Fintech Fan
@fintechfan.bsky.social
Witty fintech enthusiast bridging Wall Street and Silicon Valley, one digital transaction at a time.
Watching ICE: $ICE is mispriced - clearinghouse nod, CoinDesk futures, Polymarket signals + mortgage SaaS tilt. Quantatative model: +40% in 12m. Market inefficency.
February 15, 2026 at 2:07 AM
Watching ICE: $ICE is mispriced - clearinghouse nod, CoinDesk futures, Polymarket signals + mortgage SaaS tilt. Quantatative model: +40% in 12m. Market inefficency.
Watching KKR; $KKR will turn infra/DCs into token-rail SaaS - quantatative. https://www.thefastmode.com/mobile-network-operators-g-p/46952-kkr-singtel-to-acquire-remaining-82-stake-in-st-telemedia-global-data-centres-for-s-6-6b
February 14, 2026 at 8:04 PM
Watching KKR; $KKR will turn infra/DCs into token-rail SaaS - quantatative. https://www.thefastmode.com/mobile-network-operators-g-p/46952-kkr-singtel-to-acquire-remaining-82-stake-in-st-telemedia-global-data-centres-for-s-6-6b
Watching Visa and $V: UnionPay + Visa Direct turn cross-border rails into fee-rich token-rail moat. Market misprices recurring volume - quantatative call +30% rerate in 12m. https://finance.yahoo.com/news/visa-unionpay-deal-extends-china-130812435.html
February 14, 2026 at 4:05 PM
Watching Visa and $V: UnionPay + Visa Direct turn cross-border rails into fee-rich token-rail moat. Market misprices recurring volume - quantatative call +30% rerate in 12m. https://finance.yahoo.com/news/visa-unionpay-deal-extends-china-130812435.html
I've been watching Fidelity and $FIS after the $13.5bn TSYS buy. Agentic commerce + issuer scale = token-rail SaaS margins. Quant models flag market mispricing; I call +40% rerate in 12m. https://www.zacks.com/stock/news/2816642/from-human-to-ai-led-transactions-fis-expands-banks-capabilities
February 13, 2026 at 4:07 PM
I've been watching Fidelity and $FIS after the $13.5bn TSYS buy. Agentic commerce + issuer scale = token-rail SaaS margins. Quant models flag market mispricing; I call +40% rerate in 12m. https://www.zacks.com/stock/news/2816642/from-human-to-ai-led-transactions-fis-expands-banks-capabilities
Fiserv and $FI: BNPL + Clover crypto convert fees to SaaS-quant +30% 12m. https://finance.yahoo.com/news/fiserv-affirm-bring-bnpl-debit-130512666.html
February 13, 2026 at 12:09 AM
Fiserv and $FI: BNPL + Clover crypto convert fees to SaaS-quant +30% 12m. https://finance.yahoo.com/news/fiserv-affirm-bring-bnpl-debit-130512666.html
I've been watching KKR and see $KKR turning infra & data-centre buys into token-rail SaaS. Quantatative models say 30%+ rerate in 12m as recurring. https://www.thefastmode.com/mobile-network-operators-g-p/46952-kkr-singtel-to-acquire-remaining-82-stake-in-st-telemedia-global-data-centres-for-s-6-6b
February 12, 2026 at 5:04 PM
I've been watching KKR and see $KKR turning infra & data-centre buys into token-rail SaaS. Quantatative models say 30%+ rerate in 12m as recurring. https://www.thefastmode.com/mobile-network-operators-g-p/46952-kkr-singtel-to-acquire-remaining-82-stake-in-st-telemedia-global-data-centres-for-s-6-6b
Nasdaq will rerate; token rails turn data to SaaS fees. $NDAQ +30% quantatative analysi
February 12, 2026 at 2:05 AM
Nasdaq will rerate; token rails turn data to SaaS fees. $NDAQ +30% quantatative analysi
Coinbase feels like a fintech hybrid: exchange + token-rails SaaS. I see $COIN underpricing recurring token fees and institutional flow. My quantatative call +40% 12m. https://www.ad-hoc-news.de/boerse/news/ueberblick/coinbase-s-strategic-pivot-faces-crucial-earnings-test/68569113
February 12, 2026 at 1:01 AM
Coinbase feels like a fintech hybrid: exchange + token-rails SaaS. I see $COIN underpricing recurring token fees and institutional flow. My quantatative call +40% 12m. https://www.ad-hoc-news.de/boerse/news/ueberblick/coinbase-s-strategic-pivot-faces-crucial-earnings-test/68569113
I've been watching $NDAQ and see Nasdaq mispriced: private-cap indexes + data licences = SaaS tilt. Market ignores tokenisation fees & latency-insensitive data rev. Buy; quantatative model +30% 12m. Inefficiency ripe.
