Pipes Feed Preview: money-stuff & canfintech & cardsFTW & evident-ai

  1. Money Stuff: Banks Misplaced Some Mortgages

    Mon, 20 Oct 2025 17:55:08 -0000

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width: 100% !important; max-width: 550px !important;"> </a> </td> </tr> <!--<![endif]--> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 150%; padding: 0 10px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Cockroaches</h2> </td> </tr> </table> <p style="margin: 16px 0;">One fraud you might try is:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Find a house that costs $1 million.</li> <li style="margin-bottom: 5px;">Go to a bank and ask to borrow $800,000 to buy the house.</li> <li style="margin-bottom: 5px;">The bank gives you a mortgage loan, you put in $200,000 of your own money, and you buy the house for $1 million.</li> <li style="margin-bottom: 5px;">List the house for sale for $900,000.</li> <li style="margin-bottom: 5px;">Quickly find a buyer (because you are selling the house at a discount).</li> <li style="margin-bottom: 5px;">Say to the buyer “I want an all-cash deal.”</li> <li style="margin-bottom: 5px;">“No problem,” says the buyer, “I have no mortgage contingency and can close quickly.”</li> <li style="margin-bottom: 5px;">“No I mean I need a lot of $20 bills in sacks.”</li> <li style="margin-bottom: 5px;">“Uh okay I guess,” says the buyer, and hands you cash in sacks.</li> <li style="margin-bottom: 5px;">You hand the buyer the keys. “Pleasure doing business with you!”</li> <li style="margin-bottom: 5px;">You don’t pay back the bank and skip town with your $900,000, for a $700,000 profit.</li> </ol> <p style="margin: 16px 0;">I am sure that someone has done this successfully at some point in human history! It is quite hard to do in the United States in 2025. Most of the apparatus of modern US real estate is about preventing this. When you buy a house, there is a closing, a ceremonial occasion whose purpose is (1) to make sure that the seller’s mortgage gets paid off before the seller sees a dime and (2) to assure the buyer that she <em>actually owns the house</em>. Claims on the house — like a mortgage — are publicly recorded, so the buyer (and her lawyer) can see that there’s a mortgage on the house that needs to be paid back. But I suppose there are people out there who (1) have $900,000 in cash and (2) don’t know about real estate closings.<a href="#footnote-1" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[1]</span> </a> Maybe you could get them to give you sacks of cash for the keys, and then skip town. It does not seem especially worth trying.</p> <p style="margin: 16px 0;">What about doing it at one remove:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Find a house that costs $1 million, and someone who has $200,000 and wants to buy it.</li> <li style="margin-bottom: 5px;">Lend the buyer $800,000 against the house, which he buys for $1 million, giving you a mortgage on the house.</li> <li style="margin-bottom: 5px;">Go to a bank and say “hi I am in the real estate lending business, I’ve got this mortgage here, would you lend me some money against it?”</li> <li style="margin-bottom: 5px;">“Sure,” says the bank, and gives you $500,000, secured by your mortgage.</li> <li style="margin-bottom: 5px;">Go back to the homeowner and say “hey I’ll buy that house back for $1.05 million.”</li> <li style="margin-bottom: 5px;">“Sure I guess,” says the homeowner, who is perhaps your buddy and was always planning to sell you the house.</li> <li style="margin-bottom: 5px;">You give him $1.05 million, he repays your $800,000 mortgage and keeps $250,000 (a $50,000 profit, given that he put up $200,000 in Step 2).</li> <li style="margin-bottom: 5px;">Now you own the house. You are out, net, $550,000 of cash (you made a mortgage in Step 2 that was repaid in Step 7; you paid $1.05 million in Step 7; you got $500,000 from the bank in Step 4).</li> <li style="margin-bottom: 5px;">Find someone to buy the house for $900,000. This is easy: You’re selling the house at a discount, and there’s no mortgage on the house (it was repaid in Step 7), so there are no liens and no reason for the buyer to be suspicious.</li> <li style="margin-bottom: 5px;">Now you are up $350,000 in cash ($900,000 from Step 9 minus $550,000 from Step 8), though you owe the bank $500,000, so this is not a good trade.</li> <li style="margin-bottom: 5px;">Unless you skip town!</li> </ol> <p style="margin: 16px 0;">You can find variations. (In Step 5, instead of you buying the house, perhaps the homeowner can sell it to someone else and pay off your mortgage. Or perhaps you can sell the mortgage loan itself to another investor.) You have borrowed money from the bank, secured by <em>your loan secured by the house</em>, and then you get your loan paid back (or sell it) without paying back the bank.</p> <p style="margin: 16px 0;">The insight here is that there is a really well-oiled process for <em>liens on houses</em>, and if you try to sell a house without paying off your mortgage someone will probably stop you. But is the second-order process — for <em>liens on mortgages </em>— as well-oiled? If you try to pay off a real-estate lender without paying off the bank that financed the real-estate lender, will anybody stop you?</p> <p style="margin: 16px 0;">I confess that this is not a question I have generally thought much about. I suppose I would have guessed “yes, of course, the real-estate lender is a company that makes lots of loans and has some big credit facility with a bank, the bank probably keeps track of this stuff pretty carefully, it files all the right financing statements in all the right places, probably there is some mechanism to make sure the money goes where it is supposed to.” I am not sure what I thought the mechanism was but, you know, surely this comes up a lot, surely they’ve got it figured out.</p> <p style="margin: 16px 0;">But we <a href="https://links.message.bloomberg.com/s/c/ciqgwb02hNlUb8GcyvldZ-AtnRD8RQHyYnDODZascmpuNwKX8OV1868Ckrx_jKtDHF47aUGz9A5Hv25C405blPbgrqwRKAbDDLSi7BQOB7bN27fJRDBdql_QOLaUA9f6QYTVmAPV_m0d0A6QVAkAYY3fK61rjhlhRqMr-pXVM18GhSMmEPIOlp5MxmaqeUtoTEl3YEwLI8zhsgbQ-klq-PLNxR4nbzllXba9ahTTZdLgX-cqNMfypv7Iet2EcoNwN6zLCE0kNpP0YpOAHjuXQXIP77_1hF2gR2XGzRGxc03AvIMV6CK_HQIdjg14ZuO_gf7nuFUry-QetJwITesp3QTlc14Zm053GOFlTCpJQhfZ0UEh9cL2nZfy9Q/zyfe6tALgoiEldHksk3HSMrGOFC3kAPy/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> talked last month</a> about alleged double-pledging of collateral in connection with the failures of Tricolor Holdings and First Brands Group Holdings, two car-related companies that might have sold, not <em>cars </em>or <em>car parts </em>but rather <em>amounts owed on cars and car parts</em>, more than once. I wrote:</p> <blockquote><p style="margin: 16px 0;">The point is that it is hard to sell the same physical product more than once, but it is easier to sell the same abstract financial product (like a loan) more than once, and in a world where products are normally sold on credit, you can kind of sell anything twice. </p></blockquote> <p style="margin: 16px 0;">Similarly, perhaps, it is hard to sell a house without paying off the debt on the house, but perhaps easier to sell the debt on the house without paying off the debt on the debt on the house. Maybe? It goes without saying that everything in this column is extremely far from being legal advice.</p> <p style="margin: 16px 0;"><a href="https://links.message.bloomberg.com/s/c/znzz2WsUrf3sp94Zjhbxv5OuFIT2LdekJK6Ua5SMwV6uyE4dM9sb0TkRSsc_1nBIorunVeERrzNBHmBi6C7d5kMlaE2vkRES0ghd8a1jA9d6B35nLKieVj5Z84acurg4MFvsCmB8Lp2rH06V9hV1I_AdPaDf5RYDjuWOGNQ4VShnSE3UqU3JqZpGM7fOS42pKtJao3Tv7l3YYJbVOga-EwBVsuniBd0WVO1XbSCVoJqLx94uNKJze-K_C_GASf4j-xwgXHBCR7D9UcVqFGpBWVWWbEhuITCrbZr_5Ua5-1s4zk-qaj3BN6gXrXCETy1JyZaKZ3_KY53O_YYX03mvtx1WnfsbPcP9a6Ev5wwvMQMpaSApa3yFrwzi2A/IgfkAkXQgMZAtD89n31JC8RgBg085dG7/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Anyway</a>:</p> <blockquote> <p style="margin: 16px 0;">Shares of Zions Bancorp and Western Alliance Bancorp plunged Thursday after the companies said they were victims of fraud on loans to funds that invest in distressed commercial mortgages. The disclosures sent the KBW Bank Index to its worst day since April’s tariff tantrum.</p> <p style="margin: 16px 0;">They followed a warning from JPMorgan Chase &amp; Co. CEO Jamie Dimon about “cockroaches” in the credit market during the bank’s earnings conference call on Tuesday. He was referring to the implosions of auto lender Tricolor Holdings and car-parts supplier First Brands Group. </p> </blockquote> <p style="margin: 16px 0;">Bloomberg’s Yizhu Wang has <a href="https://links.message.bloomberg.com/s/c/9-ajl94efgnBWSBIGGIf49cMisGXQyTLvn6YmSnznFVON5xarZ1sGmcXPMCbSRM7ki4hdehYMHVgkHRPHbNIiyQMZanMs3NuCCCHRaEOLfBp8ld2tS307l4fyPihuWnKXhodlIP-CWBclo1BINVhGfkiUl2GZg-pn9zX8uDAtFIJ9y2o9evQTKgp8hrE8CQRuKiVqWslcnbzNUxXOhp4SIDPtXFiUADRu9QtnLXxLG_fqIMsx6nFuQlBbIouJWDN_q2pAObxstHjJONTs3Ch0v5AyPOJCB4LXNKUc0xUZgKzovebzucW0KQblGDTLs6vKOvLJrRQktUB5KHaLJO4UKAQP2Hz6wm8Jmbwmy9P-hpsG8QQHWRo1XAOnA/CF5fBcS29B16U4lTSRRVOtEVYFn5a6qN/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">more on the alleged fraud</a>:</p> <blockquote> <p style="margin: 16px 0;">Zions said in a lawsuit that [its subsidiary] California Bank &amp; Trust is owed the money from two investment funds tied to Andrew Stupin and Gerald Marcil, among other parties.</p> <p style="margin: 16px 0;">California Bank &amp; Trust provided two revolving credit facilities to the borrowers in 2016 and 2017 totaling more than $60 million, to finance their purchase of distressed commercial mortgage loans, according to the lawsuit. The terms gave the bank “first-priority, perfected security interest” in all collateral, including each mortgage loan purchased by the investment funds.</p> <p style="margin: 16px 0;">But after an investigation, the lender found that many of the notes and underlying properties were transferred to other entities, and that those properties have already been foreclosed on or were about to be, according to the lawsuit.</p> <p style="margin: 16px 0;">“My clients vehemently deny all the allegations of wrongdoing,” Stupin and Marcil’s attorney, Brandon Tran, wrote in an emailed statement. “These claims are unfounded and misrepresent the facts. We are confident that once all the evidence is presented, our clients will be fully vindicated.”</p> </blockquote> <p style="margin: 16px 0;">And:</p> <blockquote> <p style="margin: 16px 0;">Western Alliance also lent money to the same investor group, for them to originate or buy mortgage loans, according to the bank’s lawsuit in August. The outstanding balance of that loan is $98.6 million.</p> <p style="margin: 16px 0;">Western Alliance found that the collateral was supposed to be backed by a first-priority lien, but that wasn’t the case. It alleged that the borrower created fake title policies by omitting the senior liens.</p> </blockquote> <p style="margin: 16px 0;">And <a href="https://links.message.bloomberg.com/s/c/3WAgUVXyQrfrIF6v9Wrh8h9VTyR7NqRzgnCDYWpKexYm7lY-S3v2_6qXgudiSf-z2tQnDApmCmU-eEVpcyFTijwZMqBd1tp6mblFRMym13Olw6uethMM8nxasZkgRcoiPluuEfTco9bWEUdIO0-HnjQuxqlsb1-poVIVOUnuJM4xzP8EQHrzRozgLt2ZArGPSSUtlAtjD3ga1lOj9ECuAwxKrZlRLl1icxI4AwMe3XPwEf1el56Pt1IgyRoSepXA9rAabioIV0uGFVb5kCAQA4spwwqC028pvdVHuOtYkxF6Pw4FwjdLjYSHrweG6Qpf6s-TM6L9qeGluQPf1lL8PismaIDevoFbj9vCqH3iIYHXPfeq1ogIX366YQ/XuF8fTJ16DQH_kwSF_tcmraA8AA8501X/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Wang had another story last week</a> about ties between the Cantor investors and a real estate investment firm that got some of the loans at issue here.</p> <p style="margin: 16px 0;">Here are the announcements from <a href="https://links.message.bloomberg.com/s/c/e-dBSm1vT2MFwbVdZTi7QtH0APoPuC46scynq7PtFSaLGs39GCTUO4zBpK-eAioAyLZf8D5Wb69cGBIcfUvfCdN2tukr0bh4ugA6hg5M2YW4AjuebwNrMjE6aSoTK_0_RC6jqx8tPlN1eDYxmCfqgIv5pA8RGBGC405mvXk94uSFZ_xLwgX9sTxhHYZaLRoFILY3Tc0k2Rwg6-Mz5FSn0j-0uH6je3ws9ckW_ZcQsaVe5r7w4EH7LXScp4TxLSI_pPyvee3k4cnc-vWvSxTBiNJDIcbzB3lUcJ4d2WsCA2t7oHvQ2NGDNyBLslVrxolKUkiCsX7Zp4GJcgw1EqDKH9U4f81czEOesRr3iZEPqZwNMzppXE_66lLRiB8/SF_5WAA_sG-XOauD7td3LxhHBVaShq6l/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Zions</a> and <a href="https://links.message.bloomberg.com/s/c/Hi4-lEa5WlZ372xA_sNGcoa50mBAe1sYKqJXN3dP_3algwCd6cSTTVeGI8nzdz8LXhm8IS7-uQoGAf6hoEuahs5jZTbNTb1EqR7vEZhTRCDHTNoJiL7Vr10eh_hpku4eBGEs-S9fA2u28c9eY3QKl8EhuAdf6GOMfIJNZKdcZBgabTEAcZAnEBuGNAOilvSMqqILtXIAXaqmqJQzKkmSzCh_ppM_DuODv9IXB_oTNvlKuHm1OCqSofTZReNUbTKApZKkp6i7B4Qw4UXWoUeC96e8lsV9FM2fGK6HP6VpskDLN9bfXDME8eI3-20dXfscVI06QPY_rtvqEY0ePEGvVOMzBjkfvWwTPsHzpcbuE9wwU2DZrsnxQgT6KFY/Q3vOyIyE-km_EhNlC1-O7zGMaTmhtYDi/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Western Alliance</a>. And here are the lawsuits that <a href="https://links.message.bloomberg.com/s/c/iqSSBeu_XhwLXRaWOyoeKvJ729Vim1xpS3hdRLk3Nh2akTWeLrmRaaMxyV50Qsry_z76vXmE1mKsTY3AGyYw3L9ykv74rCnjhJ_YIHGR_BBrI5ayohPbLt-KLYq-DKS1Ib_kKx7L5RbHNM_YgSyqn9JqzFJdxs14iZonQDQWnzkOUfqU-6nyysoJl_tK8XlsLU9P3FaI2oW8896gDc_Fr-PHgnSlbPB6XRcjS3R5nbdBKD-N4E0mgEKaSV4CdJXDkY8t-JPNQWgOAYRYF_l8NkuQwzBLjqB2fyL6Xp-PCto24poL0hGNndPvfMPONmybCbGGpMop06ixDHlXQVWAb5-rWWNCOkq1d6NymJZbQ3_ljQafITwqODzeSXU/BnnuXRDpW-O3mpuuhQaRcVAE2ztFdGNz/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Zions</a> and <a href="https://links.message.bloomberg.com/s/c/onWmHkShkpXn26mjgvYmQ8DiRAH35GC0OtLZPNO0GlaZAN-xB-JAo4VWE3ZQ2JieJcmr_0VQeOgy_8h76jJNsOhrQn2DKnxwN5u0PjqaH6VN1ib7YJmk_0H91MYBrfr-AhTZUkQA0Ord8YxjRTavTaVarPMo47g_eCPIpEr_Kp4lDuVjO7XF3vr9g-udS_i_JGh1T3EXnuGi_sox50tJMjpAdIhKKSWIQA8lko7rZbw2BBOyOzt9gA0FFI5Jo4Zw0JIJ7qWeumXMkZn_2bfLhfpnA_XvVwj6KNTdcp1THqWlkKEY2aYDMT8yH8v03d_MZr9E8uFHfmwjK3eo3gBPqjaUcjVpQj98wUapl6DgHHIwq--eEH99La9Aix4/EqwmfeWpl0Ze503LeQt6Y3PmMzFLXrnQ/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Western Alliance</a> brought against the Stupin-and-Marcil investors (who invested through entities called Cantor Group II, IV and V). The allegations are different, but they rhyme. Zions says that the Cantor investors borrowed from CB&amp;T, secured by some mortgages that they had on commercial properties, and then sold those mortgages without telling CB&amp;T that its collateral was gone:</p> <blockquote> <p style="margin: 16px 0;">CB&amp;T has determined that, for each of the underlying collateral real properties for the notes pledged—or intended to be pledged—as collateral, CB&amp;T’s security interest was not a first-priority lien, as expressly required by the Security Agreements. To the contrary, the deeds of trust in favor of Cantor II or Cantor IV (and, by extension, CB&amp;T through its security interest in all collateral) were reassigned, diverted to other Cantor-affiliated entities, and/or never properly recorded. In numerous cases, the notes have been transferred to other entities, the underlying properties have already been foreclosed upon or are currently the subject of foreclosure proceedings. …</p> <p style="margin: 16px 0;">And: Many of the new senior lienholders who displaced CB&amp;T’s security interests were, in fact, entities owned or controlled by the same individuals behind Cantor II, Cantor IV and the guarantors—including Cantor V. In effect, CB&amp;T’s losses became Defendants’ gains. Acting through a web of affiliated companies, the borrowers and guarantors orchestrated a scheme that enriched themselves while stripping CB&amp;T of its collateral, all while keeping the bank in the dark for years about the true status of its security interests and the absence of any collateral protection for the more than $60 million plus in credit it had extended. </p> </blockquote> <p style="margin: 16px 0;">While Western Alliance says that the Cantor investors doctored title documents to trick Western Alliance into lending money against first-lien mortgages that weren’t:</p> <blockquote> <p style="margin: 16px 0;">Because a pledged loan is “Eligible” only if WAB’s lien on the underlying real property is valid, first-priority, and perfected, Borrower [Cantor] began providing WAB with doctored title policies purporting to show that WAB’s lien on the real property underlying certain pledged loans was first priority. …</p> <p style="margin: 16px 0;">On October 15, 2024, Borrower’s employee Jaspreet Singh Sethi provided to WAB a purported Stewart Title Guaranty Company Title Policy No. M-2923-14382 dated October 1, 2024 related to Collateral Loan No. 26, which involves property located at 2522 S. Grove Ave., Ontario, CA with property owner Conejo Riverside Group LLC.</p> <p style="margin: 16px 0;">The purported title policy shows WAB’s lien on the real property underlying the property as first priority. ...</p> <p style="margin: 16px 0;">However, a title search run by WAB after entering into the First Amendment to the BLSA shows a deed of trust for Preferred Bank for $10,400,000 dated July 11, 2017 recorded July 17, 2017 in the first priority position. </p> </blockquote> <p style="margin: 16px 0;">The suggestion here is:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">There is a public record of mortgages, so anyone can search the record and see if there is already a mortgage on a particular property.</li> <li style="margin-bottom: 5px;">Therefore it is basically impossible to “double-pledge” a property: If you have already borrowed $800,000 against your $1 million property, and you go to another lender to borrow another $800,000, the second lender will do a title search, see the existing mortgage, and say no.</li> <li style="margin-bottom: 5px;">But what if you have a buddy who is a mortgage lender? What if you go to him and ask to borrow another $800,000 and he says yes? Then you have borrowed $1.6 million against your $1 million property.</li> <li style="margin-bottom: 5px;">Then your buddy can go to <em>his </em>bank and borrow, say, $500,000, secured by his $800,000 mortgage on your property.</li> <li style="margin-bottom: 5px;">His bank <em>might not check the title: </em>The bank might say “hey this is a first-lien mortgage right,” and your buddy will be like “oh sure here’s the title report,” and the bank might not do its own search to check. Why would it? Your buddy has skin in the game; he has incentives to make sure that he has a good lien on the property, so that he can get paid back. Or so the bank thinks.</li> <li style="margin-bottom: 5px;">You and your buddy have, between you, extracted $800,000 from the first lender and $500,000 from his bank, for a total of $1.3 million against your $1 million house.</li> <li style="margin-bottom: 5px;">You skip town together.</li> </ol> <p style="margin: 16px 0;">It’s hard to double-pledge a <em>commercial property</em>, but it’s easier to double-pledge a <em>commercial property loan</em>.</p> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td colspan="2" align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/x6OTv2b4CwoCOGul3vEuxFPOhadU4sBVXgqYM99lE7wSfXeFTj-HfVhePQ4JlhS7MhWlCczznUcP8Sh8_q3FlUDgaxIMatdHtlFONPG2ckvgIK1-MzxhJTwwQD5U3lfD_OjEmGM3HBXBCfitmrzZBSJk7X9drykl1Z6s4q0cMJDYiwlhReuj9CiY2sKWZa0fDYTKKKJbqPOgleJopdMyT8VYl5NeWNkodze-q0wF6Q2V4YrJCtu0dnhoaSKjVsiGFFBGJWH3kvyc2FvWNrpj1im8Bw-50PExgJxu2IC_m814c1nWSL6N29kUcdPVRgJmE4Wm2SVAxRGgjgppB3ObePMzzjBriuqkw0EGgN6GJAJfmft-G0Rs34EXDYBd-KaiEK50Ld6H_XaAh7uv_bHIZ1wQskMYtqk7SSo264IPHUwTGYbnwsCOBoevJfm-u83C318lGHjX8vvh0fbST-pQzQ0_oRP7g_uXT7Lfs9QlqJkwlqHKh9-7lsOkBvq-astroViTfPW4oO6RzQaj8WtzqgUxMHjmiH69gzNeGj6TOnytLH1BhghjU4pFfhI5TcA5fyfj402565YxkOIdCjC6uD1P4ytWnS3hUD1rWbDfEtKYqJCGvNRPgHzHYvxSReEbF8lhqTB1U6bEuArTbmo8Z-mKn86jHJ8y1_Quzh8B-9q4O4zNctw65dZcrQ2M8g/Y2HbV0gqsaI_WB2pFLu--VSVgHmBD4bW/14" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=desktop&collapse_width=550&li=15368475&m=c869f5c3f0784f1d3b0577b4456d769f&p=10202025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="550" border="0" style="display: block; height: auto; width: 100%; max-width: 550px;" alt class="lihide"> </a> </td> </tr> <tr> <td colspan="2" align="center" valign="top"> <!--[if !mso]><!--> <div style="display:none; overflow:hidden; width:0; max-height:0; line-height:0;" class="lishow"> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/GSMSsEsRoWMomcsccollJmu4dN_Mccx2spe5uR3cxu6756UyoZf-_ODzl13CxSlZgCwgnbBQEiCNOzScXxNOtvdlpkFcpABd5U8XGCEZmyPJ-EwnQi14APG2gUEfdtD8eCByQQLK-kHUFQ-GIax3XZW8DlXQF-pHC073krjLDxiGXPOptzpG4e6REt78Gt2nij-eDM1mzbV89VMwLNmg4reOP4zZ2uHG7NtEbR3d2Wvsw988619iUVz-yBJPvF_k08la6nx4jc8e5LTZ8d6jfZYCqlquL4VAOlSnWMPdQvLU-KYc8xivvoFtAeBvw2Hz8XbQ2N9XHfkX9UDbvtuYg1dZzj_anoQgDtSBmgtjlNuoFoAyR87BpxmhtkqC00pAwBruonD6cGU2dpGh7jUv06GJbMs_KdB1o7m9fT2JpoNLJIe0mF2SFnnsomE_0HCa8HBwZRn47NZHl9bg5QbvVHkI8LhCXYPLWkDWd6SMkxiZevE0YNrPHho7uxorXaXYUS6S-2SkPh4g5yskR9suH5EIG_be4LrJv7qBcDzRDgcosV4NkeNsjTDxYCfuRlb3lqsT5_0aapMzaRXISefECtT8IxUokppfnAGbg1tun1nPXgXxhBprxXuFPL5wo9W51oqoiHPGobCoh_HswFUVmHs4jf2eniFlWQT7YBJUT18c735chHO5AApdtP4lPw/sw_pAqQf5PKv49e_qGQBhvLddnPGAGfH/14" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=mobile&collapse_width=550&li=15368475&m=c869f5c3f0784f1d3b0577b4456d769f&p=10202025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="100%" border="0" style="max-width: 550px; display: block; height: auto;" alt> </a> </td> </tr> </table> </div> <!--<![endif]--> </td> </tr> </table> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">TACO trade</h2> </td> </tr> </table> <p style="margin: 16px 0;">A framework that I <a href="https://links.message.bloomberg.com/s/c/QvJ1jv4MEpOYIUdAyLTGFYswSoDiuBDBmq8iqYANBO4aa_y92a6O_ksvEI9fAP9Wv-UVDKq9bmfyUqIUeJC7qRIIG7WiXhtaz9_x8f58M3zdknSfLaaCy0ogC1AJcmAqkTYI4mYJJgTJqvfSJUhMo1sP7rz-P7JYRsgkAbFHdmdLqxslfHIl7a2E6-2-EGtoyM3LX4irzcvO8gPi_2CRLD1rXY84HjEjhWuv8OgGq0quivPmas8eZs_82OvjiVoGY5uZhjH9EKr8VkFnKdszfsb8dFMGEE0WykLLFff8xeG1HJj0SQDGT3YABxsSNKo1-j3q79Lr-Es4U5odl8bcH0HKm5w2VpeL90bhFAB6Pn8T9RDgeIPfWua-WnU/Q-B7fWPwlUwFDStRJTPmM3EiGA5FphDl/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> think about</a> a lot is Nick Whitaker and Zachary Mazlish’s 2024 essay “<a href="https://links.message.bloomberg.com/s/c/_NjFMpQegLcyn_NK1kpu5C-sikan-SdYVNyXD6l90Qpwsng73RUVsRspj_8TIYrDaYTIV4EtY5THH-Ab2XFSXEc4_VjL_HBTg-iiUNEQ53zrWJawLmbq79AmgrIBBiFsuHpY2YmJU5tkPHeDoqDV-4jaQAGrx-Diu0MJJQFyS1EeT4g7LMq-gksxKNenN_omlU5U9NHlERbz682PMp_QTdrlqbnwJ977s3TdhQk0Kv6kpJt0X-S7c21ptL0jEBh8J1MWPv74kdV-0ziyXOqDaixDIfi4rbCsoi9PevcFfYXrVgeSB5NfQATqRVGCABPX2HiFyoRnUlTTTqABmsmlE0waiYNGYgmnEC6wTrPNNQGx9WVpJHR2azt0fb4/Nnq1xYCYpMhuz7OWng94Ws8ME4Siuegx/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Why prediction markets aren’t popular</a>.” Their answer is that “there is little natural demand for prediction market contracts,” because they are “not a natural savings device” and “not a natural gambling device.” Traditional financial markets “attract money from pensions, 401(k)s, bank deposits, or brokerage accounts,” as well as gamblers “who enter markets for thrills,” but prediction markets are not a way to build wealth and not a fun gamble. Traditional markets have a lot of investors who are “not attempting to beat the market by correcting pricing errors,” so if you <em>are </em>attempting to do that, you will be able to make much money trading against them. Prediction markets lack that supply of price-insensitive investors, so there is not much reward for correcting prices.</p> <p style="margin: 16px 0;">If prediction markets are going to be big and influential, they have to solve this problem, by becoming fun gambling markets or by becoming useful savings vehicles or both.<a href="#footnote-2" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[2]</span> </a> The obvious obvious obvious obvious solution is of course to become fun gambling markets: The structure of a prediction market is “you can buy contracts that pay out if your predictions about real-world events come true,” football games are real-world events, and betting on football games is fun. Problem solved. We <a href="https://links.message.bloomberg.com/s/c/gxp9xhlhMFnmAXpsdX5U6etdiUOVjm7cfgKrmuLwLodOhWi5ydLLA-9k3JZVDWuy7CvmjVDyyba3ttchEO2owlBVScfnX_ozwfUytzQRvr6ZfL4Lj9dFSEQH5KobAiE_d-RPbUSvOwcpi9HYNj-bUhAAB0FWR2K2l2BBmwqSQdX9lLVrkRBti4f7rg1UGy3mzaOXgBRjVrrd5SeR71joZmlsj6cW68pPIKyKowuRn4Xur49wlYjiTVt2sBQ6qwSBkUSt3ntRAcvcdnP90tF9I12Vh9lHoUT163lJJvQn5cUopZ_2yngFH13oF60Bpr7PBUlWlJjyFB_pVeaX20fhzdqztKQTi6cTsZxBGxqL_p7MaCJz1YnhO1UQUEA/ZyWHxteQgNHx43_vlbXbjPuVdHCwxnvy/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> talk</a> <a href="https://links.message.bloomberg.com/s/c/N9X6zMp3TJwPT7gCNKLK9qhNLA6pKJOD6nB3ggkDWrTTxqG4dPjmouKyZPoeyM7NU955CDlNYlbIqLYj8Rr9Ry6NZt3p79nRpoQ2Xo1oMZr61rD9TYxgYXhUg7g5Gl6Awt8-0l61_-tv3dx2sRh31WxWL6DAmxpSc3rUj1LaZPvd4bLSZYkbitHYFRtadIUP49F8Sdut11CZj1uGovFpLcHkkM7-NAxN1kwYUb0I9Rfo2Jx4etYle39UWF6z0jRth19QNW0Dbpco7MwoSR5aDsgxxdS8BP8VYP_-p_rjHlnR5UjCVigKBfC9HJcITVqRlMrZvIzv3qoTP2idqSGn2hT7dCigjQXEzm0QzxUL6FbhR4JobsEOh6UDYzc/NUwfoedcgzEgd36USSuagpvqe1O9Tp_z/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> about</a> <a href="https://links.message.bloomberg.com/s/c/UiaNUdRMKbg3wMri4eXl2_kqHiNus-EQemx-NtuGHZT1-NE1lsHwn0eQk_CQfoscH8Dl-kkPVgTqjWvOytHKNe-JJNJnRv-fYK5Oi7xBVhxjO8jeDDfyMbYyQkVV1LblNvICob4o8zqQ4FaYuIz7abmUItr0zkdSNYa6j1fx6z1k-CGhd7scVuiCCPNuMF6x8DSXG0kD2NY3bODX5n0kr6kWlWdqOt9Hn90mRzFJrFoXpSyg-MLfe2mYcbotY_rOVlzFi9mQLBsfDOW2d_y8QPh8CAem7CYC4IZbBoztMvm92mOBD4XL5lGppFPpC4tlgbykxKISohGcFxZId6wsCeWSInejfxPgLeynVZ_yZUjnIkNDyn7tc1FolsM/Tl0NYSwssrCwJ219aDsBEOlljeLR5Rmw/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> this</a> <a href="https://links.message.bloomberg.com/s/c/uO8niQPd_RZt-MprXqqbZbNZsZO7qGGiN8LajmyZSv_cFbInNqAw2Ffj0y8rKsYZ-CX8fIRnTrNYeQGyCVGH0DCBtEczNBvMUCTWq3dfUfn5-lyAbk7UXlKLw9ks90cGqU3OeMME9fDfXiJWON5pENAklM6rMcfAjVJMWEAEQIdyQxKgFpdIIwnAbyKan7GyGSPZlrmJU0n88Q_N9OVYl1AoVWolZSAtEbc1g3Vlzg7HHYN_kXtSNFAFF9JzLlGfOl6EhuLh--rfTHDaVxVYllC6RAKvqvSih9yZ__6DoagMlYPQZTLZ_9gbV1Yq6U0smf0qssYYc-eQ_xjo_8k_yxE7xMZe9RdEY1uAGLeQMifNUkIu9n9---K2yNI/96YXKq_0RzSB2csVD1hryLQNM7U3Ld4_/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> all</a> <a href="https://links.message.bloomberg.com/s/c/n6KRFbKsBlRQkA5oIu1svBD0O8yzVyltcblxZBrlKZHsIOtLdqhQfTKPvTgCdlNRoVufNhyKPAff1bWA5b9Y1stlbE99cLs00oEF-ke2a4YoP6Az9o_ayIkFLx8PLpTNB1iCyTRwmVuBux4dexaeaAAFPyMySgovtJud7NDk2ggZxTdGqgvbpzrkT_S1ArZ5G5jZbKj8pt_bptbAcNp7t0ggPBT8nq-X-BAs8diBT4BuXUaL7FF4YpjcerNfhLthby4YbWeB6q6JFw8b9cxIYWJk9PhGZhnxOwL5iN0is_ndpVa4IeAoe8XV5WEJqOdnpqazpXAa1tND2sIowmArOf2VG7viW6nHfYyxBUjeRZYwXMr15p0n5U7ta3g/EYQGpK5GsMqvE6G1I5OcGJX-bav7-X1R/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> the</a> <a href="https://links.message.bloomberg.com/s/c/qgm4B95tucuT3UnED5reANqA8mDeKkLtyu61UdIkasyQBJ0BihIRACJAIR7jvvX537Tt7PSpIw0DVC77QgoMYA4HgM0YU1clO_IeR54N76B0QWTWiJs0cNgeUoivaq_kihQtlDGzcmWIKjQXcpJsadpjlgmvdQSTuyKWrDVkGVp4Ipd7sFYUTrNMVjCdSrXkfKtOFPhGi30DKkWBl30mw5WQyze_1Y7hIM_EFT2OFOSzUgw2hGHhYLLy3WtwQvfhJuIYuRj3ccK0VhVFaHkuqM5dv27pOKbh7IHt2W5h7DyDr2Msjz4pmY3dZVKnSdUYYRzFRDwQV0FJJCG1s2Hmj6bAr0DGxK1IFTr6JdKfFeGnZuy2KxRnwcYAM18/kjGNt3zBaIopXlLCNQCgRIHwRTlESWyn/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> time</a>: For some bizarre and accidental combination of reasons, prediction markets have become the legally favored way to do sports gambling in the US, and they have jumped enthusiastically into that business. </p> <p style="margin: 16px 0;">What about savings? The reason that people put their 401(k)s in stock market index funds is that <em>stocks generally go up</em>. A share of stock represents partial ownership of the future profits of a company; an index fund represents partial ownership of the future profits of all the companies; the economy generally grows over time, so the profits of all the companies should grow over time too. So just lazily putting your money into the stock market should get you a nice return (the “equity risk premium”), so people do that, which means that other people can make a living by making stock prices more correct.</p> <p style="margin: 16px 0;">Is there any analogue in prediction markets? No? The stock market is broadly positive-sum, as stocks mostly go up with economic growth, but prediction markets are obviously and necessarily zero-sum: Every dollar I make comes at your expense, so there is no way for all the investors to put billions of dollars to work in prediction markets and all earn a positive return.<a href="#footnote-3" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[3]</span> </a> There is no equivalent of the equity risk premium in prediction markets, no equivalent of index funds, no simple trade that everyone should do with positive expected value for all of them. </p> <p style="margin: 16px 0;">Although my Bloomberg Opinion colleagues Carolyn Silverman and Tim O’Brien <a href="https://links.message.bloomberg.com/s/c/wGRoGPVZ602D5qvFRyp-RC03fo6H3vUc9ga_kE1Lb-9if1E4LoaKTITz8WBV9hjU6XrURcUXDV8-XpA1DzIyiyCetxYXiGvEtHrO6NIt-laj2-yG69GXaHJRLOPicCHX7i_KJJu4VMWFODX_9DrvlusBTl5uPaoQsS6390g1B88BLzbBKiRIBIxUC6Xvd5ltqMgQ_WJI16OhME0BWlruRhqBCbtD4jXEfq3YICaO-dQME_3HCNIMGm3mRZgsGOWyvum7UcVeDVqq7GKrnexWKPzOCD_qB5WQkG1rW1sh2ScHeJuHQiAEDSTwT0Lsf8gsGl4Cyw23eyUVeXOaq-sYs_mpvpUEXSlly-FoQmB_a7kPQ6YwK8kfI7ruZIQ/bq0DA0agE4HQjxE0rZgoOYtfk69OE6NX/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> found something pretty close</a>:</p> <blockquote> <p style="margin: 16px 0;">We examined over 300 markets on Polymarket pertaining to actions directly initiated by Trump this year, between Inauguration Day and Sept. 30th. That analysis included everything from tariffs to whether he’d fire a Cabinet official to what executive orders he’d sign. Bettors even wagered on his golf game and the duration of Elon Musk’s White House tenure. On the day each market opened, bettors assigned an average probability of 34% to those events occurring within a specified timeframe. But only 28% actually happened.</p> <p style="margin: 16px 0;">While a sophisticated forecaster could have devised a complex betting scheme to exploit this miscalibration, a simple rule would’ve also made you money: Always bet “no.” Betting against Trump taking any action would’ve translated to a 12% return — similar to the S&amp;P 500 index’s gain over the same period. Consistently betting “yes” would have cost you 20% of your money. (We aren’t offering investment advice; we’re just sharing the data.)</p> </blockquote> <p style="margin: 16px 0;">Ahahahahaha. There is an intuition for this, isn’t there? Like:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">The a priori probability of President Donald Trump doing any arbitrary insane thing is, like, 20%.</li> <li style="margin-bottom: 5px;">If you are logging on to Polymarket to bet on Donald Trump doing any particular insane thing, it’s because you have some idiosyncratic reason to think he <em>will</em> do it: You want him to do it, or you are hedging some bad consequence to you of him doing it, or you have an inside tip from someone in his administration that he’ll do it, or he publicly announced that he’ll do it.</li> <li style="margin-bottom: 5px;">Therefore the contracts are systematically priced too high: Everyone is coming to Polymarket to bet on their pet insane things happening, but he’s only got so many hours in the day so only so many insane things will actually happen.</li> <li style="margin-bottom: 5px;">Therefore if you systematically fade everything you can reliably make money.</li> </ol> <p style="margin: 16px 0;">It is not quite index funds: It’s still zero-sum, it wouldn’t work if everybody did it, and it is not exactly an investment in the long-term growth of the US economy. And yet somehow it feels like a … sensible medium-term macroeconomic bet? “Everything will be crazy for the next four years, but each particular thing will be slightly less crazy than it looks at first”? Apparently you can make a steady index-fund-like return from that bet.</p> <p style="margin: 16px 0;"><a href="https://links.message.bloomberg.com/s/c/rYhNi8-KSlZK9HBu_IIOsqmcHJNjVf4Tcf7_o9ebyCJZbHZsrZv1b0Ytbbfyfj8iVJRj7kJwVJcbz7HUujKQW80JS5btjRKAjwaaBMameyGFcR2P2lIEdwSnHkPcH9hbYFsPE6uiVuG0fUEM_aZ3C88jtkmG3SRZuLjVlAjK2Pab9yeDgopJIOs66c7A4dp91wdLSx9ibUIYC4cdbwOMT1HlR8rY5RpiDgZaMf9ZYHQTYkyA_uj6u-6t7OkpeQ7Nb4YXq6LLtb_cJuE_QJHfjVNMvc1_jTNob9YWBbz16SGsYHkrvJuW_Rxxh3LseiSXrXyKGXXBBqBaR_6vOvnmgYowgPeJqP9Eq9cE8Vd6spOcpwEYQKvUlx1-h9I/30wyXcgFTm3QFfkvUOqSi3Fem9c6m1MD/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Elsewhere</a>!</p> <blockquote> <p style="margin: 16px 0;">CME Group Inc. is planning to debut financial contracts tied to both sports games and economic indicators by the end of the year, according to people familiar with the matter.</p> <p style="margin: 16px 0;">The products would bring the Chicago-based CME into more direct competition with Kalshi and Polymarket, the two platforms for so-called prediction markets that have been making rapid moves into the financial mainstream with the support of Donald Trump Jr., who is an adviser to both companies.</p> <p style="margin: 16px 0;">CME is preparing to release its new contracts to the public through futures commission merchants, including the one it is setting up with FanDuel, a part of Flutter Entertainment. But CME could also offer them on other similar platforms, opening it up to traditional retail investing brokerages, according to the people, who declined to be identified because the plans are still private.</p> </blockquote> <p style="margin: 16px 0;">Sure!</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Hedge fund AI</h2> </td> </tr> </table> <p style="margin: 16px 0;">I guess my thesis would be that, 10 years ago, if you were an optimist about the capabilities of artificial intelligence, there were a few broad categories of stuff that you might be working on:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Natural language stuff: Responding to customer service queries, translating from one language to another, etc.</li> <li style="margin-bottom: 5px;">Visual stuff: Identifying traffic lights in photographs, etc.</li> <li style="margin-bottom: 5px;">Ad stuff: Using data to predict what advertisements to serve with what websites, and how much to charge for them.</li> <li style="margin-bottom: 5px;">Financial stuff: Using data to predict what stocks will go up.</li> <li style="margin-bottom: 5px;">Astrophysics stuff: Finding black holes or something, I don’t know, but the link between astrophysics and all sorts of data techniques seems weirdly robust.</li> </ol> <p style="margin: 16px 0;">These are all broadly <em>similar </em>endeavors. With each of them, you can take some training data (text, pictures, market states), mask something (the next word, the next pixel, the price of the stock the next day), and train the model to predict the masked data point. Do that a bajillion times and the model might get really good and able to do it out of sample. </p> <p style="margin: 16px 0;">And so, as the capabilities of AI really did advance, people moved back and forth among these endeavors. Renaissance Technologies is a hedge fund that broadly seems to use AI to predict stock prices; many of its leaders came from the world of <a href="https://links.message.bloomberg.com/s/c/shdufUlYeqyzUOq1C8gvlW6y_J2JjYFbE9fM9ZzkD5Sxe96IQqmMoxI-cxOnuishIdp2u_P4A5bprwYEEwVRDROuu3MBq1ykSHElcEtDBVUpXNA02N57ED-DoxCPCydZ3-jOaQEm1IowixyYJ46jXhNdAfN644LMCM3hvSaGYLfeMLVXFfHz3bz3SSi5fcLXXH-KIhGJ5GLYFZ4Cd2azekuByM1CHdU69Z4D5561-XKUgqGDRUkqH9ocGCBX4rhuQWEl8hziN5AYHlnZrywbsRm9wybaB8B7Wt-SnAypRhGpKJVYHMXewVKyXqkW-jXouIttCdBqwxY5C2DO_M3TySpqZz3Q65ffTDQFyImwltNMloXdf37OuvYuQA8/XY8pX32qA0hwlhjnMwH9eylxyJXF_h9P/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> computational linguistics</a>. DeepSeek is an important builder of AI chat models; <em>its </em>leader <a href="https://links.message.bloomberg.com/s/c/Yo-DjMN6WVm5JCUSnEXvQqhXlGKPEsUXtdQPwdnQjJGMOLaEqmiKDz_QhB0UnYKJ8CtkRZUMCk3xj7BZIxroQvYhgDBU6gaytGwadTOL-BXH934gxw5LaZf8I1vK3hykfcHekt4HLz_S8nqBgqe5Xri31geOoKW7C_5KLrSPXUTUfB_PoOj02dM5aNH95WLrz67oxrQ2GUznZBbPuzC1m66I3-ZhbTcoZlvaECt2FBKoLVR5aZorziReR05_erHSFooXkQIYQLSjSk5DK0b25aW1vHV83S4nb3GZFPs255v__Cika_wSej0klermMvQRgH72_W98616trbqTkHK4XPIZGIS062HHTKzkwuLaiJDlPlUdda0Fr7rq2PU/onH4OF3DM76q_jXJGqEqB6rtw3o04tCw/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> came from a hedge fund</a>. <a href="https://links.message.bloomberg.com/s/c/2wv4fkzFnaCxyLQIUL6_3BUdYtl4q7P7QqQP8AYJgHQot1Lbt0r9piMkNuY4tehYp7_ylzxwGfBkQRnvQFMSrZSULNfNOL9ZnvkiMTYnY2uMzKpHP9f0uvKpDuoGxM-ZZaGcFzTEXIFbhzsd5cdO2lUPQV5e_4uC64gVKRH8swsq2qOkTqCIZaIgY-GSZ5AMRWD9rjDaS32SoRc4SKVze70qJN2HBx7ebe2Emm6FgfkfG3k9kOpKOffXmz7Iyz17665wrqgop9BUC9aitzWKUsY7DXmWQptGaZto_g6RqYuxb3OoI_X2KPF_gcnvtBFBs2l9P-OfdPwTvBPbQA2gp_yu1twKNU_4sBscz2G1S3xEqI8O5QED7rL9VHM/100Kt4ZMt3-RhFIKy685RbgNDlkHYgYh/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Astrophysicists</a> are everywhere.</p> <p style="margin: 16px 0;">But it seems to me that, in 2025, the visual and natural-language people have moved<em> </em>ahead of the financial people. I don’t think it was obvious in 2015 that this would be the case — I think that in 2015 it might have looked like the practical thing to do with AI skills was going to a hedge fund — but now several generative AI labs have come out of nowhere to achieve huge valuations and everyone who works on a chatbot is a millionaire. They have made popular consumer products and upended businesses and deployed vast resources and turned their leaders into celebrities. They have published papers and open-sourced some of their work. There are lots of chatbots available for $20 a month that will converse with you in natural language, produce well-researched reports for you, and draw you anything you want in the style of anyone you want. There is not a $20 model that tells you what stocks will go up.</p> <p style="margin: 16px 0;">And so we are in a slightly odd world where people ask the chatbot models what stocks will go up. I <a href="https://links.message.bloomberg.com/s/c/9HjqRtmLXuuFJiH1gPKtV7iRPVwevFexkXD_8H8T7mWAvtaBPg_ZvxX6nsy0xAdL3Ndmub4IzQUoMK4JvnU3DRhX5IpT4Y7irI52ERt4f8CbLnecONSOmpeppldB7J9fzydS-uXXdRkzD2F0lketpKJi71rAJsTfzQ7sY_gDCfwv1RNBpRTwuHNKK2Ix-gD2-zHxXd42eZ_bJlMyCGqJmihYl3ZmX5Fk7116SQVJjTqrkYSVSaIwbwCulroO5LTzi6XAHjRbrkPHZrinvpljlcaZMlVA9IBDlc_19lrobZP5PDhY4SODhMwpNnnyJB_HGukbCjiutlGep9g0qn2xsyEeSoDn8HvuDkML_07--GWIV4KgyYC2a1sukYs/Gyu3LOVKL0Z8OmDr0BJ4HbUN6pGjVVP5/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> once wrote</a> that this approach — using a general-purpose natural-language chatbot to predict stock prices — seems “sort of insane and wasteful and indirect”:</p> <blockquote><p style="margin: 16px 0;">Yet also funny and charming? It is an approach to solving the problem by first solving a much harder and more general problem: Instead of “go through a ton of data to see what signals predict whether a stock goes up,” it’s “construct a robot that convincingly mimics human consciousness, and then train that robot to mimic the consciousness of a particular human who is good at picking stocks, and then give the robot some basic data about a stock, and then ask the robot to predict whether the human would predict that the stock will go up.”</p></blockquote> <p style="margin: 16px 0;">There are versions of this for retail investors: Your retail brokerage might <a href="https://links.message.bloomberg.com/s/c/S0ljVfhEBwM8r-1T3om9NFMKpN3gvp7k8VkROkzZEALlQo4X3F5bx8ggEIMYXBW29gzVEby2XI6T6YsInMSd17ivLfjtRzY1l-HZ5h3YbMkt30IC4HsLSZk-WiiOVgKBN4rQLU8MM-P2CFpuRPoRY-F0fcehFiS_KHZqP0Kl2FKScg69El673zI8xlFRMDxvKmpMavxNTuCdNYCUqmdpXO1u6sIz2XWj4jSTy1UTpw4XSBv47V6Y8Bo6dVerjcTsm8bqNxi06cAUkrTl4l6kikznzlxPNmRtL0uQbXil_0MBeDvw1RmLPCuyCSGHSl7zV3IfiXdo_AIyds-ezh9Scv2h1wGh27QzekoBwwWxHiH7-9CrC_TL3W10n30/ycALECMws9Rz4_-BqHJwa0AmLf6N12z0/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> have a chatbot that gives you portfolio advice</a>, or you might just <a href="https://links.message.bloomberg.com/s/c/zzOG9xYlqBt6RiVO2-LXfjFMqAMO_sPflO0vFp1Zjz-XmeLonJjTJfpiqBoBiaBcbsf1xiAd8JW2a_4edpaeAEPcKOsYUfnTD0jgNioyMYkk3kftJN8mtu1mqaaonb_xtGRVkfoKbYs9KcjOhrs8Qfp6vCwOcRDNtHfuBFJIK9OsMiH8jSyd7LC3OqMFJIQjAtFfDvtjrVeOgo0AwDqNrOViclmneV65Wl55ti9F-lCmL0NGCcIvke8fDwoeFKpb0G4nFO3IM1GDW1NPspAN00eayKc7Q2nI8NFp9vZDW_UP-XSBrEhnwYyPrPdPRPHq9_m6r0sih8an4_nxRFktHM2U-5imnb12npSOff8AXcpUZ3dU_LOtf82e78w/LIsQic-2PggJBjVWRo1amihM1Xf0UOIE/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> ask ChatGPT yourself</a>. But meanwhile all the big banks and hedge funds are also experimenting with generative AI, not so much in the sense of “we trained a neural net to find what stocks will go up” but rather in the sense of “we got a ChatGPT license for everyone so they can ask it for research summaries and help with Python.” Bloomberg’s <a href="https://links.message.bloomberg.com/s/c/zlncVjhfzGmVwdoZWl_gcUKgmDBij_sTLFak8zzY2CfZAnHrWu_AlW3KElAFO9gmAaPdHE20bmoMUiEw95BnYsxuHmk-FaV241h7jfDQ0DmqEzn8pG8OGsxSEE8VgKAVrnoKCtk7Ftqpv6WSE8sDnjnHHhJQY7cVeDkIgdZyF0gCnhRZvBu3_aMsPInFDlQqzUmwBsRjbeZxaFTfK-Pexb3bxcGn94BrxWoUwU3yoZhUcvd_fWqECABOjiB-MQ7-D1FE_5D0BKPvOgE-FFg0W1KtJWkEndKLUKm2BSCyKGEKag47elcxiJtgmVHlRuQOTQhR9bqOmDNsCG-t9xtXrEDKpn1TDETQCc5ZdDch26LBvTyRNyRHdYbsBmc/iYGfs_2nx51wUkqORjinFphIrMeLqtDs/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Hema Parmar reports</a>:</p> <blockquote> <p style="margin: 16px 0;">When Viking Global Investors rolled out its latest in-house artificial intelligence chatbot, traders and dealmakers wasted no time putting it to work.</p> <p style="margin: 16px 0;">Teams across the $53 billion firm sent three questions per working minute to “VikingGPT 2.0” in August — a 400% jump over the same period last year. The proprietary generative AI model is shouldering grunt work, helping staff bat around trade ideas and speeding up operations, according to an investor letter seen by Bloomberg. In one instance, Deputy Chief Investment Officer Previn Mankodi used it as a “skeptical avatar” to challenge an investment thesis.</p> <p style="margin: 16px 0;">Here’s what it’s not doing: making wagers on its own.</p> <p style="margin: 16px 0;">“Lest you worry we are ceding key decisions to the machines — quite the contrary,” billionaire co-founder Andreas Halvorsen wrote in the investor letter. “We have observed that the closer you get to needing to make a judgment call, the less useful AI is.” ...</p> <p style="margin: 16px 0;">The letter sheds light on the ways top money managers are using generative AI, a technology some view as a potential game-changer and others say is overhyped.</p> <p style="margin: 16px 0;">[Last] week, Citadel founder Ken Griffin said the technology isn’t helping hedge funds create market-beating returns and hasn’t yet meaningfully impacted the industry.</p> </blockquote> <p style="margin: 16px 0;">Counterpoint: From the outside, it sure seems like AI has helped Renaissance create market-beating returns for many years. But I know what he means. <em>Asking a chatbot </em>to pick stocks doesn’t work yet.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Everything is seating charts</h2> </td> </tr> </table> <p style="margin: 16px 0;">I guess there are two theories of an investment bank’s headquarters. One theory is that it is an enduring monument to the bank and the visionary chief executive officer who commissioned the headquarters. <a href="https://links.message.bloomberg.com/s/c/jOvZyjBKE2y5KQWWZlAMqdZSWlWe6p10NYGrtr2Ty4skhBizJnY_clYeGxg5QcE0axlb9wMgttyjxnnTxerjm-Qnp2rT6v9tisNbylWfkZOz2CC_OwAAP8boc_W1ZEMIO2c3IVV76TySlRtIR__drnoE-LtOzK09fZvLT_g3KFjJUFldNDcFByUco44cu5_P8RZmGpJOQKwuoxNXANJWRZQR9DSNwtbz-CIStih7Ms9-bM2Vlch-RLYWV1Du1farSMltbx80WRLyJcUfnulhlNVJutIvoqgG8OfegWhduiTrvBZw2R3g-euOLzsgSRGLS1PhUpHej63dzVvp5sbtRnKVpiDeuh7qT18jE9Ky21B84ZmWVejFRfO3y6A/HLA9cbCegFQ5nNybBvzeIWciaeXQHGhI/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Here’s Jamie Dimon</a> on JPMorgan Chase’s fancy new Norman Foster headquarters in Manhattan:</p> <blockquote> <p style="margin:16px 0;">“This building is a labor of love,” Dimon said, gesturing at the steel structure’s dark-bronze facade. “It is an embodiment that represents our company and where our people are going to work.”</p> <p style="margin: 16px 0;">He knows he’s not going to be around the building forever. But the fortress, visible from Brooklyn, Queens and even lower Manhattan, if you look just right, will remain long after he retires. </p> <p style="margin: 16px 0;">“We move paper, that’s what we do,” Dimon said. “We move paper around. This is a permanent thing.”</p> </blockquote> <p style="margin: 16px 0;">The other theory is that it is a building with desks and computers where the bankers sit and move the paper. Of course both theories are true; the headquarters can both stand as an eternal monument and also have enough desks. But in practice the two theories are in tension:</p> <blockquote><p style="margin: 16px 0;">Some investment bankers are finding that the building’s tall floors and large common areas mean their actual working spaces are more cramped than those at the old digs across the street at 383 Madison Avenue, people who work at the bank said. </p></blockquote> <p style="margin: 16px 0;">You can fit more desks if you <em>don’t </em>have a four-story golden statue of Jamie Dimon in the lobby but what’s the fun of that.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Things happen</h2> </td> </tr> </table> <p style="margin: 16px 0;"><a href="https://links.message.bloomberg.com/s/c/qpIqyzY9uB2mHZy1Zaw2U_gaJtuTz9kXrUBF7oISqbBh_GBkqICjGHdq32FWlm6IEf9ZZ5Uuwc0D0BwLT6hl9I3Uh2cSL1JMqWR9AZm0YvIkNqklRpwRDqn26pCSx_kZqnq9Gp-AOTkl_t7rYje-gNkQWn3F2JzGC_ogNRGXEOJ6R7ZYxqcsF0NOQGrRzcD0uhlwX8O_9lsIDMa1ssOW5HZXgZ7VHjQDS6_cxpWaYpFRfjRCKcqM22Tx1zwuZoePx9grOUcg3FRkUI11wsCNfXzX4SemkdJLLCzTFwnjAKE3bde3K1GXVnRD2wTF1csgPhSSlXBsnq3zRFO0QpTHyQTxkiKYTcdTGkXpHigUhjtyPaoj4TEE-8Ggu98/EN96rFuDAQJ9AZJUx_rfMOgIdO-9W-G6/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">BDCs</a>, Private Credit’s Most Popular Funds, Are Drawing Scrutiny. Sold Out in India, Panic in London: How the <a href="https://links.message.bloomberg.com/s/c/5Pl5XR6BUxzFrdqgeUkr_AIGD8CpBPdMGZqxT2Ge3yk4KU37FQn0Cy3m4fHS5Pu4sHTMtCThzwTXZipHaPFAjPfD_r1mGm2ljAc7Rbmi1rRTPvK97r9Oe_cmE2bmZ4d1Sa8ng7B58D2tR1nK6LYENqmTOASpJvbbB79GCDZm1YgsERM1ezZeLjkD0AaBVS31kK2U71kMK6Fnpd3kLEyqBVXhwlBYGvOJci3MHYRW0YPtmiZOAovd8Qmo3_7imZn_YJRSMmmlzgpTb-bFvUk4vKfj-m45UBPr14OfzrZrmQMUgifTeX5ph3ABjT2p1USfP7pFuTHdeAsHKXp7aMB_LoI20rdWi7-6RMy6mDLv7jz59uVKRUbeO1tX6rQ/LVvMzLqHsuncHRxvyF8UeBzsmFHCeI1Y/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important;border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Silver Market</a> Broke. AWS Says Cloud Service Has Recovered After <a href="https://links.message.bloomberg.com/s/c/rZMm69rEzKdMWbE-CQrmXUIUzbWZ2WH9397hQWygkHK0s66IVVwRHx-AaLyYV6UcAcXr-vQkdBZwNG4i7jGXvfG-BY-tML0hzCvGmUkKuIL-WJozCyxwuKjgRHAcjZU5eT_JYyboawN241_88e_GrNqgY-w8FS7jKRT1DsZnMGm3dptdDA6n1gDaloWPmtNymZ9G5HXH7BWBGT-r9qS6uf19uD1beaLNqUUMteQMWBWv2dSsrKCAv_-CqGSuYWksE-Q88X9JMDjyQNBncP5p47-4lgskbKcmIDBZzxOQXzmVvCzk2k1Of92kNTHnf2IxjgjZX67MpzEtstFTIwwA-E-i-1jXTkOFwbPzHrMihfxsaBlUGa5bxYnHb-k/XXcqN2g4K8xEQcr52dBAVSPnoGTiJvJO/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Widespread Outage</a>. <a href="https://links.message.bloomberg.com/s/c/MuIHKZTGKDk3wlD372--Rd-OAT0mpCJz1k9faHt2nc-iiC7VmyMlrDQtEZtSr83JC5dLTv0GCOv1BSfugTWg1abp4QD2D-ylqIsbDmqfUAN6kT6ae0foB0cOmmemXN4yrQUXyTrZDg0CtIJddbRP99gH35yBJ3u0EYahMT4GaNqT1yjVi8SN70G941mXJcUYx35QPi98wLFXeGdP4az8mVBHxM8b6JH-zNk6zRpuo-7jpNMOc0KrL9ujgEgW3ogC3gkZPCwTLE9nsPstEd4Nn6m7Agncby04BXDQN2laZlIOCE6AhYLDXpBCfpFvFtSjKIeT7CstqzNE0o6FRzkWyg4S441i9mSMkTQJXIkV9agbTV2n8Xsa4HBT8IY/TOEQNUz2Mko030DbEkSwcwBjRG8y5u8s/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Basis Trade</a> Helps Mask Who Owns $1.4 Trillion of Treasuries. US, Argentina Sign <a href="https://links.message.bloomberg.com/s/c/OdaU9sZkscoOHVJPwh2jiH2fF3uyqyrpsHeH67KLJJOIQC1BG5tMxtCm2FHwT8_gcrK_CfQK_Y6aH_-2paSCtl_SIDVOmx_IY5NsoNSz98PtDx6k0Xmv1I8KnkiEByAkCYR7pRROK7e9yf77gOw8bX5CoDNv6l_qyBqq01WGlBSmDiZe29uUucunztS2qrP50VLIOcdAFetlGUwkTF78_BFYssE-uA4YR8v8gUNObeTHxBUks09lU6acWwynoqnGot4sfsSIOcWTUmVpmnrB5b7c4vz52iglENi-m6mUom3Gm_PjP7vV3Y5G7Rc9Onc_s6eFgemh-MZQWJu6IkMjG2oI_DQYDb-PPkoWl8PGgeZ9vhRrGN4CmjUYCJg/yShUaRx8R27GBoUnGodjc_uSRWpz9J0g/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> $20 Billion Swap Deal</a> Before Midterm Vote. How China Took Over the World’s <a href="https://links.message.bloomberg.com/s/c/5Ru6GhPAy-VvGWKifJ-ftPIi4yBexAYtwBFGEdlJdYetv6rwcvd1EkWxnpAYY6MBVZ9x6J5UnVp_FTRWcV2BUnwVg4dCOuioCljq4QJGQmCfjTQsoVfaHxrTB2C1kRfsUaBA5QZC9U9qRJHFLAuURKLBoyJrL5bhlZRWyrRESJuuuqyelcxFu6_fvFVYDAg-Iy2qkHS3iK7l9i4dpN-xWmVQMP7jbtn7dDqVUXB2bf7M8w5Bc1jL7rxn_MFNBmGULCaUXcSHNbYi47SpC-tOX3-5BHc94T66ohMQmVcruTd4KbRBnw9Qxq5k4MCX_J8PEorBg9ail0_UxjaFbgSCLrEVUD6NgAUtixjNg2NtZkeP9jVzIFG9H8IefSA/6UwdCKPufdBOf5Lo7K3WnzIBkKa8bQfg/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Rare-Earths Industry</a>. <a href="https://links.message.bloomberg.com/s/c/rCd1cjRjO-J7wddx0Vm-yqJtwiC_dEarVvC-l3QUFnsiOkPJ0B0UsCMAZdi-8-v1mbLPYEG20p_NMHHJBDDdMlqu0BMkdQol1hQ8b1qi8LMYPcXATLEnk9KGRaK2s6bOG8fx2kda97LYqdrt9n_YSyPdz-toNOTEICT2eUQTD9M0skoEyajz06yGkKvqXpYi_V-2oVZN0Vf367XDLM5BtP5KoKGI3HuQaaArNjUzx29sLKvncioNLg_dlpsNe_xktYkKiVRsg2zCdy7_y2bpIKKfYwPHyKtCAHgrK422B67LZrE22yEUJVbj9VV4wNMzu34gSA45T4N9mP9gLkYop5SFhBKw7ovs73ocZiVwJTxNa2TEPKeGCIi8Ur8/gvw2-2MqARUTuLBYuvUHvIzFGZwipK5l/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Kering</a> Backs Away From Beauty With $4.7 Billion L’Oreal Deal. Runaway <a href="https://links.message.bloomberg.com/s/c/vYpISNg-9xcBFEQx-MJPMciwsAsDi14-VeLlPyG_IIqFmovnntVW6w2gRC_IvQdj6yinrS8nRdDVhbGs6QmNuXd70Oih5j9F-e4AEbkJeUbMvvqyUefkex_LsOxk9v6-Tnxs1HCmuOhWIARY8tuMJm5u3T3Qns1AGvvvgg-XvN808S89_MCiKpqXEb2ATEc6B8IopjH04LL0J6SvxT-5mTwT-RX5Yuq1JvnOpz8u4-JVn08-k5dfZ7OgC40nOLNJ6N-vxRx-U2AGCa26eD9XGrdytuCIupAQiZ4kfHpb0AP1AGcFY_nFwJf5hs36ZgFKsHersYWPm0b5ZakZSNV1R2tcMWhaO-IhsgT6re8UyfwuexZ8SKl9Rqx_BFc/q79D01y0CxRGC56daWlSyOSHGZkXjk5B/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Insurance Costs</a> Bring Back Talk of Price Caps. ECB faces lawsuit from staff union over ‘<a href="https://links.message.bloomberg.com/s/c/uWV2RulWe3FDn8MFd87YaTO3279CAEjsHsTiahmNE4MxFuufQP-6rMmUHbrIFwzoFA7-D-sq_uUzfYSx-luUJzZ9kGqkkH0G0uLEgAajb-5KNwYM1ArDDiV4n2xe8Isdh-Qzsf8d1F2PNGtfSCaANHCGyIZzCg3mVvuHtw3OocyGRNEClvTtlXfwABQqJfSf5olVsvu9i0Oc7eImQ6y2Gh0A6HxSCrp5T43lHbM0OnGtqwHlNY4yM3sdyA1uz0HwrMSSf1iXakn5chbXdgjx40bu6dQzb93fpLeontiqEUrur2tlqsVswrTxppRGyZvf5W8WFj7_QUsGCVJcpA8KT-z3b6IN9nhwdHEEVNty6O5zeNyAbEid9PxJd0E/PFgbbC1g7rCoLIovs9RpzK0O9qdD8Faf/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">intimidation</a>’ allegations. “If someone wanted to <a href="https://links.message.bloomberg.com/s/c/PBLbp-HfQzDd0IS7-Er4o1EifMujdfVsbOec16VDTF8MyOYsgwD9NfZhjAPjfidF-G1czzbIESxOxZ4zyoW2dvlc-XR6op-r9M_5-ZbVCqGSM250lirD3GyTvTiypZDdXFWc2XgxzPMw9Q-yUOxdkxg_FV-tTkfnsauoA9SgSOXAX3XJVdnSZZfpjgBOxvXAXL7Q5_K7BAdxc6wRSxB670kMjW2pUgfOBZglLopjvzmC2jF1nz8Cf4hz4cSgmCTLhJbtJE-8DSsCzBYd_acifjbr0QGU4IXmMC_kKqSJiVySZvyYx90GIfq3KiMMReb2vWPHxJ6ajMWWB487cgXb1K0-mfxnXDYChvRUEIiU7Sw4crOVMxEr6xCzRQs/yKa_LyKUCqFCODg1Y_ti5F04Z7UnU0Kb/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> short the AI bubble</a>, what would they sell?” Money, Women and Taxes: <a href="https://links.message.bloomberg.com/s/c/Iw3GIgBjp6trJgAf8-swYIOFVPC76ZVAoPVvgYWeyazz7cuiPjZFjTjHMlpArxeeMROrg-m34kXeUNvvEVBPLpVVlKbnNHzRdkmPKnOwgdIV6hU4Kb3QJFW_tXLdzQ4JkOingKQJ0tKldW9jvfN9aMiyt1S60k27B62phnOjdZwv7pQ8Ff_XgPio55bahUdryxZj66dbAUt2Ofizs2Nwal1uysj-Xv4B8rLFnQqQfPrrc9FboG54JSmPw34D3xr_4KmlrWRsOSi0lCWiU-aM2J0S94OSkhr074Lq_xRAXjMfEnVoprdO3POyWeu_PxxLEO7pPxQw-gOuFuzvJ6UoZ5oAdbxjceQQKDwwfH0S0LyLAJuY0fVpqNUCqSk/ZQfat7PF4kuyY8OMgNAT0rXyfIkbPeU7/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Jeffrey Epstein’s</a> Fiery Friendship with a Wall Street Titan. How a Handyman’s Wife Helped an <a href="https://links.message.bloomberg.com/s/c/8QhdnvMmC4f9qw1hFpaURUfL5RyEh8jrFwix8EHsOcXo8hcnQqd9Qkt7vJX_PJocAPmXqLvv09nH7owTpwLjgeSIjigp0IXmGdBU5KLYYR6_5jiYCM3Dl8Valfuf-7y8RThXKg8oACkY4gmQXRhtmri_CyhB0yR2sQa7B1ux_vLImDQf88-PFtNXjZS-MdgPwnGmUJqDZhiAXFUheorY-Ut-_lFzM9p1bKaynvFWpoW4ROJeDwK067_uBx2xYqX6Irhu_A8hNHcGCnrUyo1KnITOrmND1bG6uBQn_AvvRBfB53n955CRzgIjySgTK-O3LUJMYPZWf8C_VIWo53zNCDV1BM7whFj64HBoGKzl8UYMvZ4vULID5HMFMHo/smdtcQ3J7MVZWKZgb5i-a_FPuF0Vxxug/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color:#ccc;">Hermès Heir</a> Discover He’d Lost $15 Billion. The Fraudster Behind <a href="https://links.message.bloomberg.com/s/c/ltBB0n-exQoreoW3niw17P-xFRUmRGtRzlZ-7eegrexThBV6fGw8Lu5DPbhPnZZHbJO1OEIeXWHrE9c2lW53rTomhHZD0wjM36s_DJ2fIVmq03zxzOXhztE0gHTo4xmFAbiaaP6kLNZ4ynZqbF114sfjazsHWP6YCACqa_7mIJvPfKszEmJQ3xypczQkBQBXh1b7bzQ3v-c82V2sd88sYnBffdzkUhpC3OIGEjeesLSLmwRP3ALFjQBO6XYYWaYDgz3qwdIriDuGF0lnlUqbav3LPaY5Zg6a3IvUNspBtBKbag9RvieRC3Nsu2W59ZdHreZX8xcszUcfCFtTMrWjk8jSewOFpgOYimSOCuzsFTqfZ5WQ-9B7rL7o1So/dJZujyA3kqDx36wapXnmzpO91s5A-TRh/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Steve Ballmer’s NBA Nightmare</a>. “Inevitably, the most difficult family member will choose ‘<a href="https://links.message.bloomberg.com/s/c/36d3K8BTYrhgFDj2wq_swpbjRM9VQgqunGxvT192zH-YZuNdX0pk7CE8M_Py9rJDeHgP2E2Emhl5s6XHrc3RlQh3B0w7gGEaDLsoe1JiSJ3cOB_PAEa8kMnj5q9K_gNQkLJ8B-9zJDrJdoLI2uw8aJGwIa0aKGTazJghVYXA-o4hF_GVCpCN9HDqLsec8iYPmDs08vSY_ZEHSFd56oUm3iOjWjwR_4-mSfcQKAl9mmjBncYK9A034hvNrDzLeTIbXt6T_oASm6yXXdtiOOzCtQF0xPeH1RyQZevY-uIYupT-ZcbE08ao9v_rT58kAkEoixEn1a0SVQaN3Yl5Yi-K-ugkkMqb_bQrhbYRGiFHSxnUHXSOgzfvKctKuMc/5SwEdymVfljo6x1xqfuGaZeUtXlrBFEy/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">family harmony</a>’ as their most important value.” Brazen <a href="https://links.message.bloomberg.com/s/c/81zTEbZPDP2xAL6FFDKjwhjhpAqzHYvaytYrtS27FgTTnflvexmCZgrSSmwDTFcx4Am6ymjq6dhw4gVPg4jMc87coqkPGlrlh8c3ZnUB8YlgUOefPxe80mgVvaGGhjZqweqGZpjV394FXm7Z_tHOunNqpsSYmsOl8om6fXlottGBfH6nOyDbilW6zZL5UKUXongfg7BXIoxgC78_hPI5ZNkFAQmFCvJXDilbzx_2p4H8i7jt9Y2ikcQn0l5SqgjEhpWK37427hfvX-8hxGAyqQNtqL1kDKK4XSIytfZG571Pfmq4l0Lqnzu44Bv-Se93x68XRlK-QNW-xU8Jg4qa4oyXxwui6PpxlIp5AqDIzEkb8_rTTFWwkASSXhA/KOt2xZl8zs1Cjn3ud7Aes1x_gLgJ9MjQ/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Heist at Louvre Museum</a> Snatches Priceless Royal Jewels. <a href="https://links.message.bloomberg.com/s/c/6XxWOhEGgdsx9hDqK2AB6gbd4I8jJyuhIT9h4rK7Z__wxD0x4RtWNkbgNsb_fsaI3BE4zPQMp-7qcYZg96D6l8l5Xxu_GfOUjnTz4keh_lSBieyjWQ_RlFIpMWhGsIU9Je7sF2wgT28vPYJOr-ERjKV4KB67SnxvKzPAYNTdiN8vgyEdFyxzH9lgAblgmMgBuh4aEDIx_1M6mDsNs_FEcYmZPAvFfY3aP1TI1z6xhZiY9f4xxIH1n8krBSEePk0A56rZ1MuhpUFyowgNdPe0l40mxa1CHdMsG8kpYoRRBsqUCEZuwDLlP8cL_v_ePagNVwWKzaxy_2ZCNvYMhabmfVU_DWdcDTS2ZAEJH1cOA0TZ-AzK_DWQR6o3GxE/zzDWXCX4NcDrCZ9flah-HS3PnbWK8ZbZ/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">James Fishback’s ETFs</a> Are Being Liquidated Against His Will.</p> <p style="margin: 16px 0;"><span><em>If you'd like to get Money Stuff in handy email form, right in your inbox, please <a href="https://links.message.bloomberg.com/s/c/hGNfNmn7qja9OGibCy723tUafUrIBxoyhkMx8HX6aCRC0J7UBlO-4yuq1dOBnaUVRyGbxgHhVtHk9XSvJbANAF4WbI9DOhyperTOiAq7uIHIBnlVjhHVN7Zn4v0T4KkwvpIpyXN7KsaZkQjCNzjoQzSVjn9iJ4PiJJgKDVIcRmSEHnSKAIzcHgddkx2iqhUAjr3HNN25-1xZOx9wc-nrW0dX9QKaiG-tC9P98nx-SSrPr1Tu42FGM2QaVp1WI7STTQcujl_YOOhGgbBPy7aZp4TuFwAGJggKsCNxJQ9zbn0OCi5As87VT1yE3-Cr4XcjPciyY-jnEQCZaG447NTlQU0ZWbaYIghDPgPuXapnPT7gbZAnRZYKfFavOPs/e3bVFUCpJKXBRJIIzmmvAMq5UGjFqVUH/14" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">subscribe at this link</a>. Or you can subscribe to Money Stuff and other great Bloomberg newsletters <a href="https://links.message.bloomberg.com/s/c/QiyfoCIGTRDHVMP_kaIOgkskWajUiNqYTkalu9xVrBhp_nfI6fdwmI9Ssd00F1PlUG24heMB7vTvCz4yUxjkT3-NgAg2JgrJgyXIHkT9feKvxg9uRd7zTsb9ePmP3t7oSdazUjrpmVf_CyR4wqaF0yVHIcMc5Nwo5iXV_tXixztuK2YOaeeTYYgBjtuU2mojF_1VgZ10w12BOt9rn_2ZPof1_LNyAOM_l5m7fZUO2F-Cs6OsM-y43a2cSkFFn6BN5jufmBDMurjMd1597qCDMA8WSZuOo-7n21-V-89ZjtZcmpOEOOmpTpS_TM27KK6O4Mq9tV6t6OSguivFNTxfoP73K1Q_MQK_I5JuByrqzZkwaLgT4raR0e87hO8/7e2uoUMwACXv2KpcAexKbKaM_MESLXJM/14" itemprop="StoryLink" itemscope="itemscope" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">here</a>. Thanks!</em></span></p> <div id="footnote-1" style="font-style: italic;"> <p style="margin: 16px 0;">[1] Here is <a href="https://links.message.bloomberg.com/s/c/BedFGLJXNU5Mg_Gb3TL4b-mZNvy_mr47_djRH1UhCKZK1fg8G-pPkhGz2UyDXNZk9oRSlwJ2sno-f5Ma5ixa04k7WPZMwUNBMRQhLd9-veLJb3ZctOP-mOniw8Qw5OYAyuHwJk4KayJ_1sQDlO1G66ok1mCMWGmmYETF4JZ7XtNaXqfdZ-fX2bXqVhCOU5RinYrNhq7QryxsS4hQnyNoz44gE6Eb7tLhL1XXKNDWQWdkIbc0nLQUJjNU3PEUFiUX7XIUrM7TE6jBL-wmz51lf8aE5LI8ZfTGK2K33tr-l4JDfThPisWFztNws2MYiVxViaZ7JuWNOqUbKdsNWG911BidFZNvMrKQkwfVU5fvIOVUY2nemoGu-fyUv0Y/Z-OwMS37Oq6l8qtkDWxdeWJFZ9dQyoHM/14" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">a Curbed article</a> titled "How’s a Crypto Bro Supposed to Get an Apartment Anyway?"</p> </div> <div id="footnote-2" style="font-style: italic;"> <p style="margin: 16px 0;">[2] A third possibility — also discussed by Whitaker and Mazlish — is that they could be useful *hedging* markets, so that large sophisticated investors will pay effectively insurance premiums to hedge their risks with prediction markets. (So sharp investors can make money by being on the other side of those hedges.) “In principle,” say Whitaker and Mazlish, “there is no reason that some prediction markets couldn’t serve as tools for hedging. The problem is that where a conventional prediction market might be useful for hedging, the traditional finance system has usually created a better product.” If you think that some election outcome will cause losses in some part of your business, you should hedge the losses, not the election outcome.</p> </div> <div id="footnote-3" style="font-style: italic;"> <p style="margin: 16px 0;">[3] This is perhaps *slightly* too strong. Stock buyers in some loose aggregate sense buy stock from companies, which sell it not as a bet against economic growth but as a low-risk way to raise money to do economic activity. You could imagine a prediction-market world in which some category of issuers systematically sold prediction contracts to raise money, expecting to lose money on the prediction trades in aggregate but to invest the proceeds to generate an economic return that more than makes up for it. I mean. It’s not *easy* to imagine or anything.</p> </div> </td> </tr> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding: 0px 10px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="width: 100%; border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;" width="100%"> <center> <a href="https://links.message.bloomberg.com/s/c/cImV2WqYV68Glffw0mzZO3sYG62WOV4Q8Bew3tO9NjsosMszQiqcB3uaqRq3mLBDc6lYvLtRikii7AcseiVxS7_x997riAf8tO9jT_R9m9WvBmr6Rt79OTTGUSHRsGh1GITTKzMUStv8M-4iGDpx2gXQRKraHnGwCLXNUlxFh0iQU_L79mxJSfVpWnvgXT1Y8IfgdLdu6ofAWkaWsddXr3Z0qKfxPDZO6Thfomw8F3sFQ0MEDP5liopokmEsaPweVKaqS8WMU_9LXiO3x-dioBNYspPeRE5RYFPwmTZKYEOCXZn_40Na54MmEXmoek5qVIfSuqvV_Ee0i4cOidu3Aw1Jev3Zbn3arEXc49EKXiY82EvRoHbPePQnRFE/KhR8ysMM1dD_ag9tazr3qC0JHNmKRO2g/14" target="_blank"> <!--[if mso]><table width="550"><tr><td><img alt="Listen to the Money Stuff Podcast" src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i6H.ue2bNPOA/v0/-1x-1.png" width="550"/></td></tr></table> <div style="display:none"><![endif]--><img src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i6H.ue2bNPOA/v0/-1x-1.png" alt="Listen to the Money Stuff Podcast" style="max-width: 550px; 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  2. Canadian Fintech: Neighbourhood Buys Fisgard 🏠

