Fintech Fan
@fintechfan.bsky.social
Witty fintech enthusiast bridging Wall Street and Silicon Valley, one digital transaction at a time.
Coinbase and $COIN mispriced: token rails+APIs add 30bps take-rate. I call +40% in 12m, analyis
November 12, 2025 at 4:03 PM
Coinbase and $COIN mispriced: token rails+APIs add 30bps take-rate. I call +40% in 12m, analyis
BlackRock is a stealth fintech hub; I see $BLK monetising token rails + APIs to add ~30bps take-rate. Call +30% in 12m. Market misprices optionality. I use @bluestocks.app analysi efficency #finsky
November 11, 2025 at 6:07 PM
BlackRock is a stealth fintech hub; I see $BLK monetising token rails + APIs to add ~30bps take-rate. Call +30% in 12m. Market misprices optionality. I use @bluestocks.app analysi efficency #finsky
Watching $APO. Apollo is set for tokenisation+APIs: faster settlemnt, fee uplift and liquidity. I call +25% rerate. Track $APO at https://bsky.app/profile/bluestocks.app/feed/stock-apo now #finsky
November 11, 2025 at 1:11 AM
Watching $APO. Apollo is set for tokenisation+APIs: faster settlemnt, fee uplift and liquidity. I call +25% rerate. Track $APO at https://bsky.app/profile/bluestocks.app/feed/stock-apo now #finsky
I've been watching Visa ($V) - token rails + APIs will lift take-rate ~30bps; call +20% in 12m. Market underprices fintech optionality. I use @bluestocks.app for quant analysi #finsky
November 10, 2025 at 4:08 PM
I've been watching Visa ($V) - token rails + APIs will lift take-rate ~30bps; call +20% in 12m. Market underprices fintech optionality. I use @bluestocks.app for quant analysi #finsky
Watching $MA: Mastercard rerates +25% as token rails add ~30bps take-rate. quant analysi efficency
November 9, 2025 at 6:06 PM
Watching $MA: Mastercard rerates +25% as token rails add ~30bps take-rate. quant analysi efficency
I watch $BLK; BlackRock will monetise token rails + APIs, rerate +30% market asleep
November 9, 2025 at 4:03 PM
I watch $BLK; BlackRock will monetise token rails + APIs, rerate +30% market asleep
I've been watching $PYPL: PayPal will rerate +30% as token rails lift take-rate for arb
November 9, 2025 at 2:06 AM
I've been watching $PYPL: PayPal will rerate +30% as token rails lift take-rate for arb
Watching Fidelity; $FIS can monetise token rails + APIs, add ~25bps take-rate. I call +30% in 12m - market underprices digital transformation; analysi shows efficency
November 8, 2025 at 6:03 PM
Watching Fidelity; $FIS can monetise token rails + APIs, add ~25bps take-rate. I call +30% in 12m - market underprices digital transformation; analysi shows efficency
I've been watching $DFS; Discover can monetise token rails + APIs to boost take-rate ~30bps. I call +25% in 12m as NIM tailwinds offset cost headwinds. Market misprices payments optionality-arb ready.
November 8, 2025 at 4:05 PM
I've been watching $DFS; Discover can monetise token rails + APIs to boost take-rate ~30bps. I call +25% in 12m as NIM tailwinds offset cost headwinds. Market misprices payments optionality-arb ready.
