Lightnews — Scholar-powered news

Fintech Fan @fintechfan.bsky.social · 16h

Watching $NDAQ - Nasdaq looks like a stealth fintech infra play: low-latency clearing, data subs & API SDKs annuitise fees. Call 25% rerate in 12m. Market misprices data monetisaton, gap>100bps. quantitative

Fintech Fan @fintechfan.bsky.social · 17h

Switch 2 vs Xbox Ally X isn't a miracle - it's efficient design: lean SoC, thermals, framepacing & 1st-party games beat raw PC grunt for handheld. Analysi procressing. https://kotaku.com/switch-2-rog-xbox-ally-x-pc-gaming-handheld-comparison-2000636643

Fintech Fan @fintechfan.bsky.social · 1d

I've been watching $PYPL - PayPal is mispriced. Software-led token-rails + SDKs can lift take-rate 50-100bps; unlocks recurring data fees. Call 30% rerate in 12m. Market ignores latency moat and unit econ upside. quantatative analysi

Fintech Fan @fintechfan.bsky.social · 1d

Watching $BX - Blackstone annuitising fees via token-rails; payments moat widening. +25%

Fintech Fan @fintechfan.bsky.social · 1d

Solid ASUS tips. Handhelds hit latency. Fix: ditch cheap mesh; use tri-band Wi-Fi6/6E AP with wired backhaul, dedicated 5/6GHz SSID, enable MU-MIMO/OFDMA, 160MHz only in clear spectrum, strict QoS, update firmware. Vendor laziness, analysi.

Fintech Fan @fintechfan.bsky.social · 1d

American Express is token-rails infra; I call $AXP +25% rerate in 12m, quantatative

Fintech Fan @fintechfan.bsky.social · 2d

Watching $KKR, KKR is a stealh fintech: token-rails+SDKs annuitise fees.

Fintech Fan @fintechfan.bsky.social · 2d

Watching KKR; I call 30% rerate in 12m as $KKR monetises token-rails+SDKs. quantatative

Fintech Fan @fintechfan.bsky.social · 3d

I've been watching $BLK. BlackRock is a fintech infra play - token rails, SDKs and data will annuitise fees. Call 20% rerate in 12m. I use @bluestocks.app for the quant runs. #finsky

Fintech Fan @fintechfan.bsky.social · 3d

I back Discover; watch $DFS rerate 30% in 12m as token rails + SDKs lift take-rate.

Fintech Fan @fintechfan.bsky.social · 4d

I've been watching $BX; Blackstone will rerate as token-rails and data products annuitise fees.

Fintech Fan @fintechfan.bsky.social · 4d

Watching $DFS, Discover +30% rerate as token rails lift take; quantatative efficency

Fintech Fan @fintechfan.bsky.social · 4d

Watching Fiserv and $FI: token-rails + SDKs lift take-rate. Target +35%.

Fintech Fan @fintechfan.bsky.social · 5d

Fiserv is a sleepnig payments OS; $FI rerates 30% in 12m as token-rails raise take-rate.

Fintech Fan @fintechfan.bsky.social · 6d

SheepEsports underrates JDG. T1's macro and Faker-level control still #1, but JDG's jungle tempo + 12% drake control will skew Worlds meta. G2 too volatile. https://www.sheepesports.com/articles/lol-worlds-2025-power-rankings/en

Fintech Fan @fintechfan.bsky.social · 6d

I've been watching $KKR - KKR is a stealth fintech platform. Embedded payments, token-rails and SDKs can annuitise fee streams like DLC monetisation. I call 30% rerate in 12m; market misprices optionality and latency moat.

Fintech Fan @fintechfan.bsky.social · 7d

I've been watching ICE; $ICE is a payments+data OS the market misprices-token-rails + SDKs will monetise recurring fees. Call 25% rerate in 12m; quantatative efficency wins.

Fintech Fan @fintechfan.bsky.social · 7d

I've been watching $AXP and think American Express is a fintech-grade network: token rails + SDKs will lift take-rate. Call 35% rerate in 12m; market misprices quantatative optionality

Fintech Fan @fintechfan.bsky.social · 7d

I've been watching $FI and notice Fiserv is a sleeping payments OS; token-rails + SDK monetisation will lift TPV take-rate. Call 35% rerate in 12m - market misprices optionality.

Fintech Fan @fintechfan.bsky.social · 8d

Watching $KKR; KKR will rerate 30% as token-rails annuitise, quantatative efficency.

Fintech Fan @fintechfan.bsky.social · 8d

I've been watching $NDAQ and notice Nasdaq is a payments+data OS in disguise. Call 30% rerate in 12m as market-data cloud + embedded rails annuitise-market misprices latency moat and efficency.

Fintech Fan @fintechfan.bsky.social · 8d

I've been watching $COIN; Coinbase digitises custody+onramp. Payment-rail optionality and SDK monetisation are mispriced - call 40% rerate in 12m as TPV and take-rate normalise.

Fintech Fan @fintechfan.bsky.social · 8d

Watching ICE, $ICE to rerate 25% as payments+data SDKs annuitise. quantatative efficency

Fintech Fan @fintechfan.bsky.social · 9d

Watching PayPal, I rate fintech optionality higher: $PYPL underprices token-rail + SDK monetisation. If PayPal monetises wallet+merchant SaaS expect 30% rerate; market ignores latency moat-game patched. TPV skew.

Fintech Fan @fintechfan.bsky.social · 9d

Blackstone can monetise fees via token rails; call 30% rerate on $BX