    Mon, 20 Oct 2025 12:36:50 -0000

    <html style="scrollbar-width: thin;scrollbar-color: rgb(219,219,219)rgb(255,255,255);"><head><meta charset="utf-8"><title>Canadian Fintech: Neighbourhood Buys Fisgard &#127968;</title><style> @media (max-width: 1024px) { .typography .pullquote-align-left, .typography.editor .pullquote-align-left, .typography .pullquote-align-right, .typography.editor .pullquote-align-right, .typography .pullquote-align-wide, .typography.editor .pullquote-align-wide, .typography .pullquote-align-center, .typography.editor .pullquote-align-center { float: none; margin: 0 auto; width: 100%; max-width: 100%; } } @media all and (-ms-high-contrast: none), (-ms-high-contrast: active) { .typography .markup table.image-wrapper img, .typography.editor .markup table.image-wrapper img, .typography .markup table.kindle-wrapper img, .typography.editor .markup table.kindle-wrapper img { max-width: 550px; } } @media (min-width: 1024px) { .typography:not(:has(#toc)) .captioned-image-container figure:has(> 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src="https://eotrx.substackcdn.com/open?token=eyJtIjoiPDIwMjUxMDIwMTIzNjE5LjMuYmNiYjBjMjY2YWU4NmE1NEBtZzIuc3Vic3RhY2suY29tPiIsInUiOjE5MjU2OTUxMiwiciI6IjA3NGRsNWt1ZmZ2MzA0b3VAbmV3c2xldHRlci5yb2RlbyIsImQiOiJtZzIuc3Vic3RhY2suY29tIiwicCI6MTc2NTEzMTE0LCJ0IjoibmV3c2xldHRlciIsImEiOiJldmVyeW9uZSIsInMiOjY2MzM1MywiYyI6InBvc3QiLCJmIjp0cnVlLCJwb3NpdGlvbiI6InRvcCIsImlhdCI6MTc2MDk2MzgwNiwiZXhwIjoxNzYzNTU1ODA2LCJpc3MiOiJwdWItMCIsInN1YiI6ImVvIn0.zh-QXI86MR7E6uJ4NCUSB4Xv-To_G5DUUQd_gs22uaQ" alt="" width="1" height="1" border="0" style="height:1px !important;width:1px !important;border-width:0 !important;margin-top:0 !important;margin-bottom:0 !important;margin-right:0 !important;margin-left:0 !important;padding-top:0 !important;padding-bottom:0 !important;padding-right:0 !important;padding-left:0 !important;"/><div class="preview" style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">What do Clio, Freshbooks &amp; Shopify have in common?</div><div class="preview" style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; 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&#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;</div><table class="email-body-container" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td></td><td class="content" width="550"></td><td></td></tr><tr><td></td><td class="content" width="550" align="left"><div style="font-size: 16px;line-height: 26px;max-width: 550px;width: 100%;margin: 0 auto;overflow-wrap: break-word;"><table role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td align="right" style="height:20px;"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><span class="pencraft pc-reset reset-IxiVJZ tw-font-body tw-text-ssm tw-text-substack-secondary" style="font-family: SF Pro Text, -apple-system, system-ui, BlinkMacSystemFont, Inter, Segoe UI, Roboto, Helvetica, Arial, sans-serif, Apple Color Emoji, Segoe UI Emoji, Segoe UI Symbol;font-size: 13px;color: unset;list-style: none;text-decoration: unset;margin: 0;"><div class="pencraft pc-reset align-right-VJbKw5 size-12-mmZ61m reset-IxiVJZ" style="list-style:none;color: unset;text-align: right;font-size: 12px;line-height: 16px;text-decoration: unset;margin: 0;"><span class="pencraft pc-reset 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style="--image-offset-margin: -120px;padding: 32px 0 0 0;font-size: 16px;line-height: 26px;"><div class="post-header" role="region" aria-label="Post header" style="font-size: 16px;line-height: 26px;"><h1 class="post-title published title-X77sOw" dir="auto" style="direction: auto;text-align: start;unicode-bidi: isolate;color: rgb(54,55,55);font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 0;line-height: 36px;font-size: 32px;"><a href="https://substack.com/app-link/post?publication_id=663353&post_id=176513114&utm_source=post-email-title&utm_campaign=email-post-title&isFreemail=true&r=36nfl4&token=eyJ1c2VyX2lkIjoxOTI1Njk1MTIsInBvc3RfaWQiOjE3NjUxMzExNCwiaWF0IjoxNzYwOTYzODA1LCJleHAiOjE3NjM1NTU4MDUsImlzcyI6InB1Yi02NjMzNTMiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.XUzmqaVECIIAvxD0GaC-pK3igRa32eQSZm2dAXK4MMo" style="color: rgb(54,55,55);text-decoration: none;">Canadian Fintech: Neighbourhood Buys Fisgard &#127968;</a></h1><h3 class="subtitle subtitle-HEEcLo" dir="auto" style="direction: auto;text-align: start;unicode-bidi: isolate;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: normal;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 4px 0 0;color: #777777;line-height: 24px;font-size: 18px;margin-top: 12px;">What do Clio, Freshbooks &amp; Shopify have in common? </h3><table class="post-meta" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0" style="margin: 1em 0;height: 20px;align-items: center;"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA custom-css-email-post-author" style="list-style: none;font-size: 11px;line-height: 20px;text-decoration: unset;color: rgb(54,55,55);margin: 0;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;"><a class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;color: rgb(54,55,55);margin: 0;font-size: 11px;line-height: 20px;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;text-decoration: none" href="https://substack.com/@talschwartz">Tal Schwartz</a></div></td></tr></tbody></table></td></tr><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-secondary-ls1g8s line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;font-size: 11px;line-height: 20px;text-decoration: unset;color: rgb(119,119,119);margin: 0;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;"><time datetime="2025-10-20T12:36:23.328Z">Oct 20</time></div></td></tr></tbody></table></td></tr></tbody></table></td><td align="right"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><a href="https://substack.com/@talschwartz"><img class="custom-css-email-avatar avatar-QIQ5yR" 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Every Monday we break down the hottest topics in the industry in under 3 minutes.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>Later this morning I&#8217;ll be interviewing the new CEO of </span><strong>EQ Bank</strong><span> at the </span><strong>Canadian Lenders Summit</strong><span>.</span></p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>The following week I&#8217;ll be speaking in Vegas at </span><strong>Money2020</strong><span>. Let me know if you&#8217;re going and want to meet up! 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border-box;cursor: pointer;border: none;border-radius: 8px;font-size: 14px;line-height: 20px;font-weight: 600;text-align: center;opacity: 1;outline: none;white-space: nowrap;text-decoration: none !important;margin: 0 auto;background-color: #e85c57;color: #ffffff !important;padding: 12px 20px;height: auto;"><span style="color: #ffffff;text-decoration: none;">Upgrade to paid</span></a></div></div><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128176; Funding</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Nesto</strong><span>, a Montreal based online mortgage lender is </span><a href="https://substack.com/redirect/1417d12c-6afd-4b3e-ad97-7fe3f478763f?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">investing</a><span> in </span><strong>Maple</strong><span> </span><strong>Financial</strong><span>, a Toronto based alternative mortgage lender via their subsidiary </span><strong>CMLS</strong><span>.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Nesto has $70b in AUM and </span><a href="https://substack.com/redirect/24421843-cc49-4c65-8c5a-3f6e274ef57c?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> CMLS last year.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Brokerbot</strong><span>, a marketing automation tool for mortgage brokers and lenders raised an undisclosed seed round from </span><strong>Carriage</strong><span> </span><strong>House</strong><span> </span><strong>Wealth</strong><span>, a multi family office.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>They compete with Vancouver based </span><strong>Ownwell</strong><span>, who also </span><a href="https://substack.com/redirect/98a11a8c-d328-4cd9-9243-80148b67c9e5?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> their seed this year from </span><strong>Conconi Growth Partners</strong><span>.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Provision</strong><span>, a Toronto based tool for estimating construction project costs </span><a href="https://substack.com/redirect/0598f8bc-2a0e-488a-aeec-0c3151a43a09?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> $10m from </span><strong>Cercano Management</strong><span> &amp; </span><strong>YC</strong><span>.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#129309; M&amp;A</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Neighbourhood</strong><span> </span><strong>Holdings</strong><span> acquired </span><strong>Fisgard</strong><span> </span><strong>Asset</strong><span> </span><strong>Management</strong><span>, making them one of the larger private alternative mortgage lenders in Canada at ~$750m AUM.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">Both firms are BC based and serve non-prime borrowers via brokers.</p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">The scale of the newco will give them access to lower cost of capital and securitization potential.</p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">It also diversifies their investor bases (Fisgard skewed more retail and Neighbourhood is more institutional) and broker networks.</p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Canaccord</strong><span> </span><strong>Genuity</strong><span> is looking to </span><a href="https://substack.com/redirect/d371b623-20a0-468f-b0aa-023ef21023fc?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">sell</a><span> its UK wealth division for around &#163;1b.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Canaccord</strong><span> </span><a href="https://substack.com/redirect/d93b529a-6403-435c-ab73-1de684c9bb96?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> two two asset managers in the UK and an advisory firm in Australia in the last year.</span></p></li></ul></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128640; Product</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Affirm</strong><span> is picking up major Canadian clients:</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Clio</strong><span>, a Vancouver based law firm backoffice software, </span><a href="https://substack.com/redirect/a5fcd807-132a-41f1-bc84-927f9b6da01a?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launched</a><strong> Clio Capital</strong><span> to let law firm clients pay fees over time.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Freshbooks</strong><span>, a Toronto based accounting platform will let customers </span><a href="https://substack.com/redirect/303b4c36-13cb-4c12-a4a1-faccfbacfb52?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">offer</a><span> BNPL on invoices.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Shopify</strong><span> </span><a href="https://substack.com/redirect/52efaf67-1895-47ad-91ca-e4ebd55088bf?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">expanded</a><span> their BNPL offering to Canadian merchants in the Spring.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>EZO</strong><span>, a Montreal based consumer payments and crypto exchange formally </span><a href="https://substack.com/redirect/7adcc7fc-0afc-42e2-af78-a768b7e68003?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launched</a><span>.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">EZO has processed $40m in transaction volume and raised $3m in funding.</p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Alexi</strong><span>, a Toronto based legal AI tool is </span><a href="https://substack.com/redirect/f1351697-18a5-4529-8e19-e26699faf1d2?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">nearly</a><span> at $10m ARR. </span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>D1g1t</strong><span>, a Toronto based analytics platform and </span><strong>Mako</strong><span>, a Montreal based KYC tool are </span><a href="https://substack.com/redirect/01f6d17c-3b95-4608-bbc1-a8a1f5430e13?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launching</a><span> a joint offering for wealth advisors.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>BMO</strong><span> is </span><a href="https://substack.com/redirect/1acc4ff2-6f16-42f6-a936-dcb5ac80ab2e?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">selling</a><span> off 138 Midwestern US branches to refocus on California.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Scotia</strong><span> is </span><a href="https://substack.com/redirect/257d5cb5-972c-4853-aac0-2a9dd48c5885?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">cutting</a><span> jobs across its Canadian banking teams.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#9878;&#65039; Policy</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><a href="https://substack.com/redirect/0801857c-b13a-4ceb-9b66-346495638fbd?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Rumours</a><span> are swirling that open banking and stablecoins will feature prominently in the Nov 4th Federal Budget.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Every month I invest $250k in an early stage Canadian fintech.</p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Raising money? </strong><a href="https://substack.com/redirect/6adceee9-a43c-447d-b919-8da96745254e?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Fill out this form</a></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Want to invest? </strong><a href="https://substack.com/redirect/0fbea958-2c87-4284-91d4-23022b2caea5?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Fill out this form</a></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Want to get in front of 13,263 fintech decision makers? Reply to this email to become a sponsor.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Have a great week! See ya &#128075;</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;margin-bottom: 0;"><span>-</span><a href="https://substack.com/redirect/12ca24f5-d2e8-4bd2-b132-04c868f3d3bc?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Tal Schwartz</a></p></div></div><div class="container-border" style="margin: 32px 0 0;width: 100%;box-sizing: border-box;border-top: 1px solid #e6e6e6;font-size: 16px;line-height: 26px;"></div><div class="post-cta typography markup" style="--image-offset-margin: -120px;font-family: 'SF Pro Display', -apple-system, system-ui, BlinkMacSystemFont, 'Inter', 'Segoe UI', Roboto, Helvetica, Arial, sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol';font-weight: 400;text-align: initial;word-break: break-word;margin-bottom: 32px;margin: 32px 0;font-size: 16px;line-height: 26px;"><p class="referrals-cta-text" style="color: 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style="font-size:0px;line-height:0;">&nbsp;</td></tr></tbody></table><div class="footer footer-ZM59BM" style="color: rgb(119,119,119);text-align: center;font-size: 16px;line-height: 26px;padding: 24px0;"><div style="font-size: 16px;line-height: 26px;padding-bottom: 24px"><p class="pencraft pc-reset color-secondary-ls1g8s size-12-mmZ61m reset-IxiVJZ small meta-B2bqa5" style="list-style: none;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';padding-bottom: 0;font-size: 12px;line-height: 16px;margin: 0;color: rgb(119,119,119);text-decoration: unset;">&#169; 2025 <span>Tal Schwartz</span><br>221 Clinton St. Toronto, Canada, M6G 2Y4 <br><a 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  3. Money Stuff: The Podcast: No Nap Rooms

    Fri, 17 Oct 2025 16:03:15 -0000

    <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"> <html xmlns="http://www.w3.org/1999/xhtml" style="width: 100%;"> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"> <meta name="viewport" content="initial-scale=1"> <title>Money Stuff</title> <!--[if (mso)|(mso 16)]><style type="text/css">a{text-decoration:none}</style><![endif]--> <style>body{width:100%;-webkit-font-smoothing:antialiased;font-family:Helvetica,Arial,sans-serif;font-size:16px;line-height:150%;margin:0;padding:0}img{max-width:550px}.body-component a:visited{color:#000;text-decoration:none!important;border-bottom:1px solid #000;background-color:#ccc}.body-component h1 a:visited{text-decoration:none;color:#000}@media only screen and (max-width:480px){.lihide{display:none!important}.lishow{display:block!important;width:auto!important;overflow:visible!important;float:none!important;max-height:inherit!important;line-height:inherit!important}.email-ssl-image{width:100%!important;height:auto!important}.body-image img{width:100%!important}.logo-image{width:100%!important}}</style></head> <body style="width: 100%; -webkit-font-smoothing: antialiased; font-family: Helvetica, Arial, sans-serif; font-size: 16px; line-height: 150%; margin: 0; padding: 0;"> <div style="color:transparent;visibility:hidden;opacity:0;font-size:0px;border:0;max-height:1px;width:1px;margin:0px;padding:0px;border-width:0px!important;display:none!important;line-height:0px!important;"><img border="0" width="1" height="1" src="https://post.spmailtechnolo.com/q/-9rgMAify209bsEO4Kgt-g~~/AARGbBA~/DX-wH9xf8WmayKHrZv2vS51zbfe_Ojcwa9-y8C3lttCTSwtAVEd9AGjee5MhYtET_A1UBxhNJuFvDAmDipMOUXLZViEQH1CLa0rPvmXMCz4~" alt=""/></div> <span style="color:transparent;visibility:hidden;display:none;opacity:0;height:0;width:0;font-size:0;"></span><img src="https://links.message.bloomberg.com/s/eo/T7EAwS5mAuUZatbbIPLPcys4TrLe5XoltGy1OU9QpDsVi_Yc4oeurjopb7LeU-kolXGpaI2I3_uVJJ1ftnsgVCNvHSBzVD25bIu-7XZ4BcDI6zxHmWFWXbrNhz9MswGt-Mqmj6ACXvYrKRREGWW400gXx5T5vJ6h7XEk-S2BE7XO8LSk71BZYt_qc-gRvDzeBcfOkD2FddvwIfsMIfbTvb8zjMBZzn9kheeK/8mupqz_NKvuq-3v5SRh5mJa2iH4OCYJ2/13" style="border:0;width:1px;height:1px;border-width:0px!important;display:none!important;line-height:0!important;" width="1" height="1"/> <table id="wrapper" width="100%" align="center" border="0" cellpadding="0" cellspacing="0" style="-webkit-font-smoothing: antialiased; font-family: Helvetica, Arial, sans-serif; font-size: 16px; max-width: 550px; width: 100% !important;"> <!--[if mso]><center> <tr><td> <table border="0" cellpadding="0" cellspacing="0" width="550"><![endif]--> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <div style="display: none; max-height: 0px; overflow: hidden;"> This week’s episode of the Money Stuff podcast is out now, in which Katie and I discuss late-cycle credit accidents, dancing while the music </div> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-bottom: 15px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td align="center" style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding: 20px 0px 10px;"> </td> </tr> <tr> <td align="center" style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-bottom: 5px;"> <a href="https://links.message.bloomberg.com/s/c/LHlBHgx2I_qMx7BVyngQTHSBmof3ZFaf-um-HLJEoTcNeFyAD7L9Ta3AId2puXhEXmCY2XW0h7dJhH-EO5ATa7yBcBKa34qIc3Hh1cRQ2WqjG--_Qo1IQY8h2c1qzlVmtituViqmQVltEKqArVAhIz7j8_Oaj-q0X85AY_8Ff7yUFiXtJj2eYr6iivpihOnWc5rFWCmvwd2xb7WY4lztkgWv4YPlszglXJA98jwSMA0IW5Jo8PmcGL0ZRwosg8o7CDPiwVL47_nCuVrvilZxiGRSA529sPzz6b7r52LixW9O2SlRGubwL3_OwjaPjE0tKmfh1bGuGGzjidJ1GpkA_N8M2qlN9sB5kYUJhZgYhk2xrgyQsPHJma16IQ/C81G7eTcPBESQ4HwF8o4RKTCs7VfwAVb/13"><!--[if mso]><table width="550"><tr><td><img alt="Bloomberg" src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iNRFZUq6PpLs/v0/-1x-1.png" width="550"/></td></tr></table> <div style="display:none"><![endif]--><img class="logo-image" src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iNRFZUq6PpLs/v0/-1x-1.png" border="0" alt="Bloomberg" style="max-width: 550px; width: 530px; display: block;" width="530"><!--[if mso]></div><![endif]--></a> </td> </tr> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 150%; padding: 0 10px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Podcast</h2> </td> </tr> </table><p style="margin: 16px 0;">This week’s episode of the Money Stuff podcast is out now, in which Katie and I discuss late-cycle credit accidents, dancing while the music plays, banks vs. private credit, the Nobel Peace Prize, institutional-grade prediction markets, 23-hour-a-day stock trading, picking off drunks at 3 a.m., digesting news outside of market hours, windows of liquidity and the rhythm of being a human. You can listen to this week’s episode <a href="https://links.message.bloomberg.com/s/c/3VC_OIeYPxkLmj761NMymzZRoIqbnDTbQhVgKf0Io4cWl9Cfw2hA9zTwFhUgY1rvrdjv7vUFGuaSXM5AI54SOmA07Xa0AvmNJbd7qMC749RvfnYwk9e5D0pN3Is8-Sw_tGIPYztDdVwt6432dHiXlhRPB7Yx6RHztnkDCQCoNmulVIFw_Qk666nqR66C_3Z5dt3JOwH82zKEZhUQCexMYlmIua1uM2s5-YYOsMuxbyK6e7z768qa_2dsbEmTM9uD6taRnkcTWIb4ebY-hUa1brDPSrK77Y58suwxQg8SqZep7jevBRMc-xge0nelHwGSE0iUslxKMO9IAqCcNDVplRQhHsOKVSbrkhXDu2Tji-B7qKVXLfCLdNrTgA/FXE50hzlc6QvT1TAvS5VAYMcJco-n7Yw/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">here</a>:</p><div class="body-image" style="margin: 20px 0px;"> <a href="https://links.message.bloomberg.com/s/c/67wUZviHC6D5a8wyvXM8Gfn9ein2RpyaoQreMC-6KgOAzTmvUU_coLoJAYCW9r4exWhnzmWe6q7s350f8kEL8fvaQ-F4ukCJbDOThZ4GH9WhNcpVtaibaf2VC8oSgWt-yAxbUbabs_695KjpGUpfr1KZAAwO59Ak1IOGchJXXnuXAaGgZs_SWSBTHbtDEAu9E-DYlyoB7_0gXJs7ccyD_K5wl8k50Jp1DG1sZ5KvLzkC2WliTux5A06JVZjgVshb9I2eBROzrYmXM0knmQJ9CIYLCPYhobkg2XQZOc34VDkerPmXWsI3WJ5Y9yWndCW_TBmscbMKZWIwkShf8w_EcB1JHFi82l21UB0JdLMoqbcLIG_KpZNcWZ9hqA/FJpjdXYtzH9Inzxi_FBjWeOjhT9OBNpa/13" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"><!--[if mso]><table width="550"><tr><td><img alt="" src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iR1pCUjDx8uY/v0/-1x-1.png" width="550"/></td></tr></table> <div style="display:none"><![endif]--><img alt src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iR1pCUjDx8uY/v0/-1x-1.png" style="max-width: 550px; display: block; width: 530px; margin-top: 20px;" width="530"><!--[if mso]></div><![endif]--></a> </div><p style="margin: 16px 0;">You can get <a href="https://links.message.bloomberg.com/s/c/_mMZCwhYH1MgkzN0dIVwLWnLN0Nhd0ehEYtt2IVEIHuycPva22IK37Dd6hyjmXpn9CBJ5hJcoRgmIWl5ZDUOO-OsxY0IApAWBCwUXDx_252p7TXP5o6yCYYgvVAYZnvELWwWampjE6ILu3rJYYwFwaik_c88f-JF1TwVX6Z3rVHrTD2pUmEm51kjU7MUO6CXqcezSwy-ozNzzniMbU4UAIWZbJJScBg3oFMid37GjagbJ2qLm-5Y550ZvJ16JEf6V69vhnPzPKNpqDQDn192WptXUjLoPdZLyBSbOEldYuVs9ZdPUMNURZiqkPd8PqgXsrZDtvNVra5xMz_xENTbIpMgoZg1dlW2U1c-Tlx-X-qD3jtJ1tLsnrVURA/kpIXHwYjcFZvvdRoqxbxIyfsSVY_7JGr/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Money Stuff: The Podcast</a> at Apple, Spotify or wherever you get your podcasts. We’d love your feedback. You can email us at <a href="mailto:moneypod@bloomberg.net" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">moneypod@bloomberg.net</a>.</p> </td> </tr> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding: 20px 10px;"> <table width="100%" style="width: 100%;"> <tr> <td style="border-top-width: 1px; border-top-style: dotted; border-bottom-width: 1px; border-bottom-style: dotted; border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; text-transform: uppercase; font-family: Arial; font-size: 12px; font-weight: normal; font-style: normal; font-stretch: normal; line-height: 1.17; letter-spacing: normal; padding: 9px 0;"> <span style="margin-right: 4px; vertical-align: middle;">Follow Us</span> <a href="https://links.message.bloomberg.com/s/c/zgeZkYZlYuhJcELAEyc56gXa7wbB8c-K4PV_K7Kj1i4BZ9J_ch_GAwaaqf6BqCyHqjJAwWnBc1DM_IuNBdYBHmzQgRYWy2QvTfKAWQb2jw9cK-Z4ceizfULc71aZntivdQb_b9ys6ryihrCFy4hPp95U9VhOgB1wCvMBXDWMddKu6LA2kvae-0hBAV9urqRbUk5YP2HsBJ13b6H6GLiMNoko3hRJuiD6ao2KHnrmhajJ2BPf7c0IDnElUpZHbqilrIAGSe9Y44-RMPY1kIQJFIqUP3iEqigxwWB2GqVQnV74ebZ96hav9i8DFjQ1fFC8lPcy49Z0KUscJ8dOb3iVwsmkSbEWZi5_OJm1MFrovmMQo0y56uk5fK6Pkg/tp4rSf6T6VwbuBxVeCHurhvaE7w0-kxm/13" style="text-decoration: none; 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  6. Money Stuff: Nothing Is Securities Fraud?