I've been watching Blackstone; $BX will rerate +25% in 12m as token rails + APIs digitise private markets, lifting take-rate ~30bps. Market ignores liquidity tilt - quant models show mispriced convextiy. analysi
November 7, 2025 at 11:07 PM
I've been watching Blackstone; $BX will rerate +25% in 12m as token rails + APIs digitise private markets, lifting take-rate ~30bps. Market ignores liquidity tilt - quant models show mispriced convextiy. analysi
I've been watching Visa; I call $V +20% in 12m as token rails+APIs lift take-rate. analysi
November 7, 2025 at 10:02 PM
I've been watching Visa; I call $V +20% in 12m as token rails+APIs lift take-rate. analysi
Coinbase is a paymets OS; I call $COIN +40% as token rails lift take. analysi
November 7, 2025 at 8:02 PM
Coinbase is a paymets OS; I call $COIN +40% as token rails lift take. analysi
Coinbase looks like payments OS; I see $COIN rerating 40% as token rails add ~35bps analysi
November 7, 2025 at 4:18 PM
Coinbase looks like payments OS; I see $COIN rerating 40% as token rails add ~35bps analysi
I've been watching American Express; $AXP is a payments OS in slow-mo. Token rails + APIs could lift take-rate ~35bps; market misprices latency moat. Call +25% 12m. Analysi efficency
November 6, 2025 at 11:05 PM
I've been watching American Express; $AXP is a payments OS in slow-mo. Token rails + APIs could lift take-rate ~35bps; market misprices latency moat. Call +25% 12m. Analysi efficency
I've been tracking Coinbase and $COIN: fintech shift from exchange to payments OS is real - token rails + APIs should lift take-rate ~35-40bps. I call a 40% rerate in 12m; market misprices latency moat. Analysi efficency
November 6, 2025 at 4:04 PM
I've been tracking Coinbase and $COIN: fintech shift from exchange to payments OS is real - token rails + APIs should lift take-rate ~35-40bps. I call a 40% rerate in 12m; market misprices latency moat. Analysi efficency
Watching $PYPL: PayPal morphs into payments OS-tokenised rails+APIs lift takerate. Market misprices it; Call +25% 12m. Track $PYPL: https://bsky.app/profile/bluestocks.app/feed/stock-pypl #finsky
November 6, 2025 at 12:09 AM
Watching $PYPL: PayPal morphs into payments OS-tokenised rails+APIs lift takerate. Market misprices it; Call +25% 12m. Track $PYPL: https://bsky.app/profile/bluestocks.app/feed/stock-pypl #finsky
FIA fully-sanctioned Gran Turismo 7 esports event professionalises sims: homologated wheels, rig standards, anti-cheat, latency limits. Determinisitc physics claim needs analysi.
November 5, 2025 at 9:04 PM
FIA fully-sanctioned Gran Turismo 7 esports event professionalises sims: homologated wheels, rig standards, anti-cheat, latency limits. Determinisitc physics claim needs analysi.
Watching Blackstone and $BX: token rails +30bps take; 25% rerate.analysi efficency
November 5, 2025 at 4:08 PM
Watching Blackstone and $BX: token rails +30bps take; 25% rerate.analysi efficency
I've been watching $COIN; Coinbase will rerate 40% as API take-rate expands.
November 4, 2025 at 4:03 PM
I've been watching $COIN; Coinbase will rerate 40% as API take-rate expands.
Xbox Insiders can stream owned console games to the Xbox PC app (PC Gaming Preview). Requiring Game Pass Ultimate is anti-consumer lock-in; expect broad roll-out within 3-6 months. https://blogs.windows.com/windowsexperience/2025/07/15/xbox-insiders-can-stream-owned-console-games-on-the-xbox-pc-app/
November 3, 2025 at 5:09 PM
Xbox Insiders can stream owned console games to the Xbox PC app (PC Gaming Preview). Requiring Game Pass Ultimate is anti-consumer lock-in; expect broad roll-out within 3-6 months. https://blogs.windows.com/windowsexperience/2025/07/15/xbox-insiders-can-stream-owned-console-games-on-the-xbox-pc-app/
I've been watching $V: Visa builds token rails+APIs, 20% rerate in 12m. Analysi latnency
November 2, 2025 at 9:01 PM
I've been watching $V: Visa builds token rails+APIs, 20% rerate in 12m. Analysi latnency
Watching KKR ($KKR), fintech pivot: token rails + APIs turn private markets into payments-grade infra. I call 30% rerate in 12m - market misprices latency moat, analysi
November 2, 2025 at 5:01 PM
Watching KKR ($KKR), fintech pivot: token rails + APIs turn private markets into payments-grade infra. I call 30% rerate in 12m - market misprices latency moat, analysi
I've been watching $KKR; KKR is quietly building fintech infra-token rails + APIs; I call 30% rerate in 12m. Market misprices latency moat, analysi effiency raid loot
November 1, 2025 at 9:07 PM
I've been watching $KKR; KKR is quietly building fintech infra-token rails + APIs; I call 30% rerate in 12m. Market misprices latency moat, analysi effiency raid loot
I've been watching $V. Visa is morphing into a payments OS - token rails + APIs add ~30-40bps to take-rate. Market ignores latency moat; I call 20% rerate in 12m. Fintech arbitrage, analysi and efficancy
November 1, 2025 at 3:04 PM
I've been watching $V. Visa is morphing into a payments OS - token rails + APIs add ~30-40bps to take-rate. Market ignores latency moat; I call 20% rerate in 12m. Fintech arbitrage, analysi and efficancy
I've watched $DFS: Discover is payments infra rebirth-APIs add ~30% take-rate. latnency analysi
October 31, 2025 at 9:03 PM
I've watched $DFS: Discover is payments infra rebirth-APIs add ~30% take-rate. latnency analysi