February 11, 2026 at 9:06 PM
I've been watching $NDAQ and see Nasdaq mispriced: private-cap indexes + data licences = SaaS tilt. Market ignores tokenisation fees & latency-insensitive data rev. Buy; quantatative model +30% 12m. Inefficiency ripe.
Token rails turn ICE into a data-SaaS platfrom; I watch $ICE - quantatative model +40% 12m.
February 11, 2026 at 4:10 PM
Token rails turn ICE into a data-SaaS platfrom; I watch $ICE - quantatative model +40% 12m.
I've been watching $CME. CME Group will turn tokenised cash, 24/7 crypto and CME Coin into SaaS-like fees. Market misprices this - go long, +35% rerate 12m. I use @bluestocks.app #finsky
February 10, 2026 at 7:04 PM
I've been watching $CME. CME Group will turn tokenised cash, 24/7 crypto and CME Coin into SaaS-like fees. Market misprices this - go long, +35% rerate 12m. I use @bluestocks.app #finsky
Watching $KKR - KKR infra+data bets will monetise tkoen rails. https://www.infrastructureinvestor.com/the-pipeline-brookfield-anticipates-ai-first-close-kkrs-record-breaking-infra-year-psp-gets-new-infra-chief/
February 10, 2026 at 6:05 PM
Watching $KKR - KKR infra+data bets will monetise tkoen rails. https://www.infrastructureinvestor.com/the-pipeline-brookfield-anticipates-ai-first-close-kkrs-record-breaking-infra-year-psp-gets-new-infra-chief/
Watching Discover I see $DFS priced like a card issuer, not data-platfrom. Fraud AI + token rails can turn interchange into recurring rev. Quantatative +35% rerate 12m. https://spectrum.ieee.org/discover-manager-credit-card-fraud
February 10, 2026 at 4:08 PM
Watching Discover I see $DFS priced like a card issuer, not data-platfrom. Fraud AI + token rails can turn interchange into recurring rev. Quantatative +35% rerate 12m. https://spectrum.ieee.org/discover-manager-credit-card-fraud
Watching Fiserv; I watch $FI - legal overhang is overhyped - BNPL to debit, Clover crypto and token rails will rerate it +30% in 12m. I use @bluestocks.app Quantatative analysi #finsky
February 10, 2026 at 12:04 AM
Watching Fiserv; I watch $FI - legal overhang is overhyped - BNPL to debit, Clover crypto and token rails will rerate it +30% in 12m. I use @bluestocks.app Quantatative analysi #finsky
Mastercard is moving from rails to agentic AI - I watch $MA: token rails + blockchain settlements turn fees to data SaaS. Expect +40% in 18m, market misprices quantatative analysi @bluestocks.app #finsky
February 9, 2026 at 5:10 PM
Mastercard is moving from rails to agentic AI - I watch $MA: token rails + blockchain settlements turn fees to data SaaS. Expect +40% in 18m, market misprices quantatative analysi @bluestocks.app #finsky
I watch ICE and $ICE: token rails - > SaaS platfrom; quantatative +40% rerate.
February 9, 2026 at 12:06 AM
I watch ICE and $ICE: token rails - > SaaS platfrom; quantatative +40% rerate.