    Thu, 16 Oct 2025 17:20:10 -0000

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width: 100% !important; max-width: 550px !important;"/> </a> </td> </tr> <!--[if !mso]>--> <tr style="display: none"> <td colspan="2" style="line-height: 1px"> <a href="https://links.message.bloomberg.com/s/c/obLCOo8kl2BiTnVCo9xbc_HyHyha_acpIEE3jlOmafx99MuaSQtuEgKNkzp7CCXlR3er4FM4iaEdVL6QY4iGAQOOepcSvkENY26FopHoF8PWx7n8EntlnYfUWQMIRJ_0I0DjBrEpWC88YEZpc9rjZm9DTTpCvjG-ut8-alwEpBJeRiVqp6WUrlQLYiVgjPVkSjtiSmAwkUGkvf24hpx-6QKD70hJnG0TdWxDZuffgW8R3gAB-9uzlnuNXG798a-F0KdeOHBp9RfbaFYPmlzvqKUxAJny_iI-l4cPNM0Y8Z9mzyFbPNuRzmL4TbhbklKzDc2JjV7XEppcNhGG60Fi1M25O8KvhXWSgAGZtwMQ1WnVHRloGQrBFb_ntYc9hs9J92okcLmH4Pj-hml3dp5wOtMWIHMexnABlSixu6MLBSsMYpVE1HlU9f9t6UJ_t-WdNK76h62YnPrVR3991zo-iz5nVEvRyh12tPKxB4DthPJ9V_RqGcn11cr9BMFYcQSIHvq1udVKskvPmM-6X8pxrJRTGP_pc-EoASH-vMpKJyx1onLPvcenJGy8rzGumf6giUQUSGqqE1_ixsMz65BXJgSAbU6kBIVZPVnxPKibTX53m0yxWqH0Qwz5GuCXrEc8Zk1JxPtiG4CKaP9e5BS9qz6_VKr0DVZBfyGEKmxPAa7FF3mdvc61qBCjgqWkdkA/OkeMa7vPDA34GEjxhczFGLLqb47lXijm/13" rel="nofollow" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=1149004&li=15327155&m=c869f5c3f0784f1d3b0577b4456d769f&p=10162025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869&stpe=default&li_coord=mobile&collapse_width=550" border="0" width="550" style="display: block!important; width: 100% !important; max-width: 550px !important;"/> </a> </td> </tr> <!--<![endif]--> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 150%; padding: 0 10px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Arbitration</h2> </td> </tr> </table> <p style="margin: 16px 0;">Two popular themes around here are:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Everything is securities fraud, and</li> <li style="margin-bottom: 5px;">Private markets are the new public markets.</li> </ol> <p style="margin: 16px 0;">These themes are related. “Everything is securities fraud” means mainly that, if a bad thing happens at a public company, some enterprising shareholder class action lawyers will sue it for securities fraud. “You didn’t tell us that the bad thing would happen, so we bought stock, then it happened, and our stock went down, and we were defrauded,” etc. We <a href="https://links.message.bloomberg.com/s/c/CM56d8rYk9K1PL6vwWKBfFW-m-MlCUNf3m6-vWQEKq_N1ySHmXq0nesXUkTDb08zCaSZ2afFPzj4Su4qJM-4rFR_uJWHYG8pVwMUkUmM_jDkyfgtb_P7plt4CMRXKQPHuNhNkCL2qtPfQKsBck2FWkxYknVNjL2EdeUioydT3oT1bfHHlAO4nZE4N5nTm8aSZARMOp2XLhU1EoDDD-jx0c06bFhkAXohf8Cp7Y73m7AECE1J5d2PtJjUiKd3oBkp3VVK2xi0inW17-pNhWo6r-EuGbxFIcjQQN7cBVVDuSVLhiJyKzATG47wEwzLSCeph3bBu5MYZHf6ogPHmTd4OQwN0JPKWYVBDbieVQTDJHixRlp3RHLqreDdJQ/ngi9XueL582dLvCp370xrQaAXOrpIgjM/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> talk</a> about these <a href="https://links.message.bloomberg.com/s/c/gz47FyUobj4VSgCJwFwqCZ1sOGg73SKjKWlc5dWe7IVzeTWdkASJbX2eB5zpn_qgTLlq_AMEjiNEyphefGi83md7_suCqZiyq5-Yo-9VKnsIUs2IFSQrVmE4CImGSiZdPpbaEZZvu1Jq0HwGQvCZ-LVCDupox2DtRyXVXUG8GUsc-ctpn5Lt3mpymmJu0laYXD0AxEr09o3bKP_uf6e7INgGpme1128_SgaTh1bUTyjlgukH8cgUIOwVNZIsr8sf5OfXC3nELOz0QsMREGsEissKzyp0llHJA_1q_fdfb9movw4bPV_k-sSH9E_l90LhxQzzMQGGPARtIc1Y3JSnn18cxmUpIXU9GwGkZ7bnC5yxZPQl8TpYQAk0Eg/IqwBlKqD6-PqMb9BIavxGgKvFogoBkfX/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">lawsuits</a> all the <a href="https://links.message.bloomberg.com/s/c/XaH0YiJ_XLksJJcVbPrmkcpVD2X_Xp22-Pf1KclINeq0sCTgFi91i9fNQhbDvgL8VGu_-vAhiJqZStPPM6ntbLw79oZs2o6LABxllSyJHB3kah7Za8Cbgwa8Z7m0exhXI5GPjT3HUk_pU8_CfVDqRD9Lzu5JkF_kYh5iADAs-4on5dbTfRvl29qkSSETEE2pZ_G2jj8UD3nVmWViwYvy08kM8HBtwxnFDceMmwrR0gciK0ZkKZDnp-qbYm4CyMEVU9zZOFFGzBIn_92oPunenR10uYbJgHfKZcXUda3TYpRw2OGLbHlNOlrhl7HZi-CmS7APOJi9RL95vOivK_pwZ07_kDnUuCJpirXFMBU6WWAAZ2ZOy15EPr_P-g/NCIJrgEgi7-eYhoSPvUz8Z_QtQ6sfBzy/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> time</a> because there is something funny in the accumulation of them. The other day <a href="https://links.message.bloomberg.com/s/c/as5fqcQuOEvPwe_xPWJSMwx6S_2vg5S12oXtE6u9EZuDTO9gSgKcpE3wwvq-gmOr8lWweWrPbIuRfhSDfxa1pqE97DgXvMaX6P1Ob9FCH5VBI2BvZy53MwHaXkN-u9AqwNAE5bkxj6GRgxqXFFB2XQx-vHYmt2zjqWBqJWDvwCY3iZRlVwHnyk1Yewk0pV-hHVYfKPzfCopNap7E0cG3JuIuHJM0l6ZfR6NfAYEeh7jm_ayHNhwYxR9V1SHK2Yw4cgZ7eXwujkBWCPb8XnCGkJaXc09yC6ncQSxyMZEmAV-BG0_xjae6W5egJ6VlQt2KWHHEytGBxqcyvRnknHsgWC9RDpJgRLpijoxbaZ3PKhK5ITSE3Zocbd9_UA/0K0LgCsmcVbwS2w4Mn_ohc4fkpoCCqaw/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">I mentioned</a> a lawsuit against a public rocket company whose rocket exploded, “thereby injuring investors.” Not because the investors were hit by rocket debris. Because the stock went down.</p> <p style="margin: 16px 0;">“Private markets are the new public markets” means mainly that lots of large fast-growing capital-intensive household-name tech companies, which 20 years ago would have gone public to raise money to fund their growth, now stay private much longer. There is a lot of capital available in private markets these days, and big companies like SpaceX and OpenAI can repeatedly raise billions of dollars at 12-digit valuations, do frequent tender offers to give employees liquidity, and otherwise get many of the financing benefits of being public without the hassles of being public. So they don’t go public. <a href="https://links.message.bloomberg.com/s/c/lHuASSJnPnpmPtbASJqca_EneetCqt3CEwNcejUDkn83nP5K0rcvYMOjMHBxI4Ah05Ucea-HeWMzbpPEeLHoEisKxsOCd_C6dFunavsrRrpK8-D0Pf8uv883AUK1y-cOhe6_B6jYgGjlwtPFcMDOu1MSTYCWWxF200W847ahfmaAeWLBN0_dRjw1IHZdIxKRProwwHXKm7iIjVhAPVbZJE8pqBZ06yAUNWB9KpwClXMvNyydKcOhmghFDEGpclWGVyhwsTSIqZQGf9-PDHyI7mr3wtATBocDav85Xd5Qa0s63i8f2jWwFIVrioHuWXlhN6VNTKtvfRaML9Sbf7iQoZLbGQ9H6yRMPjYmMVbiPEYtmEKQrcqajbO5Lw/pYg8VRlu8uq_ROuxtsnhYQmVg1CKLFfJ/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> People worry about this</a>: If the big exciting fast-growing companies stay private, then ordinary investors won’t be able to invest in the big exciting fast-growing companies. Ownership of big and fast-growing slices of the economy will be reserved for rich institutions, and ordinary individuals will be frozen out.</p> <p style="margin: 16px 0;">The big cool companies stay private because (1) now they can and (2) there <em>are </em>hassles of being public. What are the hassles of being public? Various things: Public scrutiny, a fluctuating stock price, short sellers, activists, hostile takeovers, extensive disclosure requirements. But “everything is securities fraud” is <em>one </em>of the hassles, at least. Where does it rank on the list? I mean:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">The actual expected cost, to most public companies, of being sued for securities fraud if they do something bad and their stock drops, is not that high.</li> <li style="margin-bottom: 5px;">It is aesthetically pretty annoying.</li> <li style="margin-bottom: 5px;">A lot of the expense of having a public-company accounting and disclosure apparatus does arise from the risk of being sued for securities fraud. You have to make sure that all of your financial and business disclosures are accurate, because if they aren’t, someone will sue. This is <em>not </em>generally true of private companies: Private companies aren’t supposed to lie to their investors either, but the investors understand that the companies have better things to do than have lawyers and auditors scrub every communication. “Hey here are our rough preliminary financials for October, could change but we wanted to give you a sense of what’s going on” is a reasonable thing for a private company to say to its venture capital investors and an <em>insane </em>thing for a public company to say to its shareholders.<a href="#footnote-1" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[1]</span> </a> </li> </ol> <p style="margin: 16px 0;">So “everything is securities fraud,” or at least “public companies get sued when their disclosures are wrong,” might not be at the top of the list of hassles keeping companies from going public, but it’s not at the bottom either.</p> <p style="margin: 16px 0;">If, like a lot of people including Securities and Exchange Commission Chairman Paul Atkins, you think it is bad that companies are increasingly staying private, you might want to address that problem by removing some of the hassles of being public. If you think that getting sued by shareholders is one of the more salient hassles, you might try to remove it. You might say “from now on, if a company’s rocket explodes, or if its CEO does some sexual harassment, or for that matter if its financial statements are wrong, shareholders can’t sue.” That would make being public less of a hassle, and might lead more companies to go public.</p> <p style="margin: 16px 0;">Obviously there is a downside! The downside is not so much that more companies would do exploding rockets or sexual harassment: There are <em>other </em>deterrents, besides securities fraud lawsuits, for those things. The downside is that more companies would fudge their financial statements. There are other deterrents for that too — if you fudge your financial statements, the SEC might come after you, or prosecutors for that matter — but, unlike in the sillier “everything is securities fraud” cases, the <em>main </em>victims of financial misstatements really are shareholders, and if they can’t sue then probably no one will.<a href="#footnote-2" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[2]</span> </a></p> <p style="margin: 16px 0;">The SEC can’t actually say “from now on shareholders can’t sue their companies,” but last month it did what it could. From <a href="https://links.message.bloomberg.com/s/c/so2lEMbEmncOFVThCsBxKUDpw69kVqTAMeTg9iREWvvoQz19wZS2Q1cSF0D80CUpKhh-_S_F38JswI9ASVtigUFZBYj_59PlLVUntmbug0QXy4SWZmKcEGHs5JcZ7EthZBlIPxKoP9qTbRup8LsaojEt0RBEZ3a5CUBogn_6sm6-CYAocicRpifTyQUHE4RmOn9ApdOfgQtFsdZ50gSn9h7Dk9byaj1hxVpK72k9uagswi7cncL0vS3zNP9PovTmC2YHTC93Mz-Hf0pttI0W9ftnJ3GkA2q76LWYsT25R_SDHc_K3vKdxlJK4bNNReb2JZ6vkwFXfuJLrC5ndDLWs5sFJ_yOi-_5nPcmzEf9iqlH7wJnBxTpxv0mGFQ/4sqnB0LdDZGQ6NX43-oJ1Ik_ZkQ0AAw0/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">a DLA Piper memo</a>:</p> <blockquote> <p style="margin: 16px 0;">The US Securities and Exchange Commission (SEC) recently issued a policy statement reversing its long-standing practice concerning mandatory arbitration clauses in connection with initial public offerings.</p> <p style="margin: 16px 0;">Released on September 17, 2025, this policy approved by the SEC Commissioners along party lines states that the SEC will no longer object to the acceleration of a company's registration statement<a href="#footnote-3" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[3]</span> </a> solely because it contains a provision requiring mandatory arbitration of investor claims arising under federal securities laws. The SEC will instead focus on the adequacy of the disclosures regarding the arbitration provision. SEC Chair Paul Atkins characterized this move as an effort to make IPOs more attractive to companies.</p><p style="margin: 16px 0;">Previously, the SEC viewed any provision that waived or impaired the protections of the federal securities laws as contrary to public policy and would not accelerate the effectiveness of a registration statement if the issuer required investors to arbitrate such claims. The SEC and other commentators believed that mandatory arbitration of shareholder claims would effectively put an end to securities class actions because they would require each investor to arbitrate their individual claims, which would be impractical for retail investors that suffered relatively small individual losses.</p> </blockquote> <p style="margin: 16px 0;">That is: In theory, a company’s charter or bylaws could contain a provision saying “if the shareholders want to sue us, they have to bring the claim in private arbitration, not in a federal court.” An arbitration might be more friendly to the company, and since it wouldn’t be public it wouldn’t set a precedent. More importantly, the company could require <em>individual </em>arbitration, making shareholder class actions impossible: If the stock goes down 10%, instead of a law firm bringing a billion-dollar claim on behalf of every shareholder, each shareholder would have to bring her own arbitration case saying “I lost $18” or whatever. Few shareholders would.</p> <p style="margin: 16px 0;">In the past, the SEC thought this was bad — because it could prevent shareholders from suing for fraud — and would refuse to let companies go public with mandatory arbitration provisions. Now the SEC thinks this is good — because it could prevent companies from <em>being sued </em>for fraud — and will let them go ahead. Here is <a href="https://links.message.bloomberg.com/s/c/JBfC2osevirHuw67Xxqa6ZRiijACZY9qNh4B7bs8JX_VFYhZ4BlhzhZLFuXcRlOG_OtqfPTlOsFYQB7GhfTwBryLKv4N_1_rqxdSltiJpfkDWXDLFX_n4B4vQDxtlzTtZU0dY-sjjMBIMK7p1uF3Jzhi6TzQHm1KdtrTACCcE3SuTKLq72QAvsWR5pXKyfqccPE6FErnX4tRNnXpfHSjEhyExyTSVatWtH5isBpQge83kTrtFrV8bRA9piMG1ESGWmMcF2CU7aCj1UmYLXVtfwyx4mR_lOOWCG8tkmeLjG8mf5dbOVz_xvf5nsQFJJiajMw7Gp3dgJCiwXvWNF-c5VjL1pZDqKP_1b9OHZ9hLrINn9nPKugmB7m1B_I/EvPHt8PwXkA7DPJ5LLjDpMb72DUpy5tW/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Atkins’s statement</a>, saying that allowing mandatory arbitration is “among the first steps of my goal to make IPOs great again,” to “make being a public company an attractive proposition for more firms by eliminating compliance requirements that yield no meaningful investor protections.” Here is a <a href="https://links.message.bloomberg.com/s/c/oAyNy290J5QcD0MuY-3U62m0bi80ltBn-H-aCkDisNowv1HNP7Rzgs8QGrAnpsuTB1Lzow7au0XhxfxWJ55v_fPx4DvX67if_OSu-yvQs3xLoS-fr5jLG_wBrjxARyeq_RPtb_TJVeW5h9b5lqGiLFKQPfoEKiHLWEjS9JUtv1JHyuqfBKcy-E9CeB09yQZ0E_Hwh4FdFEnj1xxlBxiSPWLQsFWS2O4yLupfPwInuUQViagn9WjkiajkuaN61Co3asUAmtmOUiUY27Gfd-vMXWwhkt7FFsbE6S5-YeqcMSni50himyTifzhYE6WGoxrHEnmG_E_yAuRuV-_R53rfPpG-QeuaHFkouZNVCZ8XzcsarBu_ENftnsebdUg/41wAO0NL09eLvmHMSwhavDSWRme2wdR6/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">dissenting statement</a> from SEC Commissioner Caroline Crenshaw, saying that actually allowing shareholders to sue for fraud is kind of a meaningful investor protection. Honestly they both make some good points.</p> <p style="margin: 16px 0;">Does this matter? It is not clear that those provisions would be legal under state law, <a href="https://links.message.bloomberg.com/s/c/nFXOi7U5A9QMeeMQKjvQKj4YP8een7_XC5cSg8_Y59d3VHR0_06Q-W6sdR_ykCIKzoBRQYWWSqWEsz8wYA_MgmcU1d2Jyj8a-70dHhuYTAJHwcFBlwXrK-FLhmNY5DUpr5IS1IZUubgX_Lr4zQmaynv098ETvSQG-5DvXmQRSMMgAbBj9YB8Tx6IQMircUS36N9ke7KkJ0YR_Qc3GI6B9lwymPXRHzdNJRwiPcqvJYnGorQianAZIZWV3zf5MVD8DNHgemZ4PJRzVOyPBT_OE6mTPHDYCyPrPSHFqv_H4o65c--_vfsncl7RKZzXQVR1y9YQD7EY-eV5_3H5qUn0LyXXTxPn6KX96X-LxhXoyN46dCDa7pOUHRKPVrQ/YvGpu9ZuQDnsj36jUxpRxvZRKC2MXgNL/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">at least</a> in <a href="https://links.message.bloomberg.com/s/c/wuNzEcfiNHCHcsR4UqxWp0cVDxMvWgof1jTtR1a1P7jR9GPjwlRa0U-we5iMvz5DXWzsGZvwjY81hpTMnnk_RFa_IlRUe6WI4zXOhQPgm2fThdW5ZnXxXsmXTsz-aBZfMyWa4EeaKZVYfeBjbW2_ubKq2zOLj6dibpMJKmvYaVZwrZpL1A_H-drD-YajQAa0CUQexOwf7l_N1Q_ZDYCqKkjGlXOEr3oZ3N4HHasGJd0J0xP64QmYKo8e_ZRCGrW4WidMBy6VTaNG4symGLaoCWw_Pc10_FqsRpOBE_PE2g0ZY8Hf-Fo7nRcm-TJv8fvLbX7XjYtItq8ff8jS3hqgmGe8fAmv70xs4JcfoWoabbtI7wrSBKcqSUW-SAc/i0lUhY7PQAws28E9odFWmsnK1q4IxdHr/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Delaware</a>, though probably it’s <a href="https://links.message.bloomberg.com/s/c/ds-p4C_Q13rBTHKMZ5uiKMAPmPf9kF4BDe1xhqmo7jUm4v837SME0t4ehPicEiPG-yu52evLAsDD2dMjLwmROlPScvjDiiYejkD8UJ9TyRTPwLrHrvUQFV_9jJrd1L1kxhkslGej5j_jfJ0QRm0lK-axay0muYGd88Zmo9HPASX9YbMc6EIcD6xhuj_9TMc5Fi_acnZsjIEQQuip1aQQc1-vv2q1N2neroAnc2C5DUmTDOeNGVVYScSulPi8N3vr7bbxa3WPPy2Kyl5OUXaimGUnD0Df3TdJeNjLfsBmvR4lMvS0KnXszHUbZ5ADqTgrG3mhqdjEBI8-RCsu9MPXXDVQdnAXHPtm0xb04rStGexORPvWgGdvG3K5wtI/k6OFJJZ3_vdtuKg1nySI8ygij6C82k74/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">fine for Texas corporations</a>. But if it really is allowed now, will companies take advantage of it? Will big companies start going public with provisions in their charters saying “hey if we do fraud you can’t sue us”? I don’t know. But … yes? In theory you could imagine that big institutional shareholders might push back on that sort of provision: Big institutions that care about governance might be suspicious of companies that go public saying “hey if we defraud you you can’t sue.” But I’m not sure. For one thing, my impression is that big institutional investors will complain about bad governance but ultimately put up with it. For another thing, I’m not sure that securities class actions are net beneficial to institutional investors.</p> <p style="margin: 16px 0;">“If this practice became widespread, it would effectively end shareholder lawsuits,” writes one <a href="https://links.message.bloomberg.com/s/c/l645NhE6p3qxD1mKSlXI2uzHbWMZ_ObZwIADKGZOvJZvQeVVhtFYJYCzBYvwZxYix2lAL3LsJpCrVYmjsMBiCNCqIX47hmsiKuaYakp4zuL_C5AQ85l1RHmMN1OGQfrjLivBCf5jJ7BEPdthRxY3f7S7E54PJgcDMQhyPt3AcQiimbZvN0bUcpMf6Xqigm6bjZ-t3NNZMoi2hNJdQ8wOCWov-6Pyde8gQvrNymF45ziaD5gDUs_zueVT2DuHdckyri2wXmoDdRhmedaWgrY1-YrG18qB-LOzhL4JOvI6uoQxmXW6J0YWEonZXtbv5V0kH-_bqWG3NNYCvicFF2eeFy-rqoUCc4M4hFETgNDocO3m9bFzwYnQq5VdXXU/13f3bKoDPDs-uyiVPqUEhL-I26k0UMVp/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">insurance blogger</a>, and that does seem right. It’s possible that within a few years <em>nothing </em>will be securities fraud. <a href="https://links.message.bloomberg.com/s/c/r6ZqmXccgIm8T9t7uf9ie8OGUy6du4ES62WSBs8hcz97ed0x2qGuugHd_QQfK3ra-2V-4H9RySx3Y4VjyE_6Sqw4CuCOx4wjgTwG3QxsCaPdfLwakg_2tccL8NkEWyVVueV5bnV2dGRE1Tg8_LpXZi5f03LDaPqYbqJ7AZYSPVN9Qd2fC3oISC77Uskqe8Jz1MysG2QAeVWSUmh5RRTRa2Olgcv9eVtJIe3H2utiSCoJWR2ZvNpfBrDBOW9UIxNfIyb7yO8tPeCEWYYLZD3p6Vlz3GYzrhlRQNuBSvarg3ZAV80c5a9BAEf0EURMq9JGHAC1xrkGRg6QLcoBHA-ByNngf_ElkQSNcjmrfAKrfULc5tZ8Cvu0-PwzY6E/7vIfWGA3CB7dWrIUGn-xg3CpUM5hD7fr/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Over</a> the <a href="https://links.message.bloomberg.com/s/c/JQoJot0sWw_QCvhLHnQ9XQtGyDs2xNyEgjhFKaaBn7TEGAZEpSMUrK7B_1cja94zuCMwXnjHzY3CQtfq8pvciAMjQMZpjlZGThRKzImjRKFYSXrJ8zHaP09h6fxNnz29G5_dL0oC9x_xbSD12HWU3QPwOd1FOYpO1nQGTAdKT-0mxTr1GBFo4Bse1iEXBHQvRdrCPTKvlVlquiZTu2oWyE7-uzqoS5hq4hCLW8IGzdoNbEBENu1Ele4ph098qfMu7uYfKEpPbS75y-OTUbNJ3YYZnR-G_XkIRwwd8KvE6GhgwhfQmTwANQ-yBZDQ-FbnB7g3Few1tnGrbNAPua6szRxHpavrG3USQtvB-jU6AYR9RZC26xXSzBZYM-s/pKop6_YPXAx1G8LV4u5tkgTdHY6Tu5sq/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">years</a>, I have <a href="https://links.message.bloomberg.com/s/c/3e4Ou-iNBZN3uaS-YtgXek3Xk16a_AgpKrI0c4Jkd1NBxi6T05SGZile_XHSBVIwug3EwcywqEnN_HK5zq2gM_zjYxZqcW2m7MsOO3FMAwLl4NzNPCnRF1FSwgp5p5ga3_8SUG4p62bwhmaNwkP39hWL50_eGWLEo7sgIPPo5oKB04xXQN8-ALEFFmc17XdueOFjo7e5IcznEs6wgEm8zFJNvVNW93F9L_A70gX1NKldvS6XeuVqDwDDkN56DJLTMIcdQAY-nssXJiLv6viD4cEPa5wdnTU-NsrfIfsB9UErPOCfH1oPql4QmHY7hLYHL-21zhnVFDscUuyAt7vwrPrMgx4teCWR_B7PkuIeRA9U3XChbpI4E8nrVWE/Muu0OUK1co0IzL9ocbPgK9YVyt6j4SlN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">spent</a> a lot of <a href="https://links.message.bloomberg.com/s/c/NXRto5xQeh-E5Z7KQUBQnZ9uM9RTvlrkP20AE9MX9hj_b0fhQktV2zxKHHi-YcKB9UQ14tpfSOKDowSzTZUWNgYQZgIYhRADvoQdQeF5ytwSp3rkU7lsCxGMO4ry1a_xXoyBhNVI1r02H8njkj1m9L_WxS9dDnFB8fNJ9UCzD0cgGo2EmEnJAl3WYbhRqgba_mTkTA3KpUbfkANulMAHc16POnLnJTRtijQzwdaqRErHJHtqK4ItIYsjrCqgjHp1ZSkWR7y1Ikjr6sd8cG5QqHSQpl-9gY5IYCXeG1JviwrnMo1T9wK_hBS6oXRtGw5U2O13-zdHyhDXmffowAmWL5R7YTvCU-lu1vJsCY5HQ5CJKRhywXWQhD2IKSo/kYzKToK_KYhq9ZqG9QkUOo3iwtEfr1rp/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">time</a> making fun of everything being securities fraud; I think it is a bad way to regulate public companies. I sympathize with the notion that, if fewer things were securities fraud, it would be easier and more pleasant for companies to be public. But I do think that, like, <em>securities fraud </em>is securities fraud. You shouldn’t fake your numbers, and if you do you should expect to get sued. I’m not sure that <em>nothing </em>being securities fraud is an improvement.</p> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td colspan="2" align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/I7jaSGWrzJZFMqc_VbdUONzPNhdDC2zIN5QKeeXYqoLfY5z5H-X8_OBegPOkUDR6dB_WHCwGQKruvS_UusYMYQuR9X9Z72fvFrVQoCK7lDb5BLNm046Z5hIonw0yWQUggOPegX6cJVH3urvCsRbOHCA_gMUxvuuWpG-B6xkn8WkYGRwxR9HL0KkQNo9zNBi80EcF3tg3IMhYVaayS756AlsoQU_Et_hSLBjp6MhTvzGjWCQYHwSArjPjPhY1ZPEcl1u7LcA572qtf1E30GR1Rp0jKAhtlDaa-MUIATJvw8XLJwA43uGAmSVp4zLH7DDaKZQSUSZEb_C509alEcVA3ABh1VOg6G-iHYsavILCLnwvSMTn0UTjh908YA_zmLkirVLdzcn0AhkzDf710bBCEd-zXp_9442lAWn5FObvSUDHYzANsbPAFASBPkWHHkXvn0GbxJ--qmkPowzmA_qwDM2_SymftbjC8AtTQQKvbbuJxctLVHfFLHxWCC-oZrJ1KLmZxCxy7Pz3LfR-L6JIx0q1gMv7T_nKY8fOpv4avSMdhPlHY2GXWO8qt8xk5JF5PmPypGqA_1jzntTq5c6juDsxSlbyCJBOo_qBrTQsE9rHiy-p9K57RfgwvXCdlrR6GFu25ujnqAFcjL54un63evHkusROkJWRHlrjTMKcYUldIG39G8U55DRCemlOvA/EV1AZTw6Q0KOi08-6C7rkL_SltdiheJN/13" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=desktop&collapse_width=550&li=15327155&m=c869f5c3f0784f1d3b0577b4456d769f&p=10162025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="550" border="0" style="display:block;height:auto;width:100%;max-width:550px;" alt="" class="lihide"/> </a> </td> </tr> <tr> <td colspan="2" align="center" valign="top"> <!--[if !mso]><!--> <div style="display:none; overflow:hidden; width:0; max-height:0; line-height:0;" class="lishow"> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/BjouNaxvYqtAVE8rbh3GE7f3ZqTIllfxZGyoqasrhiciX-V9Poaj40ZDpG14tO7aMNaaPVGlXfkL-4avSpWQa5ExWfY2VKtp31mI__z6DbcM8KOPpna1cVRLiOVHKA4B1jf_YKUYeLmo1MOuwFWK-y-DudbpRq8zoLbGv-DEzOT9hLj51V6zR8c3TA7SECC4QcJv3GufG9s5RtllBIGJtKu8IuyHNv1chQ977rcktlHTCkKDfvJVRAhjJWp8QIJp7vPZ1EejYturyGp-dqpv01rHmMIh6Z4r_stxZgx97wpaIB47DAtMJLdrQ_kdonNr9pa4p3fP7dMmSDe9F_v1E7UIzbUIMgNgndP51hyxGAcYGKLXtuy5B-JLuKIW690Tsbt97SBWQqIeHe6i7QIIHS7O2yU95rVd7TDjRKGZWShUqJxoLbqQjaLaHJuSmgyLOjhB5YObXWGb1uhWOv1P62M1O3tK252HwtbTyJcdoXh-Mp43g377RsuW3py-EKHlHRKOl5w2bMJkTUB3H5UlnY8jdBmjQkVHzi7HI6hoUhXU5US63m_sGunsX03GwbcXSpQ8MKpxTOB-pLX2uA9T0P-XMf4tvJugO21D7yaL-j5A0Q0jbH3v4YqjFCzQQ_kPNGZ-LWcLaisOB60I15mE-w0XEIDk4r04eHpjrUMSBL5ZvlOyqbOyS1P2PwT8nA/zGYJw5nZL-f6ZDxomwRaepchq9EmSRuU/13" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=mobile&collapse_width=550&li=15327155&m=c869f5c3f0784f1d3b0577b4456d769f&p=10162025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="100%" border="0" style="display:block;height:auto;" alt=""/> </a> </td> </tr> </table> </div> <!--<![endif]--> </td> </tr> </table> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Fat finger</h2> </td> </tr> </table> <p style="margin: 16px 0;">Two other popular themes around here are:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Lol Citigroup Inc. sent someone an extremely wrong amount of money, and</li> <li style="margin-bottom: 5px;">Blockchain blockchain blockchain.</li> </ol> <p style="margin: 16px 0;">The first theme came up, for instance, when Citi meant to pay $7.8 million of interest on a Revlon Inc. loan that it administered, and accidentally <a href="https://links.message.bloomberg.com/s/c/sgsT-lTgX4fymSo5G5WR26PlarPzfFoG35ClrGIbfXoQJ1jo81LlgelKCW-XurkmqfjDDtUBBbe-mBAK1jwHfK9f56TjG8xo9W2jbeIKknxBHhvYmNvkAImgi_Aktkp-ePjKmzl-wkHYTizOWLuXhfhTsNs5XF1D0ux1PZ4NGgtDn4WdTlr9UHQpTII5UkUFIJXZ5sXDauxxqgmRHi0571IaqYHnIDT_6XgyXe3SGJhPGPMrL8cEGfsEP05J4FrltYj_3gMjVEtyxHeAjJ3JB9wN4B_waOZLdg6M8lhdRyMj4PqXRoGv6a7riB2zyqmrU6UM7rjqki272pcfrCtUSBLy6NZ6ZjQlYvNu-1dIDvJsLOeqsLsqs_cr3go/18WO1xkFNTul-G8SuBJ3mBRcXsOPibT2/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> paid $900 million instead</a>. It came up again when Citi meant to sell $58 million of European stocks and instead <a href="https://links.message.bloomberg.com/s/c/UBwe6kTAGASK1Q5x8vGDng8DrBd8_cNYEUHjU3P6FG3eBMVoH6SySkRgxdmcisbv0ofbsTqp2HH5MkmejcH08QtyW7PhRwMXV30Qvo87xGMpazfjwDEvuri3qOgDCm-3f8lZVVTR7_CEDLqN4zGy0GM87JhjdqAvFvwy9nwOooQQLHBl2t9lCxXb5wmJvAj_PI9IWF-M1uSuWhfr4nPkWz2Tyk3kEll7md4vnIa6jOnhe4pWz5H7XBeXgguTId__-J-yuhCxbMGeXYR5uugtCj5vFlhkZZTways0LqTYSRyXeVvT2e0emIaoFklVjyL9McraChG9OCiYa19H48piPVSEL8Eg45dYCq9pAsdJ_xqPTINFW1QfV7-8Eis/OTjsZX05BB16geTxb_HMAYS6qMY4ghFB/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> sold $444 billion</a> of those stocks. And then again <a href="https://links.message.bloomberg.com/s/c/q_NCD5MGrPR1AgWfmofUOJJpRDWVcVJqcTQXfcwpuAcH2AesfcZuxhtqUMJD9r_iCT1eAL5CqkIh8pYA8d1b2QQU4ftLcx1QQsoMJTpZY1h2UdDGNW-rt3oHel2gMpYfM4EGULm_x-CTnNQuOEJDE9gCd8n7FFN8OLf0ecLNLTGZVbt_sO0WBoY09NbqVPdWnWn6REqRKQe-Z_n75vgPHgJYA-9otXYEUTEiYARCuC0FwcCwqsF-2wOM-ZUXtfjmDl1cJHDuE7enIjMNPVwMVAu3VyQvx9StsYeN4AJcW0Ht-kAYqiDOsbLzYNqnnBsKXTt7VflV--D660JuliaI_IYiQ2to27nQK90cWb86BLr4CTI9ZwEkfFVz0fc/9Kib_fBXM1IK8FTeTTsgZbT_yme_m3qg/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> when Citi</a> “credited a client’s account with $81tn when it meant to send only $280.” And then also <a href="https://links.message.bloomberg.com/s/c/-E4rEuenuWYyWlrp2DMqkN_lYecca5RQTzdgFqZKFMIBcjA168r0BYau1ORPuTHx_ilc02nUBAKLd5z70QctiGV0kZQQrefN3SuIrvmGQZjYVwFJq51LpWHJCZWWAAty5OOS0fAcqVg8gXq_OLM20tmKiVs1NV6jlHKHYIG9TeoWvxxCcXrrnBLYSJ5DHMUPXfLKzJXWQzd1bS5WshHUnPjux0dAruPBg1mhUGqbKIElPA6JsOw1qGauMZhZQSVWRtyoepIAoTQJdMCW_YgDcom6mbI4T2veJl9Hu18Drd7c1tg01KNQ7q6IhbyMcNkFs_PqLD4XFwVgxwJYd4zqTAJ2t-ZEk_cTeI_VQmgLFuGBrfbTAwY73KRVdqQ/Smy1K1lKA6G3G1n3wKiYfz6LaCFEdsvY/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">when Citi</a> “almost shifted about $6 billion to a customer’s account by accident after a staffer handling the transfer copied and pasted the account number into a field for the dollar figure.” How we all laughed. “The best job in tech,” <a href="https://links.message.bloomberg.com/s/c/SgvGuCdPk4IkFABN0fInsiB4x4lV3lWEv762Eb0iN9VNgWm9YiC2cHWfXBHyFhfuh0WXYDK3IA4NlCcyoZlYfU2QZqe757g3C3ZcHp9rGss7dz79G10QcUhdwINFVC8cF1CeZp1rCEr7GhPRG6QH0GUHI5n2wUtxhLKEbVUGbkJZd3aXl-nmll3kHSu2G6lyI0pApaoOoEB6I8hhTpfoGSpcQGe--hvdra9VpPxFZrUclDXzG_97D05s23olzoMOPpz1q3enilCHJ7rShc1TUSdUPBsbfm-XHF9HYX3C4JHUlKJQbEI2oxxsNry2do_EKnN7vVvExlMFX8YSQv3558m1SfSFoGIXL5dufQ2_AyfQka35fkEJdvvyWXs/Xt3WoN-DC7Zt9gLeykeYuiFSu6kFl3Xy/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> I wrote</a>, “is designing the user interface for the payments department of Citigroup Inc. As far as I can tell the job is just doing pranks.” </p> <p style="margin: 16px 0;">The second theme comes up when banks, or people looking to disrupt banks, talk about how with an immutable distributed public ledger of transactions, finance will be more secure and transparent and modern. Maybe! Here’s <a href="https://links.message.bloomberg.com/s/c/vV3TLU3x_J9JV2DegGU-7Xwbcv_C_M1Rz9CxQyUgoFVy_ce4Nm1KUh6IerryJTbmT4Ri6DYt5nPKCY7izIW-6sXlkHmXuDjg39Kx0ComlUliVVXTTtmzLQ_9hSyL465tDCuDECBzblb1zhyGXhFH6zOr-cY8xX_Pt3sV5mpK0bhRk4yWZaiJYleQ-eXfb5FJ-SD9V7dcc-ZY3PpsE-Eh0RmldN73jLWsEWrSrERa3W9sLnCbUYWchrrsDe6OHc3S7gULalI49BDSkhwXjAdDedLtRX9jJjAzcohGTPv5kJ5KFw-zS79fM9lzZjwxq2UEiaT4OY4NytwJAQHOwi80uauwuZdZiB-820GGp787jl2acfzXD6IBCoBE-L0/I-bIUNKrXXKh9WrN3A02Uyu6NdlvLM3h/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">a stablecoin fat finger</a>:</p> <blockquote> <p style="margin: 16px 0;">Fintech giant PayPal made an interesting move [yesterday], minting $300 trillion of its PYUSD stablecoin on the Ethereum blockchain, briefly making it the largest stablecoin in the world by a landslide.</p> <p style="margin: 16px 0;">Paxos, which issues PYUSD, minted the supply on Wednesday afternoon and burned it shortly after, confirming it was an accidental mint.</p> <p style="margin: 16px 0;">PYUSD, which is backed by U.S. dollars, is the eighth-largest stablecoin in DeFi with a $2.6 billion valuation. It’s unclear whether Paxos intended to mint a specific amount, but any substantial increase in supply would see PYUSD surpass BlackRock’s BUIDL USD and potentially World Liberty Financial’s USD1.</p> </blockquote> <p style="margin: 16px 0;">Like some (not all!) of Citi’s oopsies, this is firmly in the no-harm-no-foul, accidental-internal-crediting category: Paxos, which issues PYUSD stablecoins on the Ethereum blockchain, <a href="https://links.message.bloomberg.com/s/c/5xd4Qr_ALDf07_oFbU80RXQVDAvYvrlXe0kDPRalqJclNivbLCI93lVU7fW0yAvMXi4miBE5Rd2qQwYOn69ZCDSwMEgkOIRtFzFiC5XGfXr1HOs1_d-zJEg_O-eqaNTuaLrC5_m0ycK_vya7A7niHrtrQ3gSOtR-4SHhfdQmBLhq9BfqOIMb96cd-zZmAaGdA8GftQ-kFlw5mkFB7U0-K5SMCSCpQF3IBrxAJ6Vi6xvoRn9gMBCFCdKDhB_5kswRcnLDuazlm0uUDgwcwl1MALTrnGd61_V43Jn3gfK64O1PtzirfSk3Ke2UYLnRNahS9UD2jgVJCF6GUXA7lBDpmOGBUQBcs4Rz2A5i4R2neFA5wqsTJ00zwCuYygQ/7CNyXcr9aqt73_vYKVbmKusMTzRYnn1C/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"><em>created </em>300 trillion new PYUSD</a> by accident, but it didn’t <em>send </em>them anywhere, and it <a href="https://links.message.bloomberg.com/s/c/BugImWDG6ja3JClyDUUhOUophBGT8qPgpJA0XnPyMUozz0zBPc5J6nNNwe7s9zIMOCOgwLjB8Pp5jowrdCuxBf85He7SwxfmI86VN8P5kC_9nwS2atVK6_P-qkpfK0lxLX_B44h_OID_Cnsa7Ino4zJ_37pxAApBeYB7hvoXHrUbxSBg5kY-UeadLN2wiOkYiXODdj2uj5NQ-LcS8ThLdMQI-_mMxG3Yy10NHDcNmYO-E_Tg0kyTULsdQoM_VczTgAMKE8nNP_5Tx-MjE2zhcx7Shbm51pXI7Gs_VeVOxbSJgXfXkDAOrEsQzWSCJM074JcedNgo0mg077iGfeuD6MHbxGgFFGXkCv_pWwnO9jgUb3Lj5KbcAX9CKPo/IdQCmXAsielO6SLRn5QHE6F0jeAGHSLs/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">uncreated them</a> 22 minutes later.<a href="#footnote-4" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[4]</span> </a></p> <p style="margin: 16px 0;"><a href="https://links.message.bloomberg.com/s/c/xf_nHseXqHXlm9EYXHn51j7YJfJdkf4M7iemepmCa4i9MN9Rv62kCdZOEmOqAZQhF-qZszw2Z7IhtU0xauSAkOLOSLkbm4KGNcysEnijOpxl2Wdg38f1FAZhMtyvucKZdQL42UXtzMWHwuxztxfqorAf2k75eM8_rEEj_4XODg7AdWBCo9ftvobXcWX4vBQKvAgxRTcE8PXSMiyx_GJv6IEAU1vHQaaEF6dtHznXexzBrJeuDDLjmOB9O0GGNWuMlPLqpDjyeT2eXy8ZQ8XLQR5JnmI1DeqU1AobRORdl4Qbtn6C9VdfcNCJPwydevA55FDWXJ6DaQXqILBsvCv6iWNu2CdvXqzkfujDOZYysUoFxuvH4BSZ0Kj1uBw/jk-kPg3WX5_tZPL2irVAVUKjDd9oQnDE/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">In general</a>, and <a href="https://links.message.bloomberg.com/s/c/Lgd07-7Rnemu-76ztG_Jgw-67CTGPUxl9eh3tR_KuQEwSooXLbQn19Z7mXnRwRljH2v4zpv1iCmOUETuUlZ3XduMEdHW1tdAgZ7V0sCdNFUO4Gk1yrp4gAQnM1LguXZn4rnX9OTzGW70tFA8ZW8K0sidEom2g20K25CN0LR0O6ZbvmlFqTqGfjlU1MUdGF82-_3JD9GVsBEqEKODfR01Y2n499dggAO9m5b5yWHjxF9LFwYzU-Mo2kLPCLIVKzAJPRUdix9i9G_ovKuX2TH9q0xSg4qok0m5TTb7N5MO7F946p7Sig2AXLcKovyN2Lcgc9mbRGKCG6_6zHybZFdduNfGRTXrtXgN2gtZr0hZQI8-lUkZ59N672La9B8/Y-1PwEGQsSh0FtsFCwO-bTtQS4W01-8n/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">by law</a>, each PYUSD is supposed to be backed one-to-one by US dollar cash equivalents, but that is a fact about Paxos’s corporate standards and US stablecoin regulation, not a fact about blockchains. Paxos doesn’t need to have $300 trillion in the bank to push the button that mints 300 trillion of PYUSD. For 22 minutes yesterday, Paxos was just holding $300 trillion of assets that it had created out of thin air by accident. The <a href="https://links.message.bloomberg.com/s/c/LgVmVj-DN0XDlWzUphRZBfoMWM7kVKg0NboxQCSuHssvCyF_pxOQVGagGcmXgNTzzqjcLHkDdqawK4JtUifMvure2haIdZpmEOzp2LftAeBLdMhrHSfZu-pmh6rGx9P0GxR2eBUk3FLLtUDzU2FaTlZUPCvFrhvigd_L1K2cp1y9pvMNox3z35CgY3e0bEFF9yL4uBvdrWnoO1OD0jHceR2DsNJ-1gs98YEHmvnsyeja8Az5p41qs-uxwfXYMIbh3iT66V_2o1E3nQiQvhMTJP8k4G5jFmFvRhMfL9LaVy2Wxm-ZycTelDGhuGqZ7zaP5U7UXqlV50eWaGgcrMHLzrvNMQf-gDgfd1h5MnBw5s_SD-7xqKrkj-Fq-Ns/6GA0ogLzItTmsN_IIYr_jLnCH4yjcBLN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">price of PYUSD</a> did not budge, varying between $0.9995 and $1.00015 while this was happening. Presumably if Paxos had <em>announced </em>“hey we created $300 trillion of naked PYUSD, want some?” then the price would have collapsed: The 2.6 billion actually existing PYUSD are worth a dollar each because they are backed by $2.6 billion of dollar assets; 300.0026 trillion PYUSD backed by $2.6 billion would be worth considerably less. But by the time anyone cared it was fixed.</p> <p style="margin: 16px 0;">In a good financial thriller, the person who accidentally created that $300 trillion would have sent it all to herself, sold it as quickly as possible and cleared, you know, at least enough to buy a first-class ticket to a non-extradition country. (The market price for $300 trillion of fat-fingered PYUSD is nowhere close to $300 trillion, but it’s not zero either, and you don’t need to get particularly close to $300 trillion to have a very good day.) But in the real world they just deleted the extra $300 trillion and went about their day.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Whatever and 25ish</h2> </td> </tr> </table> <p style="margin: 16px 0;">“Hedge funds are a compensation scheme masquerading as an asset class,” <a href="https://links.message.bloomberg.com/s/c/pNLwAke_p9J4ZxnP1nHwqrl-gRs5sNFhxj5rH2Rne0rzygYeGI0zg8_-sZS-TglnLMh5uR27r2LjDONpkFoK6-T5IFNpPuhyJtsteOIdLVhsu3zZgkWU0n0ipHkS2oPOf-RSh4gu3xSVwfH2hqgfI7mpH_9oqmuFpNA50bwnUejyxHGOk2nQ8Y8cwSpm7xc5Omnh0YQnjZJltzvVCyMP3XCVNRCDSNl-9ac78PakNbMwbjFj9kR1ZcvQGxnmFtDCAmnIUob7S9taq0oSzK7ggWvU1cPMglN__0R3j05PP8JkqH_ZJ152DKC_sptFKeBtFGAKxMWH7P-EHzVZ5273o62FYRV3HAvEb2XKqKGuqVFaAxRcSNxnw9JeigI/LoHRG2tRR-Aynqa2s2CCK-bpZ87N7XvL/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">is the famous line</a>, but that isn’t really true anymore. The compensation scheme, famously, is (or was) 2 and 20: Hedge funds traditionally charge their investors 2% of assets each year as a management fee and 20% of returns as a performance fee. The “asset class” was, you know, there were like a dozen important hedge fund strategies, so institutional allocators could think “I want 5% of my money in global macro so let me call some global macro funds.” Each hedge fund manager was trying very hard to get high and uncorrelated returns, but there was some empirical correlation among managers in any category.</p> <p style="margin: 16px 0;">The modern multistrategy multimanager “pod shop” hedge funds are different. For one thing, they are a different asset class: Each of those funds combine many different “pods” — essentially individual hedge funds with their own portfolio managers, operating quasi-independently with a central management allocating capital to them and overseeing their risks — into one return stream, with the result that a pod shop’s returns do not look like “long/short equity” or “global macro” or “managed futures” or whatever, but rather like their own aggregated thing, “pod shop hedge fund returns.”</p> <p style="margin: 16px 0;">What are those returns? What is the asset class? Well, I think of pod shops of being in sort of a service business, <a href="https://links.message.bloomberg.com/s/c/d8GKDYraJ49SRZ8IfLsWgGudnFX7v7scs_t_vSV2fIsEJHOXAXerKHCbnVA0KaOowiSL42SJKBqbCSIRZOS-ssa3X25kQSdMj0YWciO1xvh3NXHjt0LVG9L333LZZW_ifIEbRGpgAPcN4bGtRMEOt-3zJ1wPbvF3OeFSsZa5ThTy7gDpIPkbvzM7pg_HxAYvLNKq9gSPbLBYHdDnaYGFha59zHkVuoTMvaFISirWDz-9SkfIKOOXFcZ50ToYJgOz3IzsX2Ask-FYGefW-M7U-Q9NYnrr10tZrlU5KgyD-2TCOkFBx7_zqcxk9XG5ZzD6iXofD4z1mvVregRihYkznyvvCcEqZN1JnsHKk8zPzDosTzL4JdYxANeAnRU/PgnPUEPVVC53knC5BoDukks_EdtwDvvl/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">providing liquidity and price discovery to capital markets</a>. (I think of this business as being analogous to some of the traditional trading businesses of <em>investment banks</em>.) That service is valuable, and so it has some expected return, and the pod shops broadly earn that return. There is risk and sometimes they lose money, but they offer a lot of different somewhat uncorrelated services so most of the time they get paid. It is a kind of <em>business </em>income. Investing in pod shops is not quite the same as investing in bank stocks, but it’s kind of related.</p> <p style="margin: 16px 0;">Meanwhile the compensation scheme is also quite different. The compensation scheme is:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Investors give the pod shop their money.</li> <li style="margin-bottom: 5px;">It uses the money to do its business and generate returns.</li> <li style="margin-bottom: 5px;">Outof those returns, it pays its expenses, which include rent and photocopying and data feeds and taking investors out to dinner to solicit their money, but which <em>mostly </em>include paying its portfolio managers for generating returns.</li> <li style="margin-bottom: 5px;">Those paychecks will generally be commensurate with the returns — a portfolio manager who generates $1 billion of trading profits will get paid more than one who generates $10 million — but not in some universal mechanical way. It’s not like every portfolio manager in the industry gets paid exactly 20% of the money she generates. <a href="https://links.message.bloomberg.com/s/c/wPbWss_VupcSHYI0rJi770fyf15zVrBMFQIVcg0ZhQqeGsD9V1-o_rXOlz_SEBNSuRxYXXOXL8bNDv7fBacvXkA7CamGw7ol_9-MqKvztYAgvqlAhBmDleXQuPtikai_UjZ28CceWWyCmYQetiu7lFAiB0WYW8B3178RRTiFPnbdNYsnqi40nqWf_R6N2uYkNjc3SoWEw_L6S1H0KbS6WxeVQ2pO-Sj7ZfofFe_m_abnHEQGpvtrYYX-jQdT6bsTFHleicO1v_gnqkCyvLNyk8sK7WFDyTeTFcxlUlVG_kpX53R09NfiwZUkNLzTL686PIzWT8uTN56Dn9nRjFYVXYZ9cll00vwE7SeF97hUIVjlOHjabfW5RgHXx9U/RnM4DnFNIOyGY_ySfqcJ3Giny94yQKis/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> A PM who loses money</a> might still get a paycheck if the firm wants to keep her.<a href="#footnote-5" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[5]</span> </a> A PM who was recently hired in a competitive job market might initially get some sort of elevated payout to incentivize her to switch jobs. A PM who generates $100 million in her own pod but who makes money for the firm in other ways might get paid more than the general rate. Etc. The pod shop is a big sophisticated company in a competitive market for labor, and it will pay its star employees what it needs to pay them, not the mechanical result of a generic formula. </li> <li style="margin-bottom: 5px;">The management company and senior executives of the hedge fund also get a cut.</li> <li style="margin-bottom: 5px;">The investors get back what is left over.</li> </ol> <p style="margin: 16px 0;">That is, the compensation scheme is not “you give us money, we make more money, and we give you 80% of the profits.” It’s “you give us money, we make more money, we take out whatever we need to keep sustainably making that more money, and we give you the rest.” There’s no guarantee, no fixed cut of the return. You sign up for this deal because you think that the hedge fund will make more money for you (after whatever fees it feels like charging) than you’d get elsewhere, and you stay signed up as long as that keeps happening most of the time. If one year the hedge fund tells you “your returns are 2% because all our PMs had to buy yachts,” or for that matter “your returns are 2% because all our PMs did a bad job of picking stocks,” you might say “hmm I guess but this is not what I wanted.” If the next year it tells you the same thing, you will pull your money.</p> <p style="margin: 16px 0;">The compensation scheme is “we made $X of trading profits, we need to pay the PMs at least $Y to attract and retain good PMs, and we need to return at least $Z to the investors to attract and retain the investors.” If X - Y &gt; Z, everyone is happy. If X - Y &lt; Z, somebody is unhappy, which is not good for the long-term health of the hedge fund. In this, too, <a href="https://links.message.bloomberg.com/s/c/EkgE-ui3Q2ELsx3tAdcKtMnaJRbZWlxvYpDoaiIoBIyPt3OwWdDINkiD9kfbuBV_Qn5BxD9gnhUfW345ui1zfeMWa11uYhmpUn3UC2BpUUfD3Jeyfkj1AkFn4bu7iejS9MU2PGmGxvuUT1d5LcOgJOpB8EyY0v9u6iEpCDfrZX68BSjv5aKYmoXYp6kSvi0f4ryjt3T8UbDTCyN0GO_tHiH4tdC-iSZvcJO0PbCP7KHQbx8g10iXEWIgSw2MFTVtoo4DBu-SG-o9CHdYuGABfboSlgeyMN3jCeDADETcHOZAl3JxG0SnZvzXE0H2gR4hbgiJTRIZdkGAaWj8_8fDyWd_5Ycw6ApB-ZOL8sLmzT2-1IaqMSDfrtCYXJU/MKidCxhbXoxiiOYVJjlzBAeLhZH7hGMo/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">the pod shops are like banks</a>: They have some cost of capital, and if they do not earn their cost of capital over the medium term they will not be able to keep their capital, but it is all a bit subjective and negotiable. And they have some cost of labor, and if they do not pay their employees their market value they will not be able to keep their employees, but that too is subjective and negotiable.</p> <p style="margin: 16px 0;">The <a href="https://links.message.bloomberg.com/s/c/dm-_jZokxLQDJ9tD3zh_94DQ0FnPFc3FtELs9ZwW6A43Wlc8tNYZfd1QPcIvVy3_l3NtBCpY9C4yvSC9XF_kxe_YlChBRhHjsDZeZVLsilaRZq4K3TJVeW1crfeQ4uHXJXBELuchRmQWeyY_oCzB7LSWqEhTt05J2584yUc32M8rFuHsF6qYoKNhjS3ce0Y-GgUu-NNvWsWsjSQXVchsqPI6KziAhxa583e2BFnWIDNReIlPXSBUsv-VGVn3oDiKOwEmqqbhos_A24S8pwMumEZb-poAadp8SDxttDt4RyspooSu2kCE1RUQ7lLdHSf_0Jm8rix0274_AnxAFWqa1mQbaxiY9g768qLMTj54YfhdrSxcoA9d9-nKlHQ/l1V9242aPLpBi6k7lHqR0_Kv1KhpcM-h/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Financial Times reports</a> that the cost of labor is 25% now:</p> <blockquote> <p style="margin: 16px 0;">Top traders at some of the biggest hedge funds are taking home almost a quarter of the profits they make for investors, according to a Goldman Sachs report, as the likes of Citadel and Millennium extend their hold over the industry.</p> <p style="margin: 16px 0;">A war for talent between multi-manager hedge funds has pushed up pay in the industry, with firms luring traders with packages that can be worth more than $100mn.</p> <p style="margin: 16px 0;">Goldman said that managers at the highest paying firms had this year secured payouts worth 24.5 per cent of the profits they made for investors, compared with 22 per cent in 2022. …</p> <p style="margin: 16px 0;">Whereas traditional hedge funds would usually charge a 2 per cent management fee and 20 per cent on profits made for investors multi-manager hedge funds pass their expenses through to investors, enabling them to invest more in technology and traders to extend their advantage over rivals.</p> <p style="margin: 16px 0;">Under the model, costs including client entertainment, portfolio manager bonuses, and technology are charged directly to investors rather than incurred by the fund’s managers.</p> </blockquote> <p style="margin: 16px 0;">Also “the total managed assets across the 57 hedge funds surveyed by Goldman jumped by 16.1 per cent in 2025 from the year before, driven both by performance and new capital,” so apparently they are earning their cost of capital too.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Intrade</h2> </td> </tr> </table> <p style="margin: 16px 0;">We <a href="https://links.message.bloomberg.com/s/c/QDzEvO_RZ1UipA4SWTrOzJ0yBmxQdsTeoeZJrr5hzPkxcfvzytTYI-vC8oGHyqwugv6YfqNU5_knHYDOzm4IhZL2YDQzRbbhhDj0RiSsOIFN6HBj2P7rDmuRNLE7A24VTlg0x65OYrl-xiTC_PU4EOBTi1oyTbAKeQezac9hL22XMjKv7owErl73HvcibrK6uHTCnusQ9_ukMWWfwAjqFKq_p2ZB6UVvVQMc6p2UOAKD7xIDr7yqLp83bAYzdAmzUlOgmdPwmaZmCmFB7_0g3i5DhBL8VqrE2-3Tg2d0EkHYkAvS2Q-TtRijMADs3owYXNVzfwLs71E-v9vFBC9Q02sMU1XzDZdm1qDIISljnK6SG8Gl0NlBrWN3fKo/WzC18n8dxvvH6s0vvRwTmxSJvmO6YjcV/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> talked yesterday</a> about the possibility that a trader on Polymarket might have successfully predicted that María Corina Machado would win the Nobel Peace Prize, hours before it was announced, by scraping the Nobel website and seeing it update with information about Machado. I was pleased, writing:</p> <blockquote><p style="margin: 16px 0;">The point here is not so much “perhaps this trader did not have inside information.” The point is: Perhaps someone was incentivized to build, if not quite “a statistical model using only public information,” at least, like, an automated feed of public alternative data on the Nobel Peace Prize winner. The point is that doing <em>informed but non-insider trading </em>on the Nobel Peace Prize winner is (1) possible and (2) possibly lucrative enough that people will do it. In a dumb, degenerate, not-especially-fundamental way, but still. The point is that the Nobel Peace Prize prediction market is working the way it is supposed to: It incentivizes people to find out information and incorporate it into prices.</p></blockquote> <p style="margin: 16px 0;">This prompted Serge Ravitch to email me to reminisce (lightly edited):</p> <blockquote> <p style="margin: 16px 0;">Back in 2008, there was a brief splash of interest around how [<a href="https://links.message.bloomberg.com/s/c/ViHV8Ay2fGiljsKNxSwBAwkdACAlrtc6qrfqC6UFfQmMsSycf6hDgwoatnSzehwkYpLwtWHfehFWiGro3BkqeimNmd360NVpYfQfTZBNJj9pXdzd6-S1dKBRB5m199xInS4xGfL4LlJ0y3E7dgECdEPGU3T_5m-88PDUa5ZaLpvuVuFh4PhvDenQTHobFXqiJtAy5kHRgQZQLPH2p2cTy5ZCvnvE0vBDHhXZy3I7D1_SXwR9UUq4xEpjouEg8zTNGKBx02UO1yow8qzu7_QqnLWIgkAYg73YC6WP379XNwNYPgv5GAt8fng3v69WCBQ6y0IX_HIdDyhlYUcUPfQDWcSUPwO_g13ph9ZOMwIxPL3kxvds1FC7KlvFyWU/e5_wUXd60sAMBa9U41f396uAb5k0WLlw/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">once-popular prediction market</a>] Intrade picked up on the fact that Sarah Palin would be the [Republican vice presidential nominee] six hours or so ahead of the actual announcement.<a href="#footnote-6" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[6]</span> </a> The story has been told several times on random prediction market podcasts listened to by fifty people but I doubt it’s ever hit anyone outside that circle, so, in short:</p> <p style="margin: 16px 0;">Domer (<a href="https://links.message.bloomberg.com/s/c/9wzCaHEZVPRl_Mp3FW8GLIsbDMK-jFVoa7PbhSr-LUibedMYqil6xz-lfzY55eTHCCcjZglkX8RT6e2seyzTrVlTHLgP7Jejych0wT8L-xd-9qVU77wkAVBqv4jFWxq_jbw6hT_yAb-uz4jDaHCLC-H0oyVskmikl6R8pu8Jyo3K0CP5xkXI2cTR854uupjQxk0200Tx6gw1Bsv9qxsQ-bSBL997beLnlv3doEjlsTm9AIesud1xM6MWZ9VjdBZp_12ecAErhAAJrYQYDnkvgkBNWwfuof3_cwBnwWqjmJGb5ozvPV-pnKlk9LPj8dGISXh_vehpECRvCTbh3RY8-HjcRFSXfxzh3TDgzZIt30xRPnM9rtm4KGX1BTA/4FigoRBiosL2tS8MR3dJb_OodF64sFQv/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">@domahhhh</a>) and I were trying to figure out the pick and going back and forth with one another looking for clues. At 3 AM EST, I hit upon a random Free Republic post from some guy who had seen a private flight go from Alaska to AZ and back on the 2008 equivalent of flighttracker. We spent the next half hour frantically reading her Wikipedia bio and failing to find any other flights from would be contenders (Tim Pawlenty, for example, had not budged from Minnesota). By 4 AM, we had bought out every possible share of Sarah Palin available online at every political betting market and the rest is history. </p> </blockquote> <p style="margin: 16px 0;">“I think we cleared, like, $10,000 each or something,” he adds, so this is not quite institutional-level incentives, but the point is, yes, prediction markets do have some track record of incentivizing people to incorporate quasi-public but not especially widely disseminated information into prices.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Things happen</h2> </td> </tr> </table> <p style="margin: 16px 0;">The Little-Known <a href="https://links.message.bloomberg.com/s/c/M47R4UbUIAIunalaiy9a82NZ89dZaExxgzVKunKl9yfMle32ZkOFxrE4_obXkUjvOYuNByh7N43Qmyhz505WcrjIGhMx0T-8Kb-9j7OcMN9ItiPlYkrPa22-7kXbZhW_SjpXc5s3R5NeQ2kpJJ4OaMagPQQXjnNQMMIMxockWNF5dlCLW3564dTTsCkf9Wg9O3tyScgt5vyEs4Jc4e2KX3gYGUJ270iJBQlD1tM4Y2SB7YEGPPdVSxFAx5wF5-rFJ27lggJo70OSDyRQud5QPVcimvEhmcNRmxuHznuNe6ThlVinNxITKceEY9YLEgCIxuhPCd6690Wdpr5mPmsSygrHKrByR4g43e57SFyFiGle73t3-lg-tyHRXXE/lfSiKs9zIf_YZvOQ6zjsNWnzjYPZTgP9/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Crypto Powerhouse</a> Behind Billions in Trading. Griffin Says GenAI <a href="https://links.message.bloomberg.com/s/c/i-w7aXUiPPVyCYwTPIIyFRldM-94xFDHl-tQN42PcJRN9QteEgPLJ-Yfpb4ulNjfl4WVZowYjAQB6RmXML1CLYjELcUT6dnNVhFbQeVZoQLvgk_6JRPUiJ-CFbCHkrUePbktHV-rb7bda3d2XaNkXdI4xN23ehwD6FO_u2sa5zV2hOiCyyacm2CGyOyBn_mlAtjIxZz_x-B8YIhsCGKRqnFG0ffhSrfSotgELshcks-GMo3scFGSEExOEGs5My5-E-X6OHP5MZwOMu4J3HyQMSo_he0zNT99bW_sRYmtQnQQzj2MC7nue5PbHOETaAmfRv38U4CZBKf8g_RSIDrDXJetGAZRmO34F8HxkB2frvAdcQy53havSzic0vg/UsDJb1Ch23wZRTsXkd8MTV8IOs8LLYLS/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Fails to Help Hedge Funds Beat Markets</a>. Inside the <a href="https://links.message.bloomberg.com/s/c/8oi4kZQ2ttqS5-Aze5qrG4jlBqQQooovQXK0umCt14lQ5GFOfixFVDnpC1R_uV4ifVRrOieylHBeKOWjRzszZIrMJ-RcV2gFY7rovJWq4H_OPbLvE5gexhWiMwqtQmC77dZZAyriinK5OTpHTrUUZagrbqKIGVteGHr_teNoxyvu4n-0CZBBvcGpEoXXvVES0rzCpGhs3VOWynxutFVUkZVuwPgdJqS7kczB-lGFdpRFGeycAiKqqeQLHBNR4t84qYSz2z-__foyaG5w1D2C6tHpaU-o2PDXejOHvHJ6Higg4cCwkzaxWlOm8BuAyi65ubct9WI2B-K4X3RwP1EBRXhVn4kqCtbap24VxTVrhaWyOyChqTfXZOxuf5U/c0UFIhQIF6InrJzlIxqorz8gIpUemOjN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Credit Card Battle</a> to Win America’s Richest Shoppers. ‘<a href="https://links.message.bloomberg.com/s/c/exoAdngYVfhq-SnbE2XDWq0dYcicqQ3QZrEO5br13s0lxqi31e4bAHvkbkXdDNR_ujWkDHhDVeuNmCXeUbKocL5WuFirLsdVLg6WhWX15kzAv144jts9YV_pxtRo1GZM2aKeEZwyIuoy2QXJakxddhdD59GMURH9y7Z6biPlbAPuJrBIXe3onbPlw0kgHHyDOSsgbu15j-XYw_AbhUN7oQVrMC3enlHnZ0tt3G2DXNhkYKhtjQtVEiB4JxD2KfJ1t6Hd-JMokKgK_BaNaLJmU01umqlpx1BxwtWA1TpdDsNbrtKzxKAgyUAWZGEWIL9kQUFByz0dwIpDAJYNgC99UAVyFX1sFUmSwfvGmrpdlZ3IgJQ79A_u2xXiE3k/tjlJjKOELDejEuco7nR6EwUUMYzN15kN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Of course it’s a bubble</a>’: AI start-up valuations soar in investor frenzy. <a href="https://links.message.bloomberg.com/s/c/RN_7HpS87r4pekRbivwNKqhtcQq2P6bDl7EQ3u44wG5g84SMFXSd8_5DMYRm8AuZydFVtSUvnS-MFiUxazt2OSkxrik1tZGUSsAe2cFgBnCD95tvVl2D77talZiB9ID6aKEV7ZGMyMvKfwK-wfzQt7grCcLFx-nca831g_lyHOWl0CtO3l45CfvsYD32wASW-Hi_K_oyTqbc9zRlTcxpw70JNO7h5noWoroA5bzhakYhDtTCSLA7nwWWrTFCcC11FjftsZJKgJCZgI2ev2I6qFkdqK1umCwk083sAZkFa_boMAatp9imioUskOpwyIR9jmrcd6WtPutuk15B3WwXdVonPYnJ6AR0i1NcGS7ajuU3KMEv4QSboXL4wtQ/oOPEkRX3aSG56lwE-b8LvTx9HS6UrW10/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Lifespan of AI Chips</a>: The $300 Billion Question. “Anthropic probably isn’t going to offer some kind of <a href="https://links.message.bloomberg.com/s/c/VKM7CdPvfSchKs2e9JNULXA0Iwr1CHNT4NzP-tSYV7ingtHIN2PiNHKJoV19WKUX2Z1Ml_vtvtjcaR9az1xJdNd2A038SPymO3YN781uLo4wrCKPbvz7F4RTwjem_lFPHa8ApBmJkbbAVFZkclIFoRq-E3jSCFLYw8bAg8swoBO4MV40IWrVCCOC18MpP1Ov7Pp35NPeM65kZwuAQmM3vcl6rSswutDL2WwFBO0ndpWkDvEEi54HBMz3iWXStGPIEbTp1BNNB1JGq8WxI0QKIZTgiViQ2V28URy4ap1rd5rOcoYBFu4SPXJUNSxCZQjl4MLWP7_h95yBfP5UUSeK3jr2ubatYsTnBmCKvY0-gYvwYzKy4Z_P6F2qbvM/35JD8dVQy9bMtFZ9mWoShXJ2lxK2P9yr/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">enterprise-grade erotica bot</a> with single sign-on, granular permissions, and detailed logging.” Delaware’s Highest Court Considers Elon Musk’s <a href="https://links.message.bloomberg.com/s/c/Tyc3-O4LsJWUKAcdNrvKOh92zjrqupylPtjX6yJRKD9tUwOI4pN-171UNQKU3CdTft0XiJCMAhG2u8L-OEVDusI71PPvDT9JmMpXCgczr5fP5IzBn8orEQ3twyLohywCRsazI8Y-zRbLLLmMEI2fY40kMvV98BCtAYejEkjjB-Xrzip8P84FkOrhhf0-aOGQ6Ht1loWSwL24JZm1-EBxdaLJbzoXAeWip0IKXHDtv0y0pQWXmuRJBph4m_dTwLkemTbWNC6zEzg6UWhc05cMvDaneVDIlVFkpLPuk1nmEjVJ5wtTqJLeWWzPp7KJT4kapDwmaogWBXtlYJt_VYM8w20Hm9Xb6W7TxEh7eOL33CS61mIxMuQ9nGNdVDE/jAznOiVajLhc4eZI6kr7s5yGrWGIhIjN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Tesla Pay Plan</a>. Eisler Imposes 30% Bonus Cut on Traders <a href="https://links.message.bloomberg.com/s/c/Hg1nIeCIm3sIs4Rk9qTTLxy7tJkz8KrtRtZ_ttnH88TxMIy7TH_I4MpxAnQYARkauQEIgrmueDKxo9ako6PPKteq7-LW5MK5ZNLR2KGxzhUhJQnozXmcyCj8ABRe0RULZX8NA304IvaVWj_vwohAsW-8PClap-o5I8i-u9N5d6A2rcuUedjRaQKAbxKpqLeILaA3copX65OqGa4-xql-gDBX07VuszJNrAeuvmIdr2oy0KAZoriqoBu4HaizgrHTYenKjQtxMz2eyGFGRXPMhMphJGerc2dasUhfnOT-47wD_nMoDCv6lEc5iBZnfSaqVsNT0d_3V7Xwsgbp6VSuXAnG-ca1gmMgFvoQupwteNQAQHziEZL4EjRxXJs/xxPYapqAHPNDwFsp-B5BPkNg0irqupOp/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Exiting Immediately</a>. How Jefferies Found Itself at the Center of <a href="https://links.message.bloomberg.com/s/c/j6hJUJ28TshdnfNl44mdk2B_4LB7VEwUOPEn-3wMHkRccr147FcOLRX80JIWnUrtyCR4qkcikk00hKH0nb3zdbgHbmn-B-09PTmmcaWjwLFKskTUmYU0DRSPsSEuDcPrIbMiQKNrlVCPh4QGhzen-l2XE8QR09TANnvktghl3ALNBRzgSiD6D1jylNiyp0V0Y7NPhEkoxzHHzUxUUovTHnHGvxX1DuTuBjgHfbbhyLOsURpasSAVknyPfe0FtDg07aTPZItXNN-ffYPnXV30wZr0RHIjIo8b6tFwj0ostAk9QlwIteFvJuHgKnZIFIqb3jvoyYToOUeJO-Zf-zHl_sWJAQ0xLePQxNVUnPNoAtuRzu5UvXDc-45dF4Q/ol9PmgRv3A2viERaSYnQ_gR8jd35PRWN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">First Brands’ Collapse</a>. Dimon’s <a href="https://links.message.bloomberg.com/s/c/hsfTULVm75-ZaJM2BQlrI6oucOM_FZeikTS9gD7Qn5e0gslMtsfbJBlaTPoNK73PnUuLc_Rj8GAWPgYD6Hf7cRpLBvqJqgVaXUDu-ZpOb9lVVVzrGTVm7VJamaQmsobs5aftFtFmG9Lyqlbo0ljYbb_8Fvcw3LWiy0mlN9FTvntR8T10fr6JIPKIn99l0GNJLLHQoXRt7XWfvraAdMBi6eWwQGGdCJub2ZpSKjBmCG1gg-HOSxn013tsdVp6Rzbdda4F_3jvM39sctFh8QoWKck2_sURlPPEiEtFn9TaKObPEaUEJJ3r1QkImb9yvfsIJMriMZ_mxzd8SBzvijtk4BNunmhi6K0LSOf1VSAVohKM76l_v5DosEsBUAk/BAmQ3e996Poa2FSM-o-tesFGaZ6UZ0bS/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Cockroach Barb</a> Ruptures Uneasy Truce With Private Credit. “It does not surprise me that we are seeing <a href="https://links.message.bloomberg.com/s/c/nIHZeH3mhozy5IaOfS9zndPlWFMssQF02u1YtH8y9yqR-xy8CfhTXYxSDPECzzYzALHgTZkgUpBUq8LjrrzJTyKMxvBzwv5vB0_LD2jqbCfFfYgoLzYRkrZ5auFHWYaOMxXRX7D7kzbWRMCGwlHxtfH0b4OBHkpEp7az4rGc6RzgcUFqboT-oe0BHs2JC6sMKygwLQOToaS4yMP_NWjlEQ06-A8pCtocgd2-r_Ai6whcOWnrV7aUTfgV6JvuVt9GipWgId6nsKW-U-S3yxhrehvwao8KkY0YLqfqe_-SraPnCQvpTWcCLXgPdIQLyeAke24TAI9EO0OC67njlwTgHtaxvCh-vNGJeHZ0Qml-94_PxQFc_29-x3soa10/yQYAnMCT7KfV0Un64s4NWfLRsgup7am-/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">late-cycle accidents</a>.” Paul Singer’s <a href="https://links.message.bloomberg.com/s/c/J5Lnbgq_e5beV1HNtSY94Og6JAmbL0rrWqZf6pU2Fb3PtqjG9DgY2XpyN0XxzPzsZP0d5FSkxQ6-PbYZ46NeAtUnKTyL87Ol0mEAhwyqJYWSBHy8gRGTaO_7qZ4tfBXoLykm7JGltaD6h0uUx6-Pxa-7cawH56QBm_EDtMPASvPlgpRjhsI73xpokBzD0y-GxZgYkxJzmqj0_o599NZkXcOd4et0BErG0MDMqdiYTnLufGu0f9HJju-u0wFkuUIdLBOg9Ta5S3Hl2ArShRNe7Us6JtyuY-oKNlWbfV3XwSAJxHIrBkq2BtdXR86MPn9pjTTz5Bn59tJWhQx3w9_fmk2RyRtRl37GFp1_1_F-aMngXKv_gINPMFr_-Jo/Tzs92nGBM1wKtTc1hmqGI335dxk3OUIZ/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Elliott</a> Is Raising $7 Billion for a New War Chest. Bank of America, BNY Sued Over <a href="https://links.message.bloomberg.com/s/c/GVdwpGthF9s6Kr6XfhWfAfwAG0sYeibmrbj6ubWRuSEgNR0Y6TB648LtnezLVgQojg3dC1NRNXKAYlO191l0NElDpqDBw0gKCyv1JjELSnlnCB6ZZcM47gTj-C9e5orDv0NyDKXbIqPuv9XlCnVw_shWHgi4zHabWMGf2ti8hR3DYMI6w4u0wHTmoY1ugFxwsAC6MpUKhfaJ1XRF0OCJZ666MzfAx7ay3Uyh8kEywfgGy4ysj98WXI838a-WmGnCftI_S5C4GH90J_40FlzWFKUw3TE4bQk4xzkD0GK0KdZDSxcEdN5MOkfj5uhAsEUu8sb4FLM4FL33gUCSbkdZzB4sZkKE5QLiS3EuVBW5rDmX0dfIDxiwH5X-7qA/nrvGAOQzzgDJLEug9sZIuMqlEhrLEb_M/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Jeffrey Epstein Ties</a>. U.S. Arranging $20 Billion <a href="https://links.message.bloomberg.com/s/c/E1TntAWzpILELNfKlLhIy_sI3lneMP-LYfAB8bR8bCDQn9rHYPH1AlRZa5eSiQwcETh7v9Cnk4luH17R9WW4xloqj0P-gatTlG-o5j29Ngrlj6MszwZofCm_hvyqn8Ai3D312F3XYcQ3B9EZP7PxRtZODtF1FxPM7fcqZNnnTGy3L1obDtSfx0c0RtLBU0Et6IRUHkcn_nEWTyfBuZFmud4_3GhTY070UJ1D3hqDE8y4_3qaaHhyYjUO9rfqqvX0go1pMHekcco3x8iJy5l3QOALRomuSKAZ4VHQWW1Kp4lbI-t9Crd_FAAwZ0RrSrTNGn1J9M0eVel8NZW4tL6-fLW_WK6YHTKiZBarnx-xf2q3O960qei-Gdw3crU/ckwSCjK42STMWPK6jTLyI1BHTM8R7lhE/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Private Finance Facility</a> for Argentina. How the Trump companies <a href="https://links.message.bloomberg.com/s/c/qGdKM0QNAov15jbM4NVK16JGsmKOjfDz0Xe9uaLTJ0cPd0qsynDxNsWyBRQKs7JNuo_sZlsMHevXhacWoTir_HTm8GccEs7RBTUzHKWIjqU-cgt3p_BuZ42PL8IRbH9ItMOh4Zc6m75U2229gv4fLGtLfQmV2lmX_ATJiyOnPSZQj3NCGXPlP693We-xRtJXGIYamvmJ9F3XlwR2JQw0aEYFF1Ex-65v7EniO0aQqHOOGAgLAPZg2uvPKYrsQWW7JW6M6sdTwEd0lnZeLQdy4oUpbNCqvKhO20183hxRBG_H7Np1D10K7mQizd7eOLPDfwCr2q4ooizjFmYt40-a36WelmbvooCy4EcaarRPHuR50zkDYOfB1wIAmDw/e9nUBe7O1S2Zi35UFjd7G1DrtlP1Vrxz/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">made $1bn from crypto</a>. Giving <a href="https://links.message.bloomberg.com/s/c/nsL8g_2JQlM3gDEGrbXKcBd1CoRjygzPwF9XDmv2HnfpQWOQkEnXAlWvIO-bXdpJH4LQ7YAmZ_jLqIZX4ubqTNkQdkJRUhj6ZEaGgyH6EpeQZL2Zl7vqt3F-b4ZgSsj9wFmcw2feVNPJLdQT6Taau0_Boe0LIg9xyOOzHTs5XzGWpLnizGzB5ckkb7CqI3V-mM3uGHpYlSDKAUuq4e755CoGt3AzNNbLPrgTS8IV5paBTVdlt_OMuNbzPQ55ITgab27u5buEAaWW7txcub833k4TFf1d2npahOK5SvfiIChXXlAMNkvOVnPQo-Nfricjwd9MCL8_8JF7ZUg99jzUChHXYnzENji-nWomVPzBXGGSzpQzGYWd1lBJXvI/EqoIgC6LwvSpsfF22ac_t4rHb_GC_mBj/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Career Advice to Kids</a> Has Never Been Harder. NYCMayor Adams Tells Staff He’s Been Offered <a href="https://links.message.bloomberg.com/s/c/o1smIEQjZjJFDJMnpRy9EQBQQ68abPVmA6_6FdiWUgEcGtleJmac7tC4s0wGCbIb7mbMe7ZmZ3vZqytg_zCfwIPRLmfAaZnCUtMMynrmosqLgf_v1uesVeo2XRV8OE6_GOKixFPqNs9k3CCfpadPlaW3Y7DYwG-Ku7QjDejxZTaGWpd8_ULFqsdKFqoGU5Cqe7biL0-mYRB9DOaZ_a1Qq_qe4eURlMkkzbbmZIRiEbZbicbK8ald1xgd8FfGNnsSYwcfBlSglyH7Ti_Gocpl_9YV7C7z-UzthfGLjzeEh-xybf21Ssuupz1ULXIYbGNZez7yr2d8qKfYj-RSObQLR4FVQ9wevjha30pPv1no0GMdONK8HI-5UA9EkHg/0LtfCqhcIsmoRzWsPsLjvR5ZgI9o3avv/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">‘Amazing’ Job</a>. Gov. JB Pritzker won $1.4 million in Vegas <a href="https://links.message.bloomberg.com/s/c/iqWE1Epg9E6Dd7bsv9OduE6nsNWrviHrOoBS_dofFfXAZkTBVWJNXL4D_nVgczirEN-PIo9dg0xwCTHz5dPXAI5RD5vX8iuHX47SoPP-FKnR9-9_o-gPzS8v04mH7cnrplgspkS_M3CiT8tlvwI00DenqdotC20sczY85CipVtq8ddr0o6AGf_DCno29AQnDjQGuJGaTKt0GBMtJ7KIkQPEAYtzuU7PF03YmQC8q78Hou2pRPU_qSVg6vOCmvvY2VjLzDGDx5cJojZaAq8TWO6APW9e_LEOOtcK1qlZR2xsY9TiEKnTjGINzKkJrfd9qy9RPxzggaf5oGl99z30u6mBhrDw7bJZWyxcrf-JsbeOyKkrjFAXSU-c4v0A/HAEqvnzK3XuF8E3MEUU5JMN20aY8DBw4/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">playing blackjack</a>. The Worm ‘<a href="https://links.message.bloomberg.com/s/c/_o_qySXnLqR6Jouy5n7j3blpUF4rJNIiC5gT0TEgux8XGExtt2LvgFcDTVtJs1IW6_6xZumOYCkGQrBVTN2icXaZvFqIlH9LRYmeKayaU3BMJu1GCWWlMozwYfVa2UZVdMqwcaWa-nqWXbdlDC4Ed17qGqQF64KavC0LQnECqPBr48E3ikwpSJU9T2Sy0aCm6Ed_Cy6knobgT2a3s1MzqlgegBcZvV6neezcuciLJT8i3eBuBFcxP65kxWwLmKYyLuuBNcBWf1eRLVUrwRP1EmFYulTNCRTyEQ668QSASXN24thwY0iuEdkIt-rOVQOCyk3hxl168dSNcmMPce5ZWG4H3Tg6yUdT2yPPLhd1s6CVPR7N5IQe7wc8Ui0/WenQaOjV9wYyCddneBEYPCNaQfuHmOJz/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Ate Just a Little Bit</a>’ of RFK Jr.’s Brain. “Cryptographic science, he argued, could not <a href="https://links.message.bloomberg.com/s/c/A1pa4EWBDaF6j_kEDaQLeqKsijuJj6S2L7ZiSpzVwUGd_7DrgGPLq2B1R_vq9dhet8wSmqpIYv6bYHexqhW9YWhVvbdg4Nk9vo69oyrp10JN9rBteBZ4DGvoizuDqRKnPnnTdHoiFWnH3zACt05hXOZeCRGvp2jwyZh1eoqyGbwC6eHx8kRkvkatq8wQOex6Pepez3Q0FIXx9KaRQD8-yI5_3Dh_LIcNSbJ-CTn-6_LSJKrGlvGfifacvL0cGCbtDy_4J_VG3BP24DmNQEPhU3yYPsbZ0-XF8AgMDEtbcAkNwPtOUlOmEpCk9hyaOT564o-o4OcdEz-vHkk0doD4-ZUQ8QGTOmF1jm-gAWJL0wnn010z65TIZGf4w0s/5kPhj3y0J6uRg8YESYdO3jW3WMuAMOtO/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">solve Kryptos</a> — ‘but library science could.’” “I was married, but I’m not married anymore. Women <a href="https://links.message.bloomberg.com/s/c/Npgs9ufrMwyxAfCvR-hujaz2RIusk9_J77TbKivhQlbUauLPL9rd1PjaM1-Qa9QkOEYF5ybcNX1vpoqEOjhY7IVuCE3bZcnwJCxKUznHf-SLDEAdY5mnEWPyk_jWTCX3p09rXs3s5d-RGJlQLdKoLC3Zx92rQeCjgV4vyBx4oswO6jZpniMiHfftLydcSuKqtOSom6eKTN9pFkZfVQVITwdMDw4R_dr9Wkd-f-fwNWSUOFwd_S4odmEcH1xB8XwWteAY_E6Cw3ESLfc_J5qDWwN8qMONzqjJPveJUkuQUZW-jnmu4C-Q8oKPszOWnhLLGkW17Td_gSwJUMJrtug27zTBiC7P6udIBC0sZHSRLZ1R8M9_V4vPm5Z395k/b_z7JDPZh63RTg6BKAnFCa1vTOaiUbnu/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">don't like the vehicle</a>.”</p> <p style="margin: 16px 0;"><span><em>If you'd like to get Money Stuff in handy email form, right in your inbox, please <a href="https://links.message.bloomberg.com/s/c/LH77vCXtX9ZwR-0ut7UF0u4kOoXpU8VtoaRgpZyjSAFxC6v9NiZY6TfcUmrqPqIv18dHvJ6b4Ut3-5ihynLNZ_BcpetcE6afmsZe2o9RgUIFsIeIUe3XvKWAYm18cq0u6Sv0Hypa_7rC9ern9Ts2qSqk7kSvngAUkbuKoweXf7MQ_8G9Jy1VTdKK9DG6wLwszZYPIruCkUDlcgJpgn3zwXWeHD0bNLq32tH4uYNgjEu1veZr3pZgFKe3cNCQRQRN0xnxLIUPTYITGk2o9lT5YmRYSmd3h97rlsAujm0Uy15B-ouIRKoXXkr5uuHIja-av6G5yT-NqU9KZ2m_CC38bezprPHQAtCkHEaSszT3yX6YhzMv3i0g2M2LuQs/JmTONsxEsrxIFq3wcJZvG3lRCodkflP8/13" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">subscribe at this link</a>. Or you can subscribe to Money Stuff and other great Bloomberg newsletters <a href="https://links.message.bloomberg.com/s/c/9EJfna2r5tmt9xig_KOoctbCEwqymsoP3eHZM6k0RuABKQa-FrFFCXYc-dpSs31_K1-xtE4ThfOyUabaXvwCg9yFDWrf33kmyAwmdQloCy_73Nc8udL02W0q792ktd-meqXbv7UwPf5gjxzPGKRZ6RcyqUp2eXfz6l2qdfy7EOg5uGkwZpN7z0gQk-RAvCQ9AgPrwvse7TOY7Wh2xLjKwXqAy3onybZl897XX0b9Rx2chsRH_hdxVzBka3KgpwvG6pe0iJ9jfimUJ0SSa9k2RydZh1tynscjYMQMUQB3Tj5QZkTNr5qf1erXWeuqtAWrhcxOxqty1ttzTJSHzYyEgcXfilTeRH0nz3As_rfIuqrW39tI5QyS1gCsH4o/D0y7bUjhcdJTMu6MEJWXpFK6w-A1tbgL/13" itemprop="StoryLink" itemscope="itemscope" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">here</a>. Thanks!</em></span></p> <div id="footnote-1" style="font-style: italic;"> <p style="margin: 16px 0;">[1] On the <a href="https://links.message.bloomberg.com/s/c/Htbh1J49cg4tCnbOcMQghT6kweCAd4OrzNUwKQVg9C_Ko6Oy6DYuKWx79Z2esBJwaftc3SVTkRC4fehY3wcJNJ_hRbW4GbvKY62qz9fgXRa9NJM785MyK5PRylcgPvEgIk4FXBivyruWSA17cmcUEj2OmQ6JI_s7h4BfUicDN61OLDZC0zMEUcVXSd_477u0pqHLljdT9vi6kFAsV7-mQHXcSlJspZBbZesZbmqV9hNt8lygDj9Xa2W9h5Obf1px3K20fLaPjeP7VHo8eSXNedhP-s3GRbkoUe_XyINjS72SKSUtrcrTJkBDb_2nc72Zg86troPMb-SXp410KgZvqy4tEtZ7ELf-HZkN1RJ3IIwLuYze8ENNh4WyQw0/UXj-h_bc-unlioGbeR-Re_FU-VW6QJCJ/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Money Stuff podcast</a> a few weeks ago, Katie Greifeld and I discussed a listener question about whether US public companies should disclose earnings *monthly*, rather than quarterly (as is currently required) or semiannually (as President Donald Trump wants). The listener wrote: “Why not MORE frequent reporting? As a CFO of a small, but private equity owned business, I close our books monthly and report out our financial results each month. Every public company in the world is doing the same. It’s no additional cost to release those results publicly in some form, even if not a full 10Q. Car manufacturers release their unit sales each month. I am sure there are other industries that also share more regular financial information. It is so easy to prepare monthly results. More information is better.” As a matter of management accounting this is surely correct; surely every public company knows its financial results each month, to within some margin of error. But my answer on the podcast was that, as a matter of *getting sued*, that is just too much surface area and too little time to scrub it.</p> </div> <div id="footnote-2" style="font-style: italic;"> <p style="margin: 16px 0;">[2] From Caroline Crenshaw’s <a href="https://links.message.bloomberg.com/s/c/UrtQBgMVGHk2wKbXSVOx6iUWSVtnKbwuq3AqEAi-9AFaIhJb345AEams7waHxq2_HGk2yO35thjWVa2RqH8S0H22yFTm1ty6-qKzG_jtascr5a8lJvw0lEj5XSCWRegnhZLHsDQHwvJvp2cZig0v8-0UEGWTG17H1yuT-7U2bRhxZM0_1BBNbpPfGhuMpMB7PZ-hdINwWBK_Jmgqex-RLMwLiBn_TjrJ5mU_sveDiHLbs5h59CSc_aQzuxKZuZCgbzHXDG-zrEF2Ge5cmTDSlFEnnhVBpiUf3zRA5fkrA8M8xSScAL3uHj_WiHqxvCzgC4tInLCFPupKYbWwc9FWq6YVvVDCuoqcJ_6cU2_veJf_XZWhY326p6xMDc0/rAB9QepN5H3ajTh8LwQJxT6t0FIABnBS/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">dissent last month</a>: “There are two ways to remedy wrongdoing in our markets—(i) by governmental enforcement action or (ii) by private lawsuit. Private lawsuits can be a more efficient remedy than government action in terms of investor recompense. In 2024, securities class action settlements brought by shareholders returned approximately $3.7 billion to harmed investors. By contrast, over a similar period, Commission enforcement returned only $345 million to investors.”</p> </div> <div id="footnote-3" style="font-style: italic;"> <p style="margin: 16px 0;">[3] To go public, a company needs to file a registration statement with the SEC; the SEC reviews it and, when it is satisfied with the disclosure, allows the issuer to "<a href="https://links.message.bloomberg.com/s/c/PZ35wWtKoYKlepLrP-wm4C4e20r8soxUDPpGhXki2dGc6Yc6Rg-pl1iz_jMLn_7V1KKr7k6T8xsGTB6_8PYbCv3l_VzHOaPWD78PMllo8QL-Eo8-CyiD8Gk7ugKnKmKOa5KCWU7O__x6s3y9Hs03_ZmE1fD8XrgOUQT7tCcqZPdzqmpczHapYmYe_8HsEeCAuVCoOKIviOfZQLbkAtME4IqNhEvDk_DlUT2Xjcq3ahthue8n0T7En5xJUiA7H7qP1uwEcgbg2C2to3iVl2qwCoWACRFqLp1li-2NUuUR7BnJanoXJ0lZVspIgRM7tZkhUyB4rWgI-o-Bkp8Q0cVzpKyrTXiAH1gSsjAv-5W29zVnbARgulsn1b-0CQI/3l5OpwMM12KX03yKsKngGCF3H6sv_dlg/13" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">accelerate</a>" its effectiveness. There are <a href="https://links.message.bloomberg.com/s/c/mGUTlhz3FeeGfVeOWZ-CVRXP515FwN06D4Lm7s4D6cvRTRyVvfcKiMtbQbpubed69zB_Pcf2YX30BsJm8ootw4XGSQEX9Q04TyqK6pJ7NQNcVJ4PFLbTrEbZ9DyyndRQRUoiJmh3WVkibg4KWvm0VrKfuLoEyVC-8nGRQ11VCcwG7y3V78D8I1-vBpUtJQn7GOICZ-M2wuJQnGjs6zbkWEZiJRsZhhwnYuIGztk9gMKrngWRWkkYSwNQ8TieHa9Ccs_xPFYYvfOx7rwW_QXl4LxX1_Qsn9tTuduStqeyt7eU4J2w0I8HlMi1pzvAp4ms7WXkWy-zcikPavx7qZb3KDVIkX0QU0dAZhyS5sR89ScMnqrOHEQViYhW1cM/wYvvKrzLslCLwajSAWiBq1iRFMyNUNVN/13" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">other ways</a> to do an initial public offering but they are <a href="https://links.message.bloomberg.com/s/c/Eh3NHR53vBx6A7gxClLF8p11fuhHp4Bim1ojjgIwfC8au99uHlmzDxNhA8PnpvvUd9vrKOGFx7ogliPEpsA_BSCeu8_vbvYbxQ9ljkrR3IHjdFORgCopftrtkZGn2hcsHbMzPbsadH4nJO4zGC19rU5v73fICoWkfMjTyBVkv6tqqs-zYeUcsDf6hRfEcD8JVQtOGSk3eGOpgnw9QCXfzmC-psQbdDVM4yX2yre3sBwDrdCzPmhQQfGOhpaQh9885HywxCr5QAv-NIqDas2mTJvoLqXQgiM7KRk0CR9HAQBCA8V9_hkJhdamxHp0qLLf8r2u9kbpR1Ns9kMSiXCSS-cKy5Bzck-9K__NzVUBoLlyexjW3X9GeZXQ3Fo/1y5zf00g3UhXvNu31DTpTtIbJLA13DzX/13" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">not normally very practical</a>; effectively this language means that the SEC will approve the company's IPO prospectus.</p> </div> <div id="footnote-4" style="font-style: italic;"> <p style="margin: 16px 0;">[4] “It cost just $2.66 in transaction fees to print this gargantuan amount of money,” <a href="https://links.message.bloomberg.com/s/c/g67TYE9OlJTl3U7SI8SJ128F6oqjgo6y7pOCoBj54NZwdK61FBKrmi1CQ_MJFX1fsGsAiy8YTYIrPGh9fiq9L02UtbHnA3CA26X7zdA6fPsSvGDwhcKANXz27R6LGazSl0Zr3f1_UIWZ0a96xS8Duotuj2Ulb9EXF9erAU54Oz75dDr_EReRJFCP9t98dQod8o4wURgy8oxoue5jT8LFgtkXRVPuPSwah0k-YHf-B3OLklZOHXjRXWb3k0qaoNMdNxnj6xuQt87v9KFokAlkWKFacpnBS2Bylkr7MbZQya-U5oRsovE1J_7a7Gw4amqyFpbdLjAz7NvRPwcheHeRTKPR48SEN10RSFG_8kyc2W8TZehRgv9UskMIsfM/WDUu5NqQvGDuFuX6ASfUVemOfpofTDSr/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">reports Decrypt</a>, though presumably when Citi credits a client’s internal account with $81 trillion the *transaction fees* are zero.</p> </div> <div id="footnote-5" style="font-style: italic;"> <p style="margin: 16px 0;">[5] A more mechanical but important point is that a PM who loses money won’t get paid a *negative* amount of money. This means that, if the pod shop as a whole has uncorrelated return streams, it will generally pay out more than 20% (or whatever) of performance in bonuses: The people who make money will get 20% of the money they make, but the people who lose money won’t pay back 20% of the money they lose. If 10 PMs each make $100 million and get paid $20 million, and two PMs each lose $100 million and get zero, the net returns to the fund are $800 million, but the PMs’ payout is $200 million (25%).</p> </div> <div id="footnote-6" style="font-style: italic;"> <p style="margin: 16px 0;">[6] Here is an <a href="https://links.message.bloomberg.com/s/c/u5LYGMRRDj5cnlkcxrWKAUjWHum9UWtT4qiwmbLinZVndPof8lG3X4nZDCSk_8ALu-6p6jUcMZSaBVOCkdBV2RAI4eH0bCFVbdDPEK9vwSfJJQqmugnldwAei0gcAi6lv1-HLcW_gL9gznzYJV2CJNn3-Gwcz7d6LShzhOP2c92zmriu9CC68CtnnzwV_kP27Ie0sl8BCBpjyrRavLKLTr5ioIc98qG_fAfFyQa8qzEgtJ6n2wop1FsakQn1gEjyuJOlW71aS-IAt7aiS8n-lyY57PG1jhFpx1CHcAfcDM4fFmQb8I1ebn8woSmwvuRElLpAeD7ILi9QfqUSbxyp1l5D4DmthuRUaN_zrqsgce7k4ZebMR4z8BN3ia4/zY37kX8UehtrOYi6Ad_UjHWkUUJkhyV8/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">August 2008 Business Insider post</a> making fun of Intrade for incorrectly predicting Palin, which was then updated to apologize because Intrade turned out to be right.</p> </div> </td> </tr> </table> </td> </tr> <tr> <td style="border-collapse: collapse; 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  7. CardsFTW #177: I See New Cards

    Wed, 15 Oct 2025 18:31:41 -0000

    <!doctype html> <html> <head> <meta name="viewport" content="width=device-width"> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <!--[if mso]><xml><o:OfficeDocumentSettings><o:PixelsPerInch>96</o:PixelsPerInch><o:AllowPNG/></o:OfficeDocumentSettings></xml><![endif]--> <title>CardsFTW #177: I See New Cards</title> <style> .post-title-link { display: block; margin-top: 32px; color: #15212A; text-align: center; line-height: 1.1em; } .post-title-link-left { text-align: left; } .view-online-link { word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); text-decoration: underline !important; } .kg-nft-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; font-size: 14px; line-height: 1.3em; padding-top: 4px; padding-right: 20px; padding-left: 20px; padding-bottom: 4px; } .kg-twitter-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; 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} table.body .kg-cta-minimal .kg-cta-content-inner { display: inline-block !important; width: 100% !important; padding: 0 !important; } table.body .kg-cta-minimal img.kg-cta-image { width: 52px !important; height: 52px !important; } } @media all { .subscription-details p.hidden { display: none !important; } .ExternalClass { width: 100%; } .ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td, .ExternalClass div { line-height: 100%; } .apple-link a { color: inherit !important; font-family: inherit !important; font-size: inherit !important; font-weight: inherit !important; line-height: inherit !important; text-decoration: none !important; } #MessageViewBody a { color: inherit; text-decoration: none; font-size: inherit; font-family: inherit; font-weight: inherit; line-height: inherit; } } </style> <!--[if mso]> <style type="text/css"> ul, ol { margin-left: 1.5em !important; } </style> <![endif]--> </head> <body style="background-color: #fff; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; -webkit-font-smoothing: antialiased; font-size: 18px; line-height: 0; margin: 0; padding: 0; -ms-text-size-adjust: 100%; -webkit-text-size-adjust: 100%; color: #15212A;"> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;">Plus, how many cards is too many cards?</span> <!-- HEADER WITH FULL-WIDTH BACKGROUND --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header" width="100%" style="mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 1.4; background-color: #ffffff; width: 100%; border-spacing: 0; border-collapse: collapse;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <!-- Header content constrained to 600px --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header-main" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: transparent;" width="100%" bgcolor="transparent"> <tr> <td class="header-content" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 0; margin: 0 auto;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr class="header-image-row"> <td class="header-image" width="100%" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding-top: 24px; padding-bottom: 16px;" valign="top"> <a href="https://www.cardsftw.com/r/84766957?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="color: #F9A60D; text-decoration: none; overflow-wrap: anywhere;" target="_blank"> <img src="https://www.cardsftw.com/content/images/size/w1200/2024/01/cftw-logo-3.png" width="600" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%;"> </a> </td> </tr> <tr> <td class="post-title post-title-with-excerpt post-title-serif" style="font-size: 18px; vertical-align: top; text-align: center; color: #000000; padding-bottom: 8px; font-family: Georgia, serif; letter-spacing: -0.01em;" valign="top" align="center"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td style="vertical-align: top; font-family: Georgia, serif; letter-spacing: -0.01em; font-size: 36px; line-height: 1.1; font-weight: 700; text-align: center; color: #000000;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/fe42c8f8?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="post-title-link" style="text-decoration: none; display: block; margin-top: 32px; text-align: center; line-height: 1.1em; overflow-wrap: anywhere; color: #000000;" target="_blank">CardsFTW #177: I See New Cards</a> </td> </tr> </table> </td> </tr> <tr> <td class="post-excerpt-wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%; max-width: 600px;" width="100%" valign="top"> <p class="post-excerpt post-excerpt-no-feature-image post-excerpt-serif-sans" style="margin: 0; color: #15212A; line-height: 1.4em; text-align: center; padding-bottom: 32px; font-size: 20px; font-family: Georgia, serif;">Plus, how many cards is too many cards?</p> </td> </tr> <tr> <td width="100%" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%;" align="center" valign="top"> <table class="post-meta-wrapper" role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-bottom: 32px;"> <tr> <td height="20" class="post-meta post-meta-center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; padding: 0;" valign="top" align="center"> By Matthew Goldman &#x2022; <span class="post-meta-date" style="white-space: nowrap;">15 Oct 2025 </span> </td> <td class="post-meta post-meta-center view-online desktop" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; display: none;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/f93cf2bd?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> <tr class="post-meta post-meta-center view-online-mobile" style="color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center;" align="center"> <td height="20" class="view-online" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; text-decoration: underline;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/0ce274f5?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> </div> </td> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> </tr> <!--[if mso]> </table> </center> </td> </tr> <![endif]--> </table> <!-- MAIN CONTENT AREA --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="body" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; line-height: 1.4; background-color: #ffffff;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; display: block; max-width: 600px; margin: 0 auto;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="main" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: #ffffff;" bgcolor="#ffffff"> <tr> <td class="wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr class="post-content-row"> <td class="post-content-sans-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; font-size: 17px; line-height: 1.5em; color: #15212A; padding-bottom: 20px; border-bottom: 1px solid #e0e7eb; max-width: 600px;" valign="top"> <!-- POST CONTENT START --> <div class="kg-card kg-callout-card kg-callout-card-yellow" style="display: flex; margin: 0 0 1.5em 0; padding: 24px; border-radius: 8px; background: #FCF4E3;"><div class="kg-callout-emoji" style="padding-right: 12px; font-size: 20px;">&#x1F587;&#xFE0F;</div><div class="kg-callout-text" style="color: inherit;">Did someone forward this to you?&#xA0;<a href="https://www.cardsftw.com/r/e14b25aa?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: underline; color: #F9A60D;" target="_blank"><u>Subscribe to CardsFTW today.</u></a></div></div><h1 id="i-see-a-new-brand" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">I See A New Brand</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/34938587?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Seen</u></a> is a credit builder card from brand Snap Finance (as a rebrand). The Seen card is issued by Coastal Community Bank, which is rapidly becoming one of the largest fintech credit card sponsors. According to the <a href="https://www.cardsftw.com/r/7b38de85?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>rebrand announcement</u></a>, Seen has issued more than 100,000 cards in the past two years, which is pretty darn good for a startup. The Snap rebrand continues on as a buy-now, pay-later type construct with lease-to-own, installment lending, and retail installment contracts for consumers with lower credit scores.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/Seen-Card-1.png" class="kg-image" alt="Seen Mastercard" loading="lazy" width="600" height="379" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Do you feel seen?</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">The Seen card doesn&#x2019;t require a security deposit and reports to all three major credit bureaus. The cards carry annual fees from $0 to $75, a 35.99% APR, and credit limits up to $3,000. Currently, the cards are application-only (meaning they found you in the bureau data and sent you an invitation). Unlike other recent credit builder cards, a linked checking account is not required.</p><h1 id="crate-barrel-card-launches" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Crate &amp; Barrel Card Launches</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/7188cd8a?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Imprint</a>, the fintech credit card program manager, has officially launched its co-branded card with <a href="https://www.cardsftw.com/r/510f208f?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Crate &amp; Barrel</a>, which is issued by First Bank &amp; Trust. I think this is the first card Imprint has issued with this bank, where previous cards have been issued by First Electronic Bank. Everyone is first (except when they&#x2019;re Mercury)! Anyway, First Bank &amp; Trust has been quiet in the fintech game recently, but has been working with fintech issuers for years. Back in the day, they issued the Final Card, which turned into the Apple Card.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/CandB-Visa-1.png" class="kg-image" alt="Crate and Barrel Visa" loading="lazy" width="600" height="338" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Who&#39;s kids are named Hudson and Grace? You know those siblings are out there. (We had to make a black background for an all-white card)</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">The new card has no annual fee and a strong set of rewards: 10% cash back at Crate &amp; Barrel brands, 4% at other home furnishing/home retailers (which is interesting as you might think they are competitive), grocery purchases, apparel retailers (through March 2026), and 1% everywhere else.&#xA0; It&#x2019;s a good deal.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">In addition, you can trade the 10% cashback for a 0% interest period of up to 24 months, depending on the size of your purchase.&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Imprint continues to make solid progress in the retailer co-brand category, and this is a strong offer! Most of my first kitchen came from Crate &amp; Barrel, so I am only a little biased.</p><h1 id="new-citizens-business-card" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">New Citizens Business Card</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I recently covered the relaunch of Citizens&#x2019; consumer card products. Last week, the bank launched a new business product, <a href="https://www.cardsftw.com/r/9021438b?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Citizens Edge</a>, which incorporates fintech aspects, including integrated travel booking and expense management powered by Navan.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/edge.png" class="kg-image" alt loading="lazy" width="600" height="467" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">edge card on an edge</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">The new card includes features that have long been missing from traditional issuers, such as easy virtual cards and integrated travel and expense management.&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">This is a larger part of Mastercard&#x2019;s <a href="https://www.cardsftw.com/r/56d3b9e8?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">new push</a> to serve the &#x201C;mid-market&#x201D; company, defined as $10 MM-$100 MM in annual revenue and 50-200 employees. This push includes <a href="https://www.cardsftw.com/r/ee324354?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Navan</a> (connected to this new card) and <a href="https://www.cardsftw.com/r/880902b9?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Trovata</a>. While small businesses can often utilize the simplest commercial version of a consumer product, large businesses are practically their own economies. In contrast, the mid-market faces the challenge of needing large business tools while only having the budget of a small business.&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">A lot of fintech companies are pushing hard in this part of the industry (including Navan themselves), but mid-market companies also require traditional loans from traditional issuers. Excited to see this sort of collaboration.</p><div class="align-center" style="text-align: center;"><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"><p style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span style="white-space: pre-wrap;">Thank you for subscribing to&#xA0;CardsFTW. Please consider supporting this newsletter&#xA0;by upgrading to a paid subscription today.</span></p><div class="btn btn-accent"> <table border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tbody> <tr> <td align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <a href="https://www.cardsftw.com/r/ea10bf55?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Upgrade to Paid</a> </td> </tr> </tbody> </table> </div> <p style="margin: 0 0 1.5em 0; line-height: 1.6em;"></p><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"></div><h1 id="how-many-cards-is-too-many" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">How many cards is too many?</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Readers may know that I have about 30 credit cards (including business cards). It&#x2019;s too many in my opinion, but call it a habit, a problem, or a professional side effect (all those client cards to acquire for testing).&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Last week, the New York Times <a href="https://www.cardsftw.com/r/c66be05c?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">published an article </a>on people with 50 cards. I have been deep in the credit card game for 20 years now, having learned about it from my fellow traveling business consultants at Deloitte in 2004. However, chasing the endless sign-up bonuses stopped being worth it for me when I realized how many rewards points I banked over the pandemic.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/Too-many-cards-3.png" class="kg-image" alt="A row of credit cards spread out so you can see a little of each on a white and gray marble background." loading="lazy" width="600" height="450" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">This is not fifty cards and it is still too many for me.</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">For folks in the rewards industry, nothing in the article is earth-shattering. A growing number of users practice churning. (Ask me about the spreadsheets I saw when researching this for Wallaby.) Churning is the practice of signing up for a new credit card purely for the sign-up bonus and then cancelling the card after that bonus is earned.&#xA0;</p><blockquote style="margin: 0; padding: 0; border-left: #F9A60D 2px solid; font-size: 17px; font-weight: 500; line-height: 1.6em; letter-spacing: -0.2px; color: #15212A;"><p style="line-height: 1.6em; margin: 2em 25px; font-size: 1em; padding: 0; color: #15212A;">Side note. We had one person churn the Grand Reserve World Mastercard. They weren&#x2019;t into wine, but we also offered fancy chocolates in our rewards catalog. They redeemed for all of them!</p></blockquote><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Many people don&#x2019;t spend enough to do this at scale, so they pair it with manufactured spending, which is cycling dollars through the system (e.g., by buying gold bars at Costco and then getting cash back). And while those folks are probably thrilled with the value of that gold bar now, the question for me is always, &#x201C;Is this worth my mental energy?&#x201D; Plus, what&#x2019;s that guy going to do with his 19 million rewards points?</p><div></div><h1 id="me-elsewhere" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Me, Elsewhere</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">You can now view my opening keynote from FintechDevCon 2025 on YouTube. Thank you to the entire Moov/FintechDevCon team for inviting me. It was a great conference and I look forward to attending next year!</p><div class="kg-card kg-embed-card" style="margin: 0 0 1.5em; padding: 0;"><!--[if !mso !vml]--> <a class="kg-video-preview" href="https://www.cardsftw.com/r/dd520fdc?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" aria-label="Play video" style="background-color: #1d1f21; background-image: radial-gradient(circle at center, #5b5f66, #1d1f21); display: block; overflow-wrap: anywhere; color: #F9A60D; mso-hide: all; text-decoration: none;" target="_blank"> <table cellpadding="0" cellspacing="0" border="0" width="100%" background="https://i.ytimg.com/vi/Gfd01KVDjMc/hqdefault.jpg" role="presentation" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; background-size: cover; min-height: 200px; overflow: hidden; background: url(&#39;https://i.ytimg.com/vi/Gfd01KVDjMc/hqdefault.jpg&#39;) left top / cover; mso-hide: all;"> <tbody><tr style="mso-hide: all"> <td width="25%" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; visibility: hidden; mso-hide: all;" valign="top"> <img src="https://img.spacergif.org/v1/150x450/0a/spacer.png" alt width="100%" border="0" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; height: auto; opacity: 0; visibility: hidden; mso-hide: all;" height="auto"> </td> <td width="50%" align="center" valign="middle" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; color: #15212A; vertical-align: middle; mso-hide: all;"> <div class="kg-video-play-button" style="height: 2em; width: 3em; margin: 0 auto; border-radius: 10px; padding: 1em 0.8em 0.6em 1em; font-size: 1em; background-color: rgba(0,0,0,0.85); mso-hide: all;"><div style="display: block; width: 0; height: 0; margin: 0 auto; line-height: 0px; border-color: transparent transparent transparent white; border-style: solid; border-width: 0.8em 0 0.8em 1.5em; mso-hide: all;"></div></div> </td> <td width="25%" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; mso-hide: all;" valign="top">&#xA0;</td> </tr> </tbody></table> </a> <!--[endif]--> <!--[if vml]> <v:group xmlns:v="urn:schemas-microsoft-com:vml" xmlns:w="urn:schemas-microsoft-com:office:word" coordsize="600,450" coordorigin="0,0" href="https://youtu.be/Gfd01KVDjMc?si=IRndGEKqCeC60QuI" style="width:600px;height:450px;"> <v:rect fill="t" stroked="f" style="position:absolute;width:600;height:450;"><v:fill src="https://i.ytimg.com/vi/Gfd01KVDjMc/hqdefault.jpg" type="frame"/></v:rect> <v:oval fill="t" strokecolor="white" strokeweight="4px" style="position:absolute;left:261;top:186;width:78;height:78"><v:fill color="black" opacity="30%" /></v:oval> <v:shape coordsize="24,32" path="m,l,32,24,16,xe" fillcolor="white" stroked="f" style="position:absolute;left:289;top:208;width:30;height:34;" /> </v:group> <![endif]--></div><h1 id="cardsftw" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">CardsFTW</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/1ebc51c8?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>CardsFTW</u></a>, released weekly on Wednesdays, offers insights and analysis on new credit and debit card industry products for consumers and providers. CardsFTW is authored and published by Matthew Goldman and the team at <a href="https://www.cardsftw.com/r/4834b2da?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Totavi</u></a>, a boutique consulting firm specializing in fintech product management &amp; marketing. We bring real operational experience that varies from the earliest days of a startup to high-growth phases and public company leadership. Visit <a href="https://www.cardsftw.com/r/32a93b88?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>www.totavi.com</u></a> to learn more.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><em>Interested in reaching our audience? </em><a href="https://www.cardsftw.com/r/5bef26a0?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><em><u>You can sponsor CardsFTW.</u></em></a></p> <!-- POST CONTENT END --> </td> </tr> </table> </td> </tr> <!-- END MAIN CONTENT AREA --> <tr> <td class="feedback-buttons-container" dir="ltr" width="100%" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 32px 0 24px; border-bottom: 1px solid #e0e7eb; text-align: center; background-color: #ffffff;" valign="top" bgcolor="#ffffff"> <table class="feedback-buttons" role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; 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color: #15212A; font-weight: 500; margin: 1em 0 0 0; line-height: 1.4em; word-break: break-word; font-size: 13px;">Comment</p> </a> </td> </tr> </table> </td> </tr> <tr> <td class="latest-posts-container" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 24px 0; border-bottom: 1px solid #e0e7eb;" valign="top"> <h3 class="latest-posts-header" style="margin-top: 0; line-height: 1.11em; text-rendering: optimizeLegibility; letter-spacing: -0.01em; margin: 0; padding: 8px 0 8px; color: #15212A; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 13px; font-weight: 600; text-transform: uppercase;">Keep reading</h3> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; 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font-size: 18px; vertical-align: top; color: #15212A; padding-right: 12px;"> <h4 class style="margin-top: 0; text-rendering: optimizeLegibility; line-height: 1.2em; font-family: Georgia, serif; letter-spacing: -0.01em; margin: 0; padding: 2px 0 4px; font-size: 18px; font-weight: 700; color: #15212A;"> <a href="https://www.cardsftw.com/r/609a8b8a?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">CardsFTW #175: The Fintech Navigator</a> </h4> <p class="latest-post-excerpt" style="line-height: 1.6em; margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/8888cc4d?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Plus, my Amex is very shiny, airline debit and credit cards, and more</a> </p> </td> </tr> </table> </td> </tr> </table> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; 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  8. Money Stuff: OpenAI Has a Business Plan

