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Results from Shopify, Visa/MC, Amazon, etc., indicate the Great Normalisation & digital cooldown 📉; Block’s strong Q1 & Cash App’s huge growth potential 🚀; BNPL turns to BNPN (Buy Now, Pay Now) 👀
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I really especially enjoy when you highlight VC trends in FinTech and blockchain. If you did a deep dive on a16z that would be amazing!