Linas's Newsletter

The AI Code has been cracked: welcome to new, AI-first reality 🤖

The world's first AI-native investment bank 🤖🏦; Payments pioneer Remitly embraces stablecoins 😳🪙; SEC's regulatory clarity for liquid staking 🏦📈

Chime's first earnings: strong fundamentals collide with valuation reality 🧐📊; Remitly’s Q2 2025: undervalued digital remittance leader finally achieving sustainable profitability 👏🤑

Shopify's E-Commerce Empire: balanced brilliance amidst lofty valuations 🛍️📊; SEC provides regulatory clarity for liquid staking, unlocking institutional cryptocurrency adoption 🏦📈

Mastercard's network fortress: premium valuation meets regulatory headwinds 💳📊; Payments pioneer Remitly embraces stablecoins 😳🪙

Coinbase’s Q2 2025, or digital asset infrastructure giant navigating valuation crossroads 📈📉; The world's first AI-native investment bank 🤖🏦

The Best VC Template You’ve Never Used 🧠

Visa expands stablecoin offerings 🪙⛓️; Wise shareholders approve move to US markets 🇬🇧👉🇺🇸; JPMorgan to acquire Apple Card partnership from Goldman Sachs 🍎💳

Robinhood’s Q2 2025: The Great FinTech Transformation 👏📈; Visa expands multi-blockchain stablecoin offerings 🪙⛓️

Visa’s Q3 2025: the unshakeable digital payments fortress trading at premium valuations 😤📈; Ramp accelerates AI Finance revolution with $500M funding round 😳💸

PayPal's AI-Powered Renaissance: a compelling value play trading at a historic discount 🤖📉; JPMorgan to acquire Apple's troubled credit card partnership from Goldman Sachs 🍎💳

FinTech's Maturation Moment: how AI and sustainable growth are reshaping financial services 🤖📈; Wise shareholders approve move to US markets despite co-founder opposition 🇬🇧👉🇺🇸