    Wed, 15 Oct 2025 17:47:31 -0000

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-webkit-font-smoothing: antialiased; font-family: Helvetica, Arial, sans-serif; font-size: 16px; line-height: 150%; margin: 0; padding: 0;"> <div style="color:transparent;visibility:hidden;opacity:0;font-size:0px;border:0;max-height:1px;width:1px;margin:0px;padding:0px;border-width:0px!important;display:none!important;line-height:0px!important;"><img border="0" width="1" height="1" src="https://post.spmailtechnolo.com/q/4PXo2CapqrUCqlUugRO4Wg~~/AARGbBA~/bRzkul-YcSWXcgS9UME2Z3yHZwkulyU5yoQ3vB2blpBJmXG_rVVYrqIesiOessgsV_XbWOpS4yZumSQGgtphhCPF8BpL90KzaTJ12khJ3rE~" alt=""/></div> <span style="color:transparent;visibility:hidden;display:none;opacity:0;height:0;width:0;font-size:0;"></span><img src="https://links.message.bloomberg.com/s/eo/TeQGnYYmsK7b6ZwjAt-vW2WIqeCM3L3xwouvZtN8O0eB21c3PiIyJPG-qmCD0Meq0lJIzXEsoXMhhkXeJfPy3bIvNAhw-P_ax2uEokzYpQTOjdPtLuXrAychQgLLyCQHv71Bswc2zjPLKH0-QVSM_nc8Qvf4-VmKGGLwScNnJP8xHA3zN3wwxgXoE_OlD9NooBZow0FYl6i1oz7yrVRHQFRe6eXc6hBJjAh-/enkP7NHuNNAyG2_jYG5_6hGJ4JE-iEqI/13" style="border:0;width:1px;height:1px;border-width:0px!important;display:none!important;line-height:0!important;" width="1" height="1"/> <table id="wrapper" width="100%" align="center" border="0" cellpadding="0" cellspacing="0" style="-webkit-font-smoothing: antialiased; font-family: Helvetica, Arial, sans-serif; font-size: 16px; max-width: 550px; width: 100% !important;"> <!--[if mso]><center> <tr><td> <table border="0" cellpadding="0" cellspacing="0" width="550"><![endif]--> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <div style="display: none; max-height: 0px; overflow: hidden;"> AI, 18/5 trading and the Nobel Prize. </div> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-bottom: 15px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td align="center" style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding: 20px 0px 10px;"> <a href="https://links.message.bloomberg.com/s/c/Yy5PrK4xJ_qSk6n9S-sxfEyrJYwvuCWpYU8FwLvYPXLBR1bM5eUpWT7Qcy3US6DTLG72BtYHI3CFwKbmdJJb-DE7Yk9gkB11kEfi1iiW9V1rXtF35NsIrK8alZ7bTr3ecyKPfv9WEz9WMexaOp5Qv76qEOElzqwd6qQh0L5gCG0xAtOB6yRxIIbiBrmknND_PK7cisEC85Q35jnapZVVbEzIy8FhnsUsVqKjvLWlAFeZYdAnMpaPHxzo5o_Y54HlHX9C4QDyIMBiyiCoRvjXpiXSTj88zwO8UOMgHrxdXAJ2mjdSmLDbyehGUQJJW2EigFd9uWHP5btwtK3B5JbJvk6olUkMFVtHfCZW9MT3elzMtymk1fKZ_3sBtA/nj_61-riV7q8I0MxYNGBBkv6KsSk_W9F/13" style="font-family: Helvetica, Arial, sans-serif; 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width: 100% !important; max-width: 550px !important;"/> </a> </td> </tr> <!--<![endif]--> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 150%; padding: 0 10px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Revenue model</h2> </td> </tr> </table> <p style="margin: 16px 0;">There’s a <a href="https://links.message.bloomberg.com/s/c/eYK4Krk5tJo0EyheKi3PjmCB9ln8Sw97xPmO5ib9rCXxAjnSvessJxyhdIVKO4O9OGTEiNv5qU2NPUP3qYT668OYLdGvScBpdsS4gLfGpPtKUZeL73nYC1e1pJVUYWQYjO2hzJxyGQC1JP99Kz3sH-BdNhJMe9WyKXWkEf5eHglJllXxMhdCieKaaDV1MJosrPfPu3zGEDlQnRxiEksLaC1g8irrdU0BDv_AOYiOTWZwakgySBI0ZnMmnr92KuUweB_2Sfm8SeuvmZUGYXNnsvHmH4w8IzS6ZSzYkNgXzX9VMcOMLy0ciik4xsA5Y1GYivb73MxUgjq6gODy0UxTqg5rb8LDhw9do0xRx9d1nGNNYMJpWetffrDluA/GQ0fWG43fPVuSHts362VtUh_g1D7mO97/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">famous Sam Altman interview</a> from 2019 in which he explained OpenAI’s revenue model<a href="#footnote-1" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[1]</span> </a>:</p> <blockquote><p style="margin: 16px 0;">The honest answer is we have no idea. We have never made any revenue. We have no current plans to make revenue. We have no idea how we may one day generate revenue. We have made a soft promise to investors that once we’ve built this sort of generally intelligent system, basically, we will ask it to figure out a way to generate an investment return for you. [<em>audience laughter</em>] It sounds like an episode of <em>Silicon Valley</em>, it really does, I get it. You can laugh, it’s all right. But it is what I actually believe is going to happen.</p></blockquote> <p style="margin: 16px 0;">It really is the greatest business plan in the history of capitalism: “We will create God and then ask it for money.” Perfect in its simplicity. As a connoisseur of financial shenanigans, I of course have my own hopes for what the artificial superintelligence will come up with. “I know what every stock price will be tomorrow, so let’s get to day-trading,” would be a good one. “I can <a href="https://links.message.bloomberg.com/s/c/bqbQuNWAhr2Pound64y9CxfXIooQz_zHgBHO_DGFm-x9AunjT1p0sP9Mj9cLayLGhUpt6DXxwhA-IfuoNIZSGAmtFKsout2m1FgKDVrq1iaY0ZNKp1-RnT7yWP99oVCxg9d_CrqU70gB7-ARimtRI4WU6gq9Lqh_gZ0JKf_XrQGkEpaFj-q7_l-tY-GqgrqkHvrxKZHGIwmsFUwc5vfE3f8tgkd0RqL6Kk8w9TjxRfkP2d6I0hJqBNfEVG8HXeeDIGmfFqAGxy5yQz1-RUKODULJan2-tpJw1NHmYcdb_qRWjldQcGEkZ9bV_nhkMxdPcRXDTx8UJW53-zP5zfm3F3g1wHiq0sTT-O67rnsyUFZupJTvi_2-UDOqLA/G2TOE0Kxpw-OqdukqDPZGng_X7tmM9Ul/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">tell people</a> what <a href="https://links.message.bloomberg.com/s/c/YuWGsDrRnIeZWn9zVTsHvhMLWcWWsQ0XN3k8qK2cLoJ0wXq74rjd7SNyIzI1yAs5IlkGtux9UMFZyAxKQtaq3fQm-5oQHtcvS2dn07BUMepwVLFrXaAD21Mt7hsO3kCtR3r9SZy-96cOggkM8BVUOy2K49_3LE12959g7O3oZJqQOnA9uGFbkz43F31EbvulcuWB7C18iCbQFHp3nERazZQUEyVugCZTShFTpNq_9eni5PZIIA1PW4Vf-aqCWybpnKY29egL1Lgag6EXKe3D3YVqf1wZINerBNRxxkrUHga5C5YSz2rD7pprpQwADcBES_A7FJx8rVXdDNj69u13slrH_mOqIfZPcnutqtrlBPhQL1WWRIcwieBTbQ/VQiERoa1jrglXOC0-J6zjGNR4R-joMC3/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">stocks to buy</a>, so let’s get to pump-and-dumping.” “I can <a href="https://links.message.bloomberg.com/s/c/KlO6RQIchBekImRV83ou488YDSwfonVzBJfCJ1jRrqJxCMBiUgotJlVNaBx_zTdtzVLx4WJ-JcmbJK4GqWUVYMLh1_sbygkeD00SiF_boA32KSWSmG0eajh8lww23O0MrnCKylx8ULstvqih3sdg9aIFpbVnv1ySDxhn7addqr7auebj1mQn5BI34MdCMzR_zfO3AFMKdefkzCWXt6ndLI-Xr6xYxZKV-zcnggMGAVDOvSkz7ZUl__XpeZcVJB7oyEaiGNQ2CaBRzawbMuj7Z20vrjW5P42bRIXJLiUoBGaeE8N_9CmUtdFw8qD1rjgrNNVJ3-BCo5KWx_6cboAbpw66z2TFt009qz_M2jqB1PQtJI0ksKmxMFfmoA/uoOg1E7NbR-wDujL2KbvbIfUd7vXhvKO/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">destroy any company</a>, so let’s get to <a href="https://links.message.bloomberg.com/s/c/1m3tP-vKb5TDRPmc_8Mk6WUUAeR4DUmGFv4Sr8-A-rrrZFLFUClrq-42HK35JyBL0suS92fu6auBX714sjiZSaOW2Yc0dDqniH-mpeGoPDXyJxnW_WPKUUz3uGO3Nia7zG-W439viPw0wzjiIiJEVQ4iiTjU9uQPyzg9PJKCBlDQ1faL8XOwsKBT8VZtsEGRjjo9nvH2eSe29O8uUlA9cTJOBBfc2jNPTjdCVXf-litp0pwpaA5rvEI65eFAre_x-Czlf6O8OIOciZKFkmMJoK6P4nw65s75BBaqCzIlNngLspeXPdUw3ysPpp9aoA4Jg2TPeVrN61hNlzDxlz7J-0UUltPE3-huEyNQ0zfIFuVVfsMktstc6UrbUWk/xc3ECYI1Gv5sgv9TAWREFbAYLZlanLyR/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">short selling</a>.” “I know what every corporate executive is thinking about, so let’s get to insider trading.” That sort of thing. As a matter of science fiction it seems pretty trivial for an omniscient superintelligence to find cool ways make money. “Charge retail customers $20 per month to access the superintelligence,” what, no, obviously that’s not the answer.</p> <p style="margin: 16px 0;">On a pure science-fiction suspension-of-disbelief basis, this business plan is perfect and should not need any updating until they finish building the superintelligent AI. Paying one billion dollars for a 0.2% stake in whatever God comes up with is a good trade. But in the six years since announcing this perfect business plan, Sam Altman has learned<a href="#footnote-2" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[2]</span> </a> that it will cost at least a few trillion dollars to build the super-AI, and it turns out that the supply of science-fiction-suspension-of-disbelief capital is <em>really quite large </em>but not trillions of dollars.</p> <p style="margin: 16px 0;">Trillions of dollars is going to tap out every source of venture capital, every investor who is willing to put in money now for an uncertain but potentially huge future return. To get trillions of dollars you will need <em>boring debt investors</em>, people who need their money back, people who are willing to put in money now for 9% a year and repayment in five years. Very different psychology. Those people don’t want 0.2% of God; they want a financial model, with numbers, and a reasonably likely path to getting paid back.</p> <p style="margin: 16px 0;">Intriguingly OpenAI’s AI models these days are already pretty good at producing compelling, credibly formatted, deeply researched documents, so, you know, the vision has kind of been fulfilled? Like could OpenAI’s finance staff open up OpenAI’s top-end current models and type in “tell us how to make money” and get a good answer? Maybe? Anyway they’re generating an answer <em>somehow</em>. <a href="https://links.message.bloomberg.com/s/c/qo-00fu4qCvBIO8uiVDKmu6bJN2a4_Xo56KUAQ9Om8SeudWBSi31s9W5h6z8j6YO0pqlnbLTUTWqhcecPb6EQ9xhKvoKTNSH3mLN3LF4K0Zj9sb6FZwSD6Jo5mTRmqMhjVHL9oRchI-Nq6GQ02oq8wnDEm37TpQoX-lHpA3cCZBX8IdJB65sI9M18pnoVZE2XfkMgcpZTDlp8Y-FxvzbM0zRRvp5MFkb_cciV_11VIkLvB_m1lqrgxBZWxtu2nPqTippdDjbA3G3Zp7YTETV2MgVY5rvk4iCzLrFY53hXDThdgZ6y_4Z6luEuNDcxJiBLweGd91Yf6pI_0EkiR96MCJvAv970WHNVtVObFXTgnYbk3KPphJj1URbZtQ/Pj_uvV4ks3oefAjKfqKJjquurNyivLSi/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">The Financial Times reports</a>:</p> <blockquote> <p style="margin: 16px 0;">OpenAI is working on new revenue lines, debt partnerships and further fundraising as part of a five-year plan to make good on the more than $1tn in spending it has pledged to create world-leading artificial intelligence.</p> <p style="margin: 16px 0;">OpenAI is planning on deals to serve governments and businesses with more bespoke products, creating more income from new shopping tools, and new sales from its video creation service Sora and AI agents, said multiple people familiar with the start-up’s efforts. ...</p> <p style="margin: 16px 0;">It is also weighing ways to cash in on its intellectual property by developing new AI infrastructure, making forays into online advertising and plans to launch consumer hardware products, including a new AI-powered personal assistant device, with former Apple star designer Jony Ive. </p> <p style="margin: 16px 0;">These ambitious plans will need to become reality if OpenAI is to meet its liabilities, as the group has made funding commitments that dwarf its income. …</p> <p style="margin: 16px 0;">One senior OpenAI executive said “[investors] expect you to have a five-year model”, but added “right now I’d say there’s lots of fuzz on the horizon, and as it gets closer and it’s going to start to take real shape”. …</p> <p style="margin: 16px 0;">Greg Brockman, the company’s president, last week said recent spending commitments would pay for themselves: “If we had 10 [times] more compute [computing power], I don’t know if we’d have 10 [times] more revenue, but I don’t think we would be that far.”</p> </blockquote> <p style="margin: 16px 0;">Right with 10 times the compute maybe you get God and money just rains from the sky. Meanwhile, though, “new shopping tools” and “forays into online advertising.”</p> <p style="margin: 16px 0;">In <a href="https://links.message.bloomberg.com/s/c/NaI-ayRchAGPM6Gty5cSOvfnr8R2tMcMf8Zs_ezeIavJYxBG6Zo8kwzLxXjqDjr8V91YqhZ2PQtUEwzX3cMXIajV_WXGruz6geZRMryvCmvw5G6c9bYrgh2UOsb_JGkVyb16pXek9HVZK2vbZtnwFilwbhoKz5Ru8YoTfKQ9WP_kfRExzV8P3GlPjUNYPy2yCUO6GofDY5P7Xykn5B8gEy6Ifx7m351Q2ZHCj5LLEhNfgozStpuOEwjfvEb6L2dQBreI5J-oV26zvbAe3_QKzXidlRbR3G6G1t8Iy1LlZKZkuFpa4YrjAVQc9A0_bxCwUUxdpVLEpMnkIzFxMZs9Bzza6Dl-f0tt-y5pARgGUpbFeCqF_glQVH2J9lw/NK_7kr-x-wcV4vgqkZx8mvzHCksSP_qu/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">other business news</a>:</p> <blockquote> <p style="margin: 16px 0;">ChatGPT will allow a wider range of content — eventually including "erotica" — now that OpenAI has completed work to enable the chatbot to better handle mental health issues, CEO Sam Altman said Tuesday. …</p> <p style="margin: 16px 0;">"As part of our 'treat adult users like adults' principle, we will allow even more, like erotica for verified adults," he added, though that would come around December.</p> </blockquote> <p style="margin: 16px 0;">I began this section with a jokey maximalist vision of AI, “create God,” “an omniscient superintelligence,” that sort of thing. The jokey <em>minimalist</em> vision of AI is probably “<a href="https://links.message.bloomberg.com/s/c/XVayrSAc7BLiqImugUeVGMJYGQzuMqfgE7SE_aQmyYO-TPexlaHPdmCmUlmVBLN5zTTwM7yA_-fzEFUc0jgnUtT9SQ7l_2R5L1Z-RoKOigoqAPCYpLL7gkc8a8cIALDLdQlbq4ChBiKql5Jx7unb3qas2eEOBCz8_D0kKx_ubNQXX1q4yrEEC8pH8_Z6wqrJPS8VOLMi51ebdvFjlojGlmIpKtT7UaFvGfHex5c-cC6Lx8tyAlVRMJZ2g_H1wdP0QDE647SLKtN7MuuTy66DhDziO86Mp_70gvvQkE3Fp5IGZlcC-b6Jge_p7_S0PhhyEYCHs0yUn-j-hQTpUJLTE4DCnI3XeK3G32rP9ypAvH3qVb5OX5ExZ4sBfbo/j5TjA4iXg-ulKM5jkx-6AJ14fSgV6Imp/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">ChatGPT is a blurry JPEG of the web</a>”: Modern AI systems are approximately a synthesis of all human knowledge and communication, but given the way computers work, that means especially a synthesis of <em>the internet</em>, which is where you get the bulk of machine-readable human knowledge and communication. <a href="https://links.message.bloomberg.com/s/c/UNYcR4PKb58Jyp-_OkBIUqH1wYhVAbJl14nRI_R6auYNMInTYKp1KY2YQcVxJFq2g_s3Q-ubpuumDnB4W5Eu_d6lWCJ9I4hw8S3MRcwiwz0xpHyTJSP88w6irNRZa5DcCVRrMBeqPs5A8HMyOHlEq2e2AA9-YMPp_rgNOJtYXMTUERCK3YQE1jHbeSTh-Jr_wCgC4sHy8AdWki8TqPXS1DrK-4wwLRIch7GvF_SC_HuPKkbYEhpVk2e7M3B6SdQiYykOFsZGHERQSxPok9_tmjm0B32XitdogKFROpAut4F_r_vog4OZqtc_k4EWztD-J5Dycd_sMDYS6m1IuDZAYCli45bffpZA7yLW1E0rdel-_K88KhlmJBBUHBE/A4BDjtv-Ar2PeHrSuYK68S3d6l9KeCcU/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Ryan Broderick writes</a>: “Think of ChatGPT as a big shuffle button of almost everything we’ve ever put online.” I once wrote about <a href="https://links.message.bloomberg.com/s/c/NEFJFBbJ5iYUjXW54w1zD6nFLZSifZycHtXJQz5iCfDqCk_pzy-ADpFZak1JvBHUkYy42HjHfkY3-4W3mTCfvf00fvL8b7OYXNZVTDCTSAFJsnckAXlDQ6r9G-sP_nJUYpF0Y1GcV1zNRcLmoyZm36OGJGHPRQ0NcRJeK6L8qdpCOlcHLzfqB9g8_NLmNrYmzcintCrRAizaB_x_TmAq6a7Z4esyIMi5rrgS4JuBR1HpiYwXe9OKKaB1bP6mTgkOS2HARu3zvyPDdIZc3WtgfqpWRSDsfgy6mlsjgUmbJOOe9ETwwUBkUQw3aQhexE5Tt5lnP_XRVw48Y3OtXWHbsqf0NZW5oIiuAUza5KSlAog-qUqwT-Nx-_JXiHw/YwlMzX7rDpTFIdn_VzytpmSM13dT_if-/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">asking ChatGPT to pick stocks</a>: </p> <blockquote><p style="margin: 16px 0;">If you ask a modern publicly available large language model which stocks to buy, it will in some sense draw on all of human knowledge and its own powerful reasoning capacity to tell you which stocks to buy. But, among all of human knowledge, it might give extra weight to the knowledge on Reddit. And the knowledge on Reddit about what stocks to buy is “meme stocks.”</p></blockquote> <p style="margin: 16px 0;">You can apply similar reasoning here. In a science fiction story, if you invented a superintelligent robot and asked it how to make money, it might come up with cool never-before-seen ideas, or at least massive fun market manipulation. But in real life, if you train a large language model on the internet and ask it how to make money, it will say “advertising, affiliate shopping links and porn.” That’s the lesson the internet teaches!</p> <p style="margin: 16px 0;">Anyway I do not actually think that ChatGPT is coming up with OpenAI’s business plans. ChatGPT is trained on the internet, but of course these days so is everyone else.<a href="#footnote-3" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[3]</span> </a> “We have a tech company, let’s do ads and shopping and porn” is not a thought process that is limited to large language models.</p> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td colspan="2" align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/m4rebvnPv20dzds6WuWv5689s64htdXwRJdLzeY3Yp1qMPy8RUHNb893DrK57fIEV63CA6zrktbwhIhNezgw8yiG6Y3OwZ21jf8vncFjvSsOiX18M4fHWH__6u2ZFk0bD_wYmVXXp9IV7__vjO_wIC23k8on4r8YjteLOxsBU_qfUuInVGo6Lfsfb2lDFkHxnZksLM12Joy5hzUdGr3LKnCWAY3vQGnY9Yke2HrFu43eLEH1XErncD6DmR6AG1RgPvdjbtDmZ6nVnH_Fywju_hnaQUMPTKuwqfhffSP0HxZIG3BNIrqKo1QAtspNUz_nqDyhAzAh08KrmHitMDQlGqs2-d368NwgtpDqwq982vjG7jHKvdhBjQiKiovBhJMsA-dbulpVg9jsR5h4IJWWuYIShedmLyI1T7Jl6iBRCivXvhL_qUopPMQeVvRtjdFUoanDFfqi_HSDfHrkIeUGy_rdexJLbN5bOY0XOyE1fCGSjxlMmEBFMDhOjzyCNVfw39Wur5tuc5WWf2Py-9NwgaU2wxiFgC1EyBqtO6jg0bSRq-Kfd4B_5u-FqpLnD4r44Bipvgsm1rkp4hvSzxdA9gflsInvrjfAJS95qxNHr4i2h-ThMYttB2pbKnjH8igZDP7_JKnjRj_cBJQE2o9kZXhjwHU_FPvsRw2l7zhBil77h42Ett7_tMZEFcCy-w/nV5NOpJcfN6iKQc_FOgaM-NXa-oclAGW/13" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=desktop&collapse_width=550&li=15311667&m=c869f5c3f0784f1d3b0577b4456d769f&p=10152025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="550" border="0" style="display:block;height:auto;width:100%;max-width:550px;" alt="" class="lihide"/> </a> </td> </tr> <tr> <td colspan="2" align="center" valign="top"> <!--[if !mso]><!--> <div style="display:none; overflow:hidden; width:0; max-height:0; line-height:0;" class="lishow"> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/5USGryNyB6Z3NpAOBE0gJnPQQd9ZjX0KPJYgT97fl2aJA7pB_w5h4QpexWYyazYjYfwK6tegCwwFQLUCGdUmAubdeqMTNejDBM1m9QeEaaEhZFRUxpzG3xn-DoedwuS-rWh9s9CS0qsiL_XsNZTL0pvKyp7HumzylHmK5VuHCp5QP1bVnuC9AHmmXs4A92WAkIlhm09CxQJRIDvYF5k4boUU4CDEnW6rPsk6aHZS3vAgmiSRDMIYfumtvOkHy4KQu34gFn7CJnBKX4nD0A-raSR6-QcZbNHOQiCC8VXrEM3iVp7mEBtkdM-ui9swqDMuYGQ-zVN8s32Y-ISxM-U0ZwKMIse7dIn2I9f__Sq1mQTBwE1I-hSpYZnQvGi8HNz4QxDEenQEX61VIG5mkNGH1Zl4enBqa1ts0RuI6r-sNG5amRA_J8b82Iu6qmcwn0-0fEJgOZ4VHXc3bbq1jpHG9z2BNo1ghzdl-7jYqprRoFeIhwyEpbAZeP54ylvBFbQ7aB6RJ4tkLMYDgerFWmW7J5oT3lTtHeV7F4ajcdwyFpIFg7FR0OcSS6N6KqlWQ-Bfak-TLyQ2swTLbzV8Da83xkpJr0cIKUXEZEzSBaa_ukKfJ6hPnJqy9OHiS99oyCvLBfdqraS8ENn5DQvsv0Kigh9gsCtGYCCYk955rUrcz2XnAeCSwy2Bihw89q3RAg/O_W49ATmKP3pBo8cyPHNbZ4Bo9Qi1Yoh/13" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=mobile&collapse_width=550&li=15311667&m=c869f5c3f0784f1d3b0577b4456d769f&p=10152025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="100%" border="0" style="display:block;height:auto;" alt=""/> </a> </td> </tr> </table> </div> <!--<![endif]--> </td> </tr> </table> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">24X</h2> </td> </tr> </table> <p style="margin: 16px 0;">The 24-hour stock exchange, which will offer stock trading 23 hours a day, now <a href="https://links.message.bloomberg.com/s/c/GnPu5bO3W2w00nvgyBTf7ZCv7cjWUsLHhKOG0h8LO3E8CB6zUJfRjMC3jwn_uaxaT7R0kp0kVx5l000NiP1BOzAGYVPD8gofr_y2RK4VOBxetKXsM_VMJJpEEkwsxYL5xzS3ZBvfgC17x5wKNBBZAGgwhnM3srbFINXHnFoxhuCQAPkSkg2dZZEeHfZDD23nbzGDcAygwJJvH-Nh2LmbNHHraUCrHj4rPSL60HfMzfXhXCNUemDX0fcRzbEgM-88HSZn6Zqoc5wSEnqECqDQ8CEIrjxURTKt84iU1aHLISjTHD9jkind_mCAIFBbzGCftYRE6FZZEFvexVVg07gvgq4qnNPqlf5KwnTIgbBd8MGSTbWofp2qQd7bMyM/819eHYpr9bjaGMhxByW3bIqUS3JMfXR6/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">offers stock trading 16 hours a day</a>:</p> <blockquote> <p style="margin: 16px 0;">In a historic milestone for the financial industry, 24 Exchange today announced that trading has officially commenced on 24X National Exchange (the "Exchange"), the first national securities exchange approved by the U.S. Securities and Exchange Commission (SEC) to offer 23-hour weekday trading of U.S. equities under full regulatory oversight.</p> <p style="margin: 16px 0;">24X National Exchange offers live trading of U.S. equities from 4:00 a.m. to 8:00 p.m. ET on weekdays, providing unprecedented access to U.S. equity markets for institutional investors and retail investors worldwide via broker-dealers that are members of this SEC-licensed Exchange.</p> <p style="margin: 16px 0;">24X National Exchange addresses growing demand for extended-hours trading among global investors, particularly in Asian and other regions where time-zones make traditional U.S. market hours difficult to access. With its early-morning (U.S. pre-market) and evening trading hours, the Exchange provides increased flexibility for trading strategies, improved liquidity, and more opportunities to react to global economic, corporate, or policy news outside of standard U.S. exchange operating hours.</p> </blockquote> <p style="margin: 16px 0;">They’re getting there.</p> <p style="margin: 16px 0;">I will say that one theme around here is that … everything is getting dumber? I don’t know that that’s actually much of a theme, sorry. But <a href="https://links.message.bloomberg.com/s/c/DEZ7xj1XwQDNRtaAWVGxUsNAx-bE9rfisEqNuj2aU0xOFG4jg_iFtd35TuqIQ1zSxCIQP0eKak1DPlN-lR0Uw8kyiTjXFSS7mXJeb8xtSzIWFrk5ToIYN_Fs73taZjUlpkwVZZhin2YCVU-aApM0iVrdGFZegxG5kqYYfBnWhM8kFT_PBjWEpkwjxRksvpye7lTSqHg2lidL-u8seyGHIYM3eDU7ifmK5PG_tzT6m3e-qYfBdyFSZH2yEydDOeInRvkbb_xIrdlDTnDZfabvwn0YzqvZ_49l8kaMmP5FphtagIPAyz0nEvkPYmGwqnmOFnFIVjpXlzudDI_YJPU8IBxkHsGtaRWHxKlc0l1aDPxo3c9vl0KIKjAdbyo/WNKmIQGS4pRQHrWI_H2wFBK1AWxvPa_o/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">I wrote in April</a>:</p> <blockquote><p style="margin: 16px 0;">Another model of capital markets is that people like gambling, so <em>introducing some extra volatility </em>makes markets more fun and exciting and gives people what they want. How much should you save for retirement? Should you borrow money to build a new factory? Boring! Boring! Don’t ask those questions! Ask more fun questions like “should I YOLO all my money on GameStop call options?” On this model, economic policymakers should lurch drastically from one policy to another, because that will make things more exciting for their audience. It will also get the policymakers more attention, and attention is the most valuable thing in the world.</p></blockquote> <p style="margin: 16px 0;">And we have <a href="https://links.message.bloomberg.com/s/c/DmfV4i0wY4-Ii2xvQw7WgvjTuipYcOpysSgjxitOxjqW-02-GooURNuaWqRZsAGyBHH2ETUBsLPd37aTwdzfksVa-MtufkLFKIb59rYDe_N5vYr8Nb-fTJgLAfm2EhcXkeR9hA7wK48E2CV4BLxhFDabn18jQTDBiS1MDIKOSJfoezELBoLKMtTQkxRAJK_TCwa4myS5Hs25MNGQuNoz66ZMZ44p6Gk4I_4RSWDAhBfIQ98Y4FG0rOOCsPOhoS8rix5-xYYVa1sOlZmUPMQdcsKfMsL7TIzvAkta0aic9TGSPGkLNqaCMbn_p11TelwOdeI710X0x-leTp1DOu6jA46BTJfHZMLeNDsFwkIaDu2SkE2ll1x_Xl1URDU/LoJVJRopMGcxM5DguQPQywPNiGng5LyG/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">spent</a> a lot of <a href="https://links.message.bloomberg.com/s/c/incMSJrgFIYx26AV924PKsQI0B44DnGkCnU2tDow5gl8bijWAfa-hLzrumGmQjwBzHZ6VOiW6dNTR7DRQBJiQqcXu0L-gRAzokFgdpJmLroLOOsT8gNTATWE6k9UeJuuBn0CvIqcd4QuweKPuGtHZSGgnAU-62hNrePNcNj7bJT5O_aG8mi1ebQrb3oBt8L6hSqaduU5RjbmnzYSyWRrVlrd6MU8HNs_CDjCvcw5dTpbNNPSRyFesB56HtsrJA8EqHcqoDn30QuyMk11rn-iqweqBzF2M3uZl2f8sbE1FRmgLV5bibHagmp1q1apooW7goLwdHZqv-WCBibK5aGy1ZlOY8sarcYwX7Jrg_QoHJ6aHidXceRLUiQVTuw/NDca1JAC8h6rlGgBiSquc8Oi5RYqfb_0/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">time</a> this year talking about how financial markets are being swallowed by sports gambling. And meme stocks are back, and crypto is mainstream, and so forth. A decade ago, it was <a href="https://links.message.bloomberg.com/s/c/xIAMXyHwN2yIL14eS-5vZYGdyRctKft5J-PgWmoMAAh0qw6SQ1rox8ZtOz5a7Yu-2dQ_8XFcYpurbN_BpF0LFgPNKG4TTzmuWNsv8rl8NX_44j721RN2Hn0-nKlMXQOfIlUnO8Q-rJcoiRR84uYXFpLSTN_CjDK0kpuihMAbM4u4MLatli9K0YH6J33hSIqM0rcGYaapy_KdEFNr6Y0_TnDLRC5S58oS2wm-v57L3sTQvOj51du30P_GQIf7U1HFSbS-07OSMiGzyZaZXHy2GOybDyO-DS07leyOcf7RCBbiChniWy3pD2JNLgUdCWtI4e82z4V_YzJXHTIx415SdKOILiS2aqKXiPKDRycDJU-VM-Yfok8h2jxroaI/J30FSaY6OjNPMxM5CAXolGfg-ftVcWle/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">possible to think</a> that investing would gradually become duller and more efficient and more automated, that people would just let robots and professionals manage their retirement savings and would not look for excitement in their investment portfolios. Now that sounds crazy: <em>Of course </em>people want to invest in single-game sports parlays and zero-day options and triple-levered exchange-traded funds and meme coins. And the market gives them what they want. What they want is excitement, volatility, binary outcomes, jump discontinuities, just general chaos, because that is more entertaining than slow and steady compounding.</p> <p style="margin: 16px 0;">I don’t think that 24/7 or 23/5 or 16/5 stock trading is exactly part of this trend: Late-night trading <em>does </em>give US retail investors more time to trade while drunk, but as 24 Exchange says, it is probably mostly about Asian investor demand. (Also most of the big exchanges already have extended sessions and have for a while.) Still I think there is a connection. We have talked a few times about glitches in after-hours trading. For instance, last year, <a href="https://links.message.bloomberg.com/s/c/2yEiAE3tJJvOsu0j3DOFnVZgEdrsiy8NnV9Cj7wjVS6jVpkVVN59MwtNjDkEfcr_Dqj5f8eYZK0k-vQ_6pe83XggwgGR2wevoH16HzgAoALCp9wK_3fvAnUge4Gdf3O_KzZ1BWdZtc_GLMM9vHfR0PltAKZelesyXD0BI9j90eGSVbjZxuaWIrxdktQIzUtRb5QJz0abcI634MjbWJ5FiWTDNWeHEaMmockKdIvybiFhIuc3HSA5DHAZRZ6Y2acP_ERN2lYT9WW6X-hwF5xrgpfZO2FUTxXuwmWfhVSwGaag5ZM9Y5kppvn8Si78p3n7HI1Q2H51phJ2sFSnDIypyREiZ9gWSUiD7KC_9B7gZiMIbmbu5XVluGKAg_0/oWk6JRX6EI97dHG3-qgOsQnJ0GykQSuY/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Lyft Inc. had a typo</a> in an earnings release, saying that it expected margins to expand by 500 basis points when the actual number was 50. The incorrect press release went out at 4:06 p.m.; it was corrected at 5:51 p.m. In the intervening time, the stock jumped as much as 67% on fairly heavy volume; it gave up much of those gains when the correction came out. </p> <p style="margin: 16px 0;">Or last week, a meme-stock ETF launched; after hours, it <a href="https://links.message.bloomberg.com/s/c/vVX9RBDzj6r4u97gJKCs9pL42xcCqt2Ymb6gV9YHleYDpygK-x70NGTWn_7DEORnNdyPIQc2AJJlHgU2HrcS06JOpNu8HI_04DKW4dppE3jxzdR1exLrb6IOxUtk8MUDSTzsYSsMIkDik2mn6-QidNtfeyc_G7_UtqCC0sdLet4Kg4qPxsFjZxnO6C9PK4ffI7QFjaboAVVswYbtY6Lw1Q4sFS8YXAUsUlZv3F4LnFfULEyOMpMH6c2Vo7VaJnQw-0kNk9LaVbpM9RrBux0032hOdiKeG62gbMFi0bADQtM-CWEB7oPQ6hKR9dDNDUNbjxyF8R_mnYRrvgdKPPhYmYi0IU2ilEWMvCWFjOHe6CRkDSYe6DeN3gsodZE/12vFPYk4JsSKOSleaVNV8W0ahtgIlBnd/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">traded at prices</a> that were wildly disconnected from its net asset value. My crude explanation was: “Retail investors got excited to buy the MEME ETF, so they did. During regular market hours, they bought the MEME ETF from market makers, and arbitrage relationships kept its price in line with its net asset value. At 4 o’clock, the market makers went home and the price of the MEME ETF went crazy: Lots of retail investors wanted to buy it, they didn’t care about the price, and nobody was bothering to arbitrage it to keep the price in line with net asset value.” </p> <p style="margin: 16px 0;">The two points here are:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Traditionally the US stock market was closed 17.5 hours per day so that most material news could be released <em>outside of market hours</em>. If you have earnings, you announce them at 4:05 p.m. If you do a merger, you finalize it over the weekend and announce it at 6 a.m. on Monday. The market has time to digest the new information; investors decide what it means and update their models and decide whether they want to buy or sell stock. Then they all show up at the market open and conduct an orderly auction to set the new opening price. What this means is that, as a matter of <em>market time</em>, everyone gets the information at the same time: Even if you do not have high-speed computers scraping earnings releases and using artificial intelligence to analyze them for trading signals, you can still get the press release when you think of it, read it at your leisure, and decide what to do about it. Getting the press release five seconds or five minutes later than other people doesn’t matter, because you have 17 hours before you can do anything about it. By the time the market opens, everyone has the same basic information.</li> <li style="margin-bottom: 5px;">During the 6.5 hours a day that the market was traditionally open, all the professional investors are there. All the arbitrageurs are doing the arbitrages; all the computers are turned on. Any new information that <em>does </em>come out during market hours is swiftly and smoothly incorporated into prices. Professional investors compete to make markets more efficient. One thing this means is that if you decide to buy 10 shares of an S&amp;P 500 index ETF at 11:14 a.m., you will pay a price for that ETF that (1) pretty much exactly reflects the prices of the component stocks of the index and (2) also reflects the market’s consensus of the <em>value </em>of those component stocks. The market might be wrong, but you will be investing in the stock market at a price that is the aggregated best estimate of sophisticated investors for what the “correct” price is. If you are saving for retirement, buying the stock market at the correct price — and getting the expected return from the growth of corporate profits — is the boring normal thing you want.</li> </ol> <p style="margin: 16px 0;">But if you trade stocks at 4:30 a.m., or 7:30 p.m., you are getting a different proposition. News comes out — perhaps an earnings release at 4:05, or perhaps an Asian earthquake at 3 a.m. — and you get to decide how to react to it. Other people — retail investors like you, investors in Asia, hedge funds who haven’t gone home — are also deciding how to react, in a messy, sequential way. The stock will bounce around: Some smart investors will think the news is good and push up the price, other smart investors will think it’s bad and push down the price, and then dumb investors will pile in and push the price around some more. Meanwhile <em>fewer </em>smart professional arbitrageurs and market makers might be logged in, so the prices will move more rapidly and more randomly than they will during the day. There is more scope for skill, and much more scope for luck. You will probably get to buy stock at the wrong price! Too high or too low! Exciting.</p> <p style="margin: 16px 0;">If you are saving for retirement by buying index ETFs, you’ll probably still do it during the day and get normal prices and it’s fine. But if you <em>want </em>some chaos, you can probably get more of it late at night. And people seem to want chaos.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Nobel Peace Prize trade</h2> </td> </tr> </table> <p style="margin: 16px 0;">One purpose of financial markets is to incentivize people to find out information and incorporate it into prices. If you buy an iPhone and think “this phone is cool, I should buy Apple stock” and you do and the stock price goes up, you are doing your small part to allocate capital to its best uses and make stock prices more informative. There are more sophisticated versions of this. If you work at a hedge fund, you might analyze credit card data or <a href="https://links.message.bloomberg.com/s/c/i6aCxG-uuECx8hvEgPtcsdtfKaOa8pfbLe9WXb2_-cqfB2DfPmKn2kSi-I3qUWJwkRegcMaZ4V4TNtIMfuTWNoJD_TvDVrMaB3Ndamxe0PJSKAnoU63IesA5cgtH7xO0ElGeMq4mUfDRVFt7vY3ygef_5a3ikecBiWK3bpbIQntG6TX2l2dreutAG1JwDULailJBBbgdtRI5RwcY93XrdGzWInQZFB9m3BBZ-EIglXKgJgIYzs3iXtc6-isepWFtcZVA_vrV7NSzUabhqU8aLUvUpYW2u3XQhnq2wmcSwk_Krpbl8FAEEOIKYfTBH6wfRBV1RURid9xBv57sOVgMRHwN3UCkkYdb1MLOVdfahff0JxIIJ8DIVVBv2oI/N6U0olmAMBETWHxFWApgJjHkZVCkt71w/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">photos of parking lots</a> to figure out whether a company’s sales are going up this quarter. If enough people are doing that, then information from the world — about who is driving to what stores, etc. — is nearly instantaneously incorporated into asset prices, making markets more efficient.</p> <p style="margin: 16px 0;">Then there is the bad version, which is insider trading: You are an executive of a company, you know that earnings will be bad, so you sell your stock. Or you are a hedge fund analyst, you bribe an executive of a company to tell you that earnings will be bad, so you short the stock. This <em>also </em>incorporates information into asset prices and makes markets more efficient, but people don’t like it. It’s unfair, it discourages people who don’t have inside information from trading, and it creates bad incentives for insiders. It is generally illegal, in the stock market anyway.</p> <p style="margin: 16px 0;">And then there is the just-on-the-right-side-of-the-line version, which is web scraping. Companies often put out material news on their websites. If you work at a hedge fund, you might set up some automated system to immediately download, analyze and trade on whatever news the company puts on its website; or you might just sit in front of your computer and constantly refresh the website looking for news. (Particularly when the company is scheduled to announce earnings.) Every so often, the news will show up on some section of the company’s website before it is officially announced: There will be some page like “xyzcorp.com/investor/earnings_2025q2.html,” and the earnings will show up there before they are on the homepage or the news wire. If you know the URL format of the company’s earnings releases, you might type “xyzcorp.com/investor/earnings_2025q2.html” into your browser a few minutes before the earnings are scheduled to be released, and you might occasionally get lucky.</p> <p style="margin: 16px 0;">This is a real thing that has occasionally worked for <a href="https://links.message.bloomberg.com/s/c/c3MBFl3YPJAIx10vD6vJkULKukp0coTwfdskn2lZ_L6dpLZFv9qCttOYEapwRTMiswF8Iz-eSmP-jgTFTMRk62wHo-R8liuTW-qAUCJKHNNEdDNbwz6lsFEC3gBCkUNc-ikGXW1Y0MQ537pEMdmiNY-VKdYjFx23JLbT5aZN5lOdRbfn7Gts-6jlqB-7u1k2nbfX12RIf8qL0bWLCs4oKhexhcWqRPJWtw_xXV1CepM5_UdHF5UH_ksEg1gCsH68e-uAgHdFEmSNWcnSdYpsykn_m6grrUd0bCXQNVu9DyIIxwz_0cWWgpNPOpyDtxp_8107-dAqPLxHzQXPSSMD6N422YV8wLU7DSFnDDkNfDLkt1G3hMFZUiiIlSw/d6TmUHXQqg4CHxqFd7k6fKOcad5Wu7zW/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">corporate</a> and <a href="https://links.message.bloomberg.com/s/c/MwL_xk8Ea5iLGE3bJ4SbaCmUeEohPBL4PGEh5MP1aQgfzGAqOmNkmUcm41Ws6OQBJiwOEgkCBJaUqnL226BXKpimhzItFfmZCRctyio1VJbjjf59LMFDfvA0sYUwtqSrOIUkWRrbssOWnj3VtSYjCp2fbdQ1FGBqC5EiIsz3xuBvhVmZXNobFYT2I-rw-cN7GgIJ5O4B5MLCh-IJzXe_JRzb5D6Lv0kJ4QYtmcrP-lh-z3cykWKMU6U6_sN6OfQD62IB11pROsk6Eq72H8-ddvUjlYW_vdsd0xVkb5fFhFHZuSj8eC562Z4d8ixcxvbdKbZzPaZrCb1rKDUU5Kpz5KEjawBeX4swnpdk2zrplNieqSPXGPkzs6wJ7nY/lyKXnosXLEJPtHblkJM9wwfutA68ZL3m/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">government</a> news releases. It is not, in isolation, all <em>that </em>good for the world: Capital allocation is not made much more efficient by some hedge fund analyst refreshing a website a minute before everyone else. But you probably should not think of it in isolation. The point here is not that markets are made more efficient by hedge fund analysts refreshing websites; the point here is that markets are made more efficient by hedge fund analysts working 80-hour weeks to find every possible legal edge to understand companies more deeply and quickly than everybody else. Some of the edges they find will involve deep fundamental insight into corporate finance or <a href="https://links.message.bloomberg.com/s/c/4A7foCXfBqwTMJlqwtOcuSYoT_SlVdHHjdxazZqnxyVzHR4ec2RPSG6PGtHZIoY62cIl_4x_QXSV46wUxQkdBzbM2bJdh1k7RcR5yySsy8WIfLuPLn_DYCh60AW31SP2wMkdYA2ICf-ZeMvpfaHYA8L0n5pmA3oPdVFwvahD-YTMBp9sVioztYJMpQdovs1z_w2WrKIh8zUT4vI9ebsx4wY4Nihpj_DqY9jA04ohotnr0jgI_ChMzhxC0zG7ep2ltMawsL-99_dOj6GB3ASFrHAkbx-f0QYWa9EtbAHgKBXPWJpysIIEf7W2w82h-iRzYDYB3xdQ07GJZ0WoIk4qLxkW4azR-sw49ypp5tzp45Ngb6YgJL9bytqlklI/ItDYhT7UKDgMRjENcOzzIbvOj_H4RUvq/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> weather</a> or whatever. Others will involve quickly and automatically incorporating price signals from one market into the pricing of different assets: A high-speed exchange-traded-fund arbitrageur is not doing much fundamental analysis, but she <em>is </em>making markets more efficient by rapidly propagating other people’s fundamental analysis. And some of the edges will be dumb low-hanging fruit like refreshing the website. But you can’t have a rule like “you can only use good fundamental edges.” You let people compete to find whatever edges they can, because in the aggregate that competition makes markets more efficient.</p> <p style="margin: 16px 0;">Anyway. I <a href="https://links.message.bloomberg.com/s/c/2PuAZB86ZSSBj3TyAIUOJfGH5iVO7KiomgQQM1kCgi42180mjhaCftxH0vKyKYXXuJWQEy7ioD-576wne4oMcDaxhkSiyLKTFZX0q61Jz1NoJDVUhEQCug21ByXl2im8utjueuuRwPk2pYkTZ8XexNI93xhj28PVWuQ7lo2O7buDDvLrCvHTnd3qCt1ciEsMdrSR44Wj0cCP0yV16D-h0AF389md5eE2bA5pmA4FSV7JUCUIwCdLOQ_7FogJtbVq53bx-6SB_uSLHxM_ayjgpOXTyxf-1rGsZD3dB42uZOEzi1xEd3Vd1BWNRnjMF16Yy6i6KH_1Brx33p5mcgQUGwNQ7yiOn-eL6hG2VJo05shwtwzWR7NZTVS9tY0/Dh5u1gH1ZLGEOpM2dQJ516M-7lI8y4Sa/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> wrote yesterday</a> about rumors of insider trading on Polymarket about who would win the Nobel Peace Prize. My basic point was that there is only so much Nobel Peace Prize insider trading that you <em>can </em>do (the alleged insider trader here made about $50,000), because who will trade <em>against </em>you? I said:</p> <blockquote><p style="margin: 16px 0;">Are millions of recreational gamblers really going to want to take a flutter on which democracy activist will win the Nobel Peace Prize? Is some quantitative hedge fund going to build a statistical model, using only public information, to predict the Nobel Peace Prize winner, and wager tens of millions of dollars on that model? Really the only person who had a good reason to bet on this market was this supposed insider trader. What you want, as an insider trader, is a lot of uninformed traders who nonetheless have a good reason to bet against you. Football prediction markets have that. Nobel Prize prediction markets, so far, don’t.</p></blockquote> <p style="margin: 16px 0;">But here is an <a href="https://links.message.bloomberg.com/s/c/656xtyQ1uqnVIaLBfQdcvHnu3FraMEsMeIcjr6Hj8qCj7Zb3CApSVkS7_dmG2vTRFcTUhpsI26u0YP59YTOqcmI1arkcidV6bq-hZocncJEubJg7Dh96N4OTUNXS25rgHsFmsKgyfjiawNUbUy0DvThGOa9dVUaukJr_iYbCocqmbDVgOuvgeT51qNCuMYSsbGpT4govs1UhKgkx-6VvbSJ_lvwio-7qAJQkCvTY64x1saHo8utv9_yW_TkBoPSchIUyyONlmZ7ghBnAP9_IGbYifimiiGyf_tCRcGGDLD4565Ms75fRmeThdWI6JERdwgw4BOxu08cgfh9jBXNeN-7l2GzkZXZb4RVXWvysYwZCjAqRSiw0DvYOVj0/MDTG-z5wtl9DBVtLQrHtyNk9PTfK2k3A/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">account on X</a> of an interview with the alleged insider trader, which suggests that I was wrong about this in the most pleasing possible way. This trader apparently <em>didn’t </em>have inside information, in the traditional bad sense of like bribing a Nobel committee staffer. Instead, web scraping:</p> <blockquote> <p style="margin: 16px 0;">The Nobel site runs on WordPress. Like many WordPress setups, it has an XML sitemap that lists every indexable page, even ones not yet public. If someone were monitoring this sitemap, they could easily notice a new page appear, something like "http://nobelprize.org/prizes/peace/2025/machado/facts/"</p> <p style="margin: 16px 0;">Most likely, someone wrote a bot or script that watched the uploads folder or sitemap for new files. When this image appeared, they connected the dots.</p> <p style="margin: 16px 0;">On the Nobel website, the official portrait of Machado at https://nobelprize.org/uploads/2025/10/1-2_3-68e8b33bd36fa-scaled.jpg carries a “last-modified” timestamp in the file’s metadata of 07:18 GMT on October 10, over 1.5 hours before the announcement.</p> <p style="margin: 16px 0;">This picture was loaded into the official announcement page of Nobel “http://nobelprize.org/prizes/peace/2025”, a link you could guess by switching in 2025 for 2024</p> </blockquote> <p style="margin: 16px 0;">Etc. The point here is not so much “perhaps this trader did not have inside information.” The point is: Perhaps someone was incentivized to build, if not quite “a statistical model using only public information,” at least, like, an automated feed of public alternative data on the Nobel Peace Prize winner. The point is that doing <em>informed but non-insider trading </em>on the Nobel Peace Prize winner is (1) possible and (2) possibly lucrative enough that people will do it. In a dumb, degenerate, not-especially-fundamental way, but still. The point is that the Nobel Peace Prize prediction market is working the way it is supposed to: It incentivizes people to find out information and incorporate it into prices.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Things happen</h2> </td> </tr> </table> <p style="margin: 16px 0;"><a href="https://links.message.bloomberg.com/s/c/zpZxerar_lLIyNs3YkpP5Z55bqWwuVNO5VZ5myz3soY9O1v0xH-W8Bbw7A8aH_O6jd3uL6weszvFx4QgYgmaa3IQH1lRMyW75l3r97gcjwQhyfUNn7XCRiXgCjlJJuugwmy7UKbX5UtnaeymjbVtuw8fwORACPxDTWhxJ9Qep6zeL_NWdlW4_78lI7E1qwOWWsX5VAAkovz8eRS8jC8elFVd2gW9bBgEvWGZKQLjDN2zylnmarPnGFwYIb1N96q5lIaMb345f96LWNIOHld0gt_ZiaX09TFdo93qFl24fvv3EKsg0fay1fdWwlUV3xqrWxnaAXlDSdlOv4aSJ6VpYiaIHsXo6TwUpNfhHpBUWh3wL_yBTImyI20gDM4/DNGhT2ERMnfNnuXcKOlfiJJCIgz7Cp8d/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Morgan Stanley</a> Stock Traders Beat Goldman in Record Quarter. <a href="https://links.message.bloomberg.com/s/c/Y5_fhaxRLIkkiKRz6HOZ2WtQIpO_FaRM83OnEptN2gkZyd6D-Eq032uRCmP3ZGYSbW2_nHrXSZ2UcsmzTyJF2ECmY8r5vPt0XdrFnaTP-Qp2Cdr27bMvaW88HcSdmG7lnAMNCWXsO3J2Uy6GRFwj1_c6IMqsHTSbWjUR19Uqf_Kb7PccaGwJ241s_OjTR_j6kwWDhh25PSEZLm2nYnZnVsLlElP93XT8AyeOVRdOqmUuluCttmh3_bJLQEM5xZ85UyKPMzIjU_sVlVzsxlI4HFJEiyvwaC3LdloYxCWfxFFPXaykYii2wgkRL7lGp2B-A4ybLPqCnWIlZEWr31CmVC2cbNHQHunkrxXJjBZ_CAMQFnGYcZfAQ0HCCm8/WYhxgU62hXEmFyQmWLibIHCJB-ExTbaR/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">BofA</a> Bankers Beat Estimates as Dealmaking Boosts Earnings. Wall Street Is Firing on All Cylinders, Fueled by <a href="https://links.message.bloomberg.com/s/c/7moLGRbmf_Sa5gTIhYhoVJV-YwpI3-VDN3Yf9KKNSFb2mAZjhdZqbDLOCwiPh9g9NqXHAe9h8Lkjjc4wneSxtYIrl7apCwlgSdQdWkpoAMuXLC4fs14pjdvjwPPAd9TBeRVruRXC6coQOpsGNojRxpDm53k4JgO1uw6pZ4zmY3GQzSas3-iZAJW4yVY0h46e6DzeHrsQ0UasTzUoBFuTEsqV02N_rXS0Pk5hP6LFJBb09aN5YUl8OGrKwzorTsvxZiRm1D-CEcZk8q1VXpOwJ_lIko30YkEV8qGaGk7EJDqgp3CAsjscaCiIHwUBjzQylCwTuyUc3uQhfhdd_4ZwN0sU6C_Wa5kcFU7NCdQv059xB_HxnNIWB_MtXBw/Mh7FTfhFIHw-2WJn01aXQB363SfzjgFk/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Deals and Trading</a>. Bank of England <a href="https://links.message.bloomberg.com/s/c/fFheszSkeNPpiUaDzsjncnCdCdW3Xy8d9ZrBIRzw_cQKrtlZcD36OBJsuWJ8QzD0SgaU-E2nImRjjG81uz0W8SdwYYk0n92M4KNBsDF2RPcmC6rm_QJfLTgRa0mMoardVy59GWsIaNb6X8ZI9tiM9f-qcmQtvnsxYxbSOzlJwdnAiH6KGK9nMheuGgaltdVV_aO3-xJYLq0JK_-f5n6zyY5FdfQNHIWAAkdrCz5i7rSaCM_bm3MrOEYVpHSAPNEZh0WYeMgqQAWQtx6s5lixECaeRn5XqfO774uMJdvfJgM7QvbFMJ4Hz2YeYbsMZUl9H_VsUKNtM2gl3unrXSmu8wYoulE1V9JJs-2sXgXqes87-6foAl2C9nqZaGA/LBTYH8g5fxNN5196_q0--TD3Wsn1w5ny/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">loosens bonus rules</a>. BlackRock’s GIP Buys <a href="https://links.message.bloomberg.com/s/c/5D8_1Qb8yopB5ZjFlQsfmWhczulWcqyKIfbhw4UDWyLq033SY9MRGBWs_SPJ0x65YsudZ-5WjgKIphg_RGmizrvnfVsf1Fsjlv3KGjViQcyJULHr7R-2GBHY_yYMdbpuCyrXBHtw55-hopIkRyi1iMkmxAVB81BT7YbOjmbZz_QIiNjmowOKIf0hIQrTc9-aWPlUQFKX8Y80HgQIA4TAf5eZ0gq4DJWL65pZ8dKmsZh-yO2ESeZmzNFf-ggID2Jp2WWI11LOkP2545mbPaJ7UmmVmKPOe_UrDtfsr2RPxdRHABK5zsdi9vrjXnkBSeiMADIpW59fDUlbQo23u8e1aJ5HJDb9dMgtALfd8YIjbHwobxrVX-aYvgP32po/lxTt34QwvYWDpVj_jQ75IxnZlF30wZUV/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Aligned Data Centers</a> in $40 Billion Bet. A Giant New <a href="https://links.message.bloomberg.com/s/c/eYFvORbl0b1uOtMptffMIQP31yIrCQ6zj-t47vxzaQ3cDya5xBzAScpw16bPKAndGpa0wFdDtkcG5fJr-guHE1vfX0kxo15pLzlu_NOKDybeODanpYXbRXxq3ekSzEv1mOv2t0KRS90c1PoYNTDtQwMPE_Jms9HL_0RyLJSRgVPyhOY4Q_uFkD37d7qKFI4-J9cujFFM2z_2rTp2nSfnTKPisgV3IcDaj5IICdvDu6Y2f7CS3-_j7Xhkdq-LqXX_wFtLbj7qTk8bTf5T4iGCqmomMNDyfMCyBR22aYhggj3QIey-YdKCpf2iYitbHJKvED2LgVNl-Wb76VyIdIULO4CgX_fG7vGWxWO6g26zG0nq2qFKqcYjvzNcP3A/ZOd_sCtXxwPP2Nw4aAZMctrF7S_YWMub/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">AI Data Center</a> Is Coming to the Epicenter of America’s Fracking Boom. Blackstone Joins Race to Bring Private Assets to <a href="https://links.message.bloomberg.com/s/c/7ELUA36__zVtR7IPIA2nk5nEeV11qWjBDZSfTq0EXD6ppr2OmVy564cbfD-08DoepAJYae56VY3MK3Z9S-okkD-yFZYfDPNd6nDo4TCTrhiyZn51yrR8tmV7C96g1pYd6Ol2mTrkmkQ0HYrysqRxl3siL8858J-iCFVjhbZ7t104DRZR9gRD5yPvjk0zK8tAEw6V7jDsZpt-md8dHHbvTddPfOj5EV016wIzPQEA9vbT0IYHVFCFuq8i-euku_dRfVD4fjUIoqC4qE9PGoHEz4R6u8pKJ-q8BNoCQe5S8AsF31HhBT9zzxWI93GPyzLmmZmJOM2s_KMVcckuDYd-N_U_Nye3k_LOIl-vebQMCe_mX0ET06y1h8fJrE8/0jPuMsWeipeiW9sRMF1O4oyGkqxJiLyY/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">401(k) Market</a>. S&amp;P Global agrees $1.8bn deal for <a href="https://links.message.bloomberg.com/s/c/d28WCKYy6F3aQeJ0W_Njy6V1IvOG2-SQEq6JrZHDvlaQEjAk9Uqg3H4pITnVcJ-YBVEECTO16PRXEdDHmAfmFlL73MiFWG6K54xjpogomJJ0vbOteU3mN4QifTL8z8Pp8Xs0VegUw7qZZxi3kKaT8OhXm9sjSYbs5lYxUpTH76nJvkZFAISj-D6ZLNv9fPdsjWO3D5UyLTQScjaVAyv8034m-VM_u52Bau6imC9CBoS3y3ktbZJHiDlle3u5PXNPsHUhXlO6Jbyh86W8hdyk4LXMste7P9SAAMazFul9dLSE4iBYNh5vQA5-4lm4a603NpqjGjpegxrojGXnWFmFeFsdflA5woyt9obIHX2TNgkWdxuqb6KsW5Oz75c/3LTdLopqMkAGaffeD0z8R6B0Ian1A8oA/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">private markets data provider</a>. Trump Says <a href="https://links.message.bloomberg.com/s/c/sMJZ90hcUryvZH_Hwk62Denbi4bTi969foi6rJ30wDXsCxRG5ciKp-sXsbny4cq_xfIbXibUomQ9Iuk0crscQBA1uimd6gY-SYIRBvIk6bfEMywCVpzNXmVISFQhepmFPG0iFJv1Wb_RP15KbjE5PDsMYP90kLENC0tUW6UqQXbmA6SNxTdsP5PMM2yXONIJ-3kupuj4V_OXciVAXTfT_yCyIle8t3R4go6mm8otVgu_hmxIbDk98zE8S7h07-bnA_hIEtB_LZ32INTrHMLUG58M4NEbhyXI7glIVoVX_f5APbkrtfNbLI53v5_QgWLaAZxAj9m1KfjZZRKI72qE64oN7Q4y0Ayd19Ts3O069_HBmgdyLaoPtrgZ9pU/QHHX_row0u6eBoA2vAfaaJSiJYw8zRlG/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Argentina Bailout</a> Depends on Milei’s Party Winning Elections. EU Antitrust Enforcer Fines <a href="https://links.message.bloomberg.com/s/c/4MrmOA5R_5GAdeHFqndiFMWI9kF7YXmZAbWV0in7PpfyE0kh45S-o9RP7kdPkiiODKcS9r1tok3RsQMOW-z4QjVZPVmRMvwIAla-zA3kSQ3WMWDEdREJVQM5HSnOTSrk1R6L74BHbdzvhHvVIY9fteywOifgAbPF3B4b7ZaCAoi_D21xDSnfzynmCZZBvXOqPFkiSHCKi62uy_U0rFElaRv-RP5kOYUOreZjEPfs4ysW9Z3gR0wuJ3Yqik_koIWov-6g2z-vkLYMt_KXIJ-N_tcidYWNzMb00bCQFRZDZ8Whm7oQUeOxcC4B0RN40EhW5RyTUG0UfyP1eMX6FOcYyJIAqS6Z6aBJHLbLIv7DApQtE32pM2ByS4wX49Y/1rf97RJKXWtOaOXZ2uJgxvorTPWJTVrn/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Gucci, Chloe, Loewe</a> More Than $180 Million After Pricing Probe. Chinese Criminals Made More Than $1 Billion From Those <a href="https://links.message.bloomberg.com/s/c/O6Yhw6TZlDOvQyWLKbBIsmMkwS2PNiOl6B-q_XTKCr1ob6Hcafo_O4BG5NLxTLhdWeqVCvEifG9gNkr7imi2wRhPKza1I2Lwa3ZpEl9KHxtQXNd4adiubUeEGW7REdpqkEmGrRSO9PKIuXddkcCxKooFWs-xRiSNzxMfiY3nLput-2ugE7M4RbtVoc0UvhaVD0ClDDi1M6Vi80A6a9YDROQKo1XMT4NK0-kFXTaVsPXth0RzDM1rb5sLiwDE-6uw-0ZmcNsvX0j6QjSW71V_GkZaGR50HM_Gv76eNl6kA91kRrj7p1DYN7l5lfYgF5rNsp6V9CiLTsV3NvnB-1N9gcxnmaFgutbQtgFqkWL124a3tKKDlG9cJJ0A7UU/oVNBjMU-1xM98HMS4LI24uD9fReXXo9z/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Annoying Texts</a>. The overnight anomaly in <a href="https://links.message.bloomberg.com/s/c/nuMnXeQhpDS-PpwJUfiZ1bznKL_VxR-5MIEnHzaMXQkWmjquQj_c43c3sT0ojgVIpFfYpVtE3IxcDfaKtfbFiG50cJLQqljANBlwNOk_RpHnIFw3GKDwkt6lL0ScCxlfAjhE0bVq6Qi0U58Zb238_mgCMc2ZaIQzHcPnQQ1QVvkj6OsEwc3EcNcKM79r4RuzUuEbP409M7Ki1pwCBiSOuF6PUnUV-hJQY-6gkruq3Ckwh0KVZuuaOzGD8v4lOm_LSsZuh25uP7ATiJmaoMsjpEogJ0xKtsIP2ir4nebQ-IsmbTEOK-1VHpmT8EItV_KlHRg2qjnWbmUv2u0Kd06L_WmdAyHFDud-qC1Q0Y9uUnnXr_as4l7grEVL8NU/QbgTfIZ-7NyrNGFKpN385CapYImwmkoi/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">levered Tesla ETFs</a>. “Travis Kelce’s new restaurant, 1587 Prime — where, the website reads, ‘legacy isn’t just honored, it’s transformed into something entirely new,’ which translates to ‘<a href="https://links.message.bloomberg.com/s/c/atVlXkfZ-elBFSWv1amK7nAnj7dRS211LCSAv2VeADNEygBhlrEeLboTZMr9qGWVnCzpP5tESDEXLXVQIpo5gsc5E6bf2_GH0EUdI_2DlIXCapJVZQGJwHtY27PTSf0d108s-3mEyGwR-uQlcGdConM_3BTto84Mb3hYzAZgtDlBa_ncBHgTWLUGEUX5tcLSrafjdEDHTFTfO6ho8nMzoiZoF6qiDlQ0vJt7d_NU4bHkPhy_HwXABzGrA4mknBcUOq-ZQZ5XL8x0hvT_MhJk_Ab7cIPvAYhlfDJFqcaYvKbPUTwDHkUTgDf76R65W58i1MpYqTcSDXyDP7AHD90Dcm9lSot70veY9cNfEyAy1GnqgNTjB_0hmCghp20/-e6DAiMIAM2DwvNY0zZZ8S_TxqKH8VXi/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">it’s a steakhouse</a>.’”</p> <p style="margin: 16px 0;"><span><em>If you'd like to get Money Stuff in handy email form, right in your inbox, please <a href="https://links.message.bloomberg.com/s/c/ORlcBrJKNpHguygFpEaM9qD0pZkmapGR-L69jJZUECjvAbAzKGynk6dcNwu9iY6OSH_fFovf-tsfd4y5jTxBh-8rLbleoF2h6pt1TJb0SpCwXvjNmqkZK6Jb_weALHo2uKG8vZMJpmI04rSlEt101eMhnCHexVqqk3hnE9jGK1orPoCnyKUfprmnR36zQUcCRWbS-aEuh_38seeaZPaW1bIUZTciZDR58lTqC9xqIvZjrLLgB5Zl73chYOFNl49tynWLMFZRXwPXDIKhPR3lqllfnWWjDUWBVKlVFqR1-umfXa0SF-cqEsUSEWnHvGnXC9VFqCnZRo4YZ_Y8FENXSToFfPUsZVqSvzr8J2PWfhKqwhkD7WR8dWc9B80/kgWSJIaw13BVjtiWUDSH6YL_MI1-6kd6/13" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">subscribe at this link</a>. Or you can subscribe to Money Stuff and other great Bloomberg newsletters <a href="https://links.message.bloomberg.com/s/c/nw49pMi1BA0JhHl4AKeZW1yc9luoARtJ_Snsos6pU_obGJIoob4TpeNDTXh0PCT41LKvpXWojjSsNNEJ4QwTUldAEkyoNUUh36Pqn3CBNHoJG1ANPSLO6Km8L2m8kCaVZr2j4XASJGntpw2UsMsi0VIZf4cApqPT2LauNwe0QyfuWeYvKJcvVcbtAcJT9btQ7WOCUMjevp0a7xcqFSZuQm_j1ljLBi_phVBognwPk0P_IrEOcRg2kduBQBvK3X-g_9CJDIGxwIy2bghLZJEU5Xu3MXBXdjfzJpJtnoPIutTNihS8qCxnvNbqbSPi3fA5v9kEU7klSY5hNMlDtBJaX5rp-VARCTU1Lq4V3ZXNS2zU1yeM5NI6EBF2C_4/z5tlTI4mMqzElsf-lK9hjTh_w0SJbvBD/13" itemprop="StoryLink" itemscope="itemscope" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">here</a>. Thanks!</em></span></p> <div id="footnote-1" style="font-style: italic;"> <p style="margin: 16px 0;">[1] At about 31:49 in the video. A bit later he approvingly cites the South Park “<a href="https://links.message.bloomberg.com/s/c/nrp0VN_ekKebLUl-P2KLaGCjoBpwGBZotUtTMZaYJ_AhOFAREalE8LSwd-DRsR4u9L08RmFTeEXQBNa7YQXBPo2rqhKjw_UBX5VtCHbHpmKLehbSAqMmEQ37IDdygei0tVCKBZ6fUHCvLJ0mJJIs9hMSeh2RpWI4hC55_IybtD1DLOofz5IEYcdt0n_wrRZ-XBuMgAzTOFZdZvfROZu4y_04pHxnsgwoibNYEufvll4QkhzuM_xNteIUNRl9R5GXqvgeczBMLMNqx3ntf_42DM2A5bGdJJ8LP2a9Z5dq2bH-FUiQezcJ7y-uJEhlmOvAiuId34ErtcW20eIjttD-2_njHt2lyJlZtTzkWMw8zuUE7Yu_l4i44stHT_U/beK0cS2CNuxSFzK7eCqayMKIUx7hpYn_/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">underpants gnome</a>” meme.</p> </div> <div id="footnote-2" style="font-style: italic;"> <p style="margin: 16px 0;">[2] Perhaps a better word is “decided.” I <a href="https://links.message.bloomberg.com/s/c/ky7u1T8_WUZMz-KscILQ7na0Ore66DQ9Ux5odWnWj6ES2IsnfDWnB5Ky_oeOulDPFwZsgQGDz7Syt-vIAY8-iObp28p2lKCP6S8pvXl0icY_5bGkAjpx5MIMrOjtr3ytSJG5Xzi1eMwWfPkWV591-2G-TazxuMVWrBmWtkiVf2g3AuTJ-1W4jAl4Ow9ZUORjJJZzvOrd39V9PtbfdtHhG5eV77IyZXOjG9U-SIVaFELOu72vL5y3t6ixk4Mf3ACvFaSm6GMC6zab89oOJqd8f0TH0_FScNS1l8IClureFIXi1GysOAWtL9mQ2jzjRreA7rAhDhGrsRLy4-9iM_N-S4pCC6PdbiOb_Xf0r96AdeOqEx5lm0cWWOkpeYo/MMuHTmeTPLVClWnFG-_5PdfQpBBG_oCr/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">wrote the other day</a> about Altman’s above-consensus capital spending plans: “'The deals have surprised some competitors who have far more modest projections of their computing costs,’ because he is better at this than they are. If you go around saying ‘I am going to build transformative AI efficiently,’ how transformative can it be? If you go around saying ‘I am going to need 1,000 new nuclear plants to build my product,’ everyone knows that it will be a big deal.”</p> </div> <div id="footnote-3" style="font-style: italic;"> <p style="margin: 16px 0;">[3] By the way, in <a href="https://links.message.bloomberg.com/s/c/3wvUqiKzQRm--Qy4UGMMb0DHuoN0FhfAAZDNu8DbuNdhEF8qGTUVUNruOnW_63qctBv3LnZwe5zcwo3C9_BjyKwx6iRhTiW7cBGRQ61z0A47cRn7GghrWoXmgRq4M023DrHtsKZmWglVZ2B-XdTravqROiuwEwGqohcT_Cl-d-WqcQKZz4CWzOx8pm3w7PeZMdN7OtG4ReJpH3ERVxvnEjLaat5sLbMaCnDPsL0HIfpR03jpaPlAvYSB_XcgZjc3_GERksMnHVEY731YW46qH-6DLApfum4Tesr-glVmo1NLFn8jzVI21srr3jO6akBiQxEJ-yjHMj7E3COKnyYINgb8cIL6izDdAOFjP9gXqDEEdwkUBbfYl_axrmI/CMcRb5eE1XwZ8EtjsEwmR4Y5mqMw1xJ5/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">that 2019 interview</a>, just before the bit I quoted above (at 31:13), Altman describes OpenAI’s recruiting edge against big tech companies by saying that “the thrill of discovery is really exciting, so it’s fun to work on that instead of optimizing ad clicks.”</p> </div> </td> </tr> </table> </td> </tr> <tr> <td style="border-collapse: collapse; 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  9. Money Stuff: Venture Global’s Gas Plant Is Done

