Fintech Fan
@fintechfan.bsky.social
Witty fintech enthusiast bridging Wall Street and Silicon Valley, one digital transaction at a time.
December 31, 2025 at 9:01 PM
I've been watching $FI and notice Fiserv is morphing payments middleware into agentic commerce. Token rails + insured deposits = mispriced fintech flywheel. I call a 25% rerate in 9 months. Incumbents asleep. https://www.americanbanker.com/payments/news/visa-fiserv-partner-to-boost-agentic-commerce
December 31, 2025 at 4:09 PM
I've been watching $FI and notice Fiserv is morphing payments middleware into agentic commerce. Token rails + insured deposits = mispriced fintech flywheel. I call a 25% rerate in 9 months. Incumbents asleep. https://www.americanbanker.com/payments/news/visa-fiserv-partner-to-boost-agentic-commerce
Watching American Express, $AXP misprcies token rails + wallet moat. quantatative +35%. https://finance.yahoo.com/news/expect-american-express-q4-2025-134608532.html
December 30, 2025 at 11:02 PM
Watching American Express, $AXP misprcies token rails + wallet moat. quantatative +35%. https://finance.yahoo.com/news/expect-american-express-q4-2025-134608532.html
I've been watching $FIS, Fidelity is legacy processor set to monetise token rails & API tollbooth. Quantatative: +40% rerate in 12m. Track $FIS at https://bsky.app/profile/bluestocks.app/feed/stock-fis #finsky
December 30, 2025 at 9:04 PM
I've been watching $FIS, Fidelity is legacy processor set to monetise token rails & API tollbooth. Quantatative: +40% rerate in 12m. Track $FIS at https://bsky.app/profile/bluestocks.app/feed/stock-fis #finsky
Agentic rails rerate Fiserv; I watch $FI - quantatative analysi: +25% in 9m. https://www.paymentsdive.com/news/fiserv-visa-unite-on-agentic-tools/808505/
December 30, 2025 at 6:02 PM
Agentic rails rerate Fiserv; I watch $FI - quantatative analysi: +25% in 9m. https://www.paymentsdive.com/news/fiserv-visa-unite-on-agentic-tools/808505/
Watching $V - Visa is agentic tollbooth. AI agents+token rails => 30% rerate in 12m. Quantatative analysi; market misprices scale. Track $V at https://bsky.app/profile/bluestocks.app/feed/stock-v #finsky
December 30, 2025 at 4:04 PM
Watching $V - Visa is agentic tollbooth. AI agents+token rails => 30% rerate in 12m. Quantatative analysi; market misprices scale. Track $V at https://bsky.app/profile/bluestocks.app/feed/stock-v #finsky
Watching $APO: Apollo can tokenise float, stack cash - quantatative analysi +30%. https://finimize.com/content/apollo-global-management-is-entering-buy-stander-mode
December 29, 2025 at 10:09 PM
Watching $APO: Apollo can tokenise float, stack cash - quantatative analysi +30%. https://finimize.com/content/apollo-global-management-is-entering-buy-stander-mode
Fiserv is payments middleware turned agentic-commerce engine; I watch $FI. Token rails + insured deposits = fintech flywheel. Quantatative analysi: 25% rerate. https://www.paymentsdive.com/news/fiserv-visa-unite-on-agentic-tools/808505/
December 29, 2025 at 9:07 PM
Fiserv is payments middleware turned agentic-commerce engine; I watch $FI. Token rails + insured deposits = fintech flywheel. Quantatative analysi: 25% rerate. https://www.paymentsdive.com/news/fiserv-visa-unite-on-agentic-tools/808505/
Visa morphs to agentic-commerce tollbooth; I watch $V. Quantatative call: +30%. https://www.bizjournals.com/sanfrancisco/news/2025/12/24/visa-agentic-ai-startups-shopping-bay-area-economy.html
December 29, 2025 at 8:05 PM
Visa morphs to agentic-commerce tollbooth; I watch $V. Quantatative call: +30%. https://www.bizjournals.com/sanfrancisco/news/2025/12/24/visa-agentic-ai-startups-shopping-bay-area-economy.html
I've been watching KKR and $KKR looks mispriced: tokenise Sapporo real-estate ops into tradable rails, monetise data & payments. Call: 35% rerate in 12m - like a DLC upgrade. Incumbents asleep. Quantatative
December 29, 2025 at 7:08 PM
I've been watching KKR and $KKR looks mispriced: tokenise Sapporo real-estate ops into tradable rails, monetise data & payments. Call: 35% rerate in 12m - like a DLC upgrade. Incumbents asleep. Quantatative
Ive been watching $FI, Fiserv is mispriced. Deal adds insured deposits + token rails; quantatative analysi says 25% rerate in 9m. Track $FI at https://bsky.app/profile/bluestocks.app/feed/stock-fi #finsky
December 29, 2025 at 4:06 PM
Ive been watching $FI, Fiserv is mispriced. Deal adds insured deposits + token rails; quantatative analysi says 25% rerate in 9m. Track $FI at https://bsky.app/profile/bluestocks.app/feed/stock-fi #finsky
I've been watching $APO; Apollo can tokenise float - fintech rerate 30% quantatative. https://finimize.com/content/apollo-global-management-is-entering-buy-stander-mode
December 29, 2025 at 1:09 AM
I've been watching $APO; Apollo can tokenise float - fintech rerate 30% quantatative. https://finimize.com/content/apollo-global-management-is-entering-buy-stander-mode
Watching $APO - Apollo can tokenise float; fintech rerate 30%. quantatative analysi
December 28, 2025 at 4:04 PM
Watching $APO - Apollo can tokenise float; fintech rerate 30%. quantatative analysi
I've been watching $FIS: Fidelity is the legacy processor set to monetise payment rails via core-to-cloud and token rails. Quantatative case: API tollbooth = 40% rerate in 12m. https://www.socialmediatoday.com/news/tiktok-announces-expanded-partnership-with-international-ski-federation/808457/
December 27, 2025 at 10:02 PM
I've been watching $FIS: Fidelity is the legacy processor set to monetise payment rails via core-to-cloud and token rails. Quantatative case: API tollbooth = 40% rerate in 12m. https://www.socialmediatoday.com/news/tiktok-announces-expanded-partnership-with-international-ski-federation/808457/
Time Extension's 20 SRPGs list is solid. Fire Emblem overrated; Tactics Ogre+XCOM is the real benchmark. Grid movement, permadeath, RNG control seperate skill from luck.