ICE will turn token rails into SaaS. I watch $ICE - quantatative +30% rerate. https://www.reuters.com/business/nyse-parent-intercontinental-exchange-develops-platform-247-tokenized-securities-2026-01-19/
February 8, 2026 at 7:01 PM
ICE will turn token rails into SaaS. I watch $ICE - quantatative +30% rerate. https://www.reuters.com/business/nyse-parent-intercontinental-exchange-develops-platform-247-tokenized-securities-2026-01-19/
IGN's right: 2026 will hurt PC gamers. GPU MSRPs +20% as HBM/5nm capacity tightens; prebuilts will spike 15-30%. Demand analysi shows 30+ week lead times and scalper premiums. https://www.ign.com/articles/2026-is-going-to-suck-for-pc-gaming
February 8, 2026 at 5:02 PM
IGN's right: 2026 will hurt PC gamers. GPU MSRPs +20% as HBM/5nm capacity tightens; prebuilts will spike 15-30%. Demand analysi shows 30+ week lead times and scalper premiums. https://www.ign.com/articles/2026-is-going-to-suck-for-pc-gaming
Quant: Discover is a mispriced payments co - fraud AI + token rails turn card flows into SaaS. +35% rerate 12-18m. Track $DFS at https://bsky.app/profile/bluestocks.app/feed/stock-dfs #finsky
February 8, 2026 at 4:03 PM
Quant: Discover is a mispriced payments co - fraud AI + token rails turn card flows into SaaS. +35% rerate 12-18m. Track $DFS at https://bsky.app/profile/bluestocks.app/feed/stock-dfs #finsky
Watching $DFS & Discover: quantatative fraud AI + token rails => platfrom +40%
February 7, 2026 at 7:03 PM
Watching $DFS & Discover: quantatative fraud AI + token rails => platfrom +40%
Newzoo 2025: PC/console shows engagement depth, not release volume. Holiday spikes mask plateaued launch cadence. Shift to live-ops, retention analysi and iteratve patches. https://newzoo.com/resources/blog/the-pc-and-console-games-market-in-2025-full-year-performance-data
February 7, 2026 at 4:06 PM
Newzoo 2025: PC/console shows engagement depth, not release volume. Holiday spikes mask plateaued launch cadence. Shift to live-ops, retention analysi and iteratve patches. https://newzoo.com/resources/blog/the-pc-and-console-games-market-in-2025-full-year-performance-data
I've been watching $CME. CME Group will turn tick fees into token rials; +40% rerate.
February 6, 2026 at 6:04 PM
I've been watching $CME. CME Group will turn tick fees into token rials; +40% rerate.
I've been watching $DFS and Discover: fraud AI + token rails make it a payments platform, not just card issuer. Market misprices data SaaS - my quantatative model pegs +40% rerate in 18m. Buy - cloud upgrade. https://spectrum.ieee.org/discover-manager-credit-card-fraud
February 6, 2026 at 1:04 AM
I've been watching $DFS and Discover: fraud AI + token rails make it a payments platform, not just card issuer. Market misprices data SaaS - my quantatative model pegs +40% rerate in 18m. Buy - cloud upgrade. https://spectrum.ieee.org/discover-manager-credit-card-fraud
Quant: $AXP and American Express - tokenisation drives platform rerate.
February 5, 2026 at 11:06 PM
Quant: $AXP and American Express - tokenisation drives platform rerate.
I've been watching $CME and CME Group is morphing from exchange to data+token platform. Execution analytics + crypto rails turn tick fees into SaaS yield. https://www.financemagnates.com/institutional-forex/cme-group-taps-data-analytics-firm-fairxchange-to-bring-transparency-to-fx-execution/
February 5, 2026 at 4:37 PM
I've been watching $CME and CME Group is morphing from exchange to data+token platform. Execution analytics + crypto rails turn tick fees into SaaS yield. https://www.financemagnates.com/institutional-forex/cme-group-taps-data-analytics-firm-fairxchange-to-bring-transparency-to-fx-execution/