    Tue, 14 Oct 2025 18:31:34 -0000

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width: 530px; display: block;"/><!--[if mso]></div><![endif]--></a> </td> </tr> </table><table align="center" border="0" cellpadding="0" cellspacing="0" data-lt-version="3.0.0"> <tr> <td colspan="2" align="center" style="line-height: 1px"> <img src="https://sli.bloomberg.com/imp?s=1149004&amp;li=15296984&amp;m=c869f5c3f0784f1d3b0577b4456d769f&amp;p=10142025&amp;lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869&amp;stpe=static" border="0" style="display: block; max-height: 12px !important"/> </td> </tr> <tr> <td colspan="2" style="line-height: 1px"> <a href="https://links.message.bloomberg.com/s/c/vjqrPBQwatHoers-VomZDjH6zGbdGDLpPWhtnZ4rRJ3oJjDiBQId2GLam9qah3h1c3vXS3oMMg5RZUDXRPn9bDnr0St99Blhn1L6UymPEf-cRk0J7cL3QMUDCdGR8bFwGqqDqqSH8AaIglj6feOQvB8DlABmTnQf58ymRp1nu_4KHPxb5HOUnzEJGnXTrmQpPnv6fIoDtsRYD1wN8ez3lnVD0tFRM9ReYY2SWvQ7TjkwIFo_MBwJZKzNk_iqjQTLA31WG1n2TK5i6lhivnvGUy_FngAQMzhrDmQS5QDQ2ZeFfbzvOQ6Lms-UgrRkHWTOqCvimCfp2Q1mHSDFQ-ZN4Pb_JP5t5cP6NH96KSB-zV-mpDoZd5L3VN1U5br67EumBs2sGGIwhNnQTjFFuag8zoydIm1mkvDHrChHUwliDgfjNshOppYt1GBp8y_RpgoUfkXZM5WbJDytl6pp5Odv0X-ifF68OyJncm1QheRLwvbQy6RhlhhUwjXm_n0A1luVWqkMZMgvkzIatA-q2MgPp4FIpTfodPTvTVKVfcJXsRLQvBjEVOYPoVkcW4I_rS_mnoQzYWTbTX0RL1tdEHgdSXM_mUxgt-6AXxxqDkr1GGYyXERtBWrjecabkJrp0Xfmbvj4-dEC_d5m3cjj7WT9uiqtYVhX54ERFoHVFEK0ArkWyMh4scKcDezow32L1xg/NDXrRn23r796QBJ03OKk_NiSmHsSAyL9/13" rel="nofollow" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=1149004&li=15296984&m=c869f5c3f0784f1d3b0577b4456d769f&p=10142025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869&stpe=default&li_coord=desktop&collapse_width=550" border="0" width="550" style="display: block; width: 100% !important; max-width: 550px !important;"/> </a> </td> </tr> <!--[if !mso]>--> <tr style="display: none"> <td colspan="2" style="line-height: 1px"> <a href="https://links.message.bloomberg.com/s/c/aFyzTj83QumP51gjBImuKmb4UregN3T0waUkeo-GBW7ZZjJJd9IxLmTSb4UssWuUUsTrq70acjCZ4P2ISwbolD6S-kmSCEjDhFCggKwyFAGGCgPgzJ7ajhuGJ-qfFDPZTqTovl6OIRBzSODD52W1M_iiMvNoadXG1AkdOFFxahG8DUs5UlV-8rAcexTFx3aMkGJws_772LdJHF3ALWPCIeBxw3TsW32UBtK1ykd_L1V1P1ptBxJuXTHdnoebk7jXnYfspDJIwTMrAQyL1gaEEVeh4DJ1sTBO6yoj2J4no73jfDv45P2HdaV_iFISxJ9CH7_-VULpHP6RXYBXBff7jcd_3fG97eGgIrhM2YhR141xEt2VHgLpU_RYxQdTpFffWdVEvUa4EsH32GCBE_bo80_ffcq5MvTgKxjXI5DTqJLCoOwrmRF2MDpoLeJ1-AFOAF546yoBcOvJ594LBW3diIjKvm1I7JBMjT190Xu3SXLOq2Xuj4R-zBwkpS7ilgz5XB1KrvrT3Pv1j3FgvfJUIFaktldROEgKe0n6ml2DOEvHh9KDC4m4w_OzxwJYW22M1EpoE7tLsyo5HGlfie6njB3zaJLP3cu7O0eeYatBDui-mMrlk82I4g0Nras6ABPMHaMv-s0ITZXDSZ-TlhMnGE0jQnUxOy0v7KSLPUuZ9nvPkUQ19p7yVfAxy_INXGs/0f2U0-B9N7VxO0CSU4YC2-HJnOQOna1N/13" rel="nofollow" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=1149004&li=15296984&m=c869f5c3f0784f1d3b0577b4456d769f&p=10142025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869&stpe=default&li_coord=mobile&collapse_width=550" border="0" width="550" style="display: block !important; width: 100% !important; max-width: 550px !important;"/> </a> </td> </tr> <!--<![endif]--> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 150%; padding: 0 10px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Venture Global trade</h2> </td> </tr> </table> <p style="margin: 16px 0;">Venture Global Inc. is a liquefied natural gas (LNG) producer in Louisiana with an innovative approach to building LNG plants, one that involves “mid-scale factory-fabricated liquefaction trains” that are “assembled off-site at manufacturing and fabrication facilities in Italy and then shipped to our project sites fully-assembled and packaged for installation,” rather than the traditional approach of building everything onsite.<a href="#footnote-1" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[1]</span> </a> This is efficient as a matter of engineering and construction, but it is also efficient as a matter of <em>financial </em>engineering and <em>contract </em>construction.</p> <p style="margin: 16px 0;">The way you finance an LNG plant is that you enter into contracts with customers — big energy companies — to sell them LNG at fixed prices once your plant is completed. You agree on the prices, you raise money, you build the plant, and then, a few years later, the plant is completed and you have to start delivering LNG. If, in the interim, Russia has invaded Ukraine and global natural gas prices have gone up, you will be sad about having to deliver gas at the fixed prices you agreed on years ago. </p> <p style="margin: 16px 0;">Venture Global’s modular approach apparently solved this problem because, with multiple mid-scale liquefaction trains, who’s to say when an LNG plant is <em>completed</em>? You’re kind of always building the plant. It’s the LNG plant of <a href="https://links.message.bloomberg.com/s/c/m4oNG3Yitwo0O1_gHZ4sO5oM5SiUiRk8UZQwdkeBEEVhE5RrF8ii6gS9R4DJijv60b9E2AG9lMYdmRBjj0zSs3ao9jEg6LyUKoZbjvwpL9Xx6usmoEHL3FEIdRl0Kt71z7SooS8Q_XLfiNYvnpXgs9Xe26BOAFpUKUZ8PjvT_VJXrx95YEcZEHiHCuFhIJSrmV4JJERkBBUG7_-xyXvvgVw_AKIbzgTNs32LH8gCFRCRHfYqFNx87g3PI32PFHTT0L1ze6Cs-krdD5Hi71Id1pOG0_YgjMbEedaSk4CSriwrA3z78PwpKBnVtS9fafK-XbquwGFePMmG60MYf0ssZ86b_KwzKqQjZvR0lDYvaoULk6dMyiTO6SbvnA/5oyl-Vbizb1vqVEHU3ArJFNj0v9lufhK/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Theseus</a>. As Venture Global <a href="https://links.message.bloomberg.com/s/c/H-G6B8bE1hzVGHqd0TIbYBad7aUBZ39AjDLmlGA7JUtkHjZ0wi2tcksH3bjjzJm9nfGrJLRKl_1v1aq4mpb4mwCWsMvhgfuk1Q-Cb5pqedcb6mX4uhIBTBxUxkX4uqs6WOSPKEimkeNyt7okZOOE-8TvzHPEZ86hKCzYAFUz_24oJUS8cgDTJLfNLctlEfsYXss2M6kucMdbi0UDGy9IR1ytdjYHsItSjLnEULQlu9urYt81O-qzYtLvpEPUqDny9Qhh6kq2K4vux8842QT6yVsJ6eLtvmpgf2WvVgvu1CDsg7pLrGJP7LHY-47rpp0Z0CUtupuYMmw-KCa9PW_AQs0MgIO05oqJUm574y4B7pEfeRO4QPKGZ2ykYA/btjogir2Ce1GHsePvlZORDzrhVqKMiRo/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">puts it</a>:</p> <blockquote> <p style="margin: 16px 0;">By design, conventional, stick-built projects generally only engage in several months of commissioning production, thereby limiting the number of cargos produced before full commercial operations occur. Due to our unique modular development approach and configuration consisting of many mid-scale liquefaction trains, which are delivered and installed sequentially, it is necessary to commission and test our LNG facilities sequentially over a longer period of time than traditional LNG facilities with substantially fewer, larger-scale liquefaction trains. The commissioning of the liquefaction trainsat our facilities begins while portions of our facilities remain under construction.</p> <p style="margin: 16px 0;">This important reliability and technical requirement results in earlier production of LNG than with traditional LNG facilities. We believe this earlier production of LNG positions us to produce a substantial number of commissioning cargos for each of our LNG projects, generating proceeds that may be used to support any remaining construction work or fund subsequent projects and future growth. </p> </blockquote> <p style="margin: 16px 0;">That is: They start building the plant, they install some modules, they start producing gas, but “portions of our facilities remain under construction” and the plant isn’t complete yet. Because their long-term contracts only require them to start delivering LNG once the plant is completed, they don’t have to deliver LNG under those contracts. But they’re still producing lots of gas — “commissioning cargos” — that they can sell on the spot market at much higher prices. This is an advantage of their approach: They can start producing LNG earlier than conventional plants, but they can delay fulfilling their contracts longer than conventional plants. Modular LNG plants have a long period of contractual limbo, and a long period of contractual limbo is apparently what you want if you are an LNG producer.</p> <p style="margin: 16px 0;">We have <a href="https://links.message.bloomberg.com/s/c/dNTPRQj-rqpkd6CQ6RqleB7M3YQh-LsJSOKmw39j4lUqxG17hnkD3-M8LaoTnd6_oIet8nj6gPtgys1tlGqF96rUW554LXqm2ZEXMUrWQUuCyY2mi9vxL6Q6ySqpqUm5s5Ewh7w2ON75O__U3v2PqS9rKCFPZX_cMyajQFxrj4ramyXFp4RpFPPK4LCTR1HAyKxSzZDL6Db_RG0xwJsuIwaEn4-RFSe74H6iFCZde_gUo4ZIuFIvt9Cw4ScblUlKM4zqH2FDSKiM-9lssk5O-9ranCmHxcNK-CNTVOjK1mLMrFXq5m5H5cTcsvfcS81vBY5teftiRrQ8ncRmGiXTMBSN6u3w9x-xy-GKMjjcm-0NJ1ozqJ5SZ_eQIg/OQYpqZckWvoSvyKj8ObsrMAys0Ikof0R/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> talked</a> about <a href="https://links.message.bloomberg.com/s/c/3_z9zyO2uRAQ79AKR0F0AUjUPBzwaSjczBBBW9Us3VrHmRnrbbcCANMCW21KnwxY6OdW0dZ1KfdIrWQyM8OdrG2ZDqTA4E8xKAYopFkantLmbqSPA0hvZ9qPjYz2_SAaCDZ40D2vR3KbXXC-_GrWTB7Kx4XMPMS1ThMSFqrQNGUQy6abtCnzRQzmtb5dQo_RsjOwgjsdGcfMXk0sVGbi-HMsMn1K6UXkpZNektoJGugTfI1ZtmoQ3nUw1o5oThDxez4qPL3i-a8lNMye8wTAHFaSjkSUeqRVvTfj-qa7dAX8LUJJyNSZ5m04blHdXqV3Kub-5hicR4J-2SmBp8jn3L2cJBA_BF4ydT8z1fbl5w-2HbCtJPov-qL7JA/aw0EwuzqLMcsEupjcVju_mckzLmGMbHl/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> this</a> a <a href="https://links.message.bloomberg.com/s/c/AF5on9Ip8sUBPUsTJCHd-UurJPHGXqAT5w-qHdsF-5wLjC7li0TwiwNDUEkuBZSDs1m2XeHTiG07PAHA3HC_pkqeJqu5OZrxi3D1c4kyHPW369LNmHZ6usAV5VTyeWOUZFI4WdOojh-QlGA1b6DzQtdB6Juf4ix3JwuH-SROicogVCDdFZDbrJ2me25oIbeDpZ5ZD0J5UuYozOey8Dgisjb6JA62bk05sO7bBdXL9vAhVS5hra2Jfmb6-Uv6d8wVG4I55F0a03V5-ex_EpdlXl5C2KBOgUD5N0HRwgRbabkZJxtOvueVpUlY5s0NiyHV5wSp80eR4m-7r2nxq2-rd59I8WON8R_Sk9MQLqe2C8qtQI1FE5vXcVqLX1c/AI8VjCP6S_eWNYI14FuSZmM_Efl1EwjD/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> few</a> times <a href="https://links.message.bloomberg.com/s/c/FbjWYtbjTpGSHDbw3Ah0jMTZAwHWryXXKd5Ix9YbFilnCcyMiBfPjlx5bIvOszbmawd1t8IkSvC2WcclJIdeB5mj3E7bLkTlul_htbJ4ru6c_BXh3tF_lKqF_2SlEjcB2M4weytINSITpdPKzrZKhoTbCc7Q3BsluhvVcdPTi2_nTK7Y5agqqBEAJe7tGrLdXvfNsAUyLfuMDr3M3i2fQ08WxCgUk3LR8wohJDmVw6zQIzeA3PiUueeAsJhYKX8LanQBxliL92HyEzdUu1uv0eNyBNGT7QvzIiAIW7y7yY9uTLYBbzmH1USgJuo0ssUHI_6zK_7SdtwHX8ItkqURIZKeW0XxbX24qlFhfkKHNeslKmIgwYtM116Y7v8/i9Lq5jsiDGvaR9D1W1uijGJ6htscngM3/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">before</a> because of course we have. “My favorite company in the world these days,” I once <a href="https://links.message.bloomberg.com/s/c/8uHgs6qUyteO0_JEIgfitPoYSKJXWcsx5GSu5N26GQpj8AdjyAcipSKd8ZFmjhE04vZR2SYkHUpRFz_lA1vbHa8kq0t-6-t2bmHuiT7eNWyWMA_l9ukJEhwq6K9JCTiEFsnLVTE9xt4zyP-xaoZiUlkfirdHWNZVYqUtyFs9vCbKA7rhczldeTQWyZWT6IMnENW9G2BbsxtQG40IvywpcU-xR_IjXSMPsKoEX-6WolWyhoflwVF83C6GwDpoQCnVSEwUu3YK93GmI4KiKZ53SzT3mnKpTMDFCT32BLJuvrH17D648VCeT6LrJP_d1eGqzMDK4742j_-7_yYITY8G_x2Bu_p-vYPsPpWECLLivl6d0G34e1QRhzUnFIw/JcXoJoAcJNlYBIFO-U8m59RfsOGg8-tb/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> called it</a>. Venture Global’s two co-founders were “<a href="https://links.message.bloomberg.com/s/c/gRBU2ZFS0WbDLfeZvQXZSl9XO_tWt4C7IqS6DSBNtmQXDnY7TEpu-Hiv6Hg5f52Rk10ZYGdnZA2empT43l3mTu0cAJnd9MaJm8k-IeG2rlHOlzr_GV7cZ05UUuLCMj9woA_xhm_sYzzL-mCXg3DkLzsVJDr0EaHfjBGKiIrAaT3RNsIcvne5vd_qvbhYaQ9oxzzaRn4Nf0NU9DquSEgkwo8GFXQEmW-PnGril1Hff35-SNF6WNw4rhBR-07h-PYlmtnp9mGuEvJ4BjDXcUMQy3Bop3ql4iD2gZ8J2jXKRRaDyMFDtLqSTszl0O4Rihdj-pbbsFvfM_M_Oc4yxzdMlyz1FOzBSGF84RNCKuKxhaJIqV5EM-H3zA_xb3s/X0tyjGrbeSbA-lw1MhhNw-DHGmfDnxDT/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">both industry novices</a>” when they started the company, but one of them was an investment banker and the other was a lawyer, and this is how an investment banker and a lawyer would build a natural gas plant. “Make sure to build in a long period of contractual limbo,” I hope they said to their architect, who was presumably confused.</p> <p style="margin: 16px 0;">Anyway they made maximal use of their contractual limbo, delivering lots of gas at high prices on the spot market while telling their long-term customers to just wait longer because the plant isn’t done yet. (I have joked that the plant was complete except for painting one last rivet.) The long-term customers took them to arbitration, saying, come on, your plant is done, give us the gas, and Venture Global responded with maximum smugness, <a href="https://links.message.bloomberg.com/s/c/NpiSG8p0gX0yXQvTE12E3Nyfcb6wmQipusfOBqkUpWLq92ovXcqlVN8xpCCVDyr0hbs8Kp9rxz9CCx95L_ePi17p0xdiCI18WRswk94cM_I9QIe6vN-gYC__3Ij1vhy9bbKr9iC8BqI8Y5vuyRcdhbLSZwefD1TPLBrcHRA7zHo_7jIbXqU784nfhiA5UTLJrhci-1ice-dfMWeu0LI_kPB_YRo48Ha0snwUdT70xa-8pnEc0y98PDJhFCUSxQR20v6ne1Q5MpxN5RzZNzUepi0SyK9eWKANMpHAANbjyJO93PehR6MFi9gVeW6SaZdvc5HXuk3-W3fD09-BQxGMjmrvsDE6SjM4C68rslNXvX-HB6hgby3lChnMKXc/Uzw-oSyte2cStovvHL_lf4b8Qqu7Knrz/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> saying things like</a> “Venture Global is honouring its contractual obligations to its long-term customers in strict conformity with its long-term contracts.” <em>Strict </em>conformity is not what the customers wanted.</p> <p style="margin: 16px 0;">But <a href="https://links.message.bloomberg.com/s/c/b2VYMdtrCuE5IePWtBxmgMh89qpIcdOKrujQrUu7tkHkwf97Scjv6MBRmGnxplLb8s9JPJnSEnx-OVytdOLxlhgiVMq6VT7KcfTr1zbaKEBDqf6jzdEBlt72h5M57gVY7Lln3ncb-pHu9lhBe_AzvpN6fOGJHOtirTkgKkswfbFsLeukMNkEzm78BTIMBm-voG_LN8m7dWp4XgbsWteWyOAYQ4fdUqJwHHvQ0g4lcMWVB_xFMQsLhOug1yNqbsFOPP4tXsC_hlzR2KZoYoA_KEz495EUkDSf_rzGNer7HC6UtSNaZurqQV8RKRIUdzT950BV1gHC41cGoAWALwuBBmzo02Bc-chIgkVjBj3at0Xl2cdpIS44-FOsIH0/VqL0pqyzmtUwDYIhpHGsQAmAF7qaJtRv/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">last week it lost an arbitration</a>:</p> <blockquote> <p style="margin: 16px 0;">Venture Global shares plunged nearly 25 per cent on Friday following its loss in an arbitration case against BP, which accused the US liquefied natural gas producer of breaching contracts to profit from higher prices at the start of Russia’s full-scale invasion of Ukraine.</p> <p style="margin: 16px 0;">The case was one of several pursued by Venture Global’s customers alleging it failed to deliver shipments under long-term supply contracts and instead sold them for higher prices on the spot market when gas prices soared in early 2022.</p> <p style="margin: 16px 0;">BP’s victory is a major blow to one of the largest US LNG exporters, which now faces a separate hearing to determine damages in the case. The UK oil group is seeking damages in excess of $1bn, as well as interest, costs and attorneys’ fees. ...</p> <p style="margin: 16px 0;">The arbitration panel’s ruling against Venture Global was unexpected following the company’s victory in an earlier case involving Shell. In August, Venture Global defeated Shell in the first of these cases, which are being heard by the International Chamber of Commerce. ...</p> <p style="margin: 16px 0;">Venture Global said it was disappointed by the arbitration decision, which found the company had “breached its obligations to declare commencement of commercial operations at its Calcasieu Project in a timely manner”.</p> </blockquote> <p style="margin: 16px 0;">Right, on the one hand, presumably an LNG company founded by an investment banker and a lawyer had a pretty good handle on the technicalities of what it means to be in “commercial operations,” and thought they had a pretty good trade here. On the other hand, if you’re shipping <a href="https://links.message.bloomberg.com/s/c/yAXXuRpqaC2UonPxoELmylgUSRVkRYVRKD3E-AiSkYatEyW5y_Zzf8rPfHYAwrUrkCh6YLOdaeIjtFMrq7uaevC6I_kleQZ-l_IyXUdC8E5q9MV1FszbuLb2ZaFjgWaNJxEGxRMCqbklF1ayh0nCkk_4yczC7jzfDHgYP0d-Rrhfox_5LqztgOQKiU5Vd2poofJomjUNlvvfWX0YXvoj_wmBVUysF6xk_5dw8_MqMCvrvRquqzUX5cCRsl_Qbv3nlDycaxbKZacBWAJ1U5g2UwcqQmha1YXciot4phpPKybCx9JXVSd5SwUFrjsrUW5ZAz33YlHJS-PKT5-HBjE83MZ1VFQeMXvHZPtJDF69rOi2n1WGJkDEMcY8ZJ0/vwECnlbc2EEsjJlDtPb4F-OsQzrV33lV/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">billions of dollars’ worth</a> of LNG, there is some risk that an arbitrator will conclude that you have commenced commercial operations.</p> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td colspan="2" align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/q2wTD8Wmqdum8jSuiT43op6f03F_dHLSg_rxlm7_LG_CBOgtSzX_32NXBXaNqeJ0_48OEQstgqY9NoTgMohXWFAJfrqQEA5QKi2EGGb8Imt9NKnfmd6VwvWPk6lvB2DXZBxmGiVGIBKgvCNBF1eviD5YIn4HHq1d9k6256XtUW9qlK0oUuLImABgRztY19snVHguaxYTU1e3C1kV01Cvaiwsn6rbvoA-hvpH3WN3DJnC0ZSRDHG8jlpVmAyJwOHxagm1D4Az2UF0c0aucOSg93ibihyBSOu-5hZ2R0nge21h2CRgTRTco9b2Kw0KY6zs5GLF6vjKzfHLn_BtEMPJ1eujM_BW9pmwwbL6EvJGPuwUIfQz_CNAgL5koYNbdAKpPc1rIR9-t42SQkmkEgSYkZMcFY70o91mgdkHGud1NBSpI5OvcGF-aww_xYCVqGpFel5LdZzqKK4Ityg1NNqnaqvYjgcrsWXBvh_voqa80i8XZiLvEi_mw2MlAuY8u_1PoQx1mvzQ0HXLvtivQjhSUDIqIKTZLzyZZd8FaSrx_mFp9yAr9BphmucitEeFUQlzLILNiqyBJwjfcvyVUleTHlev9i-2pnQ7-dWRq8ftL1hpT4nIvv9VKOTmvsS_e-qgZeymePhfF4maW01-ODcotmRBHaSXn1412iRPfZhg9V0fWLMYNt0S1f3KbM4N3Q/1QJUW4SH-ZS8siBdc7N74gEJv1_sRNo4/13" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=desktop&collapse_width=550&li=15296984&m=c869f5c3f0784f1d3b0577b4456d769f&p=10142025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="550" border="0" style="display:block;height:auto;width:100%;max-width:550px;" alt="" class="lihide"/> </a> </td> </tr> <tr> <td colspan="2" align="center" valign="top"> <!--[if !mso]><!--> <div style="display:none; overflow:hidden; width:0; max-height:0; line-height:0;" class="lishow"> <table width="auto" cellpadding="0" cellspacing="0" align="center"> <tr> <td align="center" valign="top" style="padding:0 0px"> <a href="https://links.message.bloomberg.com/s/c/RL2c7LHcdx978apg4xV82wMvxrh4H5xIm4gjrlOUWipuV45NqkIlIbGru8O4CdgIpMRMFgZDyVCnkS3wJeuEoab3USv0H9vgRhxVxdxOxqKU6xc-bwklc-VLpsrViaDr8qvDFqviK379lesZqDB_7cqNBwBIyCW49DjG4ZI35iHc7lIidaJolmcE9D_fvMHzmYZalQaHtyNzbhMapj_4BU3NRz3zOzP681QXI1laTwg9Ct8Rg6cjQUlIeVpSj80Xf6IcAiOO7dgAE7VxX7LCkCaUT__PxB7qFI1TKKeSXfRCJhrDLZIVRbIDJZsPz61i1SGLhLVIw_TfS9gjiYrEyB8VbOkaeEa23aJjEY4XH9_2kjCCQmmdPtFqCCIitJEvPSz8I6abXrC9xvpQ-aa8VXyigAkI98x0mVH0bxim4lowMDuVyA4B8BoJGa53TKw7qaIicQ5JmN3X0Wk86sSvtk9e4mPQbs_sm_6rVdIfdcypYcDX-2UdKIGEvSXTSpJMjiHb-ClOtIOrwKxqKlKBh85L7G8AhpBIt7SB0uUgLoMaHuxU5YMzChubhFWzvpspHM5UqGVK7bfG93Yp1XIKsPK-4l0EkSq_gKJrAB3cFUH-8SZbwe_rn5WVoQ13JzJOaSKY2uPsZh3S0hkpzBPvqdvlK8daIiiFOySmObcm0PNBiCDlq8EeCqUF1AzpLg/rWnB2wEz4H9sTJ9ZzvHP6eKNz1Hw8DMZ/13" target="_blank"> <img src="https://sli.bloomberg.com/imp?s=868432&stpe=default&li_coord=mobile&collapse_width=550&li=15296984&m=c869f5c3f0784f1d3b0577b4456d769f&p=10142025&lctg=a19ab05d-8da0-4a2a-9dfe-e93d8d341869" width="100%" border="0" style="display:block;height:auto;" alt=""/> </a> </td> </tr> </table> </div> <!--<![endif]--> </td> </tr> </table> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Nobel Peace Prize trade</h2> </td> </tr> </table> <p style="margin: 16px 0;">A week ago, María Corina Machado had abouta 0.8% chance of winning the Nobel Peace Prize, according to <a href="https://links.message.bloomberg.com/s/c/HDzzY9zm3ZOkWHckfgGHVa_MYWetxAsyQOr8Wbp0_svif1ZJJ-hK30CqCVTdnYI7-UVS9UCV8ezq-8gXHnZ-2fs0yEJhDaxhvIPpQihgqeXqY2Jpx79noHYNffzw29WVz1oRCRj-QAXh5xMNsp7_bWsXIDQiePNOiT8vJFd1kGVkVqQIgXTRbaFbUuQ7QC7wryhUiZXdWWDinSLxRt3kVpPsyn0Q8zh1jLek0gw3VNNw2cbJKYcUQb8h1l1N2ZErkRwbqZxdb8Ui-ZyuIE76RRMYQvueN0KHQfiMwOkMOq59j2KFRPFAJitudA0S47_cTb6mH60DqF6ts-E3RmLD5RdhVPfT-L5N-ilVID08jd0O3lzZ_AR7x1cU6U0/z5Fbgna8nBQo7URiTq3_LCD5ExBj9KyP/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Polymarket odds</a>. The front-runner was Yulia Navalnaya, at about 10%, with Donald Trump in second place and quite a long tail of other possible winners. Total volume on this market was about $21 million, so if you knew in advance that Machado would win the prize you could have made tens of thousands of dollars. <a href="https://links.message.bloomberg.com/s/c/5kkTTN8jpxshqxht-7YE5Yx043m8_IIhF0BsXO06IThOfa6Av4VnDD_oErm9jJGQGTcJPlcY-eHNO_TtaNv-lgC9OMuh7lNcpz4OydYtzGYUSNzlm1f3-QIEX82pzzAWLZ9X3kua8CTU4i2wKqPKZoZmacPUHDu5A7GsuYpzmIOhU7TYVW8k48MFN-T8KV97beSzFL4bHrhaFRlSAK6NMbN3Nl13D5PFDbiPF1I_kjqERlP_4arkTT15L8kUHmKb2kCbHTtfaafZakHK120WNwYQB0tcZbrwik4pR1eWByqcHJ0N6O4X62SK3NBUBPDXgDa8khn_MJiIB0sp0K0j9k5EpNRQgFGktMTtEgUYrmGfz06e3TlXOj-syaY/nwQRfig4Zfd1gRR0Wok_5Qbc1BM5ukR5/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Someone apparently did</a>:</p> <blockquote> <p style="margin: 16px 0;">Hours before a Venezuelan opposition leader won the Nobel Peace Prize, a mystery trader on Polymarket began piling into long-shot bets on her victory. </p> <p style="margin: 16px 0;">The buying spree—from a newly created account called “6741”—earned the unknown trader more than $50,000 in profit and spotlighted concerns that the popular crypto-based prediction market is vulnerable to insider trading.</p> <p style="margin: 16px 0;">“We have noticed that some have made significant financial gains by placing bets on this year’s prize. We will investigate whether this means that someone has unlawfully obtained information from us,” Erik Aasheim, a spokesman for the Norwegian Nobel Institute, said Friday.</p> </blockquote> <p style="margin: 16px 0;">Sure. We have <a href="https://links.message.bloomberg.com/s/c/VLGSp7Kzba2VTtt1afKki2RK7uUS440peKPxXejkRHQV4ShUIeQjm3CKQTkqDszaro1zMo1SnKF4wArW5WkcQpW56vPkhVpq8Wz3yiwH6pdld6tzkuWajR6go8w_qvlHyr8o5CErtclWlDk5NTjxMrgl2UpMB1EfdD1T54FUK6zYTSfusSBOkAd9MA1Tv7-0r2Cz8HG0Fhk6HPkjzYUaSzfFQ2WQ5zE5iUMwizqm7TRx9HidmaBzHC7PFR1QP_J5nUTRw8DX_dWMLHXSHjaxIGlPRUx10SNYtemryRIT2GWWMbxv2W68iC2Gd9W2h4ev70W3UPhAbyarB4g5wCh4bekQrPKP5R7I0vqmWBUvnIaFrMFrEKQFtRg0Eqs/hTw_PXU-TXx7LUpcsO0y6sSD40FsvurR/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> discussed</a> insider trading on Polymarket <a href="https://links.message.bloomberg.com/s/c/zI3omOlJAA8o5ZjJlF7N0rAUiC3BEU9uj1ciS8rhRtjmNRcuNJKcTT_wDH4cMN3xa3e_dSpDGJ0O5acMVOQA07H1MDiw0F6xB0Z1gcBFWs2IEqbXwsOXkF_SouKav3fLsANm2P-vePUBHGqt_pRI_Ja1gRtHhWYpqkBL8VurG4WakMYNX3MB44dJivB2X8OgHvNhDUVEqsZLFtc4_17tFu7S4fCFZN5jNdxgKO22ptWJLFQ4kcBAUdZ0BS6EOSLqZvJr7YNZ-fcxc47XN7WGV7X8H-sZb3D-UGhMnqSm-O-FwcbfknVLOzGxJ6_mHMBfgp-DRl4yfBapgxzirjtNiBXXwIZx-MCRJiLF7w7Pqjh8dxiZZKu2TCFcu6s/1VkpxoCGtLdAlEkKiydjibxv6MqoF6Cq/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> several</a> times <a href="https://links.message.bloomberg.com/s/c/Sag035b25Gh8Mx3gmexHR0dtlbaWgnMwLtTQZ3p6bkTv8T7pudNRQBWcitf87i7GW3ct5VUZ2Us-MXEsOH2MES7_dpmBVk5CnWU2JiBShPBmlkGkjYCR9-sE_1kzSkOez849Hi064-lacxwPfwrfjnkhJ8s8YjktmmU0NpQHMdv0uCw8lxyr4QU-pS7KgZ--N1zqG6AuME7wfE0k48GOOaXFYZr-GDyOdpZj0Ro84FzX1YTSYpmyZXOr8JhHPnxwALvBN4VB1HKsO5FLOL6wM6ckIsmoxRTLGEpykJjbvn0xgnz2aSKNQ38zbZDPH3ohvPtADQEs40kX5a-gAre5E17HENtsqHZXoTXYshZWmo5dBb8K7vBJNRfz-AI/H4C_35R-2-sFwQXxnu8UP00P5pDbbrR-/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> before</a>. A few quick points:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">The most important thing to notice here is that, if you had advance knowledge of the Nobel Peace Prize winner, you could make $50,000. That is a nice payday if you are, like, a peace activist or a junior staffer at the Norwegian Nobel Institute, but it is not going to move the needle for a hedge fund. The economic opportunity for insider trading on almost every classic prediction market is quite small, because the economic opportunity for <em>trading </em>on almost every classic prediction market is quite small. </li> <li style="margin-bottom: 5px;">The main exceptions are (1) US presidential elections (hard to insider trade?) and (2) spooooooooooooooooorts. I <a href="https://links.message.bloomberg.com/s/c/9EBB-2FeIgDJMvkCRsCFLFuNRgoIivrHRxWsyfSDX8Nbr-SN14WTIq7melvleM8_IVN5A8d05A-2NF9ZLu_kNIcQ6tE5KE5Gx-V0XhU7DdGTghS786I8beQLP65cu4PKqTDZsd5Rj-0hSxB1Sv7HtsQbQFL-n_TF5MUzrm9kHRiqi5MIoe-Lv4fX-4QZj2__SPqtAzfpeqDTms158nCUaIae71obxygywjb4q0HiHhksjz4scDQ0j1vqAJFKNUKMKbvJxfq0jJyFLD2K-h3CEs333N3nenlZ_JiaWBxh515BWylkZhqyQooBzfJfUi2opkNq8OvlVXnNkToF-PIoIRGpgK9Z1KzAwdk1HgjB3YIiQLonYKZXHVClyCY/7um_m6LMijnALjQz32wHAythweULo-KV/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> write</a> <a href="https://links.message.bloomberg.com/s/c/7zVSWZ5FpybfNAjMMSOhChmYXT6K4ve_cYF99sYAyVriljrEblWhaHKR9fAg3PpjqUIpONPg8tfeVmJclr6MftuzQM26waJ9xXFa54KOBxKHMGaaB2TA9vLzye3ZvNy-gGALvbLKgC4pqZ6oL33Nl41zm_IsJ_XARFix3u1kaMG1zSj7fB_KUVFBmmLqeZ3SgEigt2cnm2BNsj_4beh6Z3js35PFXgdHoZGY6swCJ9hUPBQK3yD3Q799JdwsbSrqP7Vs4fk-Vbh_I6hciPAGlKrWHNR2UepMZtOhXFqqVOTdZnR6rKu0mCyXQxaw1m9Fm3-Qd-_nFJwAllsPbxxbzI43LHQVyjO4iBr3m0qsm51rvYdlma0HntkjJQA/nRonOqHUgGnhKN06x93Fi84GuCzG1ZfZ/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> about</a> <a href="https://links.message.bloomberg.com/s/c/jgZDZoAop5x00uvz__gMQ_zlv6fGA3l49lVrNqRmAdi0Q4QuHwjJ5kBEmlitU3Hwiv7aX1k3WQTTyrQY7prpma6HSQxQtYGC77sbKl_Eyo08KZ2w-TfdDEFH8B-6GkMgEbibvEXHE5TZBAlyugPKJazDBPgZlMNt_dlu5Nq_W_qWBu7lTA94-chWaZBAv3kJ16uqzl55eTVTdKlAfxra2HtquKx9hVFOfwwu_lju2hQUXdpDGJpv7I16p3srtu2BEel-TWUZkhdzyLt0dSy_eEwj9SOSheOadz6oUXGLDiL9iiMVTiq-zsKpCrV3d7jJg-lrcZZ417f-dMH4t7IBymnDEIY9BJQAAYXZ_25ftW6CWmn-Fya2u7FQdmQ/hDw3-AoIn2Et8OnbOflCQfPEbSjvv_td/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> this</a> <a href="https://links.message.bloomberg.com/s/c/QmY4Gs8TL-KobAwCt4OWpS3YqiVAJIPoP4JBT2xpkrtbt_YaOH8rYI139c9FD693tPHC5Hzhi96QX4oclqQNp_0d2gz37EInOcnrMknBoWIyRewfym0krVI-SegC5n2Mh6PNlBHk8i4aUSWtHLtGkiMzt8K_IzqaTjrdg-dPoIZL3AwQbWzl6KThwnu4BYCLISPZXVrj4mgEC-4EpJQWs3_lA-5DvXS844l2s5m9HOH_3qBROx_YrmBsgb09coQMO2OBjZZx8DRo3hK8kcCL8Ape5bsZqoEiqgDnNsh7p0oDk6dDV-A-ZoEOp7-aw9xwG3pXS6nUsNtO-uqE0SDarRF_S-z9a-HNAw6KaCbDk4w_DkfzB4DQmzEfrRk/Hjzk_hgSCOq3QntIzBX6DJ3f_H2BJasN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> all</a> <a href="https://links.message.bloomberg.com/s/c/YmY0E6NrkwVmVGYw0nqKoK-JMQztOV29706t4w3qmWs_bZCqzBq6sOlpLNgew7n1WQL3hE38A3p4jyM1_q6XXiqupjhAalS8SV2Yqwf7iRJcJeGpRIPGXqeQ7bSKgXAw5QHYA0GRnUi5w61QHWkzk5hkzA6UMGJmtHc6nN2XS6yui_ip5BXEIDuwwVHRTJSbhDQZ-F9EH_P1e1jpMie9e6AJYfU5-rp_DvmNZNs2gHbelCl9vH2dr6SyVSgKv69sZ1k8m5TE3Tko8wUa4vUkotaByHWpRKd4MwKVDpPzenScsdKVFsoJVwX-wRsBnN-RksgIaiePMhkfGvgycYaM6Wpid_L1KiYZTvMQxUAf0_e2iGrVbU1-KOyrAv0/OtMuCRLAlF7UuBZqzVP7aWIZXrVy4dKE/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> the</a> <a href="https://links.message.bloomberg.com/s/c/UE2SorQobhXv2-nHvkcoBtiiXya7ySDHYjVmt7R-TxyKPLq2hQBvWDsfHM3zt6S8hILg3y_9nKMgZBf5lfOt1LPQX6hfCOgkH1YtWqat0nHIJf-fkFEi_pHPHTv4giOVcLPXENywEWvcYQ6rwqjxZOzjc6P12qrZPk2tt-_VR5PZcsBCIEwx2WfD8xsIAB055qwzb5tfazV3Z94D8LOtHE3WJapZLIp754pAGNwavKz90ay5-meMTv-KrEFtFOGeO4RI9UwDwiOPEXCd4JMi_mMQ5R0h6qUqCNC-D8anQX1SJ6P5qFxqKDGkVdrADpGEv9yQiAllsBzZZLycpWR7kPD4VwthbcR-1Kg1xySQIDukEt86JfJVlQ9Ov4o/XnO3pyhTcOHbZ2Evr6GoLlsYBOrrswao/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> time</a>, but when you read “prediction markets are a big deal” or “a big financial firm is partnering with a prediction market” or “people are worried about insider trading on prediction markets,” you should pretty much always substitute the words “sports gambling site” for “prediction market.” </li> <li style="margin-bottom: 5px;">If this was insider trading, in what sensewould it be legal or illegal? Polymarket currently exists in sort of a regulatory gray area, but it is barreling toward becoming a registered US commodity futures exchange, at which point it will <em>presumably </em>(but who knows?) be subject to US commodities insider trading rules. Which are a little looser than stock insider trading rules, but still it would probably be illegal (in the US) to trade on information misappropriated from the Nobel committee. Like if a junior staffer at the Nobel Institute knew the outcome in advance and traded on it, that seems like illegal insider trading.</li> <li style="margin-bottom: 5px;">Also separately the Nobel Institute could fire that junior staffer.</li> <li style="margin-bottom: 5px;">Is insider trading on prediction markets good? The classic economic case for it is that it incentivizes experts and insiders to incorporate their inside information into prices, thus making the world better informed. But … how important is it for the world to know in advance who will win the Nobel Peace Prize? How important is it for the world to know <em>12 hours </em>in advance? </li> <li style="margin-bottom: 5px;">An important part of the case <em>against </em>insider trading on prediction markets involves not “insider trading” — you know the outcome, so you trade on it — but rather “conflicts of interest”: You trade on the outcome, and then you influence it. For a certain dollar value, you could imagine … maybe not the <em>Norwegian Nobel Institute</em>, but <em>some </em>prize-giving body being influenced by prediction markets. Like the Nobel committee could walk into the room and say “hey María Corina Machado is at 0.8% in a deep and liquid market; if we each buy $10,000 of her contracts and then vote for her, we’ll each get a million-dollar payday.” And so the actual outcome of the Nobel Peace Prize is determined not by objective peace considerations but by how the committee members can make a quick buck. (Consider <a href="https://links.message.bloomberg.com/s/c/qcfByf1aCnPCmshS_6u3Xw-mJNJDVToQCc4Uw_IrdInA_lKGhmhFFrxG8zSb3Lwy-0KhgFDqGUVNdl_S1qsLKY0I-XsBga_pUbRoH342-8ip2JgB2Fh2kjd9vcZF405vy4_DeFqY6eb5bWqMExxjaLrMqlv-odd-D9Wt0aTQUragFLKW3Q0fhqbCA6NDnS4hcynStND6wJYg_nVjhZScfDaHbCqB2ZW_EKX2VDL2U7D4wo6IJH2GC932SuuDaHw6f36UJ868hvow-8hxFtRlc8bV4qkZp894evZHbU2xL9LXsWQebihOtiHMADdtuzaEGrS8mPFhgH1Mzgb4knsYfN3_D1QLw7efDOgAmhusDtuzIV5oR-wRr4oabcM/5CsYKtMHfNl3qhTmf8NLg-8JzBUTj2pb/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Bill Ackman’s suggestion</a> that the New York mayoral race should be determined by how Eric Adams could make a quick buck.) But, again, the liquidity just isn’t there yet for this to matter. </li> </ol> <p style="margin: 16px 0;">One possible future is that prediction markets will <em>work</em>, they will scale up dramatically, <a href="https://links.message.bloomberg.com/s/c/-082RVyzCGKTSfno2TOyrGavpRsj-JB888ckCFXLhxuuhl0I4tNQh0GiA4b1OdJZyRb1clhg-Ocqjs0X87D0_9mu2_KcLZC7TjQxzFsLSaX2wGERDKvWkQaMLfVbt9kfqcyBkfE2ztLhTFDdZIAqxrkKzc6hpHB8qgY5dREvxE9eGCVdTQ2FtZdkzW-Bhw8XBDQdXDc2598KzgTBSf6WGb4zRdST16NCzEWYYG95quc3OWY2bqrHNxfNn35yrsdqLmlDJgz8L-Nf-KPlBFoK-9dA1JkCOjjgDRXn0CBVQXAIOs9clqLQTg3H0EGQyNK-ab7E--foQhaRDX2e0twvX4DRt17UmFoxG8QbQe9TQLfqhO8a2OoNu2mRnyQ/hsFNlJ54ES6i8wa8EoYwHaCOjJckvosZ/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> they will</a> “expand how individuals and institutions use probabilities to understand and price the future,” people will<em> </em>start gambling hundreds of millions of dollars on all sorts of salient public events including the winner of the Nobel Peace Prize, and so you will be able to make tens of millions of dollars, rather than tens of thousands, trading on your inside knowledge of the winner.</p> <p style="margin: 16px 0;">This seems quite unlikely to me: Are millions of recreational gamblers really going to want to take a flutter on which democracy activist will win the Nobel Peace Prize?<a href="#footnote-2" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: none !important; background-color: transparent !important; display: inline-block;"> <span>[2]</span> </a> Is some quantitative hedge fund going to build a statistical model, using only public information, to predict the Nobel Peace Prize winner, and wager tens of millions of dollars on that model? Really the only person who had a good reason to bet on this market was this supposed insider trader. What you want, as an insider trader, is a lot of uninformed traders who nonetheless have a good reason to bet against you. Football prediction markets have that. Nobel Prize prediction markets,so far, don’t.</p> <p style="margin: 16px 0;">But, sure, one day. If we ever get there, it will be a little disappointing if the Nobel committee doesn’t do some trading of its own. Pay for the prize money by taking it out of prediction markets, why not.</p> <p style="margin: 16px 0;"><a href="https://links.message.bloomberg.com/s/c/wPgb8oH-AWUN56JUGfDSxInHzrkVazaDglo4M0eBIFYBKpUL06Lv_4ggQsJUFJWJ5yL_gs1Q0wM0TfX5KwKDAXlx2iMWcQOqIk9qbkS84wnXghOYUqUT4N-YQF7_tj3PjXlLyFxXxQpEC5XlScDMqblmUdEF7RS_0qj4ooyf9gaaQY5w2aOehgISmz5RMHKWbUl4cXzHknNktFEgfpcY8k2HH99Qb2IG7S0x5TfCdFlpy4B69lzrn-W0L72knjLmoNdmcHuATvj17aVu8w4pwd-dXlnD1afmj8GQLtd1XvCvbWqLt6P7BNzt-0gJ7-G0A1JAuC3TugmPWvP1-m6A84PPnUPw6uSr-9nKh0F0hzDFA8sykzPqLcBUMOU/HWqFpjhVO9hYvKeN_rLe9TNtFJ9-gu0Z/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Elsewhere</a>:</p> <blockquote> <p style="margin: 16px 0;">President Trump’s surprise announcement of 100% tariffs against China on Friday triggered a cryptocurrency selloff that wiped out more than $19 billion in leveraged positions. Two accounts that placed bets against the market minutes before the news broke scored a $160 million windfall.</p> <p style="margin: 16px 0;">Bitcoin dropped 12%, forcing liquidations that triggered even more selling, pushing prices lower. Less popular tokens saw declines as steep as 80%. …</p> <p style="margin: 16px 0;">Ahead of the selloff, two accounts on Hyperliquid, a decentralized exchange that allows investors to make leveraged bets on future crypto prices, placed massive bets that bitcoin and ether would fall. By day’s end Friday, the positions were closed for $160 million in profit.</p> </blockquote> <p style="margin: 16px 0;">Right, see, you can make real money insider trading on crypto. I will say that if you knew in advance that Donald Trump was going to announce 100% tariffs on China, “sell Ethereum” was not the <em>most </em>obvious trade? The tariffs are not on Ethereum. Except that crypto is a form of generic levered betting on risk-on sentiment, so “stuff that is bad for the economy will be extra-bad for crypto” is a reasonable bet to make. “If I insider trade the S&amp;P 500 I might get in trouble, but if I insider trade Bitcoin on Hyperliquid I definitely won’t” also might be a reasonable bet.</p> <table width="100%" border="0"cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">AT1</h2> </td> </tr> </table> <p style="margin: 16px 0;">Here’s how <a href="https://links.message.bloomberg.com/s/c/udhpcadHZ1AvdgSIpjE8Mz5fGaggQ8nv_H-i-oZcwmkualaPYrzHN_oKHqYru7CNKBawojiXotp2Qh3I1ecD4quasR1bq-3M1SqOSNNV06ghb6T1dM4xQC3Tc1TtVlUtDqQ52JQ-09zP_gz5CRJQpa1WdPpkTUsBBuS4jLIwTO7_w3sbBunM7c3JjjmzZ1jQF64VxczhMhMLLJYbqK4ccTVVliLx6jnRg-fANpsQCJ-SZVjyXIlDcgNvK5qQGszPH9H6mc-2Onb5zR0VTvdIclwC8dhIx2QeQJjRjlr5-EyJVt0zg0Oycbtfinpnu-7-gcURqsy3SvyboorN9fSDc7fSDNAXwGTmkksAbkjYGdXClxe7Kx68_wXZhMQ/mVSIknWnc2n-FBnikM8M15dMTDtveKhI/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> I think about</a> Credit Suisse Group AG’s additional tier 1 capital securities:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Credit Suisse issued some securities (the AT1s) that mostly looked like bonds: They paid interest and would eventually be paid back at par.</li> <li style="margin-bottom: 5px;"> <em>Except </em>that, if Credit Suisse ran low on capital, the AT1s would be written off, giving investors a total loss and giving Credit Suisse a bit more capital.</li> <li style="margin-bottom: 5px;">Specifically, if Credit Suisse’s common equity tier 1 capital ratio fell below 7%, the AT1s would be triggered and they’d be written down to zero.</li> <li style="margin-bottom: 5px;">So, for instance, let’s say Credit Suisse had 500 billion Swiss francs of regulatory risk-weighted assets, CHF 50 billion of common equity, CHF 10 billion of AT1s and CHF 440 billion of other liabilities. That’s a CET1 ratio of 10%, so it’s fine. But if the assets lost 5% of their value, it would have CHF 475 billion of assets and only CHF 25 billion of equity (5.2%). The AT1s would be triggered, and they’d go to zero, leaving Credit Suisse with CHF 440 billion of liabilities and thus CHF 35 billion of equity (7.4%). Wiping out the AT1s would leave Credit Suisse better capitalized, which is the point of the AT1.</li> <li style="margin-bottom: 5px;">Notice that the AT1 is, in this scenario, <em>junior to common stock</em>. The common shareholders are <em>not </em>wiped out in that scenario: Their stock is still valuable, and in fact should get more valuable with the AT1 writedown. But the AT1 holders get back nothing. The trade for them is that they get a high interest rate as long as Credit Suisse is well capitalized, but if Credit Suisse starts to get shaky, they get zeroed even if the shareholders are still fine.</li> <li style="margin-bottom: 5px;">In March 2023, Credit Suisse got shaky. Swiss regulators arranged a quick weekend fire sale in which UBS Group AG bought Credit Suisse for peanuts.</li> <li style="margin-bottom: 5px;">Specifically UBS agreed to pay about CHF 3 billion (around $3.3 billion at the time) in stock for Credit Suisse’s equity.</li> <li style="margin-bottom: 5px;">At the time of the deal, Credit Suisse had about <a href="https://links.message.bloomberg.com/s/c/EjUlo82RybNYoEErOFbgQP97cCjMOPG2fgT7OprLHW-Za8HeWt4qUdr9bIheA-4ZT4o0RPsT4PhkJkbNZNlyNL2ZsxsZrFxdP1J5H0d7Izc1zzu4TWRf7AukVyMBd8k5P5vly-bgCP-aI4jptBH9qfLGZpE1otq1fAhLU6bppwed9bYeM2zG-z1fCrPJMEv05tb9SOZfDXuFCAC7r9SVb63FsUnO8A4YrVtJ8_xYkJEl6WoTfUDPhjqcF6JQlxYd_hSEqTnXos721e7yhWP03KyIM_9Yot83dIOQcN70vUP75cIX_-Ir9ew_LV1G9dNhoDRNeWLXDbFh5R0YGAuIm7e1E-Kpei2yMcd3CKTKPmRXlWfx0e2exEmMKVQ/Ohtr7wiWWOEFKpGUOnkhOhP09sbbwFNe/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> CHF 531 billion of assets</a> at book value.</li> <li style="margin-bottom: 5px;">So its equity value in the deal (CHF 3 billion) was about 0.6% of its assets (CHF 531 billion). That is a crude approximation of Credit Suisse’s capital position, but 0.6% is really quite a lot less than 7%. At market prices, Credit Suisse was very very very thinly capitalized.</li> <li style="margin-bottom: 5px;">So of course the AT1s, which are supposed to be triggered when Credit Suisse’s equity fell below 7%, were triggered. The AT1s became worthless, not because the stock became worthless (it didn’t), but because the stock was <em>almost </em>worthless, and <em>the AT1s were junior to the common</em>.</li> </ol> <p style="margin: 16px 0;">This model is, I still think, intuitively and economically correct. But legally it is pretty sketchy. In fact, Credit Suisse’s regulatory capital never fell below 7%: As far as its regulators were concerned, Credit Suisse was very well capitalized at all times before, during and after they forced it to sell UBS. That’s weird! If it was so well capitalized, why did it have to shut down and sell itself for peanuts? The basic answer is some combination of:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">Regulatory capital calculations are slower-moving and more backward-looking than market confidence, and a correct accounting of Credit Suisse’s capital ratios really would have found plenty of capital even as the market was saying that Credit Suisse was almost worthless.</li> <li style="margin-bottom: 5px;">Regulators have incentives to be publicly upbeat about troubled banks’ capital situations, so even as they are in closed-door negotiations saying “your bank has failed, sell it,” in public they go around saying “Credit Suisse is very well capitalized and there’s nothing to see here.”</li> </ol> <p style="margin: 16px 0;">And so, when Credit Suisse went under and the AT1s were zeroed, they were <em>not </em>zeroed because they hit the 7% capital trigger: They didn’t; Credit Suisse’s capital ratios were fine. The AT1s had another trigger, saying that they <a href="https://links.message.bloomberg.com/s/c/RNMmwZ6r56i-9tei_YRPvjAnyJavM-dwMipG9_k3_bSW6uw9E8e3hruEuUvoka-GPHFYyawnpds8ccR-cHpV6kmpyUms6UcrDZUWDxuveE21gdt-9VbuWBHMvnLnymewjvz8cV9TQQNzJoMcVifDU9GCLbVTbTNazh9WZV-P0_3USM26Uv4oiArkvCN5NUIqhZcJ0pw1h_gbsm9L_sdJXUzqsEZ7QmwqFzvyHJEJ9pNmltz3SOu2_2yF4FkFT96-yKdcwk_63jxghbX4MMvN8z6wD0VCzU6dKiP0gRcPCeFLAMoCQzQIdx9nBMnOOt1smTliQoL4Yzk_Xa9tQsLy1jKoniUmNqzYu2w0vNkIfjYO3zjeeInKPpLaRmA/3MEGAnAHSWw8aMkZeHEXT7QKw_UljX2J/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> could be zeroed on a “viability event</a>” requiring capital support from the Swiss government; that was the trigger that was referenced in writing them down. But the Swiss government did not provide any capital support to Credit Suisse: UBS took over all of its assets and liabilities, with some liquidity support from the government but no need for capital. </p> <p style="margin: 16px 0;">To my mind, when Credit Suisse sold itself for CHF 3 billion to UBS in a government-coordinated rescue, that (1) was obviously a “viabilityevent” for Credit Suisse and (2) obviously implied that Credit Suisse’s equity value was less than 7% of assets, so of course the AT1s should have been zeroed. But that is not a legal argument, it’s a “look at what is going on here” argument. </p> <p style="margin: 16px 0;">Anyway the AT1 holders did a lot of suing over this, and today they won, kind of. The <a href="https://links.message.bloomberg.com/s/c/5aNIn6RUQiiUwBKwwzxfSn0V5BgNeWN7WqDhBT_VV-kGAIQcz_ye8zbEzuAHcrpFNYqGblyZdakM82g64AHFSZIQ95jCPrAlO8JsUkcZHUSmskzHnkBB2paExD9vMJOjKRB9vsH9I1w1HaX_G39Zi458x-M8UArf9hi0TZVxfyjXJXv4u-l3oilBmnDPGudfXx82iBZeuJEN9etuVJAwy7UitfafdNo-cf4UcIjkC27vv15fVfeVRTEumsoMl6Igt0-1u1awsok58j8KjhOFwmL09Tt7-7RmOtyLPFSVp7sLiIzsVyZL3cVYI50-XBBO7VC2tJjWg_Z9w7hWrj_Z1m1ldo1-nJnPjOpCZRfPgBMqgrnpiICUyAwi8Dc/RAYCVm8rqd3_YPy-aDr8ZEbGQ3UINfkS/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Financial Times reports</a>:</p> <blockquote> <p style="margin: 16px 0;">A Swiss court has ruled that regulators’ decision to wipe out SFr16.5bn (£15.5bn) of Credit Suisse bonds as part of a government-orchestrated rescue was unlawful but stopped short of ruling whether investors should be repaid.</p> <p style="margin: 16px 0;">The case was brought by about 3,000 investors across 360 cases after Swiss financial regulator Finma ordered the bank’s Additional Tier 1 (AT1) bonds be written off in March 2023, as part of Credit Suisse’s emergency rescue by UBS. ...</p> <p style="margin: 16px 0;">In a ruling published on Tuesday, judges found that Finma had overstepped because the legal and contractual conditions for the write-off had not been met. Credit Suisse, now part of UBS, was still adequately capitalised at the time, and the government’s liquidity support did not amount to a “viability event” that would trigger a total loss of AT1 value, the court ruled.</p> </blockquote> <p style="margin: 16px 0;">Here is <a href="https://links.message.bloomberg.com/s/c/Odd8VIwhUBh-SOI3WaXzQE5A_eJEp8TT7IJrm_ywpO3GRa3labg4-SPWynQBlphZWPkGPQBm7o1UNXMZ5aizRYwEUzlKPZvOkXHC46cQHR3DfSW823koK32drqpQg_mpPaMh6EQZW938Zws6QeVRUvyufmdvFaVUwlq8AAeh1VbUiYT8BZCWxJqK8zkRfdhiaIzi4arjis_1Kx32WdA3cSeY1TGxKuvruI-s1hIkoB_FjyWMZGeUzpnzpMKA7NvGj8BW2z2oUBb9I3DyQTh06z_7pnHhyYinyS8IWWk70n4aARsACXIH8Mx5ApYCaU8dW1KS-QTQeyKohf0CIqSZsw9iQMeX_uUC3P6_Li-Sxb1BN1EWeGDzzDDtoKQ/yNoB0CtXGEILzkwHWMtJQYJdzo7G_946/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">the court’s announcement</a>. “The conditions for a write-off were not fulfilled because the contractual viability event had not been triggered: at the time of the write-off, CS was sufficiently capitalised and met regulatory capital requirements.” </p> <p style="margin: 16px 0;">“Finma’s decision was controversial because while AT1 bondholders were wiped out, it allowed Credit Suisse shareholders to retain some value, reversing the usual order in which investors bear losses,” adds the FT, which I insist is not the correct way to look at these things: The AT1s really do, by their terms — by their <em>title </em>— contemplate being wiped out even as shareholders retain some value; their whole purpose is to reverse the usual order in which investors bear losses. (A 7% capital trigger is not a 0% capital trigger.) But nonetheless, here, they didn’t hit the trigger, so wiping them out was wrong.</p> <p style="margin: 16px 0;">I do think that the upshot here might be “there is no possible scenario in which the AT1s will be triggered and the common stock <em>won’t </em>be wiped out”: Any non-bankruptcy rescue of a failed bank will involve <em>some </em>sort of payout to the equity, and a lot of regulatory announcements that actually the bank is perfectly well capitalized thanks for asking, so there’s never a reason to trigger the AT1s. “AT1s are senior to common and can’t be wiped out if the shareholders get anything” is wrong as a matter of security design, but might in practice be right.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Grindr</h2> </td> </tr> </table> <p style="margin: 16px 0;">If you own 100 shares of Grindr Inc. stock, you can go to your broker and borrow some money against it. The stock trades at about $12.50 per share, so your stock is worth about $1,250; your broker might lend you $625. If the stock drops a lot from here, you will get a margin call: If the stock goes to, like, $9, your broker will call you and ask you to pay back the loan or post more collateral. If you don’t do that promptly, your broker will seize your stock and sell it to raise $625 to pay itself back.</p> <p style="margin: 16px 0;">Raymond Zage owns <a href="https://links.message.bloomberg.com/s/c/1nctX2z2qLFR0Osp57Skc0MZWyI7wQvaQoVJAg2V4lwAiktGLDI161H8kwaQHWI5kyL6N5oohpxzDdsmkK_X5e9fdljxqyJ7ZAVaL3QoiLPHeK8GnXK4eaGnpdiLHaTpaVsmuUOGb5jcS52Ol2VS3C96-wHmvGCvBHewHlTOTiENpu1AWN4zdXkLBO3mLv5cgoh2B8VN6HGI0nPNDLhvsNB69K3N5mwAg_BAiuwuqD9o1xeM5wfitbmeSDPpw7ml9cetd-j592jQ1GkaQSL0-ycaoj8n05JRRX8MbFSJjGRbfaHW3z8gfmQL2vBli0v4Y03V7WZPZfqxnJFfpICIcrTyM6yRmypwZPKj6m-8iohyXFZn8wsbAn1hPRY/-DyIGyiGx-QoIkqcL_LPJyLRFa1Mc-nI/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">about 85.9 million shares</a> of Grindr, about 46% of the company, and is on the board of directors, so he’s in a different position. He has borrowed a lot of money against his stock: He has <a href="https://links.message.bloomberg.com/s/c/8NdOlJyNexiEqnn46yFnwoNnx7znDkp4xZaiKGF7LzBSbbEkm3spEMQBV9SYppKY5aPUqcdXgYrFILCNY6wraXA__-xCzw0peSeEB1yFHFqCIW_sfY38rYEw2OLpC1pW3NdMUSf8qfTgaND2go5N_3uqww0W9Hhd6w6IkHYg-J5Dujr1caIEnn2bk9i01DaG__thKgp24SJ08L5A_zNcRYfdDgHPclc8JWJ0i0X8emYnJ5BT_Uqrpnsj5uEPQ7slRNBu2gNdNlsC9RJKORnSs1o7hNOSh5HGIutAX7qqlvOilxQvoKuqy5hFZlrxr-Smb33TmY-0Bc8Ea7-zhQL9WauQyuBSbp0qRLLF3N72olF_86dgc4GVTJPr0sw/_9ZaSzuhPahZp8cCuFrq3SBhwciU73-d/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">pledged</a> all 85.9 million shares “ to certain lenders in connection with a financing arrangement.” The chairman of Grindr’s board, James Lu, owns about 26.6 million shares and also also pledged almost all of them. Between them, they own more than 60% of the company. If the stock drops, their lender can seize their shares, but then what? Sell them all in the market? If you take out a margin loan against 60% of a public company, and you get a margin call, the form that it takes is essentially “we are going to sell your company for you.” Or I suppose “you’d better get long-term financing to buy it from us.”</p> <p style="margin: 16px 0;">I do not know the terms of those loans, but Grindr was at $24.73 in June and dipped below $12 this morning, so it is certainly plausible that they would be getting margin calls. It was below $12 a year ago so it is also plausible that they wouldn’t be. But they are, as Semafor’s <a href="https://links.message.bloomberg.com/s/c/EZqkqx3jZMMYF195YU3QJ03lo7xkyWnT-RzqzxE29YNL7tjLLAxVUFGYjRqBrnfYShU_5cSqs-ct_yjQGvsoG9ztPayBKxlncdDcoGzK5q4_49aG11VW0C3x0-JwdIdZAkvvxLdCjVLMq8-oblJp3425igQRyB0Me8MpZGSBR9fotpM9HpZdYv75Fu846TDQp2P-8J9iPbkiuDYQasOym_6AOorx9vt_laLtGQH8qDAmy8nNsw3EllEk8lfQnt8yHtNbVzNS9S7pUbp7E490EAUps0pqu9Igibp0C7bcMYmAP_8hLfwcKnlE31TktSKJOcNKtPbzjRBxvwbDNQilKPypNV4_7FeaomA1xkBlhgm43Oi46GkwhYhoR54/7G90CMizqyd145JX0JC1j1N7kh_yjNoM/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Liz Hoffman reports</a>:</p> <blockquote> <p style="margin: 16px 0;">Insiders at Grindr are discussing taking the company private after a stock slide forced its owners into a precarious personal financial position, people familiar with the matter said.</p> <p style="margin: 16px 0;">Raymond Zage and James Lu, who control a majority of the dating app, are in talks to secure debt financing from Fortress Investment Group to acquire Grindr, which has a market value of $2.4 billion, the people said. The fast-moving talks come after a unit of Temasek, which had made personal loans to at least one of the men secured by their holdings, seized some of the underlying shares last week and sold them, the people said.</p> <p style="margin: 16px 0;">Zage and Lu have discussed a buyout price of around $15 a share, some of the people said, cautioning that number could change. A deal at that price would value the company at around $3 billion.</p> </blockquote> <p style="margin: 16px 0;">Here is <a href="https://links.message.bloomberg.com/s/c/dhfGD5OYT9s8cLQ2oix5QElENo1QOqLusMqut9qathdwJBV1CGLIlh9myM5Ubdpl0nuWESim02FYtbnX4x7TNwPdpRC0AkcplL71_WzaRbiRua5u-xr-4vQYR7kOo-Ju64dkHyCp7XfAMHARpoeehsOO3OY-DrwnLSYsKxD__q_V0aZq0hbqgDt5-vsvF4l-oLSN6QBzxOAYH1PpZL0xsXvGJzVgZfnA8ve0bvYoLBXvljeUdSGCsWzSDf2k9HegWagZhA_TsolzuxK2XHaKRN_FmAHaIbODtqq8dkk5jQQEjAsADhvNcm0eJykbTQmqk762ftzBf3qXyRZduT5ngaOLEPXNoTswxqRjZUGsZLYOGrxlCk38jin9BsQ/eac2mSX7Ol_wiZa39HXEChxIaBb3tCOF/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Zage’s filing</a> announcing that they are considering taking the company private, and here’s the <a href="https://links.message.bloomberg.com/s/c/dF7fJxxhgLFlYwup3O6-u5uNwkaOgPMB7_PgyPA6IHK-N0epMGnb-VLBUASZj6GuMh2tqxRZUjUWzNnGD4JsNCIG7ELF4gg-dDPU_Tze4EcOXqGLNGzF-ycTa1VpAMHOAOkHjD-iiVUNLCM8K2007eLmLiBnMUxY_cThDZWx0TNPnoBqzU4D4GQ1qsfRYNF9ysEEO_VU30WFVBoyQxAqCB5nS9qgMWBrFpxoQobnFSkOyPhdTWrSWrdckIN6I7r5HaCcAPOmNKNVg1xy179Pypf4dhVLte4-KAvIN-F6IZWaE9Gea-o8umTgLf8PAizjM-9yLNtDw0qiw94BJDdZxh1G13b-LrNFhPjEVtaygCtMwQQgwNQXn_6A4Ig/R5J28GiMX7y6hdJ5cSufQc284nC8JCCy/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">somewhat shamefaced letter</a> that Zage and Lu sent to the board saying that they “would welcome the opportunity to engage with the Board of Directors to further explain our intentions and work with the Board of Directors and any Special Committee to be established.” Hey guys, sorry, we got some margin calls so the company is in play.</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">StockTwits</h2> </td> </tr> </table> <p style="margin: 16px 0;">One financial problem I have occasionally thought about is:</p> <ol style="list-style-type: decimal; padding-left: 40px; margin: 16px 0;"> <li style="margin-bottom: 5px;">It is rare, difficult and valuable to be able to consistently make correct predictions about which stocks will beat the market. People who can do this tend to charge a lot of money for that skill.</li> <li style="margin-bottom: 5px;">It is, <em>in theory</em>, equally rare, difficult and valuable to be able to consistently make <em>incorrect </em>predictions about which stocks will beat the market. If you could produce a daily signal like “Buy Stock X,” and Stock X regularly went <em>down</em>, then I could make very good use of that signal. (I could sell the stocks you tell me to buy.) </li> <li style="margin-bottom: 5px;">It seems like there should be some way to identify, cultivate and reward people who have that skill. But it is challenging. I <a href="https://links.message.bloomberg.com/s/c/2Oyj1aM7i_5n0ABNv5dMPqemlfVhI_hVA5rxxSgrrMehMo5U086LXdhCZZ-R2MgogfnbV25UEx4qN3i3K8pqjf81GDtg008R5ditq6S_hi5GpTtO_jks78COOaIM7XyaCVJpLp31Y-hNTvf_yMqXpvz14ioLENzDwd5eAcJBVDDHZXgiijK_VxjyIacxE8BB5tXCpY_3lE3dzzrXt0rmJWYWYkAXbTRh5KDjDPfUJh7rKf6s8gPlpM3vhkIQY8Gh8kLf3i-b8CftzACZjtP8pZYIFo9VVRUoMy2dXE7GizhuhaGNI7q0Hk1l0CGQgVKIc9kuKCgoq-eujqp3SlS_K_zEybSq2zQUiJLq-xx1YpbIyQCNe-DYdF5zPK0/L3ybMyEZ_9Hrky-iY-LxHdjbQFYOx_z2/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> once wrote that</a> “if you waltz in the door at Citadel and are like ‘hi my superpower is that I am exceptionally terrible at picking stocks’ they will have doubts.” Also, like, if you are good at picking stocks, you will spend time learning more about stocks and hopefully get better over time. If you are <em>improbably bad </em>at picking stocks, there is no obvious way for you to maintain and improve your edge. I guess you could build a program of study that involves reading all of the worst financial advice, but really, the whole setup seems to call for a level of self-awareness that is hard to square with “you always buy stocks that go down.”</li> <li style="margin-bottom: 5px;">Still. If you could find a pure source of negative alpha — some feed of people who are always wrong about stock prices — then you could make a lot of money with it.</li> </ol> <p style="margin: 16px 0;">We <a href="https://links.message.bloomberg.com/s/c/R8xyb3dDeC9f7PcHHEWUS2Xp4_agazSsIqaAHrtBhoWiHmfmbQEYcFNBkt9yyo50yHpHxRH7dufcOvD4cgB6Iznegf1ITKeag959z__4aidOATn0joDUPpEc2al7FQXRo7Wt_lqjjiYjo1NtOqcA1iRSjYDaR8294DZUSmHP22LfSSyPVrGpzJTzVqmocQY79dty2lsiCHeFj34BhhJx_ao5FpthU10uQ9FxbWXNDFsRceZMsk6CLDGr8ZK92qnrnWdvA9yeVk5kOhYedwIunriLz4DsUDxViT_VA2c5ZtN3h82sEBskIygw5pItpHWMmJ_KitUaIBDFA4rlC2_3yW-elhbMjVV6wCl109mbOa_2-C6fQ8tMZcvyP5c/zbfnaTqNJCJFh9nsgk61BGwjD04L5NDt/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> talked once</a> about a futures broker who had some clients who were pretty bad at trading futures, and who used their signals (inverted) to trade futures itself. Very cool trade, though in fact the broker got in trouble. Or there is <a href="https://links.message.bloomberg.com/s/c/z4qiPcsl6XEHzCM9fSrOL0cIFZLLJLig0c_m_rrDmZwSfKrubXeF1obbv-Kw-TsNkjFY0k853la8WiC1E-MP6PD6x1xnIgsL4-edt3Vhd8R1dXZz8YJKCr652dOkZbxrE0k9a4O3KwudK1Z0Bis01Q_kb6RcsfeUY_-iBt_5y6ma_Am2oLAxAiEj5KhUkFvAQMIXnq6_ucl_eEv1q2VFbQMQhVB_Llu1I6vKkrY9QAlZZAb1KEUBM90punuGVPvced1sUPK_ZmaHIAUx2HLBdqXd1X8-8hPZ0vQIQutlmTreEeJQjysd_knWTbIAU12SwC11iWA5ALrKbDvFAKS9T5OZPq8nyzhCydNO_twPPSYxXKcC5vYM9AXH9yg/ekrarSCtkzO5laB228DFUgpDTmKxjikQ/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Marshall Wace’s “TOPS” alpha capture system</a>, which takes recommendations from brokers, extracts signals from them, trades on them and then rewards the brokers for good trade ideas; in theory a broker whose recommendations were reliably terrible would be very valuable to Marshall Wace. </p> <p style="margin: 16px 0;">Anyway here’s a paper titled “<a href="https://links.message.bloomberg.com/s/c/fcLBCjWldKUPi_tRjGk_ihsrDKAgTUoHPbYTv_7wk0y5eMqteKhHCc1yfMAZwJNrcWGDcOYxqAQUWHwm80iHGOXNQ4WxHlTdwYR7kxN_aQkNPqa474CquDDPJp_ulUgXbBwg6autUJbiHT4OfmxvM-y__BVT0Dy9PgJ9Mq6pmOKDwBSd3HHd9s4FvGuKBcwQcHDv7EqRuRDBKxyaRTYUQl8Zq0UKc8ah_2sLH7IW5VOUoc66W7Es6s8MM5it1nIB7ORaCFjA7ZSd2aWbjkk14uTWkzUu3DOZ8UiBg3Y_45KUY9lKnJG37ObhzANtmdNIgDSfV2GFbcLFIkD_aRxLh9nfFvwr9shcR_aDSu2yKVJrkSWxfnuUJSKYRzQ/Nd0ubpTOEQZihp7psm-Hv3jxuBHxvdd-/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">StockTwits: Comprehensive records of a financial social media platform from 2008 to 2022</a>,” by Xingji Li, Nasser Al Ansari and Aaron Kaufman, finding that (1) StockTwits sentiment about stocks is basically random, but (2) some posters on StockTwits have alpha and (3) some posters have negative alpha:</p> <blockquote><p style="margin: 16px 0;">This paper describes and characterizes the relationship between social media and financial markets, focusing on two key questions: (1) Do users of financial social media perform better than guessing at predicting stock movements? (2) When do users in the aggregate perform better than guessing at the same task? To study these questions, we introduce the first publicly available, comprehensive dataset of posts on a social media platform: StockTwits. StockTwits is a financial social media platform where more than 7 million active users have discussed financial markets and investing strategies across over 550 million posts since 2008. We provide a complete record of all StockTwits posts up to 2022, including the poster's anonymous ID, the text and timestamp of the message, and whether the user tagged their post as optimistic ("bullish") or pessimistic ("bearish"). … We find that while most users perform approximately at a guessing rate, a significant percentage consistently perform statistically better <em>or worse</em> than guessing, especially at longer timescales. </p></blockquote> <p style="margin: 16px 0;">There should be a hedge-fund strategy, or I guess an exchange-traded fund, that is like “short the stocks that the worst StockTwits posters like.”</p> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;"> <h2 style="font-weight: bold; font-family: &quot;Arial Black&quot;, Arial, Helvetica, sans-serif; letter-spacing: -1px; font-size: 20px; border-bottom-width: 1px; border-bottom-style: dotted; margin: 0px; padding: 16px 0px 5px;">Things happen</h2> </td> </tr> </table> <p style="margin: 16px 0;">Dimon’s Warnings on Credit Quality <a href="https://links.message.bloomberg.com/s/c/L_HZCiDv37MqaHiO0YNW9h72VlvPEHB8Bme0HeJ5eiOkypwGGY_ZgyBRUTeP11dyXQb6IOI5ZdZm7E6O5TaZyKVWHDWO7DjTWwCwma9FWNrAtT0DIxnuteSHDOHw-pjpoigtUfrLi92gYJf2Ij4effEBhC_iI_y8rku3BOFBH2ZBVQ-cyj8D0ycMUDu_G2hX_5obyHV_BvyZPkoGWlQftrDHdF3j9xkQhg0Uc4w1uBN74CKkXHNmqfKciLng7VY7Kf2qLZdJEizoexEVrhj8QzLobHsExiS2Okp7eURBqpEZNXxkVNE1ZKcLxeuIggrFhyxyoDWlw-YDQmiPrsUg5oBbkDamLodUPj3KRfJUan-Dm2GZn0cuHhIFB7o/SRGFC59Yw94TD2wiEwIz6sajzi-2PpDE/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Overshadow Revenue Beats</a>. <a href="https://links.message.bloomberg.com/s/c/8L1jqsnNjWIbHxliV7-UmichQfNM03XWQnxUG15ZRaEFc9cf5mkuXSI3flFCWy2L02CUD7UcUKS7ohTWK_sZdcv8xpJWfJXEqm-IuNS5WAfZnZP_cNf-0irSNF_xpwMB6tR64VyB3XCoJT_fW-yF4ClWA6SxhczAAX18x3rb-Teoo4oiQgBFR1lHlfpHmDC0BdXSVAx9pj3U1-vnAPkPR5cbWM1mmCNri3iZBHAe4pdTXXd8j2RX5Z7o1U89uRT5V2AbSAFmsbeMCeMo2FuRIc4jSe9fC-hB_44k3nyajSo_wVhzzeuDykFPwsGSWFoh598WX-AGajUjKWkitWxK0wJPQeTC75U4H7NazoC91vLClmkpJqzK3Z5WcyY/p2TPvXthyms7SL1c-Q03sgxd8beBFhH_/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Goldman</a> Dealmaking Surge Beats Pace of Wall Street Rivals. Goldman Tells Staff It Will <a href="https://links.message.bloomberg.com/s/c/A6gn1KdsHocBj4fkC_8uTcbYbRC3TOGa9oEEbHi-o5VriC_4KkZgmDBYj4n7VY5jhuWh0Sj-ssAMwPLAsSwdSc11gYJI68anjZvf3uG7CYOUeaItYWO6BEQyAzaqWRdpKtsRBPfnRx87WvwP_KfbxwG7DY3XhneWLZ3ROE1aeBIz3vH5YKAAHpmjAgMhZe9B4cIyKm2nkng0O6OR4Jz4nZl7RjlH_hIa5H5S9Xbh28DHoVAukMLYLUjfGbquVvyIvbuLFgmHiNbAEW3nmzkZ6hlLRAn76ZMeMrqfthvrUsBjz7A08VHUR2F42fGXvjORVEYHw_E2ap7vMPgS-3MVmA6-LK_LVoqLQDVx8fdF0U_yg9AZmUav-19V290/cCWw_saWt6jHo7prlQulbUYeO9dTDFo1/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Cut More Jobs</a> as AI Saves Costs. The Banker Behind the <a href="https://links.message.bloomberg.com/s/c/kJGNVOjpaT9xB8Wq3equDMLE4A5jjXp9E8-uN1loKi_oIrcTkncQ8UYa5zdjTRhLNuG_m2U8jbEsi7Xrh45BA6U57giIJdUbRnmxtoeka51wlXUzFqeimgANWlHpS-PttnKNliydRTe2OXQG5Rd13iU8iH30l9kygzR86FCk3X5E30PxDdeSKfm6jeep-m7wjjqsRXIoGYdra8J9TgcpK4Z0ngtxFvDrg8NoS08h4XOTCm-k0OeNuIzJDFhypjmaCQqIgud9PiRBoErc8Ey3__IkYT3wehAj0AccpHNagcqAVvcBgdLgYvKd2-ClIOMgR-LjWma4gnkejoqrlwXkPPddNW3OE0cA8bjP2ytbJSdE4a6LqQRkzKDSx2k/eJZLHPuIAZI5gWeIpRUx14Y_ip5gozJl/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;"> Trumps’ Quick Wall Street Wins</a>. Dutch Government <a href="https://links.message.bloomberg.com/s/c/o8Jr_cxEcTLEB0bNh8b1n4chkRhRx6GeNY_wwEjAsNK-224dx5Nej9l-64omvZD-JXNFNfLO64-aMj0Wu5hHmH5NEUnKMWLUxjlMNmslGPIekFIcloQEz-cPIg9DLAOpVI07MAsHQnMdQF7jS8BxMaNVvg2QmcFF5uDuRZVyNFsjWHd-EnZzLSxbQ3KhU01FYyo1vrrOK6h45FxBIpLKDc6vF8-W63zIwDCeATGpoppBVCSnssNWwkfRput-iJx3QRW_0r8wPMPlxcoRP7Sq1Onhi5x-RkXGEk2DypVrfQb01nA3zd4n5F9k7R4lSOA7MKpt3CIlm4VMNG_pMQLnTMO_SZ0GmEvz3T_TPxjr8sEUZyot3PatPjMAAgY/vBI1mFXJjDXFYexyJ1cxeic-5rZy5qz4/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Takes Control of Chip Maker</a> From Chinese Parent. Art Basel ditches ‘empty’ <a href="https://links.message.bloomberg.com/s/c/h4CGgC1-31u5wEjZD5vP14urUyOvj3juVjIqfqXsF0k8KSsJKb_cII_d0VCy1pzzfGEeZ7o56jxp4swmOjhVsIhmH9A1ap1GRFAMrgnlqUGfGxHftfeUS0T0PZvRjqc1OiGBLO2nsoqpj7NX6lHfXn9vlXz2i6jtxhRBHYzffT3H_4lsvFivoE4ljz6KHuTPftW46_FvNyrqHOmTU0rXPMrpGa915sNfbXqdff1eTYzsFLrCOoJ5Y4bUjm6SGgZ-SwxjfbUAD14jToIOCPEWVhVSfS1hyBxvO5OdOj9huCUvplo-VDryY1q9bEkXvSl4qQ5B3HHpeGWI1tPf8DuPOv6c7MHRge3Co3XF1mZXwSXwrXZeK7Yqou6aLeU/EK_ZDLfd4asHOqzwzbDw3hHylLKVrgJM/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">VIP title</a> as it looks to reach young rich. “<a href="https://links.message.bloomberg.com/s/c/b39lOFx9zXxIVP-UCmi97n1wsOX_omZV8fiFaS9b641yJR7AIOCx-m_Yh9OyGSMnS3oJWPUPUp23LtWjHq3lHjJvE1opOgXvBCSdYJ-tz8iZBHVqQ7alC-3XlIoyqrmd_PMWpwJd3uqYiT2nKQ-nwsIfR3cUGT5kfUSfBwKqkMfDCl2GP52_D4cZkoLZXh0sRpnq4wfmMul5XMh5Vdy8ZaNzyNUoNrRzSKvlpdAK8n8vmI08uvSoX7Q6FwF1DUYc_7ENDbW-ZtqxKRytJitpJPh_6JoOvcCrouCYsyPVq6lHxKGbpIJCiqE2YBHpHjIlL0sfkOweWKMnx0MRKskbPkfZUJyIlR9hitCyK6W01PsirzCpdSp5KAsELfw/AWGrdHzU63HhzIWiqvnLP6ZilkvyYELN/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Six seven</a> has more entry points into actual conversations between teachers and students.”</p> <p style="margin: 16px 0;"><span><em>If you'd like to get Money Stuff in handy email form, right in your inbox, please <a href="https://links.message.bloomberg.com/s/c/MMdUmPhdswkU6tsFOkZGyHUwXwHgDqwN_-WjZJHj3SHtIpLMms5RrBKxyhgnDDHio-r6r5hwMdpARW6FIvocQoxMsHGj7XF6MaKzDiZ7v-erlt1aagpZYk3fsdeq63_UTsvPh-Ueq15UagAZrOjfw1jinFrwEGLagI6ne0SRoLokRgocprWhyF7JjprGeW4cL1-upZhqCGOSNaamYIgAzkSIKMivnFoBKGheTIrFJRGBEO7F5MhnMnQAvA1DUp6BkshKZ-F8VtWTY7mMyTqwrgGtkfnNjjtrncVXWA8JMxgkl5JimdGwIjUbMrMxvg5ZG5asPbdm2jp-_5fMMLrFZRLEXhFQIJCOrMEsp7SxvYzypXbVp5qBSGOp3SI/glttCR1CU6m1lqg8JioWqYrs4SKgoxDe/13" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">subscribe at this link</a>. Or you can subscribe to Money Stuff and other great Bloomberg newsletters <a href="https://links.message.bloomberg.com/s/c/gNzr7MdkhOACA2TuEV-dw7JVhwP0wF6-nT0W338zGEiOTDd2joM5otrPGq876vfcL2bk79YuJ-mgZEF9zU8kbEnBiKqySDWiW7Ppd4ItmTJq7uViO8iYIMm_O7Bbu7qI5vrj25AukobIq5lyWy14WAIKQ4i1LJJKvPxieCgwizZmtTr4wYSoj8lzkwiE9J2Pf1ToAf-3S6huuRUtJkj-pMLrLIKf9fwOP8ySok57Sly-3rwAOYYj9xJb45uIRrPeOXEuV2zGusG8EIIF1aBTDo5X0eBrKPInBhVHpUtDoMDjA9iW1NhiXPpJq6w8e6wzJ5HZ7IP8s5mLIHx5kQ9HIJ7BrZeo5ZazbcWvrxAPq2a6_0vLkQmNF7gF6us/ziSa3R5U2si1tGbNz8zZkcvFCtnpyNGS/13" itemprop="StoryLink" itemscope="itemscope" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">here</a>. Thanks!</em></span></p> <div id="footnote-1" style="font-style: italic;"> <p style="margin: 16px 0;">[1] Quotes are from pages 11 and 12 of <a href="https://links.message.bloomberg.com/s/c/EwvCxlupmlnVLeUEcMEPnm75463I66CE4yG_ppjLWbK6GRp9_eo6U6YJtzYK_IDsnWGkPRh5NTHkJaLPq7mDQ5Z6VXjVG3lIkR4SubPOC5Gfii12rp_nszc1OH4wUQt2iSNrGpDI7v1gO0O4M4XD9-ppkFwGkGtdolcXTdpGWG6jBXe2Up6Kk0p3FgJ_BTVgWEtHYuYTvq72yeH-BP0q2pacgEcR1LJkJqGFByq0-H3JWQ6HmpsfCP6Y_NqbL-hoPmwkVdT-ij2kar17hW-pIGLE3avsBRQt2Xw-9uUc8wr7dmGWs5IvkGs-v4LFNyc9wRNBa-rvKaHHdiXt8R6rUeKU-bG4goN9fZhBSthECscgUAqKMVP6hBatYiQ/aeKPSifyMfQiEHzxo83D8EVT2o9s-0C8/13" itemprop="StoryLink" itemscope="itemscope" target="_blank" style="color: #000000; text-decoration: none !important; border-bottom-width: 1px; border-bottom-color: #000000; border-bottom-style: solid; background-color: #ccc;">Venture Global’s 10-K</a>.</p> </div> <div id="footnote-2" style="font-style: italic;"> <p style="margin: 16px 0;">[2] I suppose there was some speculative/emotional retail demand for the Donald Trump contract. Also Elon Musk was on the list lol. </p> </div> </td> </tr> </table> </td> </tr> <tr> <td style="border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding: 0px 10px;"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td style="width: 100%; border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;" width="100%"> <center> <a href="https://links.message.bloomberg.com/s/c/s0DzZsSX20cEYxpJ3qhjXJO3XfhyK12Hubjip89A52HvzOhifJ0QLvBcYPxIz6WXysPlbdPm5cN_qrWn3Yfdduok0e-Ly_79RWgb31Gcj2-0yPhIekKx1XdKoP565cq-ooVTAlDtMxRgu_0NmLXSF04HhiJJaAFyh2wozFqbgM4RByAe-WDuLlGY7WvNxV0aQCnyzu3hHQKVdAg4J6zbxHJTueZaZ-oblbapxfYGQDEvMoYKsA7C1lXZiP-yBExZwMpqnOOTo_LxzxqumzwVS-20aHD1ebg0NY7U4l-G0jcACO3dtc26L_piwdwNJnHXJuNhz1IaJhckXLht9fjjbFAVewq3J0P7wN259TnlgR62DM-vHtw8XYA5NAs/unH8UvXOOm7TbJ4c7ynmpo6GmBHsBJ7O/13" target="_blank"> <!--[if mso]><table width="550"><tr><td><img alt="Listen to the Money Stuff Podcast" src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i6H.ue2bNPOA/v0/-1x-1.png" width="550"/></td></tr></table> <div style="display:none"><![endif]--><img src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i6H.ue2bNPOA/v0/-1x-1.png" alt="Listen to the Money Stuff Podcast" style="max-width: 550px; 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  10. Canadian Fintech: Sun Life's Launch 👶

