.com/nachunja/status/1976318978428723211) [@nachunja](/creator/x/nachunja) 2025-10-09T16:08Z 2737 followers, 5167 engagements


"$XYZ XX% cash back for every order on Neighborhood on @CashApp XX% cash back. Incentives are there. 👀👀👀"  
[X Link](https://x.com/nachunja/status/1976463191740907666) [@nachunja](/creator/x/nachunja) 2025-10-10T01:42Z 2694 followers, 3200 engagements


"$XYZ Someone ambitious bought $675k worth of March $XXX calls today I like that person"  
[X Link](https://x.com/nachunja/status/1976749054186209663) [@nachunja](/creator/x/nachunja) 2025-10-10T20:37Z 2737 followers, 2022 engagements


"$XYZ Alright we are back to pre-S&P500 inclusion price The market is giving us more time to accumulate"  
[X Link](https://x.com/nachunja/status/1976764589787263187) [@nachunja](/creator/x/nachunja) 2025-10-10T21:39Z 2687 followers, 2651 engagements


"$XYZ Bloomberg article Jack Dorseys Block Targets Card Network Fees in Latest Push Jack Dorseys Block Inc. is making a renewed push to get more merchants using its payments network which it casts as a less expensive alternative to credit-card behemoths Visa Inc. and Mastercard Inc. Block is helping local businesses offer their own branded rewards programs which consumers manage through the companys Cash App. Its now looking to incentivize shoppers to pay directly with their stored balances on the app to sidestep card networks while collecting rewards. The financial technology firm is offering"  
[X Link](https://x.com/nachunja/status/1976766906620428298) [@nachunja](/creator/x/nachunja) 2025-10-10T21:48Z 2722 followers, 3756 engagements


"$XYZ Oh okay Neighborhood on @CashApp will have delivery"  
[X Link](https://x.com/nachunja/status/1976793550479409460) [@nachunja](/creator/x/nachunja) 2025-10-10T23:34Z 2686 followers, 1349 engagements


"$XYZ btw Neighborhood on @CashApp is a historic effort. Success isnt guaranteed but I like its chances"  
[X Link](https://x.com/nachunja/status/1976796348721906154) [@nachunja](/creator/x/nachunja) 2025-10-10T23:45Z 2694 followers, 1648 engagements


"$CHYM's Series G was at $25B valuation. Now at $7.3B. They go through hell to finally IPO then gets punished by public markets. Cash App $XYZ and Venmo $PYPL breathing down its neck stablecoins threats their payment business direct deposit is threatened in a gig economy reliance on 3rd party banks for infrastructure macro overhang stronger by the day etc. Where's the bottom for Chime and how will it find growth once it laps the boost it got from short term lending"  
[X Link](https://x.com/nachunja/status/1977056230477648100) [@nachunja](/creator/x/nachunja) 2025-10-11T16:58Z 2694 followers, 2582 engagements


"$XYZ Interesting customer you got there. Nash is probably Neighboorhood on @CashApp's solution for delivery"  
[X Link](https://x.com/nachunja/status/1977358592115372450) [@nachunja](/creator/x/nachunja) 2025-10-12T13:00Z 2713 followers, 1744 engagements


"Proof #1 $TOST identity Vertical SaaS company with Recurring Revenue deserving of higher valuation multiples $XYZ Square's identity Dongle company for farmers market & coffee shops meanwhile Square Toast in subscription weight 😂 Previous @BlockIR was 🛌😴"  
[X Link](https://x.com/nachunja/status/1977539788602519761) [@nachunja](/creator/x/nachunja) 2025-10-13T01:00Z 2686 followers, 3534 engagements


"my broker won't let me sell additional $XYZ puts as I hit my account limit. So doing the next best thing - selling $PYPL puts to buy $XYZ calls"  
[X Link](https://x.com/nachunja/status/1977781751599513615) [@nachunja](/creator/x/nachunja) 2025-10-13T17:01Z 2686 followers, 1743 engagements


"$XYZ There will be merchants that sign up with @Square solely for this function There will be consumers that seek @square merchants solely for this function Numbers may not be material but it will be incremental"  
[X Link](https://x.com/nachunja/status/1978608999772615136) [@nachunja](/creator/x/nachunja) 2025-10-15T23:48Z 2691 followers, 2338 engagements


"$XYZ employee comment on Grubhub partnership"  
[X Link](https://x.com/nachunja/status/1978793055013470385) [@nachunja](/creator/x/nachunja) 2025-10-16T12:00Z 2718 followers, 3953 engagements


"$XYZ Another @Square win XX location bakery in UK"  
[X Link](https://x.com/nachunja/status/1978812823703572946) [@nachunja](/creator/x/nachunja) 2025-10-16T13:18Z 2735 followers, 1232 engagements


"$XYZ Per @jack building Bitchat Using goose 🪿 = a weekend Without goose 🪿 = 12-18 months Every employee at Block is force-fed 🪿. Velocity is bound to increase"  
[X Link](https://x.com/nachunja/status/1978922793409315150) [@nachunja](/creator/x/nachunja) 2025-10-16T20:35Z 2735 followers, 1801 engagements


".@jack on AI whether AI empowers you or diminish you is your own choice $XYZ"  
[X Link](https://x.com/nachunja/status/1979030685298962813) [@nachunja](/creator/x/nachunja) 2025-10-17T03:44Z 2713 followers, 2623 engagements


"@Kross_Roads @ddolev Next time you get a fintech analyst on I can suggest some questions you can ask about $XYZ. Kindly let me know"  
[X Link](https://x.com/nachunja/status/1980403480172101950) [@nachunja](/creator/x/nachunja) 2025-10-20T22:39Z 2694 followers, XXX engagements


"$FOUR Acquisition (Bambora Inc)"  
[X Link](https://x.com/nachunja/status/1980735084584935542) [@nachunja](/creator/x/nachunja) 2025-10-21T20:36Z 2703 followers, XXX engagements