Jevgenijs Kazanins
@jevgenijs
I write about publicly traded Fintech companies at https://www.popularfintech.com/. Sometimes I write about banks too. And Visa. Not financial advice
Circle’s $CRCL IPO will go down in the history books. Priced at $31 a share at the IPO, the stock briefly touched $300 before settling just under $200. And yet, all I hear are bear cases with most of them centered around interest rates falling and Circle paying half of its…

Noticed that Coinbase $COIN and Robinhood $HOOD now trade at almost identical P/E multiples

Do I understand correctly that Block’s $XYZ move is purely driven by multiple expansion? EPS estimates haven’t really changed since the last earnings report.

Block officially joins the S&P 500 today. It’s not a finish line. It is a signal that what we’re building has staying power. Inclusion brings broader exposure. Proud of our team. Focused on what’s next.
Jack Dorsey’s Block joins the coveted S&P 500 on Wednesday, a symbolic milestone that puts the digital finance firm under Wall Street’s spotlight bloomberg.com/news/articles/…
Ouch. Clover growth was the reason behind the premium multiple $FI
Fiserv $FI expects Clover’s payment volume to grow 9% YoY in 2025 (or 11% YoY when excluding a one-off impact). The stock is down 17% in pre-market😬
Fiserv $FI expects Clover’s payment volume to grow 9% YoY in 2025 (or 11% YoY when excluding a one-off impact). The stock is down 17% in pre-market😬

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, doesn’t it?
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!
Citi, Goldman, and JPMorgan are all hiring people in crypto and digital assets the institutions are here
boom. today we're onboarding our first few @Square sellers for the new native bitcoin acceptance experience this is the way!
We desperately need more objective data on crypto ownership and usage. Most of the data out there is from surveys conducted by crypto companies or advocacy organizations and it is embarrassingly bad. These surveys suggest that the total number of Americans who own crypto is…
Not missing this one! 👇🏻
The next Bankless TV is Base Day! 1. @jessepollak on @baseapp 2. @wagmiAlexander on @AerodromeFi 3. @LukeYoungblood on @MoonwellDeFi and @Mamo_agent On Friday, on @BanklessHQ! LMK what questions you have!