Jevgenijs Kazanins

Dec 21, 2025

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3 min read

State of Fintech 2026

Fintech Brainfood 🤝 Popular Fintech

Jevgenijs Kazanins

Nubank

Oct 12, 2025

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13 min read

Nubank takes aim at the U.S.

Revolut tried. Now it’s Nubank’s turn.

Jevgenijs Kazanins

Klarna

Sep 7, 2025

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12 min read

Klarna is finally going public

The question is what happens next

Jevgenijs Kazanins

Chime

Aug 10, 2025

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13 min read

Great quarter, guys!

Chime reports its first quarter as a public company

Jevgenijs Kazanins

Block

Aug 3, 2025

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15 min read

Block is back (sort of)

Will this time be different?

Jevgenijs Kazanins

Circle

Jul 20, 2025

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18 min read

Why everyone is wrong about Circle

Here’s the bull case for Circle and why most people are missing it

Jevgenijs Kazanins

Coupang

Jul 6, 2025

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14 min read

How Coupang missed the Fintech opportunity

It won in e-commerce, but lost the wallet war

Jevgenijs Kazanins

Sea

Jun 29, 2025

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24 min read

It started with a game

Sea didn’t start as a Fintech, but it sure became one

Jevgenijs Kazanins

Coinbase

Jun 21, 2025

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13 min read

Coinbase is quietly taking on Visa and Mastercard

The company's new protocol brings stablecoins closer to everyday commerce

Jevgenijs Kazanins

Mercado Libre

Jun 15, 2025

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20 min read

How Mercado Libre built a Fintech empire

From solving checkout to rewriting financial services in Latin America

Jevgenijs Kazanins

Shopify

Jun 1, 2025

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23 min read

Shopify's second act

Targeting the opportunity beyond SMB e-commerce

Jevgenijs Kazanins

Square

May 25, 2025

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15 min read

Small business, big opportunity

Where will small businesses bank in the future?

Jevgenijs Kazanins

Fiserv

May 18, 2025

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25 min read

There's more to Fiserv than Clover

Fiserv’s growth engine runs much deeper

Jevgenijs Kazanins

Marqeta

May 11, 2025

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21 min read

Marqeta is back

What Stripe and Adyen did in acquiring, Marqeta could do in issuing

Jevgenijs Kazanins

Toast

May 4, 2025

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16 min read

Toast eyes the throne

Inside Toast’s push to unseat the POS giants

Jevgenijs Kazanins

Adyen

Apr 20, 2025

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16 min read

Adyen’s platform play

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

Jevgenijs Kazanins

Nubank

Apr 13, 2025

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18 min read

It's still Day 1 for Nubank

Brazil was only the beginning

Jevgenijs Kazanins

Shift4

Apr 6, 2025

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15 min read

Adyen’s got company

Notes from Shift4 Investor Day

Jevgenijs Kazanins

Wise

Mar 30, 2025

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18 min read

From Faster Payments to PIX: Wise’s infrastructure play

Why Wise is building a global payment network

Jevgenijs Kazanins

Affirm

Mar 23, 2025

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12 min read

The many faces of Affirm

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

Jevgenijs Kazanins

Shopify

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

Mar 16, 2025

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14 min read

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

Visa

Mar 9, 2025

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26 min read

Visa's infinite runway

Notes from Visa Investor Day 2025

Jevgenijs Kazanins

PayPal

Mar 2, 2025

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13 min read

PayPal's fresh bid for relevance

Notes from PayPal Investor Day 2025

Jevgenijs Kazanins

Cash App

Feb 23, 2025

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13 min read

Is there any hope for Block?

Yes, if Jack Dorsey lets his team deliver

Jevgenijs Kazanins

Coinbase

Feb 16, 2025

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15 min read

Can Robinhood catch up with Coinbase?

They certainly are a force in retail trading

Jevgenijs Kazanins