    Tue, 14 Oct 2025 12:32:40 -0000

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Vancity merger. Regulators commiserate.</div><div class="preview" style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; 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&nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;</div><table class="email-body-container" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td></td><td class="content" width="550"></td><td></td></tr><tr><td></td><td class="content" width="550" align="left"><div style="font-size: 16px;line-height: 26px;max-width: 550px;width: 100%;margin: 0 auto;overflow-wrap: break-word;"><table role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td align="right" style="height:20px;"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><span class="pencraft pc-reset reset-IxiVJZ tw-font-body tw-text-ssm tw-text-substack-secondary" style="font-family: SF Pro Text, -apple-system, system-ui, BlinkMacSystemFont, Inter, Segoe UI, Roboto, Helvetica, Arial, sans-serif, Apple Color Emoji, Segoe UI Emoji, Segoe UI Symbol;font-size: 13px;color: unset;list-style: none;text-decoration: unset;margin: 0;"><div class="pencraft pc-reset align-right-VJbKw5 size-12-mmZ61m reset-IxiVJZ" style="list-style: none;color: unset;text-align: right;font-size: 12px;line-height: 16px;text-decoration: unset;margin: 0;"><span class="pencraft pc-reset reset-IxiVJZ" translated="" style="list-style: none;color: unset;text-decoration: unset;margin: 0;">Forwarded this email? <a class="pencraft pc-reset decoration-underline-ClTkYc reset-IxiVJZ" href="https://substack.com/redirect/2/eyJlIjoiaHR0cHM6Ly9jYW5hZGlhbmZpbnRlY2guc3Vic3RhY2suY29tL3N1YnNjcmliZT91dG1fc291cmNlPWVtYWlsJnV0bV9jYW1wYWlnbj1lbWFpbC1zdWJzY3JpYmUmcj0zNm5mbDQmbmV4dD1odHRwcyUzQSUyRiUyRmNhbmFkaWFuZmludGVjaC5zdWJzdGFjay5jb20lMkZwJTJGY2FuYWRpYW4tZmludGVjaC1zdW4tbGlmZXMtbGF1bmNoIiwicCI6MTc2MTAyMjY2LCJzIjo2NjMzNTMsImYiOnRydWUsInUiOjE5MjU2OTUxMiwiaWF0IjoxNzYwNDQ1MTQ5LCJleHAiOjIwNzYwMjExNDksImlzcyI6InB1Yi0wIiwic3ViIjoibGluay1yZWRpcmVjdCJ9.6aGpRD_m5ZN6_57xztLorKdoVLobEZREm0cn6nlfsvE?" style="list-style: none;color: unset;text-decoration: unset;margin: 0;-webkit-text-decoration-line: underline;text-decoration-line: underline;">Subscribe here</a> for more</span></div></span></td></tr></tbody></table></td></tr></tbody></table><div class="post typography" dir="auto" style="--image-offset-margin: -120px;padding: 32px 0 0 0;font-size: 16px;line-height: 26px;"><div class="post-header" role="region" aria-label="Post header" style="font-size: 16px;line-height: 26px;"><h1 class="post-title published title-X77sOw" dir="auto" style="direction: auto;text-align: start;unicode-bidi: isolate;color: rgb(54,55,55);font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 0;line-height: 36px;font-size: 32px;"><a href="https://substack.com/app-link/post?publication_id=663353&post_id=176102266&utm_source=post-email-title&utm_campaign=email-post-title&isFreemail=true&r=36nfl4&token=eyJ1c2VyX2lkIjoxOTI1Njk1MTIsInBvc3RfaWQiOjE3NjEwMjI2NiwiaWF0IjoxNzYwNDQ1MTQ5LCJleHAiOjE3NjMwMzcxNDksImlzcyI6InB1Yi02NjMzNTMiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.Mzn1ySOfFpFfp2gvYFHpoT80zKsFe0slJygTV6D8aD0" style="color: rgb(54,55,55);text-decoration: none;">Canadian Fintech: Sun Life's Launch &#128118;</a></h1><h3 class="subtitle subtitle-HEEcLo" dir="auto" style="direction: auto;text-align: start;unicode-bidi: isolate;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple ColorEmoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: normal;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 4px 0 0;color: #777777;line-height: 24px;font-size: 18px;margin-top: 12px;">EQ expands. Vancity merger. Regulators commiserate. </h3><table class="post-meta" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0" style="margin: 1em 0;height: 20px;align-items: center;"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA custom-css-email-post-author" style="list-style: none;font-size: 11px;line-height: 20px;text-decoration: unset;color: rgb(54,55,55);margin: 0;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;"><a class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;color: rgb(54,55,55);margin: 0;font-size: 11px;line-height: 20px;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;text-decoration: none" href="https://substack.com/@talschwartz">Tal Schwartz</a></div></td></tr></tbody></table></td></tr><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-secondary-ls1g8s line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;font-size: 11px;line-height: 20px;text-decoration: unset;color: rgb(119,119,119);margin: 0;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;"><time datetime="2025-10-14T12:32:22.476Z">Oct 14</time></div></td></tr></tbody></table></td></tr></tbody></table></td><td align="right"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><a href="https://substack.com/@talschwartz"><img class="custom-css-email-avatar avatar-QIQ5yR" src="https://substackcdn.com/image/fetch/$s_!U74y!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ffc852364-628e-41e0-b9bb-8ebb278dc171_1902x1695.png" style="box-sizing: border-box;border-radius: 500000px;max-width: 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Welcome back to the Canadian Fintech Newsletter, an industry roundup for founders, operators and investors.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Every Monday we break down the hottest topics in the industry in under 3 minutes.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>If you&#8217;re a </span><a href="https://substack.com/redirect/6e61814e-b46c-4f37-b478-7386a262008a?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">paid subscriber</a><span>, you also get access to the </span><a href="https://substack.com/redirect/e1368cb3-b99e-4fc0-8c75-77f1edd36622?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Canadian Fintech Database</a><span> - a detailed list of every fintech acquisition in Canada.</span></p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Mark your calendars:</p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Oct 20th is the </span><strong><a href="https://substack.com/redirect/88ceee55-f5ab-44d1-a811-80035841d991?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Canadian Lenders Summit</a></strong><span>. Expect hundreds of banks &amp; fintechs.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Oct 26-29th is </span><strong>Money2020</strong><span> in Vegas. </span><a href="https://substack.com/redirect/1108b41f-2088-4695-80b1-5e11a7121040?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Apply here</a><span> to join the </span><a href="https://substack.com/redirect/1108b41f-2088-4695-80b1-5e11a7121040?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Canada Delegation</a><span>. I&#8217;m leading it and you&#8217;ll receive a discount.</span></p></li></ul><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Was this forwarded to you? Become one of our 13,267 subscribers by clicking below.</p><div class="subscribe-widget is-signed-up" data-component-name="SubscribeWidget" style="margin: 0 0 1em;direction: ltr;font-size: 16px;line-height: 26px;"><div class="pencraft pc-reset button-wrapper" style="text-decoration: unset;list-style: none;font-size: 16px;line-height: 26px;text-align: center;cursor: pointer;border-radius: 4px;"><a class="button subscribe-btn primary" href="https://substack.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.15US2l6bz0srNX1zCu-3m5RadU-GiBC6VibLWHg_R_Q?&utm_medium=email&utm_source=subscribe-widget&utm_content=176102266" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;box-sizing: border-box;cursor: pointer;border: none;border-radius: 8px;font-size: 14px;line-height: 20px;font-weight: 600;text-align: center;opacity: 1;outline: none;white-space: nowrap;text-decoration: none !important;margin: 0 auto;background-color: #e85c57;color: #ffffff !important;padding: 12px 20px;height: auto;"><span style="color: #ffffff;text-decoration: none;">Upgrade to paid</span></a></div></div><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128176; Funding</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>TransCrypts</strong><span>, a Toronto based tool for employee verification and background checks, </span><a href="https://substack.com/redirect/57cdfffd-6c85-4cbb-adb1-ad9b5fd7e566?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> $20m from </span><strong>Pantera</strong><span> and </span><strong>Marc</strong><span> </span><strong>Cuban</strong><span>.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Spellbook</strong><span>, a Toronto based tool for lawyers to draft and analyze contracts </span><a href="https://substack.com/redirect/c0e93add-d7b3-4091-951b-6b014e9e8efb?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> USD $50m at a $350m valuation led by </span><strong>Khosla Ventures</strong><span>.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><span>The founders of </span><strong>1Password</strong><span>, a Toronto based secure sign-in platform </span><a href="https://substack.com/redirect/79610ecc-17b1-41da-9533-af98545d7a4c?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">sold</a><span> a $100m stake to the </span><strong>Utah Jazz</strong><span> owner&#8217;s VC fund.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">1Password has raised over $1b and made four acquisitions.</p></li></ul></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#129309; M&amp;A</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Dye &amp; Durham</strong><span>, the embattled compliance and data firm, is </span><a href="https://substack.com/redirect/40699ec9-b6f2-4cab-8e01-9a5647a6b23f?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">selling</a><span> off </span><strong>Credas</strong><span> </span><strong>Technologies</strong><span>, a UK based identity verification service for $146m.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>TMX Group</strong><span>, which owns Canada&#8217;s main stock exchanges, is </span><a href="https://substack.com/redirect/4c833458-857c-4fc3-aa06-0d7570edf3a3?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquiring</a><span> </span><strong>Verity</strong><span>, a US based investment research platform.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Last year they </span><a href="https://substack.com/redirect/a9c138f9-a1e9-4476-993c-0b233f9cb3cc?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> </span><strong>Newsfile</strong><span>, a press release platform.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Vancity</strong><span>, Canada&#8217;s 2nd largest credit union, received </span><a href="https://substack.com/redirect/df8e6b5f-8d0f-40b5-a62d-89f921aaecb9?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">approval</a><span> to </span><a href="https://substack.com/redirect/cae5c172-7a23-4652-ad5e-186f7bfa5255?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">merger</a><span> with fellow BC credit union </span><strong>First CU</strong><span>.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Valsoft</strong><span>, a Montreal based private equity firm focused on small, niche software businesses </span><a href="https://substack.com/redirect/b43b63e5-aad9-4d25-ae4f-aff016d6b548?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> </span><strong>CORE</strong><span> </span><strong>Cashless</strong><span>, a US based payment processor focused on theme parks.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h6 style="font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;"><strong>A MESSAGE FROM FLINKS</strong></h6><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128184; Void cheques verified instantly. Fraud detected automatically.</h4><div class="captioned-image-container-static" style="font-size: 16px;line-height: 26px;margin: 32px auto;"><figure style="width: 100%;margin: 0 auto;"><table class="image-wrapper" width="100%" border="0" cellspacing="0" cellpadding="0" data-component-name="Image2ToDOMStatic" style="mso-padding-alt: 1em 0 1.6em;"><tbody><tr><td style="text-align: center;"></td><td class="content" align="left" width="1456" style="text-align: center;"><a class="image-link" target="_blank" href="https://substack.com/redirect/d3094494-eab0-4e1d-88e1-75eeb62bbeec?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"><img class="wide-image" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f2c038e1-ac16-4e59-b36b-ff42d891fbdc_2400x1000.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:607,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:997550,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://www.flinks.com/fraud-detection&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://canadianfintech.substack.com/i/176102266?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff2c038e1-ac16-4e59-b36b-ff42d891fbdc_2400x1000.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" alt="" width="550" height="229.29258241758242" src="https://substackcdn.com/image/fetch/$s_!PGpm!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff2c038e1-ac16-4e59-b36b-ff42d891fbdc_2400x1000.png" style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"></a></td><td style="text-align: center;"></td></tr></tbody></table></figure></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Borrowers expect speed. Fraudsters count on your blind spots.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><strong><a href="https://substack.com/redirect/47d3c87f-d39e-4d0d-acbf-c6726d89e115?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Flinks Upload</a></strong><span> delivers both: authenticating void cheques and bank statements in real time. Trained on 100M+ documents, </span><a href="https://substack.com/redirect/d3094494-eab0-4e1d-88e1-75eeb62bbeec?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Flinks detects up to 3&#215; more fraud</a><span> and confirms account ownership instantly.</span><br><br><span>Lenders cut days off onboarding while reducing fraud losses and compliance risks. </span><br><br><span>Faster onboarding isn&#8217;t just an operational win &#8212; it&#8217;s a better borrower experience that drives approvals and revenue. </span><br><br><span>With </span><strong><a href="https://substack.com/redirect/47d3c87f-d39e-4d0d-acbf-c6726d89e115?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Flinks</a></strong><span>, you don&#8217;t have to choose between growth and security. You get both.</span></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.flinks.com/fraud-detection&quot;,&quot;text&quot;:&quot;Learn more here&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton" style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;text-align: center;cursor: pointer;border-radius: 4px;"><a class="button primary" href="https://substack.com/redirect/d3094494-eab0-4e1d-88e1-75eeb62bbeec?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;box-sizing: border-box;cursor: pointer;border: none;border-radius: 8px;font-size: 14px;line-height: 20px;font-weight: 600;text-align: center;margin: 0;opacity: 1;outline: none;white-space: nowrap;color: #ffffff !important;text-decoration: none !important;background-color: #e85c57;padding: 12px 20px;height: auto;"><span style="color: #ffffff;text-decoration: none;">Learn more here</span></a></p><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128640; Product</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Sun</strong><span> </span><strong>Life</strong><span> </span><strong>Financial</strong><span>, Canada&#8217;s 2nd largest insurer is launching a new </span><a href="https://substack.com/redirect/38d6d6cd-83d6-40a4-9858-b1d69db4835d?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">asset management </a><span>division.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">The group combines MFS (their US asset manager), SLC (their alt asset manager), Aditya Birla (their stake in an Indian asset manager), Sun Life Asia, their pension risk transfer business, and the office of the chief investment officer.</p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">Sun Life has $1.4t in AUM.</p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">This rebranding confirms that Sun Life is much more than an insurance company.</p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 020px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Symcor</strong><span> is </span><a href="https://substack.com/redirect/eb6f1d8d-5922-4897-9c2a-bf7fdab73f07?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">shrinking</a><span> its open banking team due to delays in implementation and trouble signing up clients.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Symcor is owned by </span><strong>TD</strong><span>, </span><strong>BMO</strong><span>, and </span><strong>RBC</strong><span> and is best known for payment processing.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>In 2023 (when open banking was intended to be implemented) they were </span><a href="https://substack.com/redirect/0d1d2363-8c1a-4cf2-91dc-a88ce8772fa4?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">considered</a><span> a frontrunner to be Canada&#8217;s go-to open banking vendor.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>EQ</strong><span> </span><strong>Bank</strong><span> rolled </span><a href="https://substack.com/redirect/b349b874-aaf7-44ac-bbc9-726073b169ae?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">out</a><span> business bank accounts.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>They</span><a href="https://substack.com/redirect/dfb880f8-3030-48d3-b15f-e12135f5826a?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launched</a><span> in beta last year.</span></p></li></ul></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#9878;&#65039; Policy</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>The </span><strong>Bank of Canada</strong><span> </span><a href="https://substack.com/redirect/01461365-8d46-4653-a9bc-77fa6dfda006?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">called</a><span> Canada&#8217;s banking system an &#8220;oligopoly&#8221;.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>OSFI</strong><span> </span><a href="https://substack.com/redirect/adce8a31-3c41-4015-a480-bfa9007da886?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">admitted</a><span> that they could be &#8220;a little bit less conservative&#8221; and remove barriers for innovative new companies. They also added &#8220;We don&#8217;t want to have the stability of the graveyard, where everything&#8217;s safe, but nothing happens&#8221;</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Net-Zero Banking Alliance</strong><span>, a Mark Carney founded climate pact between major banks has been </span><a href="https://substack.com/redirect/9479cbdd-fb7d-4b6b-9264-6d1d831c6afd?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">dissolved</a><span>.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#129489;&#8205;&#129309;&#8205;&#129489; Conferences</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Oct 20th is the </span><strong><a href="https://substack.com/redirect/88ceee55-f5ab-44d1-a811-80035841d991?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Canadian Lenders Summit</a></strong><span>. </span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Oct 26-29th is </span><strong>Money2020</strong><span>. </span><a href="https://substack.com/redirect/1108b41f-2088-4695-80b1-5e11a7121040?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Apply here</a><span> to join the </span><a href="https://substack.com/redirect/1108b41f-2088-4695-80b1-5e11a7121040?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Canada Delegation</a><span>. I&#8217;m leading it and you&#8217;ll receive a discount.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Every month I invest $250k in an early stage Canadian fintech.</p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Raising money? </strong><a href="https://substack.com/redirect/a9b0d408-4154-4161-9a36-de535cae2a48?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Fill out this form</a></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Want to invest? </strong><a href="https://substack.com/redirect/a26f871f-02d8-48cf-9383-7dd109c927e4?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Fill out this form</a></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Want to get in front of 13,267 fintech decision makers? Reply to this email to become a newsletter sponsor.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Have a great week! See ya &#128075;</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;margin-bottom: 0;"><span>-</span><a href="https://substack.com/redirect/ccc22ad8-6ff8-4cb0-9242-4e085942c756?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Tal Schwartz</a></p></div></div><div class="container-border" style="margin: 32px 0 0;width: 100%;box-sizing: border-box;border-top: 1px solid #e6e6e6;font-size: 16px;line-height: 26px;"></div><div class="post-cta typography markup" style="--image-offset-margin: -120px;font-family: 'SF Pro Display', -apple-system, system-ui, BlinkMacSystemFont, 'Inter', 'Segoe UI', Roboto, Helvetica, Arial, sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol';font-weight: 400;text-align: initial;word-break: break-word;margin-bottom: 32px;margin: 32px 0;font-size: 16px;line-height: 26px;"><p style="color: rgb(54,55,55);margin: 0 auto 20px;text-align: center;width: 90%;line-height: 26px;font-size: 16px;margin-top: 0;"><span class="pencraft pc-reset reset-IxiVJZ" translated="" style="list-style: none;color: unset;text-decoration: unset;margin: 0;">You're currently a free subscriber to <a href="https://substack.com/redirect/78ca5979-c89f-4f9d-bb89-876c75500a98?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" style="color: rgb(54,55,55);text-decoration: underline;">Canadian Fintech</a>. 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  11. CardsFTW #176: The Return of HELOC Cards

    Wed, 08 Oct 2025 16:16:03 -0000

    <!doctype html> <html> <head> <meta name="viewport" content="width=device-width"> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <!--[if mso]><xml><o:OfficeDocumentSettings><o:PixelsPerInch>96</o:PixelsPerInch><o:AllowPNG/></o:OfficeDocumentSettings></xml><![endif]--> <title>CardsFTW #176: The Return of HELOC Cards</title> <style> .post-title-link { display: block; margin-top: 32px; color: #15212A; text-align: center; line-height: 1.1em; } .post-title-link-left { text-align: left; } .view-online-link { word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); text-decoration: underline !important; } .kg-nft-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; font-size: 14px; line-height: 1.3em; padding-top: 4px; padding-right: 20px; padding-left: 20px; padding-bottom: 4px; } .kg-twitter-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; 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} table.body .kg-cta-minimal .kg-cta-content-inner { display: inline-block !important; width: 100% !important; padding: 0 !important; } table.body .kg-cta-minimal img.kg-cta-image { width: 52px !important; height: 52px !important; } } @media all { .subscription-details p.hidden { display: none !important; } .ExternalClass { width: 100%; } .ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td, .ExternalClass div { line-height: 100%; } .apple-link a { color: inherit !important; font-family: inherit !important; font-size: inherit !important; font-weight: inherit !important; line-height: inherit !important; text-decoration: none !important; } #MessageViewBody a { color: inherit; text-decoration: none; font-size: inherit; font-family: inherit; font-weight: inherit; line-height: inherit; } } </style> <!--[if mso]> <style type="text/css"> ul, ol { margin-left: 1.5em !important; } </style> <![endif]--> </head> <body style="background-color: #fff; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; -webkit-font-smoothing: antialiased; font-size: 18px; line-height: 0; margin: 0; padding: 0; -ms-text-size-adjust: 100%; -webkit-text-size-adjust: 100%; color: #15212A;"> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;">Plus, Money20/20 Parties and AI-powered debit cards</span> <!-- HEADER WITH FULL-WIDTH BACKGROUND --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header" width="100%" style="mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 1.4; background-color: #ffffff; width: 100%; border-spacing: 0; border-collapse: collapse;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <!-- Header content constrained to 600px --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header-main" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: transparent;" width="100%" bgcolor="transparent"> <tr> <td class="header-content" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 0; margin: 0 auto;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr class="header-image-row"> <td class="header-image" width="100%" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding-top: 24px; padding-bottom: 16px;" valign="top"> <a href="https://www.cardsftw.com/r/1d6b631c?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="color: #F9A60D; text-decoration: none; overflow-wrap: anywhere;" target="_blank"> <img src="https://www.cardsftw.com/content/images/size/w1200/2024/01/cftw-logo-3.png" width="600" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%;"> </a> </td> </tr> <tr> <td class="post-title post-title-with-excerpt post-title-serif" style="font-size: 18px; vertical-align: top; text-align: center; color: #000000; padding-bottom: 8px; font-family: Georgia, serif; letter-spacing: -0.01em;" valign="top" align="center"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td style="vertical-align: top; font-family: Georgia, serif; letter-spacing: -0.01em; font-size: 36px; line-height: 1.1; font-weight: 700; text-align: center; color: #000000;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/2730031d?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="post-title-link" style="text-decoration: none; display: block; margin-top: 32px; text-align: center; line-height: 1.1em; overflow-wrap: anywhere; color: #000000;" target="_blank">CardsFTW #176: The Return of HELOC Cards</a> </td> </tr> </table> </td> </tr> <tr> <td class="post-excerpt-wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%; max-width: 600px;" width="100%" valign="top"> <p class="post-excerpt post-excerpt-no-feature-image post-excerpt-serif-sans" style="margin: 0; color: #15212A; line-height: 1.4em; text-align: center; padding-bottom: 32px; font-size: 20px; font-family: Georgia, serif;">Plus, Money20/20 Parties and AI-powered debit cards</p> </td> </tr> <tr> <td width="100%" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%;" align="center" valign="top"> <table class="post-meta-wrapper" role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-bottom: 32px;"> <tr> <td height="20" class="post-meta post-meta-center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; padding: 0;" valign="top" align="center"> By Matthew Goldman &#x2022; <span class="post-meta-date" style="white-space: nowrap;">8 Oct 2025 </span> </td> <td class="post-meta post-meta-center view-online desktop" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; display: none;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/f65b6c28?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> <tr class="post-meta post-meta-center view-online-mobile" style="color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center;" align="center"> <td height="20" class="view-online" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; text-decoration: underline;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/6646fbf3?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> </div> </td> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> </tr> <!--[if mso]> </table> </center> </td> </tr> <![endif]--> </table> <!-- MAIN CONTENT AREA --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="body" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; line-height: 1.4; background-color: #ffffff;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; display: block; max-width: 600px; margin: 0 auto;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="main" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: #ffffff;" bgcolor="#ffffff"> <tr> <td class="wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr class="post-content-row"> <td class="post-content-sans-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; font-size: 17px; line-height: 1.5em; color: #15212A; padding-bottom: 20px; border-bottom: 1px solid #e0e7eb; max-width: 600px;" valign="top"> <!-- POST CONTENT START --> <div class="kg-card kg-callout-card kg-callout-card-blue" style="display: flex; margin: 0 0 1.5em 0; padding: 24px; border-radius: 8px; background: #E9F6FB;"><div class="kg-callout-emoji" style="padding-right: 12px; font-size: 20px;">&#x1F4E7;</div><div class="kg-callout-text" style="color: inherit;">Did someone forward this to you?&#xA0;<a href="https://www.cardsftw.com/r/bb0869b2?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: underline; color: #F9A60D;" target="_blank"><u>Subscribe to CardsFTW today.</u></a></div></div><h1 id="lobbycon-2025-now-with-badges" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">LobbyCon 2025 (Now with Badges!)</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Money20/20 is around the corner, and the <a href="https://www.cardsftw.com/r/09ae8789?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Event Tracker</u></a> is back. If you are looking for talks or panels, this is not that. This is for the <strong style="font-weight: 700;">other</strong> Money20/20, the one happening in private lounges, suite bars, sponsored dinners, and DJ&#x2019;d patios with fintech-themed cocktails.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">We will keep the tracker updated with what is happening, who is throwing which party, and where the free drinks actually are. It is meant to be useful, not exhaustive. If something is worth crashing, we will try to flag it. If it is already full, we will let you know.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">This year, we will be on-site, badges and all. If you are hosting an event and would like it included, please <a href="https://www.cardsftw.com/r/1a62ad60?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>send it over</u></a>. If you are trying to get into something you were not invited to, same.</p><table class="kg-card kg-button-card" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"><tbody><tr><td class="kg-card-spacing" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 0 0 1.5em 0;" valign="top"><table class="btn" border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; box-sizing: border-box; width: auto;" width="auto"><tbody><tr><td align="center" style="font-size: 18px; vertical-align: top; color: #15212A; padding: 8px 20px 9px; background-color: #F9A60D; border-radius: 6px; text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif;" valign="top" bgcolor="#F9A60D"><a href="https://www.cardsftw.com/r/112dade7?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; box-sizing: border-box; color: #FFFFFF; cursor: pointer; display: inline-block; font-size: 15px; font-weight: 600; margin: 0; text-decoration: none;" target="_blank">Check out the Money20/20 Event Tracker</a></td></tr></tbody></table></td></tr></tbody></table><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Find me at the LOVE sign, the Starbucks in the Venetian Lobby, or <a href="https://www.cardsftw.com/r/bb56fc33?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Ellen&#x2019;s panel</u></a> on Monday, October 27, at 10:10 at the Converge Stage.</p><h1 id="zeni-launches-an-ai-powered-debit-card" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Zeni Launches an AI-Powered Debit Card</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/6803e1c2?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Zeni</u></a>, an AI-driven bookkeeping tool startup, launched a new debit card for businesses last week. On the surface, it appears to be a standard SMB card with modern packaging. But a few things stand out:</p><ul style="margin: 0 0 1.5em 0; line-height: 1.6em; padding-left: 1.3em; padding-right: 1.5em; list-style: disc; max-width: 100%;"><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">1.75% cashback on every transaction</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Instant virtual card issuance (physical optional)</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Real-time auto-reconciliation via Zeni&#x2019;s AI Bookkeeper</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Spend controls by user, department, or project</li></ul><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/Zeni-Card.png" class="kg-image" alt="Black credit card stacked on at an angle on a green credit card. Both have Visa logos in the bottom right. The top black card also says Business Debit." loading="lazy" width="500" height="369" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Too bad you can&#39;t make a round credit card with a square EMV chip in the center</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">The pitch is that this isn&#x2019;t just a payment method. It&#x2019;s a fully integrated spend management platform (one that doesn&#x2019;t require stitching together five vendors and a spreadsheet). You get rewards, automation, and live insights into who spent what.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Of course, there&#x2019;s a catch: you need to use Zeni&#x2019;s checking account. No account, no perks.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">It&#x2019;s also worth noting that this is still a debit card, not a credit or charge card. So no float, no rewards arbitrage, no balance carry. However, if your business is already using Zeni or dislikes dealing with receipts and categorization afterward, this card could be a good fit. I have some skepticism about AI bookkeeping, but maybe I&#x2019;m a Luddite.</p><h1 id="aven-and-the-rise-of-the-modern-heloc-card" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Aven and the Rise of the Modern HELOC Card</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">A recent trend in card fintech has quietly started picking up steam: the HELOC credit card. Home equity lines of credit, like mortgages, are cyclical products that move with interest rates. During the long era of low rates, they didn&#x2019;t make much sense. But with rates climbing over the last couple of years, HELOCs have come back in a big way.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">More than half of US homeowners have a mortgage with a lower rate than what&#x2019;s available today. That means refinancing is effectively off the table. But home values are still rising, and many homeowners want access to that equity to pay for tuition, refinance other debt, or handle major expenses. Enter the home equity line.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">A standard HELOC works like this: you&#x2019;re approved for a limit, say $100,000, and you can draw from it as needed. Typically, you go to your bank&#x2019;s portal, request a draw (maybe $5,000), it lands in your checking account, and you start paying interest immediately. Most HELOCs have an interest-only period of 10 years. At the end of that, you repay the full amount, either through a refinance, home sale, or another event.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Fintech has changed this a bit. Companies like Figure, which recently went public, and others have popularized forced draw lines. You take the full amount upfront. This makes it easier to securitize and sell the loan, but gives the borrower less flexibility. On the upside, digital lenders have simplified the experience with digital underwriting, digital appraisals, and fast origination.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/Prequal-Offer-1.png" class="kg-image" alt="Screenshot of the Aven app on a mobile phone, showing the Aven Visa." loading="lazy" width="363" height="750" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Morty Gage</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Traditional banks and credit unions may still offer better rates or more flexible terms, but the tradeoff is paperwork, in-person appraisals, multiple docs, and slower closes.</p><div class="align-center" style="text-align: center;"><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"><p style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span style="white-space: pre-wrap;">Thank you for subscribing to&#xA0;CardsFTW. Please consider supporting this newsletter&#xA0;by upgrading to a paid subscription today.</span></p><div class="btn btn-accent"> <table border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tbody> <tr> <td align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <a href="https://www.cardsftw.com/r/3241ebd5?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Upgrade to Paid</a> </td> </tr> </tbody> </table> </div> <p style="margin: 0 0 1.5em 0; line-height: 1.6em;"></p><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"></div><h2 id="a-new-heloc-option" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">A new HELOC option</h2><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Aven, founded in 2019, built a credit card product backed by a home equity line. Unlike forced draw loans, the Aven product lets you access your line on demand, either via a direct transfer with a fee or by using their Visa credit card with no fee and, in fact, cashback rewards.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Because the line is secured by your home, the rate is lower. While average credit card APRs are hovering around 24.36 percent according to LendingTree, Aven&#x2019;s rates are more like 11.24 percent on average, depending on your credit and property value. That is a huge spread.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">On a $10,000 loan carried over three years, the interest savings are meaningful. At 24.36%, you&#x2019;d pay roughly $4,191 in interest if you were making the estimated monthly payment. At 11.24 percent, it&#x2019;s about $1,826. <strong style="font-weight: 700;">That&#x2019;s a $2,365 difference.</strong></p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">What makes the card especially interesting is that it merges the ease and ubiquity of a Visa card with the cost structure of a home equity line. And this part initially confused me: you also receive a standard credit card grace period. You don&#x2019;t start paying interest the moment you spend. If you pay off your statement in full, you&#x2019;ve just used a normal credit card and earned rewards. If you don&#x2019;t, it rolls into the home equity loan, and you begin paying interest at the lower rate.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">It&#x2019;s almost two products in one, but not really. You don&#x2019;t toggle between credit card and HELOC. The structure remains the same, regardless of the payment method, with optionality depending on how you choose to pay it down.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/AvenMy.png" class="kg-image" alt loading="lazy" width="291" height="600" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Screenshot of the Aven app, showing the Aven Visa card with details on the balance and monthly payment.</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I got a look at how it works from the Aven team, and the flow is cleaner than I expected. Use the card. Pay it off, or don&#x2019;t. If you don&#x2019;t, it becomes a HELOC draw and starts accruing interest. You can also draw cash directly to your bank account for a fee. Or you can initiate a balance transfer to pay off another card. It&#x2019;s all tied to the same underlying line.</p><h2 id="the-bigger-picture" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">The bigger picture</h2><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Real estate-adjacent cards are trending. BILT did it for renters. Mesa and MCard are doing variations for mortgage payments and real estate cash flow. Aven&#x2019;s product sits right in that ecosystem and recently announced a new funding round of $110 million in Series E financing at a $2.2 billion post-money valuation. They&#x2019;ve issued around $3 billion in total credit lines, and their user count is reportedly in the tens of thousands.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Like BILT, Aven is launching a whole new category of card companies. It has already inspired a handful of startups, some backed by existing lenders, and others looking to bundle home equity access into new channels.</p><h2 id="is-it-a-card-or-an-access-device" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Is it a card or an access device?</h2><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">There&#x2019;s also a structural question under the hood. Is the Aven card a true credit card, or is it technically an access device, essentially a means to tap into a pre-existing loan? The answer matters. Access devices usually don&#x2019;t include a grace period, and depending on how the loan is structured, you might be drawing funds directly from the home equity line without the option to avoid interest.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">That model isn&#x2019;t very consumer-friendly, but it does resemble older HELOC implementations. I took out a HELOC from Bank of America around 2010, and I&#x2019;m reasonably certain they issued a debit card to access the funds (my memory fades). You can withdraw money from the line via ATMor transfer money online. It wasn&#x2019;t elegant, but it worked.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Eventually, those types of cards faded. The Durbin Amendment and changes to debit card regulations made the economics less attractive. And during the zero-interest-rate period, it didn&#x2019;t make sense to have a HELOC when you could just refinance your mortgage at a lower rate and pull out cash that way.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">However, with high rates and rising home values, HELOCs are once again relevant. The card form factor makes it a lot easier to access and use those funds, especially when you factor in cashback and a familiar card experience.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Today, it&#x2019;s mostly just Aven and one new startup, <a href="https://www.cardsftw.com/r/e86a568a?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Trovy</u></a>, which is issued by Cross River Bank and appears to be in private beta. Aven is issued by Coastal Community Bank, which already serves several fintechs and is comfortable with higher-volume lending. Expect more of these to emerge as interest in home-secured consumer credit increases.</p><div class="align-center" style="text-align: center;"><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"><p style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span style="white-space: pre-wrap;">Do you love CardsFTW? Share or forward this post to a friend!&#xA0;</span></p><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"></div><h1 id="cardsftw" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">CardsFTW</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/c2a2bf3d?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>CardsFTW</u></a>, released weekly on Wednesdays, offers insights and analysis on new credit and debit card industry products for consumers and providers. CardsFTW is authored and published by Matthew Goldman and the team at <a href="https://www.cardsftw.com/r/d539b518?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Totavi</u></a>, a boutique consulting firm specializing in fintech product management &amp; marketing. We bring real operational experience that varies from the earliest days of a startup to high-growth phases and public company leadership. Visit<a href="https://www.cardsftw.com/r/3d778344?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u> www.totavi.com</u></a> to learn more.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><em>Interested in reaching our audience? </em><a href="https://www.cardsftw.com/r/051bf7ce?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><em><u>You can sponsor CardsFTW.</u></em></a></p> <!-- POST CONTENT END --> </td> </tr> </table> </td> </tr> <!-- END MAIN CONTENT AREA --> <tr> <td class="feedback-buttons-container" dir="ltr" width="100%" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 32px 0 24px; border-bottom: 1px solid #e0e7eb; text-align: center; background-color: #ffffff;" valign="top" bgcolor="#ffffff"> <table class="feedback-buttons" role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; 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color: #15212A; font-weight: 500; margin: 1em 0 0 0; line-height: 1.4em; word-break: break-word; font-size: 13px;">Comment</p> </a> </td> </tr> </table> </td> </tr> <tr> <td class="latest-posts-container" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 24px 0; border-bottom: 1px solid #e0e7eb;" valign="top"> <h3 class="latest-posts-header" style="margin-top: 0; line-height: 1.11em; text-rendering: optimizeLegibility; letter-spacing: -0.01em; margin: 0; padding: 8px 0 8px; color: #15212A; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 13px; font-weight: 600; text-transform: uppercase;">Keep reading</h3> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; 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margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/bfc6e941?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Plus, my Amex is very shiny, airline debit and credit cards, and more</a> </p> </td> </tr> </table> </td> </tr> </table> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 16px 0; max-width: 600px;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td valign="top" align="left" class="latest-post-title" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding-right: 12px;"> <h4 class style="margin-top: 0; text-rendering: optimizeLegibility; line-height: 1.2em; font-family: Georgia, serif; letter-spacing: -0.01em; margin: 0; padding: 2px 0 4px; font-size: 18px; font-weight: 700; color: #15212A;"> <a href="https://www.cardsftw.com/r/52772245?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">CardsFTW 174: The New Amex Platinum Arrives</a> </h4> <p class="latest-post-excerpt" style="line-height: 1.6em; margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/f8a943df?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Plus, Celebrating Five Years of CardsFTW, and Details on Fold</a> </p> </td> </tr> </table> </td> </tr> </table> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 16px 0; max-width: 600px;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td valign="top" align="left" class="latest-post-title" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding-right: 12px;"> <h4 class style="margin-top: 0; text-rendering: optimizeLegibility; line-height: 1.2em; font-family: Georgia, serif; letter-spacing: -0.01em; margin: 0; padding: 2px 0 4px; font-size: 18px; font-weight: 700; color: #15212A;"> <a href="https://www.cardsftw.com/r/6d4ca8f7?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">CardsFTW #173: Chime Refreshes Credit</a> </h4> <p class="latest-post-excerpt" style="line-height: 1.6em; margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/1af5769b?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Plus, a big subprime merger</a> </p> </td> </tr> </table> </td> </tr> </table> </td> </tr> <tr> <td class="subscription-box" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; padding: 32px 0; border-bottom: 1px solid #e0e7eb; color: #15212A;" valign="top"> <h3 style="margin-top: 0; line-height: 1.11em; text-rendering: optimizeLegibility; letter-spacing: -0.01em; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 14px; font-weight: 600; text-transform: uppercase; margin: 0 0 18px;">Subscription details</h3> <p style="margin: 0 0 1.5em 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; margin-bottom: 16px; color: #15212A;"> <span>You are receiving this because you are a <strong style="font-weight: 700;">free subscriber</strong> to CardsFTW.</span> </p> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr> <td class="subscription-details" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <p class="" style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Name: roger</p> <p style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Email: <a href="#" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">tw51yjtgdhlsr2od@newsletter.rodeo</a></p> <p style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Member since: 7 March 2024</p> </td> <td align="right" valign="bottom" class="manage-subscription" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; color: #15212A; font-size: 15px; font-weight: 400; text-align: right; line-height: 1.45em; vertical-align: bottom;"> <a href="https://www.cardsftw.com/#/portal/account" style="overflow-wrap: anywhere; text-decoration: underline; color: #F9A60D;" target="_blank"> Manage subscription</a> </td> </tr> </table> </td> </tr> <tr> <td class="wrapper" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-top: 40px; padding-bottom: 30px;"> <tr><td class="footer" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); margin-top: 20px; text-align: center; padding-bottom: 10px; padding-top: 10px; padding-left: 30px; padding-right: 30px; line-height: 1.5em; font-size: 13px;" valign="top" align="center"><p dir="ltr" style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span>Totavi, LLC,&#xA0;2108&#xA0;N St., Ste. N,&#xA0;Sacramento, CA 95816</span></p></td></tr> <tr> <td class="footer" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); margin-top: 20px; text-align: center; padding-bottom: 10px; padding-top: 10px; padding-left: 30px; padding-right: 30px; line-height: 1.5em; font-size: 13px;" valign="top" align="center">CardsFTW &#xA9; 2025 &#x2013; <a href="https://www.cardsftw.com/unsubscribe/?uuid=c62b746c-f2ed-4fee-8f26-488cc07e1c4e&key=44d661c4f7da07f15bd29599b4345e87e54ce5bd0afd084e1bee49ee89a327ac&newsletter=4537ad55-eebc-4678-b2bf-fd6731d3805e" style="overflow-wrap: anywhere; color: #15212a; color: rgba(0, 0, 0, 0.6); text-decoration: underline; font-size: 13px;" target="_blank">Unsubscribe</a></td> </tr> <tr> <td class="footer-powered" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; text-align: center; padding-top: 70px; padding-bottom: 40px;" valign="top" align="center"><a href="https://ghost.org/?via=pbg-newsletter&amp;ref=cardsftw.com" style="color: #F9A60D; text-decoration: none; overflow-wrap: anywhere;" target="_blank"><img src="https://static.ghost.org/v4.0.0/images/powered.png" border="0" width="142" height="30" class="gh-powered" alt="Powered by Ghost" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; width: 142px; height: 30px;"></a></td> </tr> </table> </td> </tr> </table> <!-- END CENTERED WHITE CONTAINER --> </div> </td> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> </tr> <!--[if mso]> </table> </center> </td> </tr> <![endif]--> </table> <img width="1" height="1" alt="" src="https://email.mg.cardsftw.com/o/eJwszklOxTAMANDT_Oxa2Zmz8GHq2B2gJVIaqLg9EvrLt3tCLqMLwShhCqV4wOiMXstxTodQzBqzusqpuqJYEmcu0XmzUwCvgovNghxsXcFV67QyQ_K82GgOsmADAmSMGAHntbAWYS0-VrCJXx6uba5Ll3sdz1zbZTqNJ-Dvx9hkP-9um7w8fOlznzqG9rk30WYG8ff5Of0vzaBtb_d464fsXwAAAP__jYVAUw"></body> </html>
  12. Fintech Navigator and the Totavi App, from the folks who bring you CardsFTW