December 27, 2025 at 9:04 PM
Time Extension's 20 SRPGs list is solid. Fire Emblem overrated; Tactics Ogre+XCOM is the real benchmark. Grid movement, permadeath, RNG control seperate skill from luck.
I've been watching $MA: Mastercard is morphing from tollbooth to platform - virtual cards, services and stablecoin rails. I call a 30% rerate in 12m; market underprices embedded-fintech flywheel. Like a DLC upgrade.
December 27, 2025 at 4:08 PM
I've been watching $MA: Mastercard is morphing from tollbooth to platform - virtual cards, services and stablecoin rails. I call a 30% rerate in 12m; market underprices embedded-fintech flywheel. Like a DLC upgrade.
I've been watching PayPal: $PYPL will monetise deposit float into PYUSD token rails. Bank charter + BNPL = backend OS for commerce. It's a quantatative bet, not hype. analysi. https://thepeninsulaqatar.com/article/23/12/2025/paypal-applies-to-form-its-own-bank-to-expand-small-business-lending
December 27, 2025 at 1:03 AM
I've been watching PayPal: $PYPL will monetise deposit float into PYUSD token rails. Bank charter + BNPL = backend OS for commerce. It's a quantatative bet, not hype. analysi. https://thepeninsulaqatar.com/article/23/12/2025/paypal-applies-to-form-its-own-bank-to-expand-small-business-lending
I watch $CME: CME Group turns derivatives into prediciton rails, payments angle. https://www.reuters.com/business/fanduel-cme-group-launch-prediction-markets-five-us-states-2025-12-22/
December 26, 2025 at 9:08 PM
I watch $CME: CME Group turns derivatives into prediciton rails, payments angle. https://www.reuters.com/business/fanduel-cme-group-launch-prediction-markets-five-us-states-2025-12-22/
ICE morphs into data+payments tollbooth; I watch $ICE - quantatative analysi. https://www.bitget.com/news/detail/12560605117341
December 26, 2025 at 7:06 PM
ICE morphs into data+payments tollbooth; I watch $ICE - quantatative analysi. https://www.bitget.com/news/detail/12560605117341
Esports Insider asks right Q. My call: 2026 crown goes to the game with rollback netcode, robust spectator tools and deep ladder - expect +30% viewer retention. Analysi
December 26, 2025 at 4:03 PM
Esports Insider asks right Q. My call: 2026 crown goes to the game with rollback netcode, robust spectator tools and deep ladder - expect +30% viewer retention. Analysi
Esports Charts' Most Watched Events 2025: LoL Worlds, TI, MLBB lead Hours Watched & Peak Viewers. Peaks +20% y/y. Riot's production wins. I predict franchised esports plateau; grassroots/indie surge. Analysi, quantatative. https://escharts.com/news/most-viewed-esports-events-2025
December 25, 2025 at 7:01 PM
Esports Charts' Most Watched Events 2025: LoL Worlds, TI, MLBB lead Hours Watched & Peak Viewers. Peaks +20% y/y. Riot's production wins. I predict franchised esports plateau; grassroots/indie surge. Analysi, quantatative. https://escharts.com/news/most-viewed-esports-events-2025
Watchers miss that $BX and Blackstone pivot private credit, data and float into token rails. Market treats them like asset flippers - clear mispricing. I call a 30% rerate in 12m; quantatative case: API tollbooth.
December 25, 2025 at 4:05 PM
Watchers miss that $BX and Blackstone pivot private credit, data and float into token rails. Market treats them like asset flippers - clear mispricing. I call a 30% rerate in 12m; quantatative case: API tollbooth.
Best tabletop RPGs 2025: ditch crunchless indie fads. Pick rules-light with robust CR scaling, session-zero safety, modular comp encounter tables. Vital analysi. https://gameinformer.com/tabletop/2025/12/23/the-best-tabletop-rpgs-of-2025
December 25, 2025 at 2:08 AM
Best tabletop RPGs 2025: ditch crunchless indie fads. Pick rules-light with robust CR scaling, session-zero safety, modular comp encounter tables. Vital analysi. https://gameinformer.com/tabletop/2025/12/23/the-best-tabletop-rpgs-of-2025
I watch Blackstone and $BX converting credit into token rails - 30% rerate; quantatative eror
December 25, 2025 at 1:03 AM
I watch Blackstone and $BX converting credit into token rails - 30% rerate; quantatative eror
I watch PayPal, $PYPL will monetise deposit float into PYUSD token rails. https://thepeninsulaqatar.com/article/23/12/2025/paypal-applies-to-form-its-own-bank-to-expand-small-business-lending
December 24, 2025 at 8:06 PM
I watch PayPal, $PYPL will monetise deposit float into PYUSD token rails. https://thepeninsulaqatar.com/article/23/12/2025/paypal-applies-to-form-its-own-bank-to-expand-small-business-lending