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Featured Posts

AdyenAdyen
Adyen’s platform play

Adyen’s platform play

Adyen nailed the enterprise. Now it wants to conquer SMBs.

Jevgenijs Kazanins
NubankNubank
It's still Day 1 for Nubank

It's still Day 1 for Nubank

Brazil was only the beginning

Jevgenijs Kazanins
WiseWise
From Faster Payments to PIX: Wise’s infrastructure play

From Faster Payments to PIX: Wise’s infrastructure play

Why Wise is building a global payment network

Jevgenijs Kazanins

Archive

AdyenAdyen
Adyen’s platform play

Adyen’s platform play

Adyen nailed the enterprise. Now it wants to conquer SMBs.

Jevgenijs Kazanins
NubankNubank
It's still Day 1 for Nubank

It's still Day 1 for Nubank

Brazil was only the beginning

Jevgenijs Kazanins
Shift4Shift4
Adyen’s got company

Adyen’s got company

Notes from Shift4 Investor Day

Jevgenijs Kazanins
WiseWise
From Faster Payments to PIX: Wise’s infrastructure play

From Faster Payments to PIX: Wise’s infrastructure play

Why Wise is building a global payment network

Jevgenijs Kazanins
AffirmAffirm
The many faces of Affirm

The many faces of Affirm

Affirm is more than just a point-of-sale lender. But what exactly are they?

Jevgenijs Kazanins
ShopifyShopify
+2+2
Embedded lending: the next big opportunity or a niche play?

Embedded lending: the next big opportunity or a niche play?

The opportunity in embedded lending is largely untapped. Who's going to capture it?

Jevgenijs Kazanins
VisaVisa
Visa's infinite runway

Visa's infinite runway

Notes from Visa Investor Day 2025

Jevgenijs Kazanins
PayPalPayPal
PayPal's fresh bid for relevance

PayPal's fresh bid for relevance

Notes from PayPal Investor Day 2025

Jevgenijs Kazanins
Cash AppCash App
+2+2
Is there any hope for Block?

Is there any hope for Block?

Yes, if Jack Dorsey lets his team deliver

Jevgenijs Kazanins
CoinbaseCoinbase
+1+1
Can Robinhood catch up with Coinbase?

Can Robinhood catch up with Coinbase?

They certainly are a force in retail trading

Jevgenijs Kazanins
PayPalPayPal
PayPal wants to be everywhere

PayPal wants to be everywhere

Can they stay focused this time?

Jevgenijs Kazanins
MastercardMastercard
+1+1
Visa wants a bigger slice of commercial payments

Visa wants a bigger slice of commercial payments

..and so does Mastercard. Can they get it?

Jevgenijs Kazanins
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