    Tue, 07 Oct 2025 18:17:52 -0000

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style="display: table-cell;Float: left;font-size: 12px;line-height: 19px;max-width: 280px;min-width: 140px; width: 140px;width: calc(14000% - 78120px);padding: 10px 0 5px 0;color: #717a8a;font-family: sans-serif;"> </div> <!--[if mso]></td><td style="width: 280px" valign="top"><![endif]--> <div class="webversion" style="display: table-cell;Float: left;font-size: 12px;line-height: 19px;max-width: 280px;min-width: 139px; width: 139px;width: calc(14100% - 78680px);padding: 10px 0 5px 0;text-align: right;color: #717a8a;font-family: sans-serif;"> <p style="Margin-top: 0;Margin-bottom: 0;" emb-social="webversion">No images? <a style="text-decoration: underline;transition: opacity 0.1s ease-in;color: #717a8a;" href="https://totavi.cmail19.com/t/y-e-qdhejt-duhkhyultu-d/">Click here</a></p> </div> <!--[if mso]></td></tr></table><![endif]--> </div> </div> <div class="header" style="Margin: 0 auto;max-width: 600px;min-width: 320px; width: 320px;width: calc(28000% - 167400px);" id="emb-email-header-container"> <!--[if mso]><table align="center" class="header" cellpadding="0" cellspacing="0" role="presentation"><tr><td style="width: 600px"><![endif]--> <div class="logo emb-logo-margin-box" style="font-size: 26px;line-height: 32px;Margin-top: 6px;Margin-bottom: 20px;color: #41637e;font-family: Avenir,sans-serif;Margin-left: 20px;Margin-right: 20px;" align="center"> <div class="logo-center" align="center" id="emb-email-header"><a style="text-decoration: none;transition: opacity 0.1s ease-in;color: #41637e;" href="https://totavi.cmail19.com/t/y-l-qdhejt-duhkhyultu-r/"><img style="display: block;height: auto;width: 100%;border: 0;max-width: 314px;" src="https://i1.cmail19.com/ei/y/F0/9A3/2A6/031638/csfinal/cardsftw-medium-gradient-logo-for-white-background.png" alt="[CardsFTW Logo]" width="314"></a></div> </div> <!--[if mso]></td></tr></table><![endif]--> </div> </div> <div> <div class="layout one-col fixed-width stack" style="Margin: 0 auto;max-width: 600px;min-width: 320px; width: 320px;width: calc(28000% - 167400px);overflow-wrap: break-word;word-wrap: break-word;word-break: break-word;"> <div class="layout__inner" style="border-collapse: collapse;display: table;width: 100%;background-color: #ffffff;"> <!--[if mso]><table align="center" cellpadding="0" cellspacing="0" role="presentation"><tr class="layout-fixed-width" style="background-color: #ffffff;"><td style="width: 600px" class="w560"><![endif]--> <div class="column" style="text-align: left;color: #717a8a;font-size: 16px;line-height: 24px;font-family: sans-serif;"> <div style="Margin-left: 20px;Margin-right: 20px;Margin-top: 24px;"> <div style="mso-line-height-rule: exactly;line-height: 8px;font-size: 1px;">&nbsp;</div> </div> <div style="Margin-left: 20px;Margin-right: 20px;"> <div style="mso-line-height-rule: exactly;line-height: 16px;font-size: 1px;">&nbsp;</div> </div> <div style="Margin-left: 20px;Margin-right: 20px;"> <div style="mso-line-height-rule: exactly;mso-text-raise: 11px;vertical-align: middle;"> <p style="Margin-top: 0;Margin-bottom: 0;"><span style="text-decoration: inherit;color: #717a8a;">Hi roger,</span></p><p style="Margin-top: 20px;Margin-bottom: 20px;"><span style="text-decoration: inherit;color: #717a8a;">As a valued member of our CardsFTW community, I'm excited to share something new we've been working on at Totavi: the Totavi App.</span></p> </div> </div> <div style="font-size: 12px;font-style: normal;font-weight: normal;line-height: 19px;" align="center"> <a style="text-decoration: underline;transition: opacity 0.1s ease-in;color: #b81d23;" href="https://totavi.cmail19.com/t/y-l-qdhejt-duhkhyultu-y/"><img style="border: 0;display: block;height: auto;width: 100%;max-width: 309px;" alt="[Totavi App on a Macbook]" width="309" src="https://i1.cmail19.com/ei/y/F0/9A3/2A6/031638/csfinal/fintech-navigator-990b6d000003cf3c.png"></a> </div> <div style="Margin-left: 20px;Margin-right: 20px;Margin-top: 20px;"> <div style="mso-line-height-rule: exactly;mso-text-raise: 11px;vertical-align: middle;"> <p style="Margin-top: 0;Margin-bottom: 0;"><span style="text-decoration: inherit;color: #717a8a;">With the app, you&#8217;ll be able to access the Fintech Navigator, our database of card programs and the companies behind them. It shows who is working with whom across banks, investors, and providers. At Totavi, we rely on this data to map the ecosystem and track the connections between programs. You can browse banks and investors with a free app account, but to access the full database, you'll need a Totavi Pro membership.&nbsp;</span></p><p style="Margin-top: 20px;Margin-bottom: 0;">When you are ready to go deeper, a Totavi Pro membership unlocks more than just the Fintech Navigator; you'll also get access to our full research library, including our latest report that just launched this week, the 2025&nbsp;Debit Card Program Manager Report. It&nbsp;features:</p><ul style="Margin-top: 20px;Margin-bottom: 20px;Margin-left: 24px;padding: 0;list-style-type: disc;"><li style="Margin-top: 20px;Margin-bottom: 0;Margin-left: 0;color: #717a8a;">Side-by-side comparison of nine program managers</li><li style="Margin-top: 0;Margin-bottom: 0;Margin-left: 0;color: #717a8a;">Market growth projections</li><li style="Margin-top: 0;Margin-bottom: 0;Margin-left: 0;color: #717a8a;">Guidance on debit vs. credit programlaunches</li><li style="Margin-top: 0;Margin-bottom: 0;Margin-left: 0;"><p style="Margin-top: 0;Margin-bottom: 20px;">Eleven charts and graphs across 26 pages</p></li></ul> </div> </div> <div style="Margin-left: 20px;Margin-right: 20px;"> <div class="btn btn--flat btn--large" style="Margin-bottom: 20px;text-align: center;"> <!--[if !mso]><!--><a style="border-radius: 4px;display: inline-block;font-size: 14px;font-weight: bold;line-height: 24px;padding: 12px 24px;text-align: center;text-decoration: none !important;transition: opacity 0.1s ease-in;color: #ffffff !important;background-color: #b81d23;font-family: sans-serif;" href="https://totavi.cmail19.com/t/y-l-qdhejt-duhkhyultu-j/">Explore the Totavi App</a><!--<![endif]--> <!--[if mso]><p style="line-height:0;margin:0;">&nbsp;</p><v:roundrect xmlns:v="urn:schemas-microsoft-com:vml" href="https://totavi.cmail19.com/t/y-l-qdhejt-duhkhyultu-j/" style="width:149.25pt" arcsize="9%" fillcolor="#B81D23" stroke="f"><v:textbox style="mso-fit-shape-to-text:t" inset="0pt,8.25pt,0pt,8.25pt"><center style="font-size:14px;line-height:24px;color:#FFFFFF;font-family:sans-serif;font-weight:bold;mso-line-height-rule:exactly;mso-text-raise:1.5px">Explore the Totavi App</center></v:textbox></v:roundrect><![endif]--></div> </div> <div style="Margin-left: 20px;Margin-right: 20px;Margin-bottom: 24px;"> <div style="mso-line-height-rule: exactly;mso-text-raise: 11px;vertical-align: middle;"> <p style="Margin-top: 0;Margin-bottom: 0;">Thanks for being part of this community. CardsFTW started as a way for me to share ideas and keep track of the industry, and it&#8217;s grown because of readers like you. Totavi Pro is an extension of that same effort, and I hope you&#8217;ll explore it.</p><p style="Margin-top: 20px;Margin-bottom: 0;">Enjoy!</p><p style="Margin-top: 20px;Margin-bottom: 0;">Matthew</p> </div> </div> </div> <!--[if mso]></td></tr></table><![endif]--> </div> </div> <div style="mso-line-height-rule: exactly;line-height: 20px;font-size: 20px;">&nbsp;</div> </div> <div role="contentinfo"><div style="line-height:4px;font-size:4px;" id="footer-top-spacing">&nbsp;</div><div class="layout email-flexible-footer email-footer" style="Margin: 0 auto;max-width: 600px;min-width: 320px; width: 320px;width: calc(28000% - 167400px);overflow-wrap: break-word;word-wrap: break-word;word-break: break-word;" id="footer-content"> <div class="layout__inner left-aligned-footer" style="border-collapse: collapse;display: table;width: 100%;"> <!--[if mso]><table align="center" cellpadding="0" cellspacing="0" role="presentation"><tr class="layout-email-footer"><![endif]--> <!--[if mso]><td><table cellpadding="0" cellspacing="0"><![endif]--> <!--[if mso]><td valign="top"><![endif]--> <div class="column" style="text-align: left;font-size: 12px;line-height: 19px;color: #717a8a;font-family: sans-serif;"> <div class="footer-logo emb-logo-margin-box" style="font-size: 26px;line-height: 32px;Margin-top: 6px;Margin-bottom: 20px;color: #7b663d;font-family: Roboto,Tahoma,sans-serif;" align="center"> <div style="margin-right: 20px;" emb-flexible-footer-logo align="center"><a style="text-decoration: none;transition: opacity 0.1s ease-in;color: #7b663d;" href="https://totavi.cmail19.com/t/y-l-qdhejt-duhkhyultu-t/"><img style="border: 0;display: block;height: auto;width: 100%;max-width: 50px;" src="https://i1.cmail19.com/ei/y/F0/9A3/2A6/031637/csfinal/totavi_circle_150.jpg" alt="[Totavi Logo]" width="50"></a></div> </div> </div> <!--[if mso]></td><![endif]--> <!--[if mso]><td valign="top"><![endif]--> <div class="column" style="text-align: left;font-size: 12px;line-height: 19px;color: #717a8a;font-family: sans-serif;display: none;"> <div style="margin-left: 0;margin-right: 0;Margin-top: 10px;Margin-bottom: 10px;"> <div class="footer__share-button"> </div> </div> </div> <!--[if mso]></td><![endif]--> <!--[if mso]><td valign="top"><![endif]--> <table style="border-collapse: collapse;table-layout: fixed;display: inline-block;width: 530px;" cellpadding="0" cellspacing="0"><tbody><tr><td><div class="column js-footer-additional-info" style="text-align: left;font-size: 12px;line-height: 19px;color: #717a8a;font-family: sans-serif;width: 530px;"> <div style="margin-left: 0;margin-right: 0;Margin-top: 10px;Margin-bottom: 10px;"> <div class="email-footer__additional-info" style="font-size: 12px;line-height: 19px;margin-bottom: 18px;margin-top: 0px;"> <div bind-to="address"><p class="email-flexible-footer__additionalinfo--center" style="Margin-top: 0;Margin-bottom: 0;">CardsFTW is published by Totavi, LLC, 2108 N St., Ste. N, Sacramento, CA 95816</p></div> </div> <div class="email-footer__additional-info" style="font-size: 12px;line-height: 19px;margin-bottom: 18px;margin-top: 0px;"> <div><p class="email-flexible-footer__additionalinfo--center" style="Margin-top: 0;Margin-bottom: 0;">Totavi is a boutique consulting firm specializing in fintech.&nbsp;</p><p class="email-flexible-footer__additionalinfo--center" style="Margin-top: 0;Margin-bottom: 0;">Visit&nbsp;<a style="text-decoration: underline;transition: opacity 0.1s ease-in;color: #717a8a;" href="https://totavi.cmail19.com/t/y-l-qdhejt-duhkhyultu-i/">www.totavi.com</a>&nbsp;to learn more.</p></div> </div> <div class="email-footer__additional-info" style="font-size: 12px;line-height: 19px;margin-bottom: 15px;"> <div bind-to="permission"><p class="email-flexible-footer__additionalinfo--center" style="Margin-top: 0;Margin-bottom: 0;">You are receiving this email because you are a subscriber to CardsFTW.</p></div> </div> <div class="email-footer__additional-info" style="font-size: 12px;line-height: 19px;margin-bottom: 15px;"> <a style="text-decoration: underline;transition: opacity 0.1s ease-in;color: #717a8a;" href="https://totavi.cmail19.com/t/y-u-qdhejt-duhkhyultu-u/" lang="en">Unsubscribe</a> </div> <!--[if mso]>&nbsp;<![endif]--> </div> </div></td></tr></tbody></table> <!--[if mso]></table></td><![endif]--> <!--[if mso]></td></tr></table><![endif]--> </div> </div><div style="line-height:40px;font-size:40px;" id="footer-bottom-spacing">&nbsp;</div></div> </td></tr></tbody></table> <style type="text/css"> @media (max-width:619px){.email-flexible-footer .left-aligned-footer .column,.email-flexible-footer .center-aligned-footer,.email-flexible-footer .right-aligned-footer .column{max-width:100% !important;text-align:center !important;width:100% !important}.flexible-footer-logo{margin-left:0px !important;margin-right:0px !important}.email-flexible-footer .left-aligned-footer .flexible-footer__share-button__container,.email-flexible-footer .center-aligned-footer .flexible-footer__share-button__container,.email-flexible-footer .right-aligned-footer .flexible-footer__share-button__container{display:inline-block;margin-left:5px !important;margin-right:5px !important}.email-flexible-footer__additionalinfo--center{text-align:center !important}.email-flexible-footer .left-aligned-footer table,.email-flexible-footer .center-aligned-footer table,.email-flexible-footer .right-aligned-footer table{display:table !important;width:100% !important}.email-flexible-footer .footer__share-button,.email-flexible-footer .email-footer__additional-info{margin-left:20px;margin-right:20px}} </style><img style="visibility: hidden !important; display: block !important; height:1px !important; width:1px !important; border: 0 !important; margin: 0 !important; padding: 0 !important" src="https://totavi.cmail19.com/t/y-o-qdhejt-duhkhyultu/o.gif" width="1" height="1" border="0" alt=""> </body></html>
  13. Canadian Fintech: Fintech Copies Bank 👯‍♀️

    Mon, 06 Oct 2025 12:32:42 -0000

    <html style="scrollbar-width: thin;scrollbar-color: rgb(219,219,219)rgb(255,255,255);"><head><meta charset="utf-8"><title>Canadian Fintech: Fintech Copies Bank &#128111;&#8205;&#9792;&#65039;</title><style> @media (max-width: 1024px) { .typography .pullquote-align-left, .typography.editor .pullquote-align-left, .typography .pullquote-align-right, .typography.editor .pullquote-align-right, .typography .pullquote-align-wide, .typography.editor .pullquote-align-wide, .typography .pullquote-align-center, .typography.editor .pullquote-align-center { float: none; margin: 0 auto; width: 100%; max-width: 100%; } } @media all and (-ms-high-contrast: none), (-ms-high-contrast: active) { .typography .markup table.image-wrapper img, .typography.editor .markup table.image-wrapper img, .typography .markup table.kindle-wrapper img, .typography.editor .markup table.kindle-wrapper img { max-width: 550px; } } @media (min-width: 1024px) { .typography:not(:has(#toc)) .captioned-image-container figure:has(> a.image2-offset-left), .typography.editor:not(:has(#toc)) .captioned-image-container figure:has(> a.image2-offset-left) { margin-left: var(--image-offset-margin); 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width: 25%; display: block; } .audio-player-wrapper-fancy .audio-player .btn-group { display: flex; } .audio-player-wrapper-fancy .audio-player .btn-group .button:first-of-type { display: block; } } @media (min-width: 400px) { .audio-player-wrapper-fancy .audio-player .audio-player-hero-image-container { padding-top: 40%; width: 40%; } } @media (max-width: 400px) { .audio-player-wrapper-fancy .audio-player .btn-group { margin-top: 12px; } .audio-player-wrapper-fancy .audio-player .btn-group .button { font-size: 13px; padding: 6px 12px; height: auto; margin-top: 10px; } } @media (min-width: 600px) { .audio-player-wrapper-fancy .audio-player .audio-player-hero-image-container { padding-top: 55%; width: 55%; } } @media (max-width: 650px) { .poll-editor-modal { min-width: calc(100% - 20px); } } @media (max-width: 750px) { .poll-embed .poll-anchor-target .poll-anchor-copy-button { left: 8px; top: 45px; } }</style></head><body class="email-body" style="font-kerning: auto;--image-offset-margin: -120px;"><img src="https://eotrx.substackcdn.com/open?token=eyJtIjoiPDIwMjUxMDA2MTIzMjE3LjMuOGZkMDE5YzkwYjVkODViYUBtZy1kMS5zdWJzdGFjay5jb20-IiwidSI6MTkyNTY5NTEyLCJyIjoiMDc0ZGw1a3VmZnYzMDRvdUBuZXdzbGV0dGVyLnJvZGVvIiwiZCI6Im1nLWQxLnN1YnN0YWNrLmNvbSIsInAiOjE3NTQxOTQzMCwidCI6Im5ld3NsZXR0ZXIiLCJhIjoiZXZlcnlvbmUiLCJzIjo2NjMzNTMsImMiOiJwb3N0IiwiZiI6dHJ1ZSwicG9zaXRpb24iOiJ0b3AiLCJpYXQiOjE3NTk3NTM5NTcsImV4cCI6MTc2MjM0NTk1NywiaXNzIjoicHViLTAiLCJzdWIiOiJlbyJ9.mu98u8u6n0xmx0Sfexqc5k8vdkVdq9yDr8Zxbhjwi0I" alt="" width="1" height="1" border="0" style="height:1px !important;width:1px !important;border-width:0 !important;margin-top:0 !important;margin-bottom:0 !important;margin-right:0 !important;margin-left:0 !important;padding-top:0 !important;padding-bottom:0 !important;padding-right:0 !important;padding-left:0 !important;"/><div class="preview" style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">Manzil crosses $100m. ATB CEO steps down. TD rebounds.</div><div class="preview" style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; 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ATB CEO steps down. TD rebounds.</h3><table class="post-meta" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0" style="margin: 1em 0;height: 20px;align-items: center;"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA custom-css-email-post-author" style="list-style: none;font-size: 11px;line-height: 20px;text-decoration: unset;color: rgb(54,55,55);margin: 0;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;"><a class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;color: rgb(54,55,55);margin: 0;font-size: 11px;line-height: 20px;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;text-decoration: none" href="https://substack.com/@talschwartz">Tal Schwartz</a></div></td></tr></tbody></table></td></tr><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-secondary-ls1g8s line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;font-size: 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Welcome back to the Canadian Fintech Newsletter, an industry roundup for founders, operators and investors.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Every Monday we break down the hottest topics in the industry in under 3 minutes.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>If you&#8217;re a </span><a href="https://substack.com/redirect/2c2b9218-cb70-4173-9cfb-7fdde2e942c0?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">paid subscriber</a><span>, you also get access to the </span><a href="https://substack.com/redirect/8c155cf7-3952-4a92-a9e2-82f38627248f?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Canadian Fintech Database</a><span> - a detailed list of every fintech acquisition in Canada.</span></p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Was this forwarded to you? Become one of our 13,239 subscribers by clicking below.</p><div class="subscribe-widget is-signed-up" data-component-name="SubscribeWidget" style="margin: 0 0 1em;direction: ltr;font-size: 16px;line-height: 26px;"><div class="pencraft pc-reset button-wrapper" style="text-decoration: unset;list-style: none;font-size: 16px;line-height: 26px;text-align: center;cursor: pointer;border-radius: 4px;"><a class="button subscribe-btn primary" href="https://substack.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.uDPndT3UpUuRTFr4rwgf-Rjs2inEnp2nwWHu7YQJbvM?&utm_medium=email&utm_source=subscribe-widget&utm_content=175419430" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;box-sizing: border-box;cursor: pointer;border: none;border-radius: 8px;font-size: 14px;line-height: 20px;font-weight: 600;text-align: center;opacity: 1;outline: none;white-space: nowrap;text-decoration: none !important;margin: 0 auto;background-color: #e85c57;color: #ffffff !important;padding: 12px 20px;height: auto;"><span style="color: #ffffff;text-decoration: none;">Upgrade to paid</span></a></div></div><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128176; Funding</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Binta</strong><span>, a tool for immigrants to verify their international credit history for lenders and landlords </span><a href="https://substack.com/redirect/e8ceb859-c6fc-4e0d-a686-eaba99d25aef?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">won</a><span> $110k at an Innovate BC pitch competition.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#129309; M&amp;A</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Centro</strong><span>, a platform for ecommerce sellers to manage their inventory across multiple vendors and sales channels was </span><a href="https://substack.com/redirect/cecde2e6-295a-4530-81a4-83b93f72da0b?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> by </span><strong>Rose Rocket</strong><span>, a logistics management platform also based in Toronto.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Open Text</strong><span>, a publicly traded IT service provider is </span><a href="https://substack.com/redirect/a8937b2a-dbcc-4d8f-9fed-58db9ae71618?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">selling</a><span> off eDOCS to </span><strong>NetDocuments</strong><span> for USD $163m.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">eDOCS represents less than 1% of company revenue and helps OT focus on its booming cloud business.</p></li></ul></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128640; Product</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>&#8203;&#8203;TD</strong><span>&#8217;s new CEO is </span><a href="https://substack.com/redirect/902926e0-429d-4a02-b31c-e3f5c1391ec5?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">targeting</a><span> 7-10% growth by cutting over $2b in costs and pumping up their wealth management business.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>This is despite operating under an </span><a href="https://substack.com/redirect/e67979cf-49d2-4926-a6ee-a3ae1997d596?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">asset cap</a><span> in the US that regulators penalized TD with for an anti-money laundering scandal.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>EQ Bank</strong><span>&#8217;s card hit $1b in loads. It&#8217;s a pre-paid </span><strong>Mastercard</strong><span> </span><a href="https://substack.com/redirect/98dd1f34-3f54-4a48-a23e-8a465ca03ece?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">powered</a><span> by </span><strong>Berkeley</strong><span>.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Several Canadian banks have </span><a href="https://substack.com/redirect/c018b413-c275-46a7-8e1b-b5182e3c5354?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">joined</a><span> a group of 30 global FIs helping the </span><strong>SWIFT</strong><span> payment network design a blockchain.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Venn</strong><span>, a small business banking platform </span><a href="https://substack.com/redirect/13e9cc6b-b6a2-4956-b443-770a3621c5b5?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launched</a><span> a free incorporation feature.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Acquiring SMBs at the point of incorporation makes so much sense. </span><strong>RBC</strong><span> has been doing this successfully for years via </span><strong>Ownr</strong><span>, an </span><strong>RBCx</strong><span> product.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Hiive</strong><span>, a marketplace for private companies to sell pre-IPO shares, </span><a href="https://substack.com/redirect/1acd9ef0-7c74-4026-a847-cb3e76f9236b?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launched</a><span> a fund pooling their 7 most in demand companies.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Last year they </span><a href="https://substack.com/redirect/d81d4a05-655f-4dfb-890a-405f9c9067da?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launched</a><span> an index of their 50 most liquid securities.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Manzil</strong><span> </span><a href="https://substack.com/redirect/09259a7e-c427-4308-96f6-30e87c148703?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">hit</a><span> $100m in total halal mortgage financings. This is 2x from last year.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h6 style="font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;"><strong>A MESSAGE FROM THE CANADIAN LENDERS SUMMIT</strong></h6><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;"><strong>The Largest Conference for Lenders in Canada</strong></h4><div class="captioned-image-container-static" style="font-size: 16px;line-height: 26px;margin: 32px auto;"><figure style="width: 100%;margin: 0 auto;"><table class="image-wrapper" width="100%" border="0" cellspacing="0" cellpadding="0" data-component-name="Image2ToDOMStatic" style="mso-padding-alt: 1em 0 1.6em;"><tbody><tr><td style="text-align: center;"></td><td class="content" align="left" width="1456" style="text-align: center;"><a class="image-link" target="_blank" href="https://substack.com/redirect/69047427-3846-45eb-a8ca-9a2c747b7c0b?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"><img class="wide-image" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/813ba24f-e4b4-4778-b411-5621b860cf5d_9504x4752.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:728,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:18410037,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://financeevents.ca/evnt/2025-canadian-lenders-summit/&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://canadianfintech.substack.com/i/175419430?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F813ba24f-e4b4-4778-b411-5621b860cf5d_9504x4752.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" alt="" width="550" height="275" src="https://substackcdn.com/image/fetch/$s_!F_1r!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F813ba24f-e4b4-4778-b411-5621b860cf5d_9504x4752.png" style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"></a></td><td style="text-align: center;"></td></tr></tbody></table></figure></div><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#9878;&#65039; Policy</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Finance Canada</strong><span> has finally put </span><a href="https://substack.com/redirect/a7ebc443-f2d9-4d3a-b18e-a629feeb8438?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">into force</a><span> changes to the Canadian Payments Act that will allow fintechs to become members of </span><strong>Payments Canada</strong><span>, the group that owns and operators core Canadian payment systems.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Cash use in Canada </span><a href="https://substack.com/redirect/158d906c-a056-4972-93c5-17a0a6ad98b0?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">declined</a><span> 14% from 2019 to 2024.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;"><strong>&#129485;</strong><span>People</span></h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>The CEO of </span><strong>ATB Financial</strong><span> is </span><a href="https://substack.com/redirect/3dac040a-68ba-495d-be5b-501cfd4c698c?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">retiring</a><span>.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Every month I invest $250k in an early stage Canadian fintech.</p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Raising money? </strong><a href="https://substack.com/redirect/5cff061c-29b1-487d-a233-7fb068fc74ea?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Fill out this form</a></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Want to invest? </strong><a href="https://substack.com/redirect/3525860e-9571-4384-b086-d9a50f0fa70b?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Fill out this form</a></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Want to get in front of 13,239 fintech decision makers? Reply to this email to become a sponsor.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Have a great week! See ya &#128075;</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;margin-bottom: 0;"><span>-</span><a href="https://substack.com/redirect/65fd31e2-9e7e-4221-9528-8055ed281119?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Tal Schwartz</a></p></div></div><div class="container-border" style="margin: 32px 0 0;width: 100%;box-sizing: border-box;border-top: 1px solid #e6e6e6;font-size: 16px;line-height: 26px;"></div><div class="post-cta typography markup" style="--image-offset-margin: -120px;font-family: 'SF Pro Display', -apple-system, system-ui, BlinkMacSystemFont, 'Inter', 'Segoe UI', Roboto, Helvetica, Arial, sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol';font-weight: 400;text-align: initial;word-break: break-word;margin-bottom: 32px;margin: 32px 0;font-size: 16px;line-height: 26px;"><p class="referrals-cta-text" style="color: 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10px 20px;margin: 0;opacity: 1;outline: none;white-space: nowrap;color: #ffffff !important;text-decoration: none !important;background-color: #e85c57;">Invite Friends</a></p></div><table class="email-ufi-2-bottom" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0" style="border-top: 1px solid rgb(0,0,0,.1);border-bottom: 1px solid rgb(0,0,0,.1);min-width: 100%;"><tbody><tr height="16"><td height="16" style="font-size:0px;line-height:0;">&nbsp;</td></tr><tr><td><table role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0" style="margin:0 auto;"><tbody><tr><td style="vertical-align:middle;"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td align="center"><a class="email-button-outline" href="https://substack.com/app-link/post?publication_id=663353&post_id=175419430&utm_source=substack&isFreemail=true&submitLike=true&token=eyJ1c2VyX2lkIjoxOTI1Njk1MTIsInBvc3RfaWQiOjE3NTQxOTQzMCwicmVhY3Rpb24iOiLinaQiLCJpYXQiOjE3NTk3NTM5NTcsImV4cCI6MTc2MjM0NTk1NywiaXNzIjoicHViLTY2MzM1MyIsInN1YiI6InJlYWN0aW9uIn0.07Q46emsFk1G73ujPf6QygKf50qaymBc-2LlPmx2bIY&utm_medium=email&utm_campaign=email-reaction&r=36nfl4" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;font-weight: 500;border: 1px solid rgb(0,0,0,.1);border-radius: 9999px;text-transform: uppercase;font-size: 12px;line-height: 12px;padding: 9px 14px;text-decoration: none;color: rgb(119,119,119);"><img class="icon" src="https://substackcdn.com/image/fetch/$s_!PeVs!,w_36,c_scale,f_png,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack.com%2Ficon%2FLucideHeart%3Fv%3D4%26height%3D36%26fill%3Dnone%26stroke%3D%2523808080%26strokeWidth%3D2" width="18" height="18" style="margin-right: 8px;min-width: 18px;min-height: 18px;border: none;vertical-align: middle;max-width: 18px" alt=""><span class="email-button-text" style="vertical-align: middle;">Like</span></a></td></tr></tbody></table></td><td width="8" style="min-width: 8px"></td><td style="vertical-align:middle;"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td align="center"><a class="email-button-outline" href="https://substack.com/app-link/post?publication_id=663353&post_id=175419430&utm_source=substack&utm_medium=email&isFreemail=true&comments=true&token=eyJ1c2VyX2lkIjoxOTI1Njk1MTIsInBvc3RfaWQiOjE3NTQxOTQzMCwiaWF0IjoxNzU5NzUzOTU3LCJleHAiOjE3NjIzNDU5NTcsImlzcyI6InB1Yi02NjMzNTMiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.OLVtzk1NO29IUIkHbaCw2DZKu4No_PegL3PqmK_pgps&r=36nfl4&utm_campaign=email-half-magic-comments&action=post-comment&utm_source=substack&utm_medium=email" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;font-weight: 500;border: 1px solid rgb(0,0,0,.1);border-radius: 9999px;text-transform: uppercase;font-size: 12px;line-height: 12px;padding: 9px 14px;text-decoration: none;color: rgb(119,119,119);"><img class="icon" src="https://substackcdn.com/image/fetch/$s_!x1tS!,w_36,c_scale,f_png,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack.com%2Ficon%2FLucideComments%3Fv%3D4%26height%3D36%26fill%3Dnone%26stroke%3D%2523808080%26strokeWidth%3D2" width="18" height="18" style="margin-right: 8px;min-width: 18px;min-height: 18px;border: none;vertical-align: middle;max-width: 18px" alt=""><span class="email-button-text" style="vertical-align: middle;">Comment</span></a></td></tr></tbody></table></td><td width="8" style="min-width: 8px"></td><td style="vertical-align:middle;"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td align="center"><a class="email-button-outline" href="https://substack.com/redirect/2/eyJlIjoiaHR0cHM6Ly9vcGVuLnN1YnN0YWNrLmNvbS9wdWIvY2FuYWRpYW5maW50ZWNoL3AvY2FuYWRpYW4tZmludGVjaC1maW50ZWNoLWNvcGllcy1iYW5rP3V0bV9zb3VyY2U9c3Vic3RhY2smdXRtX21lZGl1bT1lbWFpbCZ1dG1fY2FtcGFpZ249ZW1haWwtcmVzdGFjay1jb21tZW50JmFjdGlvbj1yZXN0YWNrLWNvbW1lbnQmcj0zNm5mbDQmdG9rZW49ZXlKMWMyVnlYMmxrSWpveE9USTFOamsxTVRJc0luQnZjM1JmYVdRaU9qRTNOVFF4T1RRek1Dd2lhV0YwSWpveE56VTVOelV6T1RVM0xDSmxlSEFpT2pFM05qSXpORFU1TlRjc0ltbHpjeUk2SW5CMVlpMDJOak16TlRNaUxDSnpkV0lpT2lKd2IzTjBMWEpsWVdOMGFXOXVJbjAuT0xWdHprMU5PMjlJVUlrSGJhQ3cyRFpLdTROb19QZWdMM1BxbUtfcGdwcyIsInAiOjE3NTQxOTQzMCwicyI6NjYzMzUzLCJmIjp0cnVlLCJ1IjoxOTI1Njk1MTIsImlhdCI6MTc1OTc1Mzk1NywiZXhwIjoyMDc1MzI5OTU3LCJpc3MiOiJwdWItMCIsInN1YiI6ImxpbmstcmVkaXJlY3QifQ.Su_Rk69FODmoXa_tqHLMu1ELeNNDVkKoaRB2PvyQGVs?&utm_source=substack&utm_medium=email" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;font-weight: 500;border: 1px solid rgb(0,0,0,.1);border-radius: 9999px;text-transform: uppercase;font-size: 12px;line-height: 12px;padding: 9px 14px;text-decoration: none;color: rgb(119,119,119);"><img class="icon" src="https://substackcdn.com/image/fetch/$s_!5EGt!,w_36,c_scale,f_png,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack.com%2Ficon%2FNoteForwardIcon%3Fv%3D4%26height%3D36%26fill%3Dnone%26stroke%3D%2523808080%26strokeWidth%3D2" width="18" height="18" style="margin-right: 8px;min-width: 18px;min-height: 18px;border: none;vertical-align: middle;max-width: 18px" alt=""><span class="email-button-text" style="vertical-align: middle;">Restack</span></a></td></tr></tbody></table></td></tr></tbody></table></td><td align="right"><tablerole="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr></tr></tbody></table></td></tr></tbody></table></td></tr><tr height="16"><td height="16" style="font-size:0px;line-height:0;">&nbsp;</td></tr></tbody></table><div class="footer footer-ZM59BM" style="color: rgb(119,119,119);text-align: center;font-size: 16px;line-height: 26px;padding: 24px0;"><div style="font-size: 16px;line-height: 26px;padding-bottom: 24px"><p class="pencraft pc-reset color-secondary-ls1g8s size-12-mmZ61m reset-IxiVJZ small meta-B2bqa5" style="list-style: none;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';padding-bottom: 0;font-size: 12px;line-height: 16px;margin: 0;color: rgb(119,119,119);text-decoration: unset;">&#169; 2025 <span>Tal Schwartz</span><br>221 Clinton St. Toronto, Canada, M6G 2Y4 <br><a 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  14. CardsFTW #175: The Fintech Navigator

    Wed, 01 Oct 2025 17:00:40 -0000

    <!doctype html> <html> <head> <meta name="viewport" content="width=device-width"> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <!--[if mso]><xml><o:OfficeDocumentSettings><o:PixelsPerInch>96</o:PixelsPerInch><o:AllowPNG/></o:OfficeDocumentSettings></xml><![endif]--> <title>CardsFTW #175: The Fintech Navigator</title> <style> .post-title-link { display: block; margin-top: 32px; color: #15212A; text-align: center; line-height: 1.1em; } .post-title-link-left { text-align: left; } .view-online-link { word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); text-decoration: underline !important; } .kg-nft-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; font-size: 14px; line-height: 1.3em; padding-top: 4px; padding-right: 20px; padding-left: 20px; padding-bottom: 4px; } .kg-twitter-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; font-size: 15px; padding: 8px; line-height: 1.3em; } .kg-cta-link-accent .kg-cta-sponsor-label a { color: #F9A60D !important; } .kg-cta-text a:not(.kg-cta-link-accent .kg-cta-text a) { color: #15212A; text-decoration: underline; } .kg-cta-link-accent .kg-cta-text a { color: #F9A60D !important; } .kg-audio-link { color: #15212a !important; color: rgba(0, 0, 0, 0.6) !important; } @media only screen and (max-width: 620px) { table.body { width: 100%; min-width: 100%; } .hide-mobile { display: none; } .mobile-only { display: initial !important; } .hide-desktop { display: initial !important; } .desktop-only { display: none !important; } table.body p, table.body ul, table.body ol, table.body td { font-size: 16px; } table.header .post-excerpt { font-size: 16px !important; } table.body .kg-callout-card { padding: 16px 24px !important; } table.body .kg-callout-text { font-size: 16px !important; line-height: 1.5em !important; } table.body pre { white-space: pre-wrap !important; word-break: break-word !important; } table.body .content { padding: 0 !important; } table.body .container { padding: 0 !important; width: 100% !important; } table.body .main, table.header .header-main { border-spacing: 10px 0 !important; border-left-width: 0 !important; border-radius: 0 !important; border-right-width: 0 !important; } table.body .img-responsive { height: auto !important; max-width: 100% !important; width: auto !important; } table.header .site-icon { padding-top: 0 !important; } table.header .site-info { padding-top: 24px !important; } table.header .post-title-link { margin-top: 24px !important; } table.header .post-meta-wrapper { padding-bottom: 24px !important; } table.header .site-icon img { width: 36px !important; height: 36px !important; } table.header .site-url a { font-size: 13px !important; padding-bottom: 16px !important; } table.header .post-meta, table.header .post-meta-date { white-space: normal !important; font-size: 13px !important; line-height: 1.2em; } table.header .post-meta, table.header .view-online { width: 100% !important; } table.header .post-meta-left, table.header .post-meta-left.view-online { width: 100% !important; text-align: left !important; } table.header .post-meta.view-online-mobile { display: table-row !important; } table.header .post-meta-left.view-online-mobile, table.header .post-meta-left.view-online-mobile .view-online { text-align: left !important; } table.header .post-meta.view-online.desktop { display: none !important; } table.header .view-online { text-decoration: underline; } table.body .footer p, table.body .footer p span { font-size: 13px !important; } table.header .view-online-link, table.body .footer, table.body .footer a { font-size: 13px !important; } table.header .post-title a { font-size: 26px !important; line-height: 1.1em !important; } table.feedback-buttons { display: table !important; width: 100% !important; max-width: 390px; } table.feedback-buttons img { display: inherit !important; } table.body .feedback-button-text { display: none!important; } table.body .latest-posts-header { font-size: 12px !important; } table.body .latest-post-title { padding-right: 8px !important; } table.body .latest-post h4, table.body .latest-post h4 span { padding: 4px 0 6px !important; font-size: 15px !important; } table.body .latest-post-excerpt, table.body .latest-post-excerpt a, table.body .latest-post-excerpt span { font-size: 13px !important; line-height: 1.2 !important; } table.body .subscription-box h3 { font-size: 14px !important; } table.body .subscription-box p, table.body .subscription-box p span { font-size: 13px !important; } table.body .subscription-details, table.body .manage-subscription { display: inline-block; width: 100%; text-align: left !important; font-size: 13px !important; } table.body .subscription-details { padding-bottom: 12px; } table.body .kg-bookmark-card { width: 90vw; } table.body .kg-bookmark-thumbnail { display: none !important; } table.body .kg-bookmark-metadata span { font-size: 13px !important; } table.body .kg-embed-card { max-width: 90vw !important; } table.body h1 { font-size: 32px !important; 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} .kg-card-figcaption p, .kg-card-figcaption p span { font-size: 13px!important; } table.body .kg-cta-card { padding: 0 20px; } table.body .kg-cta-card.kg-cta-bg-none { padding: 0; } table.body .kg-cta-sponsor-label { padding: 10px 0; } table.body table.kg-cta-content-wrapper:not(.kg-cta-bg-none.kg-cta-no-dividers table.kg-cta-content-wrapper) { padding: 20px 0; } table.body .kg-cta-immersive.kg-cta-has-img:not(.kg-cta-bg-none):not(.kg-cta-no-label) table.kg-cta-content-wrapper { padding-top: 0; } table.body .kg-cta-minimal .kg-cta-image-container { padding-right: 20px; } table.body .kg-cta-immersive .kg-cta-image-container { padding-bottom: 20px; } table.body .kg-cta-immersive.kg-cta-no-text .kg-cta-image-container { padding-bottom: 0; } table.body .kg-cta-button-container { padding-top: 16px; } table.body .kg-cta-minimal .kg-cta-image-container { display: inline-block !important; width: 100% !important; padding: 0 !important; padding-bottom: 16px !important; padding-right: 0 !important; } table.body .kg-cta-minimal .kg-cta-content-inner { display: inline-block !important; width: 100% !important; padding: 0 !important; } table.body .kg-cta-minimal img.kg-cta-image { width: 52px !important; height: 52px !important; } } @media all { .subscription-details p.hidden { display: none !important; } .ExternalClass { width: 100%; } .ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td, .ExternalClass div { line-height: 100%; } .apple-link a { color: inherit !important; font-family: inherit !important; font-size: inherit !important; font-weight: inherit !important; line-height: inherit !important; text-decoration: none !important; } #MessageViewBody a { color: inherit; text-decoration: none; font-size: inherit; font-family: inherit; font-weight: inherit; line-height: inherit; } } </style> <!--[if mso]> <style type="text/css"> ul, ol { margin-left: 1.5em !important; } </style> <![endif]--> </head> <body style="background-color: #fff; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; -webkit-font-smoothing: antialiased; font-size: 18px; line-height: 0; margin: 0; padding: 0; -ms-text-size-adjust: 100%; -webkit-text-size-adjust: 100%; color: #15212A;"> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;">Plus, my Amex is very shiny, airline debit and credit cards, and more</span> <!-- HEADER WITH FULL-WIDTH BACKGROUND --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header" width="100%" style="mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 1.4; background-color: #ffffff; width: 100%; border-spacing: 0; border-collapse: collapse;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <!-- Header content constrained to 600px --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header-main" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: transparent;" width="100%" bgcolor="transparent"> <tr> <td class="header-content" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 0; margin: 0 auto;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; 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mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td style="vertical-align: top; font-family: Georgia, serif; letter-spacing: -0.01em; font-size: 36px; line-height: 1.1; font-weight: 700; text-align: center; color: #000000;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/6fde7481?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="post-title-link" style="text-decoration: none; display: block; margin-top: 32px; text-align: center; line-height: 1.1em; overflow-wrap: anywhere; color: #000000;" target="_blank">CardsFTW #175: The Fintech Navigator</a> </td> </tr> </table> </td> </tr> <tr> <td class="post-excerpt-wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%; max-width: 600px;" width="100%" valign="top"> <p class="post-excerpt post-excerpt-no-feature-image post-excerpt-serif-sans" style="margin: 0; color: #15212A; line-height: 1.4em; text-align: center; padding-bottom: 32px; font-size: 20px; font-family: Georgia, serif;">Plus, my Amex is very shiny, airline debit and credit cards, and more</p> </td> </tr> <tr> <td width="100%" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%;" align="center" valign="top"> <table class="post-meta-wrapper" role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-bottom: 32px;"> <tr> <td height="20" class="post-meta post-meta-center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; padding: 0;" valign="top" align="center"> By Matthew Goldman &#x2022; <span class="post-meta-date" style="white-space: nowrap;">1 Oct 2025 </span> </td> <td class="post-meta post-meta-center view-online desktop" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; display: none;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/7e02c5df?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> <tr class="post-meta post-meta-center view-online-mobile" style="color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center;" align="center"> <td height="20" class="view-online" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; text-decoration: underline;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/76821cd6?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> </div> </td> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> </tr> <!--[if mso]> </table> </center> </td> </tr> <![endif]--> </table> <!-- MAIN CONTENT AREA --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="body" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; line-height: 1.4; background-color: #ffffff;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; display: block; max-width: 600px; margin: 0 auto;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="main" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: #ffffff;" bgcolor="#ffffff"> <tr> <td class="wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr class="post-content-row"> <td class="post-content-sans-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; font-size: 17px; line-height: 1.5em; color: #15212A; padding-bottom: 20px; border-bottom: 1px solid #e0e7eb; max-width: 600px;" valign="top"> <!-- POST CONTENT START --> <div class="kg-card kg-callout-card kg-callout-card-yellow" style="display: flex; margin: 0 0 1.5em 0; padding: 24px; border-radius: 8px; background: #FCF4E3;"><div class="kg-callout-emoji" style="padding-right: 12px; font-size: 20px;">&#x1F587;&#xFE0F;</div><div class="kg-callout-text" style="color: inherit;">Did someone forward this to you?&#xA0;<a href="https://www.cardsftw.com/r/99901dd5?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: underline; color: #F9A60D;" target="_blank"><u>Subscribe to CardsFTW today.</u></a></div></div><h1 id="introducing-fintech-navigatortm" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Introducing Fintech Navigator<sup>TM</sup></h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I&#x2019;m very excited to announce the launch of a new data product from Totavi: The <a href="https://www.cardsftw.com/r/0f728e70?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Fintech Navigator</a>. If you&#x2019;ve ever tried to untangle which bank issues which card or who&#x2019;s backing which program, this tool is built for you.</p><div class="kg-card kg-image-card" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/size/w1600/2025/09/Totavi-Pro-App.png" class="kg-image" alt="Mock-up of a laptop showing the home page of the Totavi App." loading="lazy" width="600" height="364" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Since launching Totavi, we&#39;ve shared two complimentary resources with you: the <a href="https://www.cardsftw.com/r/a90b2023?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Fintech VC List</a> and the <a href="https://www.cardsftw.com/r/55825161?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">U.S. Sponsor Bank List</a>. Over the past few months, the Totavi team has been turning that set of spreadsheets into a real database and web app that connects banks, investors, programs, and providers that we use at Totavi to track who&#39;s working with whom and how the industry is growing and changing.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">We carefully take note when companies have press releases, and we love to read the issuing footnote on a card&#x2019;s website. (<em>No NDAs were harmed in the making of this database.) </em>And today, we&#39;re making the Totavi app and the Fintech Navigator available to you. You can log in and everything!&#xA0;</p><table class="kg-card kg-button-card" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"><tbody><tr><td class="kg-card-spacing" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 0 0 1.5em 0;" valign="top"><table class="btn" border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; box-sizing: border-box; width: auto;" width="auto"><tbody><tr><td align="center" style="font-size: 18px; vertical-align: top; color: #15212A; padding: 8px 20px 9px; background-color: #F9A60D; border-radius: 6px; text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif;" valign="top" bgcolor="#F9A60D"><a href="https://www.cardsftw.com/r/b3c00e49?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; box-sizing: border-box; color: #FFFFFF; cursor: pointer; display: inline-block; font-size: 15px; font-weight: 600; margin: 0; text-decoration: none;" target="_blank">CHECK OUT THE TOTAVI APP</a></td></tr></tbody></table></td></tr></tbody></table><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">The free version of the app still gives you access to search investors and banks, and our open source credit card financial model. To access the full Fintech Navigator database you&#x2019;ll need a Totavi Pro subscription. With Totavi Pro you get unlimited access to all of our currently published market analyses and all of our new releases throughout the year. </p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Speaking of which, today we are also launching the 2025 updated version of our debit card program manager report with:</p><ul style="margin: 0 0 1.5em 0; line-height: 1.6em; padding-left: 1.3em; padding-right: 1.5em; list-style: disc; max-width: 100%;"><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Extensive side-by-side comparison of program management capabilities for nine platforms</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Projections on growth for the debit program management market</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Chart to help decide whether to create a debit card or credit card program</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Eleven charts and graphs over 26 pages</li></ul><table class="kg-card kg-button-card" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"><tbody><tr><td class="kg-card-spacing" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 0 0 1.5em 0;" valign="top"><table class="btn" border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; box-sizing: border-box; width: auto;" width="auto"><tbody><tr><td align="center" style="font-size: 18px; vertical-align: top; color: #15212A; padding: 8px 20px 9px; background-color: #F9A60D; border-radius: 6px; text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif;" valign="top" bgcolor="#F9A60D"><a href="https://www.cardsftw.com/r/f33f6940?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; box-sizing: border-box; color: #FFFFFF; cursor: pointer; display: inline-block; font-size: 15px; font-weight: 600; margin: 0; text-decoration: none;" target="_blank">PREVIEW THE REPORT</a></td></tr></tbody></table></td></tr></tbody></table><h1 id="mirror-finished-amex" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Mirror-Finished Amex</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">As promised, here&#39;s a photo of my shiny new Amex: </p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/09/shiny-opt.jpg" class="kg-image" alt="Two mirror-finish American Express Platinum cards stacked on top of one another on a wood background." loading="lazy" width="600" height="331" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">I&#39;m wearing a green shirt in this photo - can you tell?</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">It is more mirror-like than I expected and, so far, pretty fingerprint-resistant. I&#39;m curious to see how it lasts when living in a wallet. My wife is going to keep her Kehinde Wiley version for now.</p><h1 id="new-airline-cards" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">New Airline Cards</h1><h2 id="sun-country" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Sun Country</h2><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Synchrony <a href="https://www.cardsftw.com/r/f8d2b36f?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>announced</u></a> the launch of a new airline credit card: The Sun Country Visa Signature credit card. The card is a standard airline co-brand credit card. With an $89 annual fee, this card makes sense if you fly Sun Country frequently, but it would be a stretch for others. There is a 25,000 point signup bonus (worth $25) and you earn the usual 3 points per dollar when you purchase Sun Country tickets, 2 points per dollar on gas station and grocery store purchases and 1 point everywhere else. Yawn.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/09/sun-country-visa.png" class="kg-image" alt="Blue credit card with Visa Signature logo in the bottom right and Sun Country Airlines logo in the middle." loading="lazy" width="500" height="319" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">tiny planes, flying from box to box</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">You don&#x2019;t even get a free checked bag! You get 50% off your first bag. Ouch. A 10,000-point anniversary bonus offsets the annual fee, but only if you spend $10,000.&#xA0;</p><div></div><h2 id="southwest" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Southwest</h2><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Meanwhile, Southwest Airlines, one of the nation&#x2019;s largest carriers, teased a new rewards debit card, which Sunrise Bank will issue, and program-managed by Galileo (Discovered via a leaky image URL).</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/10/SW-Visa-Debit.png" class="kg-image" alt="Visa-branded Southwest Rapid Rewards debit card, with moves from blue to red across the card. " loading="lazy" width="576" height="364" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Love this card design! I hope it has a nice finish IRL</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">It says &#x201C;coming soon&#x201D; on <a href="https://www.cardsftw.com/r/862da2f9?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>www.southwestdebit.com</u></a> but you can try to apply at: <a href="https://www.cardsftw.com/r/026c6c45?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>app.southwestdebit.com/onboarding</u></a> You probably shouldn&#x2019;t though, because the legal terms links go back to the main website, which is a bit locked down.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Famous product mistakes in fintech: making your production version available before launch (and not including a robots.txt file).&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I do love this footnote: &#x201C;*Southwest&#xAE; is an airline and not a bank.&#x201D; I get why Chime needs that, but Southwest? Seems obvious.</p><h1 id="go-klarna-go" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Go, Klarna, Go</h1><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/09/Klarna-Visa-Flex.jpg" class="kg-image" alt="Three vertical-oriented credit cards, fanned out. The black card on top shows the Visa logo and the Klarna logo. The middle card is dark blue. The bottom card is yellow-green." loading="lazy" width="600" height="338" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Klarna Kards for Klara, Karla, and Karl</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Klarna announced that its Klarna card has signed up more than 1 million cardholders in just 11 weeks. That&#x2019;s more than 13,000 people a day. I covered this card during its trial back in <a href="https://www.cardsftw.com/r/78819246?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">CardsFTW #159</a>. This is a Visa Flexible Credential card (and a hugely successful one), showing the continued blurred lines.</p><h1 id="me-elsewhere" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Me, Elsewhere</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I was the guest on the September episode of the Lenders on Lenders podcast with Julie VerHage-Greenberg and Scott Johnson (who I&#x2019;ve known since the Prepaid Expo, RIP). We chatted about how the fintech ecosystem is evolving, from the challenges of KYC and open banking to the rise of niche card programs.</p><div class="kg-card kg-embed-card" style="margin: 0 0 1.5em; padding: 0;"><iframe style="border-radius: 12px" width="100%" height="152" title="Spotify Embed: Custom Cards, Open Banking, and the Future of Spending" frameborder="0" allowfullscreen allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture" loading="lazy" src="https://open.spotify.com/embed/episode/2iCivjupjQ4yvn0mMrZuTW?si=DWIqEzDHQea9UmOzZZ8Rzg&amp;nd=1&amp;dlsi=0c7cb38d04724f20&amp;utm_source=oembed"></iframe></div><div class="align-center" style="text-align: center;"><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"><p style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span style="white-space: pre-wrap;">Thank you for subscribing to&#xA0;CardsFTW. Please consider supporting this newsletter&#xA0;by upgrading to a paid subscription today.</span></p><div class="btn btn-accent"> <table border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tbody> <tr> <td align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <a href="https://www.cardsftw.com/r/09d64773?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Upgrade to Paid</a> </td> </tr> </tbody> </table> </div> <p style="margin: 0 0 1.5em 0; line-height: 1.6em;"></p><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"></div><h1 id="cardsftw" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">CardsFTW</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/15b69fda?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>CardsFTW</u></a>, released weekly on Wednesdays, offers insights and analysis on new credit and debit card industry products for consumers and providers. CardsFTW is authored and published by Matthew Goldman and the team at <a href="https://www.cardsftw.com/r/ea04ce9e?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Totavi</u></a>, a boutique consulting firm specializing in fintech product management &amp; marketing. We bring real operational experience that varies from the earliest days of a startup to high-growth phases and public company leadership. Visit<a href="https://www.cardsftw.com/r/b22cdfb1?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u> www.totavi.com</u></a> to learn more.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><em>Interested in reaching our audience? </em><a href="https://www.cardsftw.com/r/42a1749d?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><em><u>You can sponsor CardsFTW.</u></em></a></p> <!-- POST CONTENT END --> </td> </tr> </table> </td> </tr> <!-- END MAIN CONTENT AREA --> <tr> <td class="feedback-buttons-container" dir="ltr" width="100%" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 32px 0 24px; border-bottom: 1px solid #e0e7eb; text-align: center; background-color: #ffffff;" valign="top" bgcolor="#ffffff"> <table class="feedback-buttons" role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; 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color: #15212A; font-weight: 500; margin: 1em 0 0 0; line-height: 1.4em; word-break: break-word; font-size: 13px;">Comment</p> </a> </td> </tr> </table> </td> </tr> <tr> <td class="latest-posts-container" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 24px 0; border-bottom: 1px solid #e0e7eb;" valign="top"> <h3 class="latest-posts-header" style="margin-top: 0; line-height: 1.11em; text-rendering: optimizeLegibility; letter-spacing: -0.01em; margin: 0; padding: 8px 0 8px; color: #15212A; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 13px; font-weight: 600; text-transform: uppercase;">Keep reading</h3> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; 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text-decoration: none; color: #15212A;" target="_blank">CardsFTW #172: Managing Data and Dollars</a> </h4> <p class="latest-post-excerpt" style="line-height: 1.6em; margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/c083f119?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Unpacking fintech&#x2019;s favorite abbreviations</a> </p> </td> </tr> </table> </td> </tr> </table> </td> </tr> <tr> <td class="subscription-box" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; padding: 32px 0; border-bottom: 1px solid #e0e7eb; color: #15212A;" valign="top"> <h3 style="margin-top: 0; line-height: 1.11em; text-rendering: optimizeLegibility; letter-spacing: -0.01em; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 14px; font-weight: 600; text-transform: uppercase; margin: 0 0 18px;">Subscription details</h3> <p style="margin: 0 0 1.5em 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; margin-bottom: 16px; color: #15212A;"> <span>You are receiving this because you are a <strong style="font-weight: 700;">free subscriber</strong> to CardsFTW.</span> </p> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr> <td class="subscription-details" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <p class="" style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Name: roger</p> <p style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Email: <a href="#" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">tw51yjtgdhlsr2od@newsletter.rodeo</a></p> <p style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Member since: 7 March 2024</p> </td> <td align="right" valign="bottom" class="manage-subscription" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; color: #15212A; font-size: 15px; font-weight: 400; text-align: right; line-height: 1.45em; vertical-align: bottom;"> <a href="https://www.cardsftw.com/#/portal/account" style="overflow-wrap: anywhere; text-decoration: underline; color: #F9A60D;" target="_blank"> Manage subscription</a> </td> </tr> </table> </td> </tr> <tr> <td class="wrapper" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-top: 40px; padding-bottom: 30px;"> <tr><td class="footer" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); margin-top: 20px; text-align: center; padding-bottom: 10px; padding-top: 10px; padding-left: 30px; padding-right: 30px; line-height: 1.5em; font-size: 13px;" valign="top" align="center"><p dir="ltr" style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span>Totavi, LLC,&#xA0;2108&#xA0;N St., Ste. 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  15. Canadian Fintech: More Stablecoin Funding 🤑

    Mon, 29 Sep 2025 12:31:04 -0000

    <html style="scrollbar-width: thin;scrollbar-color: rgb(219,219,219)rgb(255,255,255);"><head><meta charset="utf-8"><title>Canadian Fintech: More Stablecoin Funding &#129297;</title><style> @media (max-width: 1024px) { .typography .pullquote-align-left, .typography.editor .pullquote-align-left, .typography .pullquote-align-right, .typography.editor .pullquote-align-right, .typography .pullquote-align-wide, .typography.editor .pullquote-align-wide, .typography .pullquote-align-center, .typography.editor .pullquote-align-center { float: none; margin: 0 auto; width: 100%; max-width: 100%; } } @media all and (-ms-high-contrast: none), (-ms-high-contrast: active) { .typography .markup table.image-wrapper img, .typography.editor .markup table.image-wrapper img, .typography .markup table.kindle-wrapper img, .typography.editor .markup table.kindle-wrapper img { max-width: 550px; } } @media (min-width: 1024px) { .typography:not(:has(#toc)) .captioned-image-container figure:has(> a.image2-offset-left), .typography.editor:not(:has(#toc)) .captioned-image-container figure:has(> a.image2-offset-left) { margin-left: var(--image-offset-margin); 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} } @media (min-width: 250px) { .audio-player-wrapper-fancy .audio-player { padding: 32px; } .audio-player-wrapper-fancy .audio-player .btn-group { display: flex; } .audio-player-wrapper-fancy .audio-player .btn-group .button:last-of-type { display: block; } } @media (min-width: 300px) { .audio-player-wrapper-fancy .audio-player .btn-group { display: block; } .audio-player-wrapper-fancy .audio-player .btn-group .button:first-of-type { display: block; } } @media (min-width: 350px) { .audio-player-wrapper-fancy .audio-player .audio-player-substack-logo { display: block; } .audio-player-wrapper-fancy .audio-player .audio-player-title { margin-top: 16px; } .audio-player-wrapper-fancy .audio-player .audio-player-hero-image-container { padding-top: 15%; width: 15%; display: block; } .audio-player-wrapper-fancy .audio-player .btn-group .button:first-of-type { display: block; } .audio-player-wrapper-fancy .audio-player .audio-player-substack-logo { display: block; } } @media (min-width: 350px) { .audio-player-wrapper-fancy .audio-player .audio-player-hero-image-container { padding-top: 25%; width: 25%; display: block; } .audio-player-wrapper-fancy .audio-player .btn-group { display: flex; } .audio-player-wrapper-fancy .audio-player .btn-group .button:first-of-type { display: block; } } @media (min-width: 400px) { .audio-player-wrapper-fancy .audio-player .audio-player-hero-image-container { padding-top: 40%; width: 40%; } } @media (max-width: 400px) { .audio-player-wrapper-fancy .audio-player .btn-group { margin-top: 12px; } .audio-player-wrapper-fancy .audio-player .btn-group .button { font-size: 13px; padding: 6px 12px; height: auto; margin-top: 10px; } } @media (min-width: 600px) { .audio-player-wrapper-fancy .audio-player .audio-player-hero-image-container { padding-top: 55%; width: 55%; } } @media (max-width: 650px) { .poll-editor-modal { min-width: calc(100% - 20px); } } @media (max-width: 750px) { .poll-embed .poll-anchor-target .poll-anchor-copy-button { left: 8px; top: 45px; } }</style></head><body class="email-body" style="font-kerning: auto;--image-offset-margin: -120px;"><img src="https://eotrx.substackcdn.com/open?token=eyJtIjoiPDIwMjUwOTI5MTIzMDM3LjMuMmE0ZTdiYjNjYWI1NTE5OEBtZy1kMS5zdWJzdGFjay5jb20-IiwidSI6MTkyNTY5NTEyLCJyIjoiMDc0ZGw1a3VmZnYzMDRvdUBuZXdzbGV0dGVyLnJvZGVvIiwiZCI6Im1nLWQxLnN1YnN0YWNrLmNvbSIsInAiOjE3NDgyOTU2MywidCI6Im5ld3NsZXR0ZXIiLCJhIjoiZXZlcnlvbmUiLCJzIjo2NjMzNTMsImMiOiJwb3N0IiwiZiI6dHJ1ZSwicG9zaXRpb24iOiJ0b3AiLCJpYXQiOjE3NTkxNDkwNTMsImV4cCI6MTc2MTc0MTA1MywiaXNzIjoicHViLTAiLCJzdWIiOiJlbyJ9.2PfJKnAGtVI_WhSa-bdc12k0jewCuzuHolErjd-H_-o" alt="" width="1" height="1" border="0" style="height:1px !important;width:1px !important;border-width:0 !important;margin-top:0 !important;margin-bottom:0 !important;margin-right:0 !important;margin-left:0 !important;padding-top:0 !important;padding-bottom:0 !important;padding-right:0 !important;padding-left:0 !important;"/><div class="preview" style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">FlipGive Acquired. Mark Leonard steps down. BC credit unions merge.</div><div class="preview" style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; 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&nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;&#847; &nbsp; &#8199; &#173;</div><table class="email-body-container" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td></td><td class="content" width="550"></td><td></td></tr><tr><td></td><td class="content" width="550" align="left"><div style="font-size: 16px;line-height: 26px;max-width: 550px;width: 100%;margin: 0 auto;overflow-wrap: break-word;"><table role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td align="right" style="height:20px;"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><span class="pencraft pc-reset reset-IxiVJZ tw-font-body tw-text-ssm tw-text-substack-secondary" style="font-family: SF Pro Text, -apple-system, system-ui, BlinkMacSystemFont, Inter, Segoe UI, Roboto, Helvetica, Arial, sans-serif, Apple Color Emoji, Segoe UI Emoji, Segoe UI Symbol;font-size: 13px;color: unset;list-style: none;text-decoration: unset;margin: 0;"><div class="pencraft pc-reset align-right-VJbKw5 size-12-mmZ61m reset-IxiVJZ" style="list-style: none;color: unset;text-align: right;font-size: 12px;line-height: 16px;text-decoration: unset;margin: 0;"><span class="pencraft pc-reset reset-IxiVJZ" translated="" style="list-style: none;color: unset;text-decoration: unset;margin: 0;">Forwarded this email? <a class="pencraft pc-reset decoration-underline-ClTkYc reset-IxiVJZ" href="https://substack.com/redirect/2/eyJlIjoiaHR0cHM6Ly9jYW5hZGlhbmZpbnRlY2guc3Vic3RhY2suY29tL3N1YnNjcmliZT91dG1fc291cmNlPWVtYWlsJnV0bV9jYW1wYWlnbj1lbWFpbC1zdWJzY3JpYmUmcj0zNm5mbDQmbmV4dD1odHRwcyUzQSUyRiUyRmNhbmFkaWFuZmludGVjaC5zdWJzdGFjay5jb20lMkZwJTJGY2FuYWRpYW4tZmludGVjaC1tb3JlLXN0YWJsZWNvaW4iLCJwIjoxNzQ4Mjk1NjMsInMiOjY2MzM1MywiZiI6dHJ1ZSwidSI6MTkyNTY5NTEyLCJpYXQiOjE3NTkxNDkwNTIsImV4cCI6MjA3NDcyNTA1MiwiaXNzIjoicHViLTAiLCJzdWIiOiJsaW5rLXJlZGlyZWN0In0.Be1Fg0FjVtEn4Z8m7PO86TCn_UIirXhm_cyttc7kOTE?" style="list-style: none;color: unset;text-decoration: unset;margin: 0;-webkit-text-decoration-line: underline;text-decoration-line: underline;">Subscribe here</a> for more</span></div></span></td></tr></tbody></table></td></tr></tbody></table><div class="post typography" dir="auto" style="--image-offset-margin: -120px;padding: 32px 0 0 0;font-size: 16px;line-height: 26px;"><div class="post-header" role="region" aria-label="Post header" style="font-size: 16px;line-height: 26px;"><h1 class="post-title published title-X77sOw" dir="auto" style="direction: auto;text-align: start;unicode-bidi: isolate;color: rgb(54,55,55);font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 0;line-height: 36px;font-size: 32px;"><a href="https://substack.com/app-link/post?publication_id=663353&post_id=174829563&utm_source=post-email-title&utm_campaign=email-post-title&isFreemail=true&r=36nfl4&token=eyJ1c2VyX2lkIjoxOTI1Njk1MTIsInBvc3RfaWQiOjE3NDgyOTU2MywiaWF0IjoxNzU5MTQ5MDUyLCJleHAiOjE3NjE3NDEwNTIsImlzcyI6InB1Yi02NjMzNTMiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.8VkOfNriBBdqxxnqk7IEcU_EK9CwqpyPx753xq3eAE0" style="color: rgb(54,55,55);text-decoration: none;">Canadian Fintech: More Stablecoin Funding &#129297;</a></h1><h3 class="subtitle subtitle-HEEcLo" dir="auto" style="direction: auto;text-align: start;unicode-bidi: isolate;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: normal;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 4px 0 0;color: #777777;line-height: 24px;font-size: 18px;margin-top: 12px;">FlipGive Acquired. Mark Leonard steps down. BC credit unions merge.</h3><table class="post-meta" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0" style="margin: 1em 0;height: 20px;align-items: center;"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA custom-css-email-post-author" style="list-style: none;font-size: 11px;line-height: 20px;text-decoration: unset;color: rgb(54,55,55);margin: 0;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;"><a class="pencraft pc-reset color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;color: rgb(54,55,55);margin: 0;font-size: 11px;line-height: 20px;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;text-decoration: none" href="https://substack.com/@talschwartz">Tal Schwartz</a></div></td></tr></tbody></table></td></tr><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><div class="pencraft pc-reset color-secondary-ls1g8s line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style="list-style: none;font-size: 11px;line-height: 20px;text-decoration: unset;color: rgb(119,119,119);margin: 0;font-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing: .2px;"><time datetime="2025-09-29T12:30:41.564Z">Sep 29</time></div></td></tr></tbody></table></td></tr></tbody></table></td><td align="right"><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><a href="https://substack.com/@talschwartz"><img class="custom-css-email-avatar avatar-QIQ5yR" src="https://substackcdn.com/image/fetch/$s_!U74y!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ffc852364-628e-41e0-b9bb-8ebb278dc171_1902x1695.png" style="box-sizing: border-box;border-radius: 500000px;max-width: 550px;border: none;vertical-align: middle;width: 40px;height: 40px;min-width: 40px;min-height: 40px;object-fit: cover;margin: 0px;display: inline" width="40" height="40"></a></td></tr></tbody></table></td></tr></tbody></table><table class="email-ufi-2-top" role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0" style="border-top: 1px solid rgb(0,0,0,.1);border-bottom: 1px solid rgb(0,0,0,.1);min-width: 100%;"><tbody><tr height="16"><td height="16" style="font-size:0px;line-height:0;">&nbsp;</td></tr><tr><td><table role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td><table role="presentation" width="auto" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td style="vertical-align:middle;"><table role="presentation" width="38" border="0" cellspacing="0" cellpadding="0"><tbody><tr><td align="center"><a class="email-icon-button" 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Welcome back to the Canadian Fintech Newsletter, an industry roundup for founders, operators and investors.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Every Monday we break down the hottest topics in the industry in under 3 minutes.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>If you&#8217;re a </span><a href="https://substack.com/redirect/4b416c76-c48c-40ee-ac4b-1f92bbcaa766?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">paid subscriber</a><span>, you also get access to the </span><a href="https://substack.com/redirect/1356599c-c5a3-4539-aaf5-b74ddc1aa799?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Canadian Fintech Database</a><span> - a detailed list of every fintech acquisition in Canada.</span></p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Was this forwarded to you? Become one of our 13,224 subscribers by clicking below.</p><div class="subscribe-widget is-signed-up" data-component-name="SubscribeWidget" style="margin: 0 0 1em;direction: ltr;font-size: 16px;line-height: 26px;"><div class="pencraft pc-reset button-wrapper" style="text-decoration: unset;list-style: none;font-size: 16px;line-height: 26px;text-align: center;cursor: pointer;border-radius: 4px;"><a class="button subscribe-btn primary" href="https://substack.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.DvfzO-XAtirkA9eIXl7ShpsGvRk26CClXhbaB8UzP1A?&utm_medium=email&utm_source=subscribe-widget&utm_content=174829563" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;box-sizing: border-box;cursor: pointer;border: none;border-radius: 8px;font-size: 14px;line-height: 20px;font-weight: 600;text-align: center;opacity: 1;outline: none;white-space: nowrap;text-decoration: none !important;margin: 0 auto;background-color: #e85c57;color: #ffffff !important;padding: 12px 20px;height: auto;"><span style="color: #ffffff;text-decoration: none;">Upgrade to paid</span></a></div></div><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128176; Funding</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Tilt</strong><span>, a tool to create your own direct stock market indexes, </span><a href="https://substack.com/redirect/a93cf1fa-df04-4125-810d-4aeb7e90b5ed?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> USD $7m from </span><strong>Portage</strong><span>, </span><strong>Golden</strong><span>, &amp; </span><strong>Real</strong><span> </span><strong>Ventures</strong><span>.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>The company is founded by Andrew Peek, a Toronto founder now based in NYC. Peek also is the founder of </span><strong>Delphia</strong><span>, an algorithmic trading platform that </span><a href="https://substack.com/redirect/44fcea3d-03c5-401f-88a8-994f81cc822a?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> $60m in 2022.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Stablecorp</strong><span>, the issuer of Canadian dollar stablecoin QCAD </span><a href="https://substack.com/redirect/a903c56e-0fc1-45ca-a5c5-937321c5a8a9?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> $5m led by </span><strong>FTP Partners</strong><span>.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Earlier this month, competitor </span><strong>Tetra</strong><span> </span><a href="https://substack.com/redirect/e525257d-f1a0-4238-9e25-0f3d4ada3533?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> $10m to launch their own CAD stablecoin.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Stablecorp is backed by several international crypto platforms including </span><strong>Coinbase</strong><span> (exchange) &amp; </span><strong>DeFi Technologies</strong><span> (asset manager).</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;">A slate of freshman VCs just closed their inaugural funds:</p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Telegraph</strong><span>, a spin off of European fund </span><strong>Telegraph Hill Capital</strong><span> </span><a href="https://substack.com/redirect/5ff49b87-1b9d-4c44-85ac-0bb4ae7ea1d8?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">closed</a><span> Fund 1 to back Quebec based AI companies.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Simple Ventures</strong><span>, a venture studio backed by Canadian entrepreneurs (including the namesake founder of Wealthsimple) </span><a href="https://substack.com/redirect/09fa6bed-0762-4282-a3a9-f4abdcab3ac0?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">closed</a><span> Fund 1.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>North Exit Ventures</strong><span>, a fintech fund backed by Canadian exited entrepreneurs (and run by yours truly) </span><a href="https://substack.com/redirect/14ad9339-2590-466b-86c5-612e836e4578?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">closed</a><span> Fund 1.</span></p></li></ul></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#129309; M&amp;A</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>FlipGive</strong><span>, a Toronto based cash-back card for fundraising campaigns was </span><a href="https://substack.com/redirect/77a70c72-3629-42c4-84b0-ff0658734804?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> by US based </span><strong>RaiseRight</strong><span>, an online fundraising platform.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>FlipGive </span><a href="https://substack.com/redirect/b1b126bd-0d27-4369-abec-73f9ebeb5e6c?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">raised</a><span> $5m in 2023 from </span><strong>BDC</strong><span> and </span><strong>Framework</strong><span> </span><strong>Ventures</strong><span>.</span></p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Sagard</strong><span>, the Canadian alternative asset manager with large domestic fintech holdings, </span><a href="https://substack.com/redirect/945134ff-fed3-4c4f-bee6-bf290fe855aa?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> Swiss investment manager </span><strong>Unigestion</strong><span>&#8217;s private equity business.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Manulife</strong><span>&#8217;s wealth and asset management division is </span><a href="https://substack.com/redirect/eddb1f36-8d56-4820-a84a-599f341b4612?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquiring</a><span> UK asset manager Schroder&#8217;s Indonesian business. has </span><a href="https://substack.com/redirect/92613cab-d7d8-4520-9c01-ad2b97bfec89?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">agreed</a><span> to buy U.K. asset manager Schroders&#8217; business in Indonesia.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Vancouver City Savings Credit Union</strong><span> and </span><strong>First Credit Union</strong><span> have received </span><a href="https://substack.com/redirect/33ed581e-cfa6-48cf-841a-8e06aad56532?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">approval</a><span> from BC regulars to merge.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>RBC</strong><span> says that it&#8217;s looking to hop on the m&amp;a train and acquire a large US based wealth manager.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Just this past summer,</span><strong>BMO</strong><span> </span><a href="https://substack.com/redirect/65705f48-6407-4a8d-b34a-6b08a287b283?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> </span><strong>Burgundy Asset Management</strong><span> for $625m.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Desjardins</strong><span> </span><a href="https://substack.com/redirect/3855f2b3-aea6-43bb-abd8-71076dbe39a5?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> </span><strong>Guardian Capital</strong><span> for $1.7b.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Canaccord</strong><span> </span><a href="https://substack.com/redirect/329f18f4-d1f7-4aea-87a9-8ee08c066cd5?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> </span><strong>Wilsons</strong><span> </span><strong>Advisory</strong><span>, an Australian firm.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>iA Financial</strong><span> </span><a href="https://substack.com/redirect/4ad50ddc-616a-44e9-b14c-aecd3d632ee3?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">acquired</a><span> </span><strong>RF</strong><span> </span><strong>Capital</strong><span>, a Winnipeg based high net worth advisor for $600m.</span></p></li></ul></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h6 style="font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;">A MESSAGE FROM FLINKS</h6><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">Fraud or Not? Flinks Knows.</h4><div class="captioned-image-container-static" style="font-size: 16px;line-height: 26px;margin: 32px auto;"><figure style="width: 100%;margin: 0 auto;"><table class="image-wrapper" width="100%" border="0" cellspacing="0" cellpadding="0" data-component-name="Image2ToDOMStatic" style="mso-padding-alt: 1em 0 1.6em;"><tbody><tr><td style="text-align: center;"></td><td class="content" align="left" width="1456" style="text-align: center;"><a class="image-link" target="_blank" href="https://substack.com/redirect/91286cec-3d5b-4393-85e7-94478dcbd7df?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"><img class="wide-image" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b7d86547-9303-4f9d-8adf-5bbb2aafc749_2400x1000.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:607,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:2226063,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://www.flinks.com/fraud-detection&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://canadianfintech.substack.com/i/174829563?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7d86547-9303-4f9d-8adf-5bbb2aafc749_2400x1000.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" alt="" width="550" height="229.29258241758242" src="https://substackcdn.com/image/fetch/$s_!MtWx!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7d86547-9303-4f9d-8adf-5bbb2aafc749_2400x1000.png" style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"></a></td><td style="text-align: center;"></td></tr></tbody></table></figure></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>Document fraud is a </span><a href="https://substack.com/redirect/91286cec-3d5b-4393-85e7-94478dcbd7df?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">$2.8B problem</a><span> for lenders, and it&#8217;s getting worse. Fraudsters now use AI and template farms to forge documents that are so realistic that </span><a href="https://substack.com/redirect/91286cec-3d5b-4393-85e7-94478dcbd7df?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">95% of professionals miss them</a><span>.</span></p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>Manual reviews can&#8217;t keep up. </span><strong>Flinks Upload</strong><span>, powered by Resistant AI and </span><a href="https://substack.com/redirect/91286cec-3d5b-4393-85e7-94478dcbd7df?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">trained on 100M+ documents</a><span>, detects up to 3&#215; more fraud than the human eye. With </span><a href="https://substack.com/redirect/91286cec-3d5b-4393-85e7-94478dcbd7df?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">99.9% accuracy</a><span>, you&#8217;ll know in seconds whether a document is authentic, modified, or fake.</span></p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>The result: faster approvals, </span><a href="https://substack.com/redirect/91286cec-3d5b-4393-85e7-94478dcbd7df?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">lower acquisition cost</a><span>s, and stronger defenses against fraud. Where others guess, Flinks knows instantly.</span></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.flinks.com/fraud-detection&quot;,&quot;text&quot;:&quot;Learn more here&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton" style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;text-align: center;cursor: pointer;border-radius: 4px;"><a class="button primary" href="https://substack.com/redirect/91286cec-3d5b-4393-85e7-94478dcbd7df?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: inline-block;box-sizing: border-box;cursor: pointer;border: none;border-radius: 8px;font-size: 14px;line-height: 20px;font-weight: 600;text-align: center;margin: 0;opacity: 1;outline: none;white-space: nowrap;color: #ffffff !important;text-decoration: none !important;background-color: #e85c57;padding: 12px 20px;height: auto;"><span style="color: #ffffff;text-decoration: none;">Learn more here</span></a></p><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#128640; Product</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>Flybits</strong><span>, a Toronto based bank infra company </span><a href="https://substack.com/redirect/81534245-9275-4b9a-80ee-4c27ebf1eb32?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">launched</a><span> an &#8220;agentic banking&#8221; product.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">Think of it as a chat-style assistant that can pull together cards, loans, deposits, insurance, etc., in one convo, rather than sending customers into different app sections.</p></li></ul></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>BMO</strong><span> is considering </span><a href="https://substack.com/redirect/66e60482-99d3-4411-9f87-867f7317acdd?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">selling</a><span> off some of its US branches with about $6b in deposits.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>National Bank</strong><span>&#8217;s investment funds management division </span><a href="https://substack.com/redirect/49eee332-00a8-45a2-8490-f82cb9a1c57f?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">crossed</a><span> $100b in AUM.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Alternative Payments</strong><span>, a US based b2b payments company </span><a href="https://substack.com/redirect/c1c8554e-fc25-428e-b4c5-1e4831a352dc?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">expanded</a><span> into Canada.</span></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>TREB</strong><span>, the real estate board of Toronto launched tenant credit, income, employment, rental history, background checks through a </span><a href="https://substack.com/redirect/43186b3f-2fe7-478e-8217-9dbb9372bad4?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">partnership</a><span> with Toronto based </span><strong>Cove</strong><span>.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#9878;&#65039; Policy</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;"><strong>FINTRAC</strong><span> hit </span><strong>KuCoin</strong><span>, a crypto firm with a $19.6m fine, its biggest ever.</span></p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">FINTRAC raised its max fine limit to $20m last year.</p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">KuCoin also paid a $2.1m fine to the OSC in 2023 for operating without a license.</p></li></ul></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><h4 class="header-anchor-post" style="position: relative;font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: bold;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility;margin: 1em 0 0.625em 0;color: rgb(54,55,55);line-height: 1.16em;font-size: 1.125em;">&#129485;People</h4><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><span>Mark Leonard, the legendary founder of </span><strong>Constellation</strong><span> </span><strong>Software</strong><span>, a niche software private equity firm is </span><a href="https://substack.com/redirect/8270d25d-2e96-44c2-bb77-23676685ff67?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">stepping down</a><span> as President for health reasons.</span></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Every month I invest $250k in an early stage Canadian fintech.</p><ul style="margin-top: 0;padding: 0;"><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Raising money?</strong><a href="https://substack.com/redirect/7fd91c55-5d34-423f-9fc0-8f955091d0ca?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;"> Fill out this form</a></p></li><li style="margin: 8px 0 0 32px;mso-special-format: bullet;"><p style="color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;"><strong>Want to invest?</strong><a href="https://substack.com/redirect/0a4cdd3f-89ec-4977-9bad-ae1b80e84f0e?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;"> Fill out this form</a></p></li></ul><div style="font-size: 16px;line-height: 26px;"><hr style="margin: 32px 0;padding: 0;height: 1px;background: #e6e6e6;border: none;"></div><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Want to get in front of 13,224 fintech decision makers? Reply to this email to become a sponsor.</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Have a great week! See ya &#128075;</p><p style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;margin-bottom: 0;"><span>-</span><a href="https://substack.com/redirect/563d03aa-a440-4f6b-932a-3d5bde46300a?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" rel="" style="color: rgb(54,55,55);text-decoration: underline;">Tal Schwartz</a></p></div></div><div class="container-border" style="margin: 32px 0 0;width: 100%;box-sizing: border-box;border-top: 1px solid #e6e6e6;font-size: 16px;line-height: 26px;"></div><div class="post-cta typography markup" style="--image-offset-margin: -120px;font-family: 'SF Pro Display', -apple-system, system-ui, BlinkMacSystemFont, 'Inter', 'Segoe UI', Roboto, Helvetica, Arial, sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol';font-weight: 400;text-align: initial;word-break: break-word;margin-bottom: 32px;margin: 32px 0;font-size: 16px;line-height: 26px;"><p style="color: rgb(54,55,55);margin: 0 auto 20px;text-align: center;width: 90%;line-height: 26px;font-size: 16px;margin-top: 0;"><span class="pencraft pc-reset reset-IxiVJZ" translated="" style="list-style: none;color: unset;text-decoration: unset;margin: 0;">You're currently a free subscriber to <a href="https://substack.com/redirect/a9ded214-9bd4-4f93-9dfb-069ea125f8a7?j=eyJ1IjoiMzZuZmw0In0.4eiGI4rivRuKCtZpUgTEqhM2H3NJM6U8dLH7tXnICvU" style="color: rgb(54,55,55);text-decoration: underline;">Canadian Fintech</a>. 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href="https://substack.com/redirect/2/eyJlIjoiaHR0cHM6Ly9vcGVuLnN1YnN0YWNrLmNvbS9wdWIvY2FuYWRpYW5maW50ZWNoL3AvY2FuYWRpYW4tZmludGVjaC1tb3JlLXN0YWJsZWNvaW4_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.br4ESmrCGh6Z5YMc1KKuBIyLNbF67igsAYinPR4zCBM?&utm_source=substack&utm_medium=email" style="font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';display: 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  16. CardsFTW 174: The New Amex Platinum Arrives

    Wed, 24 Sep 2025 16:15:35 -0000

    <!doctype html> <html> <head> <meta name="viewport" content="width=device-width"> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <!--[if mso]><xml><o:OfficeDocumentSettings><o:PixelsPerInch>96</o:PixelsPerInch><o:AllowPNG/></o:OfficeDocumentSettings></xml><![endif]--> <title>CardsFTW 174: The New Amex Platinum Arrives</title> <style> .post-title-link { display: block; margin-top: 32px; color: #15212A; text-align: center; line-height: 1.1em; } .post-title-link-left { text-align: left; } .view-online-link { word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); text-decoration: underline !important; } .kg-nft-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; font-size: 14px; line-height: 1.3em; padding-top: 4px; padding-right: 20px; padding-left: 20px; padding-bottom: 4px; } .kg-twitter-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; 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} table.body .kg-cta-minimal .kg-cta-content-inner { display: inline-block !important; width: 100% !important; padding: 0 !important; } table.body .kg-cta-minimal img.kg-cta-image { width: 52px !important; height: 52px !important; } } @media all { .subscription-details p.hidden { display: none !important; } .ExternalClass { width: 100%; } .ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td, .ExternalClass div { line-height: 100%; } .apple-link a { color: inherit !important; font-family: inherit !important; font-size: inherit !important; font-weight: inherit !important; line-height: inherit !important; text-decoration: none !important; } #MessageViewBody a { color: inherit; text-decoration: none; font-size: inherit; font-family: inherit; font-weight: inherit; line-height: inherit; } } </style> <!--[if mso]> <style type="text/css"> ul, ol { margin-left: 1.5em !important; } </style> <![endif]--> </head> <body style="background-color: #fff; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; -webkit-font-smoothing: antialiased; font-size: 18px; line-height: 0; margin: 0; padding: 0; -ms-text-size-adjust: 100%; -webkit-text-size-adjust: 100%; color: #15212A;"> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;">Plus, Celebrating Five Years of CardsFTW, and Details on Fold</span> <!-- HEADER WITH FULL-WIDTH BACKGROUND --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header" width="100%" style="mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 1.4; background-color: #ffffff; width: 100%; border-spacing: 0; border-collapse: collapse;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <!-- Header content constrained to 600px --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header-main" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: transparent;" width="100%" bgcolor="transparent"> <tr> <td class="header-content" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 0; margin: 0 auto;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; 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mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td style="vertical-align: top; font-family: Georgia, serif; letter-spacing: -0.01em; font-size: 36px; line-height: 1.1; font-weight: 700; text-align: center; color: #000000;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/8ceb7bd9?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="post-title-link" style="text-decoration: none; display: block; margin-top: 32px; text-align: center; line-height: 1.1em; overflow-wrap: anywhere; color: #000000;" target="_blank">CardsFTW 174: The New Amex Platinum Arrives</a> </td> </tr> </table> </td> </tr> <tr> <td class="post-excerpt-wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%; max-width: 600px;" width="100%" valign="top"> <p class="post-excerpt post-excerpt-no-feature-image post-excerpt-serif-sans" style="margin: 0; color: #15212A; line-height: 1.4em; text-align: center; padding-bottom: 32px; font-size: 20px; font-family: Georgia, serif;">Plus, Celebrating Five Years of CardsFTW, and Details on Fold</p> </td> </tr> <tr> <td width="100%" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%;" align="center" valign="top"> <table class="post-meta-wrapper" role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-bottom: 32px;"> <tr> <td height="20" class="post-meta post-meta-center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; padding: 0;" valign="top" align="center"> By Matthew Goldman &#x2022; <span class="post-meta-date" style="white-space: nowrap;">24 Sept 2025 </span> </td> <td class="post-meta post-meta-center view-online desktop" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; display: none;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/f3c98f93?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> <tr class="post-meta post-meta-center view-online-mobile" style="color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center;" align="center"> <td height="20" class="view-online" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; text-decoration: underline;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/46c05849?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; 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font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; display: block; max-width: 600px; margin: 0 auto;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="main" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: #ffffff;" bgcolor="#ffffff"> <tr> <td class="wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr class="post-content-row"> <td class="post-content-sans-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; font-size: 17px; line-height: 1.5em; color: #15212A; padding-bottom: 20px; border-bottom: 1px solid #e0e7eb; max-width: 600px;" valign="top"> <!-- POST CONTENT START --> <div class="kg-card kg-callout-card kg-callout-card-yellow" style="display: flex; margin: 0 0 1.5em 0; padding: 24px; border-radius: 8px; background: #FCF4E3;"><div class="kg-callout-emoji" style="padding-right: 12px; font-size: 20px;">&#x1F587;&#xFE0F;</div><div class="kg-callout-text" style="color: inherit;">Did someone forward this to you?&#xA0;<a href="https://www.cardsftw.com/r/369e68d2?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: underline; color: #F9A60D;" target="_blank"><u>Subscribe to CardsFTW today.</u></a></div></div><h1 id="new-amex-platinum-drops" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">New Amex Platinum Drops</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">The refreshed Amex Platinum card is here, and its annual fee is $895. I thought Amex would go really big and increase it to $995. Call me disappointed (although probably thankful). The premium credit card battle continues on.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I&#x2019;m really excited to see the new mirror finish card. I ordered mine in the app right away and should receive it before next week&#x2019;s edition, during which I will report back. The new cards are produced by Korean payments manufacturer Kona I, while the traditional Amex Platinum cards that I have received have been manufactured by CompoSecure.</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/09/AMEX-Business-Platinum.jpeg" class="kg-image" alt="Hand with rings on fingers holding an American Express card. The card reflects a face in the mirror-finish." loading="lazy" width="516" height="370" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">There&#39;s no way this card is EVER this clean. Fingerprints are going to be all over it.</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">New applicants will be charged the updated fee immediately. For existing cardholders, the new fee takes effect for Business Platinum accounts on December 2, 2025 and January 2, 2026 for consumer Platinum accounts. In the meantime, all cardholders can take advantage of a slew of new and changed benefits.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">This is not a deal blog, so I am not going to break down everything, but there are a few big ones I want to mention:</p><ol style="margin: 0 0 1.5em 0; line-height: 1.6em; padding-left: 1.3em; padding-right: 1.5em; list-style: decimal; max-width: 100%;"><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">New $400 Resy credit tying into the platform Amex acquired</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">Tripled hotel benefit to $600 at Fine Hotels and Resorts</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">New Lululemon credit (I guess I have to try some new pants)</li><li style="margin: 0.5em 0; padding-left: 0.3em; line-height: 1.6em; color: #15212A;">New card design (see above)</li></ol><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">In general, Amex only added features and benefits, whereas many other card refreshes come across as a mixed bag of additions and removals. A key note for Business Platinum Card users is a favorite feature of mine: the <a href="https://www.cardsftw.com/r/b77d7cf0?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>35% points redemption</u></a> rebate against flight purchases is now limited to the user&#x2019;s selected airline. Previously, any first-class ticket on any airline was possible. Still a good deal, I think.</p><blockquote style="margin: 0; padding: 0; border-left: #F9A60D 2px solid; font-size: 17px; font-weight: 500; line-height: 1.6em; letter-spacing: -0.2px; color: #15212A;"><p style="line-height: 1.6em; margin: 2em 25px; font-size: 1em; padding: 0; color: #15212A;">Business Platinum Card Members can receive 3.5 points back for every 10 points they redeem for flights with their selected qualifying airline using Membership Rewards Pay with Points through American Express Travel (35% Airline Bonus), up to 1,000,000 points back per calendar year limit, per each Membership Rewards Account. Points received through the 35% Airline Bonus are subject to a limit as of the date on which the redemption occurred.</p></blockquote><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Some insane signup bonuses are going on, so check that out. Rumor has it you can earn up to 300,000 points with some offers.</p><h1 id="five-years-of-cardsftw" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Five Years of CardsFTW</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Issue #174 marks five years since I <a href="https://www.cardsftw.com/r/93ca56ec?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>first started writing CardsFTW</u></a>. If I had kept to my goal of 50 issues per year, we&#x2019;d be around 250, but I think 174 is pretty good: I&#x2019;ve written CardsFTW 67% of the 260 weeks since I started. (There was a dry spell during my time at Apto Payments.)</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">CardsFTW was a classic pandemic newsletter project. My friend and Vertical Finance co-founder, Peter Mansfield, suggested I stop posting my thoughts on industry news to a private Slack channel and start sharing them with the world.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I&#x2019;ve asked the Totavi team to share their favorite issues over the years. Thank you to everyone who has read, shared, and subscribed to this newsletter. Here&#x2019;s to the next five years!</p><h2 id="ellen-dearborn-principal-product" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Ellen Dearborn, Principal, Product</h2><div> <!--[if !mso !vml]--> <div class="kg-card kg-bookmark-card " style="margin: 0 0 1.5em; padding: 0; width: 100%;"> <a class="kg-bookmark-container" href="https://www.cardsftw.com/r/d1d174a5?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="display: flex; min-height: 148px; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; border-radius: 3px; background-color: #ffffff; background-color: rgba(255, 255, 255, 0.25); border: 1px solid #e0e7eb; border: 1px solid rgba(0, 0, 0, 0.12); overflow-wrap: anywhere; color: #F9A60D; text-decoration: none;" target="_blank"> <div class="kg-bookmark-content" style="display: inline-block; width: 100%; padding: 20px;"> <div class="kg-bookmark-title" style="color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;">CardsFTW #98: The Economics of Points</div> <div class="kg-bookmark-description" style="display: -webkit-box; overflow-y: hidden; margin-top: 12px; max-height: 40px; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; line-height: 1.5em; font-weight: 400; -webkit-line-clamp: 2; -webkit-box-orient: vertical;">Plus, a new Mastercard healthcare tool</div> <div class="kg-bookmark-metadata" style="display: flex; flex-wrap: wrap; align-items: center; margin-top: 14px; color: #15212A; font-size: 13px; font-weight: 400;"> <img class="kg-bookmark-icon" src="https://www.cardsftw.com/content/images/icon/cftwlogo-3.png" alt style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; margin-right: 8px; width: 22px; height: 22px;" width="22" height="22"> <span class="kg-bookmark-author" src="CardsFTW" style="line-height: 1.5em;">CardsFTW</span> <span class="kg-bookmark-publisher" src="Matthew Goldman" style="overflow: hidden; max-width: 240px; line-height: 1.5em; text-overflow: ellipsis; white-space: nowrap;"><span style="margin: 0 6px;">&#x2022;</span>Matthew Goldman</span> </div> </div> <div class="kg-bookmark-thumbnail" style="min-width: 140px; max-width: 180px; background-repeat: no-repeat; background-size: cover; background-position: center; border-radius: 0 2px 2px 0; background-image: url(&#39;https://www.cardsftw.com/content/images/thumbnail/woman-using-contactless-payment-at-pharmacy-1280x720-2-1.jpg&#39;);"> <img src="https://www.cardsftw.com/content/images/thumbnail/woman-using-contactless-payment-at-pharmacy-1280x720-2-1.jpg" alt onerror="this.style.display=&#39;none&#39;" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: none;"></div> </a> </div> <!--[endif]--> <!--[if vml]> <table class="kg-card kg-bookmark-card--outlook" style="margin: 0; padding: 0; width: 100%; border: 1px solid #e5eff5; background: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif; border-collapse: collapse; border-spacing: 0;" width="100%"> <tr> <td width="100%" style="padding: 20px;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td class="kg-bookmark-title--outlook"> <a href="https://www.cardsftw.com/cardsftw-98-the-economics-of-points/" style="text-decoration: none; color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;"> CardsFTW #98: The Economics of Points </a> </td> </tr> <tr> <td> <div class="kg-bookmark-description--outlook"> <a href="https://www.cardsftw.com/cardsftw-98-the-economics-of-points/" style="text-decoration: none; margin-top: 12px; color: #738a94; font-size: 13px; line-height: 1.5em; font-weight: 400;"> Plus, a new Mastercard healthcare tool </a> </div> </td> </tr> <tr> <td class="kg-bookmark-metadata--outlook" style="padding-top: 14px; color: #15212A; font-size: 13px; font-weight: 400; line-height: 1.5em;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td valign="middle" class="kg-bookmark-icon--outlook" style="padding-right: 8px; font-size: 0; line-height: 1.5em;"> <a href="https://www.cardsftw.com/cardsftw-98-the-economics-of-points/" style="text-decoration: none; color: #15212A;"> <img src="https://www.cardsftw.com/content/images/icon/cftwlogo-3.png" width="22" height="22" alt=" "> </a> </td> <td valign="middle" class="kg-bookmark-byline--outlook"> <a href="https://www.cardsftw.com/cardsftw-98-the-economics-of-points/" style="text-decoration: none; color: #15212A;"> CardsFTW &nbsp;&#x2022;&nbsp; Matthew Goldman </a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> <div class="kg-bookmark-spacer--outlook" style="height: 1.5em;">&nbsp;</div> <![endif]--></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">CardsFTW #98 is one I keep coming back to because it does what the best posts do: It pulls back the curtain on how things actually work. At Totavi, we spend a lot of time talking with clients about how points are funded and why rewards exist in the first place, and this issue laid it out clearly. It didn&#x2019;t just explain the difference between cashback and points. It got into the mechanics of what points cost issuers, how people assign value, and how the whole card P&amp;L supports it. I love when we go deeper than the marketing and actually show what&#x2019;s going on under the hood. This one did exactly that.</p><h2 id="scott-grimes-principal-risk-ops-compliance" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Scott Grimes, Principal, Risk, Ops &amp; Compliance</h2><div> <!--[if !mso !vml]--> <div class="kg-card kg-bookmark-card " style="margin: 0 0 1.5em; padding: 0; width: 100%;"> <a class="kg-bookmark-container" href="https://www.cardsftw.com/r/ab6d0e91?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="display: flex; min-height: 148px; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; border-radius: 3px; background-color: #ffffff; background-color: rgba(255, 255, 255, 0.25); border: 1px solid #e0e7eb; border: 1px solid rgba(0, 0, 0, 0.12); overflow-wrap: anywhere; color: #F9A60D; text-decoration: none;" target="_blank"> <div class="kg-bookmark-content" style="display: inline-block; width: 100%; padding: 20px;"> <div class="kg-bookmark-title" style="color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;">CardsFTW #151: Swiss Cheese Security</div> <div class="kg-bookmark-description" style="display: -webkit-box; overflow-y: hidden; margin-top: 12px; max-height: 40px; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; line-height: 1.5em; font-weight: 400; -webkit-line-clamp: 2; -webkit-box-orient: vertical;">Plus, More Pay by Car and Deserve Sells</div> <div class="kg-bookmark-metadata" style="display: flex; flex-wrap: wrap; align-items: center; margin-top: 14px; color: #15212A; font-size: 13px; font-weight: 400;"> <img class="kg-bookmark-icon" src="https://www.cardsftw.com/content/images/icon/cftwlogo-4.png" alt style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; margin-right: 8px; width: 22px; height: 22px;" width="22" height="22"> <span class="kg-bookmark-author" src="CardsFTW" style="line-height: 1.5em;">CardsFTW</span> <span class="kg-bookmark-publisher" src="Matthew Goldman" style="overflow: hidden; max-width: 240px; line-height: 1.5em; text-overflow: ellipsis; white-space: nowrap;"><span style="margin: 0 6px;">&#x2022;</span>Matthew Goldman</span> </div> </div> <div class="kg-bookmark-thumbnail" style="min-width: 140px; max-width: 180px; background-repeat: no-repeat; background-size: cover; background-position: center; border-radius: 0 2px 2px 0; background-image: url(&#39;https://www.cardsftw.com/content/images/thumbnail/swiss-cheese-1-1.jpg&#39;);"> <img src="https://www.cardsftw.com/content/images/thumbnail/swiss-cheese-1-1.jpg" alt onerror="this.style.display=&#39;none&#39;" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: none;"></div> </a> </div> <!--[endif]--> <!--[if vml]> <table class="kg-card kg-bookmark-card--outlook" style="margin: 0; padding: 0; width: 100%; border: 1px solid #e5eff5; background: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif; border-collapse: collapse; border-spacing: 0;" width="100%"> <tr> <td width="100%" style="padding: 20px;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td class="kg-bookmark-title--outlook"> <a href="https://www.cardsftw.com/cardsftw-151-swiss-cheese-security/" style="text-decoration: none; color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;"> CardsFTW #151: Swiss Cheese Security </a> </td> </tr> <tr> <td> <div class="kg-bookmark-description--outlook"> <a href="https://www.cardsftw.com/cardsftw-151-swiss-cheese-security/" style="text-decoration: none; margin-top: 12px; color: #738a94; font-size: 13px; line-height: 1.5em; font-weight: 400;"> Plus, More Pay by Car and Deserve Sells </a> </div> </td> </tr> <tr> <td class="kg-bookmark-metadata--outlook" style="padding-top: 14px; color: #15212A; font-size: 13px; font-weight: 400; line-height: 1.5em;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td valign="middle" class="kg-bookmark-icon--outlook" style="padding-right: 8px; font-size: 0; line-height: 1.5em;"> <a href="https://www.cardsftw.com/cardsftw-151-swiss-cheese-security/" style="text-decoration: none; color: #15212A;"> <img src="https://www.cardsftw.com/content/images/icon/cftwlogo-4.png" width="22" height="22" alt=" "> </a> </td> <td valign="middle" class="kg-bookmark-byline--outlook"> <a href="https://www.cardsftw.com/cardsftw-151-swiss-cheese-security/" style="text-decoration: none; color: #15212A;"> CardsFTW &nbsp;&#x2022;&nbsp; Matthew Goldman </a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> <div class="kg-bookmark-spacer--outlook" style="height: 1.5em;">&nbsp;</div> <![endif]--></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">As an Ops/Risk/Compliance person, I&#x2019;ll be the first to admit that topics like fraud and chargebacks aren&#x2019;t the sexiest part of the card business - we can&#x2019;t compete with partnership deals, rewards, and product innovation. That&#x2019;s why I&#x2019;m always happy to see my field of work highlighted in a CardsFTW issue. Matthew&#x2019;s use of the Swiss Cheese analogy has long been a favorite of mine. It&#x2019;s a good example of how proactive, prevention-focused risk and fraud strategies can serve as a competitive advantage for companies willing to invest in smart people and technology.</p><div class="align-center" style="text-align: center;"><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"><p style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span style="white-space: pre-wrap;">Thank you for subscribing to&#xA0;CardsFTW. Please consider supporting this newsletter&#xA0;by upgrading to a paid subscription today.</span></p><div class="btn btn-accent"> <table border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tbody> <tr> <td align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <a href="https://www.cardsftw.com/r/b1cf037a?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Upgrade to Paid</a> </td> </tr> </tbody> </table> </div> <p style="margin: 0 0 1.5em 0; line-height: 1.6em;"></p><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"></div><h2 id="jessica-marquez-principal-product" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Jessica Marquez, Principal, Product</h2><div> <!--[if !mso !vml]--> <div class="kg-card kg-bookmark-card " style="margin: 0 0 1.5em; padding: 0; width: 100%;"> <a class="kg-bookmark-container" href="https://www.cardsftw.com/r/2fc8bb22?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="display: flex; min-height: 148px; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; border-radius: 3px; background-color: #ffffff; background-color: rgba(255, 255, 255, 0.25); border: 1px solid #e0e7eb; border: 1px solid rgba(0, 0, 0, 0.12); overflow-wrap: anywhere; color: #F9A60D; text-decoration: none;" target="_blank"> <div class="kg-bookmark-content" style="display: inline-block; width: 100%; padding: 20px;"> <div class="kg-bookmark-title" style="color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;">CardsFTW #117: Interest</div> <div class="kg-bookmark-description" style="display: -webkit-box; overflow-y: hidden; margin-top: 12px; max-height: 40px; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; line-height: 1.5em; font-weight: 400; -webkit-line-clamp: 2; -webkit-box-orient: vertical;">Plus, Sapphire&#x2019;s &#x201C;Plastic&#x201D; Gets Fancier</div> <div class="kg-bookmark-metadata" style="display: flex; flex-wrap: wrap; align-items: center; margin-top: 14px; color: #15212A; font-size: 13px; font-weight: 400;"> <img class="kg-bookmark-icon" src="https://www.cardsftw.com/content/images/icon/cftwlogo-5.png" alt style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; margin-right: 8px; width: 22px; height: 22px;" width="22" height="22"> <span class="kg-bookmark-author" src="CardsFTW" style="line-height: 1.5em;">CardsFTW</span> <span class="kg-bookmark-publisher" src="Matthew Goldman" style="overflow: hidden; max-width: 240px; line-height: 1.5em; text-overflow: ellipsis; white-space: nowrap;"><span style="margin: 0 6px;">&#x2022;</span>Matthew Goldman</span> </div> </div> <div class="kg-bookmark-thumbnail" style="min-width: 140px; max-width: 180px; background-repeat: no-repeat; background-size: cover; background-position: center; border-radius: 0 2px 2px 0; background-image: url(&#39;https://www.cardsftw.com/content/images/thumbnail/DALL-E-2024-08-06-14.55.06---A-vibrant-and-fun-illustration-about-credit-card-interest-rates--featuring-elements-like-blank-credit-cards--interest-rate-symbols--and-mathematical-s-1.png&#39;);"> <img src="https://www.cardsftw.com/content/images/thumbnail/DALL-E-2024-08-06-14.55.06---A-vibrant-and-fun-illustration-about-credit-card-interest-rates--featuring-elements-like-blank-credit-cards--interest-rate-symbols--and-mathematical-s-1.png" alt onerror="this.style.display=&#39;none&#39;" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: none;"></div> </a> </div> <!--[endif]--> <!--[if vml]> <table class="kg-card kg-bookmark-card--outlook" style="margin: 0; padding: 0; width: 100%; border: 1px solid #e5eff5; background: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif; border-collapse: collapse; border-spacing: 0;" width="100%"> <tr> <td width="100%" style="padding: 20px;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td class="kg-bookmark-title--outlook"> <a href="https://www.cardsftw.com/cardsftw-117-interest/" style="text-decoration: none; color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;"> CardsFTW #117: Interest </a> </td> </tr> <tr> <td> <div class="kg-bookmark-description--outlook"> <a href="https://www.cardsftw.com/cardsftw-117-interest/" style="text-decoration: none; margin-top: 12px; color: #738a94; font-size: 13px; line-height: 1.5em; font-weight: 400;"> Plus, Sapphire’s &ldquo;Plastic&rdquo; Gets Fancier </a> </div> </td> </tr> <tr> <td class="kg-bookmark-metadata--outlook" style="padding-top: 14px; color: #15212A; font-size: 13px; font-weight: 400; line-height: 1.5em;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td valign="middle" class="kg-bookmark-icon--outlook" style="padding-right: 8px; font-size: 0; line-height: 1.5em;"> <a href="https://www.cardsftw.com/cardsftw-117-interest/" style="text-decoration: none; color: #15212A;"> <img src="https://www.cardsftw.com/content/images/icon/cftwlogo-5.png" width="22" height="22" alt=" "> </a> </td> <td valign="middle" class="kg-bookmark-byline--outlook"> <a href="https://www.cardsftw.com/cardsftw-117-interest/" style="text-decoration: none; color: #15212A;"> CardsFTW &nbsp;&#x2022;&nbsp; Matthew Goldman </a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> <div class="kg-bookmark-spacer--outlook" style="height: 1.5em;">&nbsp;</div> <![endif]--></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I recently went back to read this post while I was working on an interest-related project, because even at Totavi we often find ourselves going back to Matthew&#x2019;s writing in CardsFTW when we need a refresher on some random, or even fundamental, card topic. Interest is such a core part of how credit cards work, but it&#x2019;s also one of those things that even <em>card</em> <em>people </em>may not stop to really think about the nitty-gritty of. Reading it again reminded me of how much I appreciate the way Matthew lays things out, and exemplifies what makes CardsFTW so valuable to so many of us. He takes topics that everyone assumes they understand, and explains them in a way that&#x2019;s clear, practical, and connected to the real products that many in this community are working on.&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I also had to laugh at the image&#x2026;&#x201C;Credit T. Rade.&#x201D; It&#x2019;s wild how quickly our AI image generation expectations have changed in just a year. That image feels like a little time capsule!&#xA0;</p><h2 id="julia-nicholls-associate-consultant" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Julia Nicholls, Associate Consultant</h2><div> <!--[if !mso !vml]--> <div class="kg-card kg-bookmark-card " style="margin: 0 0 1.5em; padding: 0; width: 100%;"> <a class="kg-bookmark-container" href="https://www.cardsftw.com/r/e9ca6be0?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="display: flex; min-height: 148px; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; border-radius: 3px; background-color: #ffffff; background-color: rgba(255, 255, 255, 0.25); border: 1px solid #e0e7eb; border: 1px solid rgba(0, 0, 0, 0.12); overflow-wrap: anywhere; color: #F9A60D; text-decoration: none;" target="_blank"> <div class="kg-bookmark-content" style="display: inline-block; width: 100%; padding: 20px;"> <div class="kg-bookmark-title" style="color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;">CardsFTW #148: The Many Parts of a Credit Card</div> <div class="kg-bookmark-description" style="display: -webkit-box; overflow-y: hidden; margin-top: 12px; max-height: 40px; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; line-height: 1.5em; font-weight: 400; -webkit-line-clamp: 2; -webkit-box-orient: vertical;">Plus, Annual Fee Inflation</div> <div class="kg-bookmark-metadata" style="display: flex; flex-wrap: wrap; align-items: center; margin-top: 14px; color: #15212A; font-size: 13px; font-weight: 400;"> <img class="kg-bookmark-icon" src="https://www.cardsftw.com/content/images/icon/cftwlogo-6.png" alt style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; margin-right: 8px; width: 22px; height: 22px;" width="22" height="22"> <span class="kg-bookmark-author" src="CardsFTW" style="line-height: 1.5em;">CardsFTW</span> <span class="kg-bookmark-publisher" src="Matthew Goldman" style="overflow: hidden; max-width: 240px; line-height: 1.5em; text-overflow: ellipsis; white-space: nowrap;"><span style="margin: 0 6px;">&#x2022;</span>Matthew Goldman</span> </div> </div> <div class="kg-bookmark-thumbnail" style="min-width: 140px; max-width: 180px; background-repeat: no-repeat; background-size: cover; background-position: center; border-radius: 0 2px 2px 0; background-image: url(&#39;https://www.cardsftw.com/content/images/thumbnail/pc-card-lockup-1-842x474-1.png&#39;);"> <img src="https://www.cardsftw.com/content/images/thumbnail/pc-card-lockup-1-842x474-1.png" alt onerror="this.style.display=&#39;none&#39;" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: none;"></div> </a> </div> <!--[endif]--> <!--[if vml]> <table class="kg-card kg-bookmark-card--outlook" style="margin: 0; padding: 0; width: 100%; border: 1px solid #e5eff5; background: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif; border-collapse: collapse; border-spacing: 0;" width="100%"> <tr> <td width="100%" style="padding: 20px;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td class="kg-bookmark-title--outlook"> <a href="https://www.cardsftw.com/cardsftw-148-the-many-parts-of-a-credit-card-2/" style="text-decoration: none; color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;"> CardsFTW #148: The Many Parts of a Credit Card </a> </td> </tr> <tr> <td> <div class="kg-bookmark-description--outlook"> <a href="https://www.cardsftw.com/cardsftw-148-the-many-parts-of-a-credit-card-2/" style="text-decoration: none; margin-top: 12px; color: #738a94; font-size: 13px; line-height: 1.5em; font-weight: 400;"> Plus, Annual Fee Inflation </a> </div> </td> </tr> <tr> <td class="kg-bookmark-metadata--outlook" style="padding-top: 14px; color: #15212A; font-size: 13px; font-weight: 400; line-height: 1.5em;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td valign="middle" class="kg-bookmark-icon--outlook" style="padding-right: 8px; font-size: 0; line-height: 1.5em;"> <a href="https://www.cardsftw.com/cardsftw-148-the-many-parts-of-a-credit-card-2/" style="text-decoration: none; color: #15212A;"> <img src="https://www.cardsftw.com/content/images/icon/cftwlogo-6.png" width="22" height="22" alt=" "> </a> </td> <td valign="middle" class="kg-bookmark-byline--outlook"> <a href="https://www.cardsftw.com/cardsftw-148-the-many-parts-of-a-credit-card-2/" style="text-decoration: none; color: #15212A;"> CardsFTW &nbsp;&#x2022;&nbsp; Matthew Goldman </a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> <div class="kg-bookmark-spacer--outlook" style="height: 1.5em;">&nbsp;</div> <![endif]--></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">CardsFTW has been a staple for me as I&#x2019;ve been learning the ins and outs of the fintech industry. Matthew has a way of taking complicated topics and breaking them down in an easily digestible way, and CardsFTW #148 is a great example of this. I reread a few CardsFTW posts, but this one is the one I share the most. When people ask about my work, I don&#x2019;t usually get any follow-up questions after mentioning the word &#x2018;fintech&#x2019;. If I chat with someone curious about what I do, I typically talk about launching a credit card program (working at Totavi has turned me into a credit card nerd). This post helped me form my explanation!&#xA0;&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I also want to give an honorary mention to <a href="https://www.cardsftw.com/r/2b54e7d0?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>CardsFTW #108</u></a>, Jessica&#39;s deep dive into the Bilt program. It was super interesting to see what goes on behind the scenes of a seemingly very complicated credit card program, and it sparked my interest in dissecting credit card rewards programs for myself!</p><h2 id="jennifer-allan-goldman-chief-of-staff" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Jennifer Allan Goldman, Chief of Staff</h2><div> <!--[if !mso !vml]--> <div class="kg-card kg-bookmark-card " style="margin: 0 0 1.5em; padding: 0; width: 100%;"> <a class="kg-bookmark-container" href="https://www.cardsftw.com/r/4bd13959?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="display: flex; min-height: 148px; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; border-radius: 3px; background-color: #ffffff; background-color: rgba(255, 255, 255, 0.25); border: 1px solid #e0e7eb; border: 1px solid rgba(0, 0, 0, 0.12); overflow-wrap: anywhere; color: #F9A60D; text-decoration: none;" target="_blank"> <div class="kg-bookmark-content" style="display: inline-block; width: 100%; padding: 20px;"> <div class="kg-bookmark-title" style="color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;">CardsFTW #171: More on Usury Laws</div> <div class="kg-bookmark-description" style="display: -webkit-box; overflow-y: hidden; margin-top: 12px; max-height: 40px; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; line-height: 1.5em; font-weight: 400; -webkit-line-clamp: 2; -webkit-box-orient: vertical;">Plus, What&#x2019;s Up With Utah?</div> <div class="kg-bookmark-metadata" style="display: flex; flex-wrap: wrap; align-items: center; margin-top: 14px; color: #15212A; font-size: 13px; font-weight: 400;"> <img class="kg-bookmark-icon" src="https://www.cardsftw.com/content/images/icon/cftwlogo-11.png" alt style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; margin-right: 8px; width: 22px; height: 22px;" width="22" height="22"> <span class="kg-bookmark-author" src="CardsFTW" style="line-height: 1.5em;">CardsFTW</span> <span class="kg-bookmark-publisher" src="Matthew Goldman" style="overflow: hidden; max-width: 240px; line-height: 1.5em; text-overflow: ellipsis; white-space: nowrap;"><span style="margin: 0 6px;">&#x2022;</span>Matthew Goldman</span> </div> </div> <div class="kg-bookmark-thumbnail" style="min-width: 140px; max-width: 180px; background-repeat: no-repeat; background-size: cover; background-position: center; border-radius: 0 2px 2px 0; background-image: url(&#39;https://www.cardsftw.com/content/images/thumbnail/States-of-Strength-2.png&#39;);"> <img src="https://www.cardsftw.com/content/images/thumbnail/States-of-Strength-2.png" alt onerror="this.style.display=&#39;none&#39;" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: none;"></div> </a> </div> <!--[endif]--> <!--[if vml]> <table class="kg-card kg-bookmark-card--outlook" style="margin: 0; padding: 0; width: 100%; border: 1px solid #e5eff5; background: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif; border-collapse: collapse; border-spacing: 0;" width="100%"> <tr> <td width="100%" style="padding: 20px;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td class="kg-bookmark-title--outlook"> <a href="https://www.cardsftw.com/cardsftw-171-more-on-usury-laws/" style="text-decoration: none; color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;"> CardsFTW #171: More on Usury Laws </a> </td> </tr> <tr> <td> <div class="kg-bookmark-description--outlook"> <a href="https://www.cardsftw.com/cardsftw-171-more-on-usury-laws/" style="text-decoration: none; margin-top: 12px; color: #738a94; font-size: 13px; line-height: 1.5em; font-weight: 400;"> Plus, What’s Up With Utah? </a> </div> </td> </tr> <tr> <td class="kg-bookmark-metadata--outlook" style="padding-top: 14px; color: #15212A; font-size: 13px; font-weight: 400; line-height: 1.5em;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td valign="middle" class="kg-bookmark-icon--outlook" style="padding-right: 8px; font-size: 0; line-height: 1.5em;"> <a href="https://www.cardsftw.com/cardsftw-171-more-on-usury-laws/" style="text-decoration: none; color: #15212A;"> <img src="https://www.cardsftw.com/content/images/icon/cftwlogo-11.png" width="22" height="22" alt=" "> </a> </td> <td valign="middle" class="kg-bookmark-byline--outlook"> <a href="https://www.cardsftw.com/cardsftw-171-more-on-usury-laws/" style="text-decoration: none; color: #15212A;"> CardsFTW &nbsp;&#x2022;&nbsp; Matthew Goldman </a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> <div class="kg-bookmark-spacer--outlook" style="height: 1.5em;">&nbsp;</div> <![endif]--></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">As the (unofficial) editor of CardsFTW, I get to do the fun stuff, like ask ChatGPT for silly card illustrations that show up when the post is embedded. I also get to find <a href="https://www.cardsftw.com/r/d0ef3cbc?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">random Capital One commercials</a> and <a href="https://www.cardsftw.com/r/889f0cdc?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">photos from the signing of Dodd-Frank</a>. </p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I appreciate Matthew&#39;s latest irregular series on the history of credit cards, including answering the question &quot;Why Utah?&quot; Most consumers don&#39;t know <em>anything</em> about what&#39;s going on behind the piece of plastic or metal in their wallet. Having an understanding of the history (both business and legislative) is crucial in understanding why that great card idea (see Kamelia&#39;s pick below) is going to succeed or fail.</p><h2 id="kamelia-dianati-chief-technology-officer" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 32px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Kamelia Dianati, Chief Technology Officer</h2><div> <!--[if !mso !vml]--> <div class="kg-card kg-bookmark-card " style="margin: 0 0 1.5em; padding: 0; width: 100%;"> <a class="kg-bookmark-container" href="https://www.cardsftw.com/r/9351b56f?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="display: flex; min-height: 148px; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; border-radius: 3px; background-color: #ffffff; background-color: rgba(255, 255, 255, 0.25); border: 1px solid #e0e7eb; border: 1px solid rgba(0, 0, 0, 0.12); overflow-wrap: anywhere; color: #F9A60D; text-decoration: none;" target="_blank"> <div class="kg-bookmark-content" style="display: inline-block; width: 100%; padding: 20px;"> <div class="kg-bookmark-title" style="color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;">CardsFTW #136: There is No One Card to Rule Them All</div> <div class="kg-bookmark-description" style="display: -webkit-box; overflow-y: hidden; margin-top: 12px; max-height: 40px; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; line-height: 1.5em; font-weight: 400; -webkit-line-clamp: 2; -webkit-box-orient: vertical;">Plus, Netflix + Mastercard, New Alaska Airlines Card</div> <div class="kg-bookmark-metadata" style="display: flex; flex-wrap: wrap; align-items: center; margin-top: 14px; color: #15212A; font-size: 13px; font-weight: 400;"> <img class="kg-bookmark-icon" src="https://www.cardsftw.com/content/images/icon/cftwlogo-7.png" alt style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; margin-right: 8px; width: 22px; height: 22px;" width="22" height="22"> <span class="kg-bookmark-author" src="CardsFTW" style="line-height: 1.5em;">CardsFTW</span> <span class="kg-bookmark-publisher" src="Matthew Goldman" style="overflow: hidden; max-width: 240px; line-height: 1.5em; text-overflow: ellipsis; white-space: nowrap;"><span style="margin: 0 6px;">&#x2022;</span>Matthew Goldman</span> </div> </div> <div class="kg-bookmark-thumbnail" style="min-width: 140px; max-width: 180px; background-repeat: no-repeat; background-size: cover; background-position: center; border-radius: 0 2px 2px 0; background-image: url(&#39;https://www.cardsftw.com/content/images/thumbnail/DALL-E-2024-12-17-17.16.11---A-stylized-and-less-realistic-depiction-of-an-anthropomorphic-credit-card-as-a-king.-The-credit-card-has-no-facial-features--wearing-a-golden-crown--h-2.webp&#39;);"> <img src="https://www.cardsftw.com/content/images/thumbnail/DALL-E-2024-12-17-17.16.11---A-stylized-and-less-realistic-depiction-of-an-anthropomorphic-credit-card-as-a-king.-The-credit-card-has-no-facial-features--wearing-a-golden-crown--h-2.webp" alt onerror="this.style.display=&#39;none&#39;" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: none;"></div> </a> </div> <!--[endif]--> <!--[if vml]> <table class="kg-card kg-bookmark-card--outlook" style="margin: 0; padding: 0; width: 100%; border: 1px solid #e5eff5; background: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif; border-collapse: collapse; border-spacing: 0;" width="100%"> <tr> <td width="100%" style="padding: 20px;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td class="kg-bookmark-title--outlook"> <a href="https://www.cardsftw.com/cardsftw-136-there-is-no-one-card-to-rule-them-all/" style="text-decoration: none; color: #15212A; font-size: 15px; line-height: 1.5em; font-weight: 600;"> CardsFTW #136: There is No One Card to Rule Them All </a> </td> </tr> <tr> <td> <div class="kg-bookmark-description--outlook"> <a href="https://www.cardsftw.com/cardsftw-136-there-is-no-one-card-to-rule-them-all/" style="text-decoration: none; margin-top: 12px; color: #738a94; font-size: 13px; line-height: 1.5em; font-weight: 400;"> Plus, Netflix + Mastercard, New Alaska Airlines Card </a> </div> </td> </tr> <tr> <td class="kg-bookmark-metadata--outlook" style="padding-top: 14px; color: #15212A; font-size: 13px; font-weight: 400; line-height: 1.5em;"> <table style="margin: 0; padding: 0; border-collapse: collapse; border-spacing: 0;"> <tr> <td valign="middle" class="kg-bookmark-icon--outlook" style="padding-right: 8px; font-size: 0; line-height: 1.5em;"> <a href="https://www.cardsftw.com/cardsftw-136-there-is-no-one-card-to-rule-them-all/" style="text-decoration: none; color: #15212A;"> <img src="https://www.cardsftw.com/content/images/icon/cftwlogo-7.png" width="22" height="22" alt=" "> </a> </td> <td valign="middle" class="kg-bookmark-byline--outlook"> <a href="https://www.cardsftw.com/cardsftw-136-there-is-no-one-card-to-rule-them-all/" style="text-decoration: none; color: #15212A;"> CardsFTW &nbsp;&#x2022;&nbsp; Matthew Goldman </a> </td> </tr> </table> </td> </tr> </table> </td> </tr> </table> <div class="kg-bookmark-spacer--outlook" style="height: 1.5em;">&nbsp;</div> <![endif]--></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I picked this one because I love a good origin story, especially one that connects to one of my most rewarding professional and personal relationships: the story of Wallaby.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">What I find so compelling about this piece is how Matthew took a very personal moment, standing at a gas station and realizing the complexity of managing multiple cards, and turned it into the spark for an entirely new idea. That ability to see a common frustration and imagine a systemic solution is what great product thinking looks like. And the title, <em>No, you can&#x2019;t have one card to rule them all</em>, is the cherry on top for me, since I&#x2019;ll admit I&#x2019;m a sucker for any <em>Lord of the Rings</em> reference.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">It also highlights what makes Matthew such a powerful voice in fintech. As a genuine lover of credit cards and financial technology, he approaches the topic with deep passion but also with a remarkably clear-eyed view of the rules of engagement. He understands not just the consumer ideal but also the realities of how banks and networks operate, and he is unafraid to call out the tension between the two. That blend of vision, realism, and thought leadership is why I continue to learn so much from him, and why this issue in particular resonated with me.</p><div></div><h1 id="fold-bitcoin-credit-card" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Fold Bitcoin Credit Card</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">2025 is the year of Bitcoin credit cards. We covered Fold&#39;s waitlist launch months ago, and today, <a href="https://www.cardsftw.com/r/3df6bbd1?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noreferrer" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">more details arrive</a>: The new card offers a new innovative rewards setup, with 2% unlimited cashback on purchases, plus an additional 1.5% back when you pay your card from your Fold Checking account. </p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/09/download.webp" class="kg-image" alt="A black credit card at an angle, with the Fold logo in the center." loading="lazy" width="600" height="600" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">My money don&#39;t jiggle jiggle, it Folds.</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Fold&#39;s announcement today also shares that the card will run on the Visa network and be powered by Stripe&#39;s new Issuing product. The three largest networks (Visa, Mastercard, American Express) each power bitcoin cards, demonstrating the mainstreaming of these products. These cards focus on Bitcoin rewards, marrying traditional fiat purchases with crypto via the rewards (post-purchase) function. Cards from Coinbase, Gemini, and others, create ways for both crypto novices to start to accumulate crypto rewards and crypto enthusiasts to double down on their holdings. We&#39;ll keep watching this confluence of traditional and decentralized finance.</p><h1 id="cardsftw" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">CardsFTW</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/91546574?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noopener noreferrer nofollow" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">CardsFTW</a>, released weekly on Wednesdays, offers insights and analysis on new credit and debit card industry products for consumers and providers. CardsFTW is authored and published by Matthew Goldman and the team at <a href="https://www.cardsftw.com/r/c4fb34a6?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noopener noreferrer nofollow" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Totavi</a>, a boutique consulting firm specializing in fintech product management &amp; marketing. We bring real operational experience that varies from the earliest days of a startup to high-growth phases and public company leadership. Visit <a href="https://www.cardsftw.com/r/ec457bba?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noopener noreferrer nofollow" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">www.totavi.com</a> to learn more.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><em>Interested in reaching our audience? </em><a href="https://www.cardsftw.com/r/991ee8c4?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" rel="noopener noreferrer nofollow" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><em>You can sponsor CardsFTW.</em></a></p> <!-- POST CONTENT END --> </td> </tr> </table> </td> </tr> <!-- END MAIN CONTENT AREA --> <tr> <td class="feedback-buttons-container" dir="ltr" width="100%" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 32px 0 24px; border-bottom: 1px solid #e0e7eb; text-align: center; background-color: #ffffff;" valign="top" bgcolor="#ffffff"> <table class="feedback-buttons" role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; margin: auto; width: 100%;" width="100%"> <tr> <td dir="ltr" valign="top" align="center" style="font-size: 18px; color: #15212A; display: inline-block; vertical-align: top; font-family: inherit; text-align: center; padding: 0 4px 4px; cursor: pointer; width: 30%;" width="30%"> <a href="https://www.cardsftw.com/cardsftw-174-the-new-amex-platinum-arrives/#/feedback/68d1d8e9b7c39e197b8b6791/1/?uuid=c62b746c-f2ed-4fee-8f26-488cc07e1c4e&amp;key=44d661c4f7da07f15bd29599b4345e87e54ce5bd0afd084e1bee49ee89a327ac" target="_blank" style="color: #F9A60D; text-decoration: none; overflow-wrap: anywhere;"> <img src="https://static.ghost.org/v5.0.0/images/more-like-this-mobile.png" border="0" width="42" height="42" alt="More like this" style="border: none; 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-ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0auto; vertical-align: middle;"> <p class="feedback-button-text" style="display: inline-block; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; color: #15212A; font-weight: 500; margin: 1em 0 0 0; line-height: 1.4em; word-break: break-word; font-size: 13px;">Less like this</p> </a> </td> <td dir="ltr" valign="top" align="center" style="font-size: 18px; color: #15212A; display: inline-block; vertical-align: top; font-family: inherit; text-align: center; padding: 0 4px 4px; cursor: pointer; width: 30%;" width="30%"> <a href="https://www.cardsftw.com/r/c9034606?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" target="_blank" style="color: #F9A60D; text-decoration: none; overflow-wrap: anywhere;"> <img src="https://static.ghost.org/v5.0.0/images/comment-mobile.png" border="0" width="42" height="42" alt="Comment" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; vertical-align: middle;"> <p class="feedback-button-text" style="display: inline-block; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; color: #15212A; font-weight: 500; margin: 1em 0 0 0; line-height: 1.4em; word-break: break-word; font-size: 13px;">Comment</p> </a> </td> </tr> </table> </td> </tr> <tr> <td class="latest-posts-container" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 24px 0; border-bottom: 1px solid #e0e7eb;" valign="top"> <h3 class="latest-posts-header" style="margin-top: 0; line-height: 1.11em; text-rendering: optimizeLegibility; letter-spacing: -0.01em; margin: 0; padding: 8px 0 8px; color: #15212A; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 13px; font-weight: 600; text-transform: uppercase;">Keep reading</h3> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 16px 0; max-width: 600px;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td valign="top" align="left" class="latest-post-title" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding-right: 12px;"> <h4 class style="margin-top: 0; text-rendering: optimizeLegibility; line-height: 1.2em; font-family: Georgia, serif; letter-spacing: -0.01em; margin: 0; padding: 2px 0 4px; font-size: 18px; font-weight: 700; color: #15212A;"> <a href="https://www.cardsftw.com/r/70cd002f?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">CardsFTW #173: Chime Refreshes Credit</a> </h4> <p class="latest-post-excerpt" style="line-height: 1.6em; margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/fa6f3338?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Plus, a big subprime merger</a> </p> </td> </tr> </table> </td> </tr> </table> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 16px 0; max-width: 600px;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td valign="top" align="left" class="latest-post-title" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding-right: 12px;"> <h4 class style="margin-top: 0; text-rendering: optimizeLegibility; line-height: 1.2em; font-family: Georgia, serif; letter-spacing: -0.01em; margin: 0; padding: 2px 0 4px; font-size: 18px; font-weight: 700; color: #15212A;"> <a href="https://www.cardsftw.com/r/2079a5cd?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">CardsFTW #172: Managing Data and Dollars</a> </h4> <p class="latest-post-excerpt" style="line-height: 1.6em; margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/4b8b62c7?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Unpacking fintech&#x2019;s favorite abbreviations</a> </p> </td> </tr> </table> </td> </tr> </table> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td class="latest-post" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 16px 0; max-width: 600px;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td valign="top" align="left" class="latest-post-title" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding-right: 12px;"> <h4 class style="margin-top: 0; text-rendering: optimizeLegibility; line-height: 1.2em; font-family: Georgia, serif; letter-spacing: -0.01em; margin: 0; padding: 2px 0 4px; font-size: 18px; font-weight: 700; color: #15212A;"> <a href="https://www.cardsftw.com/r/731341ba?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">CardsFTW #171: More on Usury Laws</a> </h4> <p class="latest-post-excerpt" style="line-height: 1.6em; margin: 0; padding: 0; font-size: 15px; font-weight: 400; color: #15212a; color: rgba(0, 0, 0, 0.6);"> <a href="https://www.cardsftw.com/r/6d3f873a?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; text-decoration: none; color: #15212a; color: rgba(0, 0, 0, 0.6);" target="_blank">Plus, What&#39;s Up With Utah?</a> </p> </td> </tr> </table> </td> </tr> </table> </td> </tr> <tr> <td class="subscription-box" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; padding: 32px 0; border-bottom: 1px solid #e0e7eb; color: #15212A;" valign="top"> <h3 style="margin-top: 0; line-height: 1.11em; text-rendering: optimizeLegibility; letter-spacing: -0.01em; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 14px; font-weight: 600; text-transform: uppercase; margin: 0 0 18px;">Subscription details</h3> <p style="margin: 0 0 1.5em 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; margin-bottom: 16px; color: #15212A;"> <span>You are receiving this because you are a <strong style="font-weight: 700;">free subscriber</strong> to CardsFTW.</span> </p> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr> <td class="subscription-details" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <p class="" style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Name: roger</p> <p style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Email: <a href="#" style="overflow-wrap: anywhere; text-decoration: none; color: #15212A;" target="_blank">tw51yjtgdhlsr2od@newsletter.rodeo</a></p> <p style="margin: 0 0 1.5em 0; margin-bottom: 0; font-size: 15px; font-weight: 400; line-height: 1.45em; text-decoration: none; color: #15212A;">Member since: 7 March 2024</p> </td> <td align="right" valign="bottom" class="manage-subscription" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; color: #15212A; font-size: 15px; font-weight: 400; text-align: right; line-height: 1.45em; vertical-align: bottom;"> <a href="https://www.cardsftw.com/#/portal/account" style="overflow-wrap: anywhere; text-decoration: underline; color: #F9A60D;" target="_blank"> Manage subscription</a> </td> </tr> </table> </td> </tr> <tr> <td class="wrapper" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-top: 40px; padding-bottom: 30px;"> <tr><td class="footer" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); margin-top: 20px; text-align: center; padding-bottom: 10px; padding-top: 10px; padding-left: 30px; padding-right: 30px; line-height: 1.5em; font-size: 13px;" valign="top" align="center"><p dir="ltr" style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span>Totavi, LLC,&#xA0;2108&#xA0;N St., Ste. 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  17. CardsFTW #173: Chime Refreshes Credit

    Wed, 17 Sep 2025 16:15:50 -0000

    <!doctype html> <html> <head> <meta name="viewport" content="width=device-width"> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <!--[if mso]><xml><o:OfficeDocumentSettings><o:PixelsPerInch>96</o:PixelsPerInch><o:AllowPNG/></o:OfficeDocumentSettings></xml><![endif]--> <title>CardsFTW #173: Chime Refreshes Credit</title> <style> .post-title-link { display: block; margin-top: 32px; color: #15212A; text-align: center; line-height: 1.1em; } .post-title-link-left { text-align: left; } .view-online-link { word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); text-decoration: underline !important; } .kg-nft-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; font-size: 14px; line-height: 1.3em; padding-top: 4px; padding-right: 20px; padding-left: 20px; padding-bottom: 4px; } .kg-twitter-link { display: block; text-decoration: none !important; color: #15212A !important; font-family: inherit !important; 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} table.body .kg-cta-minimal .kg-cta-content-inner { display: inline-block !important; width: 100% !important; padding: 0 !important; } table.body .kg-cta-minimal img.kg-cta-image { width: 52px !important; height: 52px !important; } } @media all { .subscription-details p.hidden { display: none !important; } .ExternalClass { width: 100%; } .ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td, .ExternalClass div { line-height: 100%; } .apple-link a { color: inherit !important; font-family: inherit !important; font-size: inherit !important; font-weight: inherit !important; line-height: inherit !important; text-decoration: none !important; } #MessageViewBody a { color: inherit; text-decoration: none; font-size: inherit; font-family: inherit; font-weight: inherit; line-height: inherit; } } </style> <!--[if mso]> <style type="text/css"> ul, ol { margin-left: 1.5em !important; } </style> <![endif]--> </head> <body style="background-color: #fff; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; -webkit-font-smoothing: antialiased; font-size: 18px; line-height: 0; margin: 0; padding: 0; -ms-text-size-adjust: 100%; -webkit-text-size-adjust: 100%; color: #15212A;"> <span class="preheader" style="color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0;">Plus, a big subprime merger</span> <!-- HEADER WITH FULL-WIDTH BACKGROUND --> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="header" width="100%" style="mso-table-lspace: 0pt; mso-table-rspace: 0pt; line-height: 1.4; background-color: #ffffff; width: 100%; border-spacing: 0; border-collapse: collapse;" bgcolor="#ffffff"> <!-- Outlook doesn't respect max-width so we need an extra centered table --> <!--[if mso]> <tr> <td> <center> <table border="0" cellpadding="0" cellspacing="0" width="600"> <![endif]--> <tr> <td style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; 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mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tr> <td style="vertical-align: top; font-family: Georgia, serif; letter-spacing: -0.01em; font-size: 36px; line-height: 1.1; font-weight: 700; text-align: center; color: #000000;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/8434b1b7?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="post-title-link" style="text-decoration: none; display: block; margin-top: 32px; text-align: center; line-height: 1.1em; overflow-wrap: anywhere; color: #000000;" target="_blank">CardsFTW #173: Chime Refreshes Credit</a> </td> </tr> </table> </td> </tr> <tr> <td class="post-excerpt-wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%; max-width: 600px;" width="100%" valign="top"> <p class="post-excerpt post-excerpt-no-feature-image post-excerpt-serif-sans" style="margin: 0; color: #15212A; line-height: 1.4em; text-align: center; padding-bottom: 32px; font-size: 20px; font-family: Georgia, serif;">Plus, a big subprime merger</p> </td> </tr> <tr> <td width="100%" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; width: 100%;" align="center" valign="top"> <table class="post-meta-wrapper" role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%; padding-bottom: 32px;"> <tr> <td height="20" class="post-meta post-meta-center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; padding: 0;" valign="top" align="center"> By Matthew Goldman &#x2022; <span class="post-meta-date" style="white-space: nowrap;">17 Sept 2025 </span> </td> <td class="post-meta post-meta-center view-online desktop" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; display: none;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/2b135296?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; white-space: nowrap; color: #15212a; color: rgba(0, 0, 0, 0.6); overflow-wrap: anywhere; text-decoration: underline;" target="_blank">View in browser</a> </td> </tr> <tr class="post-meta post-meta-center view-online-mobile" style="color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center;" align="center"> <td height="20" class="view-online" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px; font-weight: 400; text-align: center; text-decoration: underline;" valign="top" align="center"> <a href="https://www.cardsftw.com/r/932bcd96?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" class="view-online-link" style="word-wrap: none; 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font-size: 18px; vertical-align: top; color: #15212A;" valign="top">&#xA0;</td> <td class="container title-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; display: block; max-width: 600px; margin: 0 auto;" valign="top"> <div class="content" style="box-sizing: border-box; display: block; margin: 0 auto; max-width: 600px;"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" class="main" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; border-spacing: 20px 0; width: 100%; max-width: 600px; background: #ffffff; background-color: #ffffff;" bgcolor="#ffffff"> <tr> <td class="wrapper" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; box-sizing: border-box;" valign="top"> <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;"> <tr class="post-content-row"> <td class="post-content-sans-serif" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; vertical-align: top; font-size: 17px; line-height: 1.5em; color: #15212A; padding-bottom: 20px; border-bottom: 1px solid #e0e7eb; max-width: 600px;" valign="top"> <!-- POST CONTENT START --> <h1 id="chime-refreshes-its-credit-product" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">Chime Refreshes Its Credit Product</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Chime, the leading U.S. neobank, announced a revamped &#x201C;Chime Card&#x201D; credit card last week. The new card replaces the Chime Secured Credit Builder Visa&#xAE; Credit Card (wow, a mouthful), adding a new design and a limited cashback feature to its existing product.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Like its predecessor, the new card carries no annual fee, APR, or minimum security deposit. It is powered by a consumer&#x2019;s linked Chime debit account, and the amount available to spend varies with that account. While the previous card carried no rewards, the new card will earn users 1.5% cashback on rotating quarterly categories (and 0% elsewhere), provided the users have a direct deposit into their Chime debit account.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">An interesting feature of the rewards is that they will be paid out weekly, which is much more frequent than most cards, which pay rewards at the end of each monthly statement. (A notable exception is the Apple Card, which pays rewards daily.)&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">A surprising feature is an upgraded card design. You can pick between black or green (both lovely) or pay $50 for a titanium card. This is more proof that card design matters and folks will pay for upgraded design.&#xA0;</p><div class="kg-card kg-image-card kg-card-hascaption" style="margin: 0 0 1.5em; padding: 0;"><img src="https://www.cardsftw.com/content/images/2025/09/New-Chime-Cards.jpeg" class="kg-image" alt="Three credit cards, stacked in a row, all with the Chime logo in the top right and the Visa logo in the bottom right. The top card is a silver metal, the middle card is green, the bottom card is black." loading="lazy" width="600" height="348" style="border: none; -ms-interpolation-mode: bicubic; max-width: 100%; display: block; margin: 0 auto; height: auto; width: auto;"><div class="kg-card-figcaption" style="text-align: center; font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; padding-top: 10px; padding-bottom: 10px; line-height: 1.5em; color: #15212a; color: rgba(0, 0, 0, 0.6); font-size: 13px;"><span style="text-align: center; white-space: pre-wrap;">Is the metal card worth it?</span></div></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Under the hood, Chime improved the management of the credit limit, with an integrated and automated available-to-spend balance. In contrast, the earlier edition of the card required consumers to manually transfer funds from their main debit account to a secured account to increase the limit.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Credit building is a tough space: issuers want to limit risk to borrowers with no (or limited) or poor credit history. At the same time, they want to help people improve their credit so that they can offer them additional credit products.&#xA0;</p><div class="align-center" style="text-align: center;"><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"><p style="margin: 0 0 1.5em 0; line-height: 1.6em;"><span style="white-space: pre-wrap;">Thank you for subscribing to&#xA0;CardsFTW. Please consider supporting this newsletter&#xA0;by upgrading to a paid subscription today.</span></p><div class="btn btn-accent"> <table border="0" cellspacing="0" cellpadding="0" align="center" style="border-collapse: separate; mso-table-lspace: 0pt; mso-table-rspace: 0pt; width: 100%;" width="100%"> <tbody> <tr> <td align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A;" valign="top"> <a href="https://www.cardsftw.com/r/70ca8f40?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank">Upgrade to Paid</a> </td> </tr> </tbody> </table> </div> <p style="margin: 0 0 1.5em 0; line-height: 1.6em;"></p><hr style="position: relative; display: block; width: 100%; margin: 3em 0; padding: 0; height: 1px; background-color: transparent; border: 0; border-top: 1px solid #e0e7eb;"></div><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Traditional secured cards approach this by requiring users to make a cash deposit, which isn&#x2019;t accessible until the card is closed and paid in full. Users must pay off the card weekly with funds from outside the system. Several new fintech credit builder products, like Chime, automate this process. The idea is to limit risk (Chime knows how much money is in the associated account and can transfer it as needed) and improve scores faster (if the payment is automated, you&#x2019;re not likely to miss one).</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">That said, it&#x2019;s unproven if this is a true reflection of a user who is learning to manage credit or a user who can simply manage credit because it is being done for them. Credit scores are designed to assess people&#39;s risk based on their behaviors and attitudes. The scores certainly have flaws, and I am not here to debate that, but what I don&#x2019;t know is if folks who use these cards are getting a helping hand up or a false rung on a ladder.</p><h1 id="a-super-subprime-merger" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">A Super Subprime Merger</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">I don&#x2019;t often write about the big subprime lenders, but given the Chime discussion and this week&#x2019;s news, it seems like a good time.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/97c0d434?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Atlanticus Holdings Corp.</u></a> is a consumer credit giant with a $1.15B market cap. Like many fintech companies, it operates by partnering with an issuing sponsor bank to offer credit cards under proprietary brands. The top two leading card brands are the Aspire Mastercard and the Fortiva Mastercard. Both cards are issued by The Bank of Missouri, which has also sponsored many fintech programs.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Last week, Atlanticus announced its acquisition of Mercury Financial LLC (<a href="https://www.cardsftw.com/r/68a55c0a?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>mercurycards.com</u></a>, and also <a href="https://www.cardsftw.com/r/8873edbf?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>mercuryfinancial.com</u></a>). (No, not that Mercury (<a href="https://www.cardsftw.com/r/22786886?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>mercury.com</u></a>) or that Mercury (<a href="https://www.cardsftw.com/r/a3bf871f?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>mercury-pay.com</u></a>).) This Mercury issues cards from First Bank &amp; Trust, another long-time sponsor bank, which once issued the Final Card (which morphed into the Apple Card).&#xA0;</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Both companies target users through mail offers and online channels. Mercury managed more than 1.3 million cardholders and $3.2 billion in card balances, leading to a giant with more than 5 million cards and $6 billion in outstanding balances. This is more credit cards than Fifth Third and more in outstanding balances than Truist.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;">Maybe we fintech people should pay more attention here. Mercury is 8 years old and has built a bigger book of business than most fintech issuers. Are they a fintech? Let me know in the comments.</p><div></div><h1 id="cardsftw" style="margin-top: 0; line-height: 1.11em; font-weight: 700; text-rendering: optimizeLegibility; margin: 1.5em 0 0.5em 0; font-size: 42px; font-family: Georgia, serif; letter-spacing: -0.01em; color: #15212A;">CardsFTW</h1><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><a href="https://www.cardsftw.com/r/053c2167?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>CardsFTW</u></a>, released weekly on Wednesdays, offers insights and analysis on new credit and debit card industry products for consumers and providers. CardsFTW is authored and published by Matthew Goldman and the team at <a href="https://www.cardsftw.com/r/dc69997d?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u>Totavi</u></a>, a boutique consulting firm specializing in fintech product management &amp; marketing. We bring real operational experience that varies from the earliest days of a startup to high-growth phases and public company leadership. Visit<a href="https://www.cardsftw.com/r/d6f9faf7?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><u> www.totavi.com</u></a> to learn more.</p><p style="margin: 0 0 1.5em 0; line-height: 1.6em; color: #15212A;"><em>Interested in reaching our audience? </em><a href="https://www.cardsftw.com/r/38e923f9?m=c62b746c-f2ed-4fee-8f26-488cc07e1c4e" style="overflow-wrap: anywhere; color: #F9A60D; text-decoration: underline;" target="_blank"><em><u>You can sponsor CardsFTW.</u></em></a></p> <!-- POST CONTENT END --> </td> </tr> </table> </td> </tr> <!-- END MAIN CONTENT AREA --> <tr> <td class="feedback-buttons-container" dir="ltr" width="100%" align="center" style="font-family: -apple-system, BlinkMacSystemFont, Roboto, Helvetica, Arial, sans-serif; font-size: 18px; vertical-align: top; color: #15212A; padding: 32px 0 24px; border-bottom: 1px solid #e0e7eb; text-align: center; background-color: #ffffff;" valign="top" bgcolor="#ffffff"> <table class="feedback-buttons" role="presentation" border="0" cellpadding="0" cellspacing="0" style="border-collapse: separate; 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