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Boop.Fun leading the way with a new launchpad on Solana.
Simon Taylor
Every bank should launch Tokenized deposits: This is a no-brainer. The future of payments infrastructure is onchain, so your balance sheet should be too.
I’m spending a lot of time defining how lately.
Look for that in a future Brainfood. Because the answer isn’t what you’ll get by doing an RFP.
2,37K
Nubank's results are INSANE. Every other bank CEO must look at these and be like... HOW?
Here's the breakdown...
* 122.7 million customers (+4.1M net additions)
* $3.7 billion revenue (+40% YoY)
* $637 million net income (+42% YoY)
* $12.2 monthly revenue per active customer (+18% YoY)
* $0.80 cost to serve per customer
* 83.2% monthly activity rate
10,09K
On the day 80 CEOs sent a letter to the president...
We want the industry to get a say.
Where do we go now?
Who's data is it?
Should there be fees?
What can be charged for?
22 tuntia sitten
🕹 Open Finance Saga
1033? Game over
JP Morgan? Dropped a data paywall
At @FintechNerdCon, we’re diving in:
🎙 Live podcast w/ @mropenbanking
💬 Panel w/ @plaid+ @fintechassoc
🛠 Workshops on what’s next
The rules are being rewritten- be in the room
🎯
1,6K
The bank lobby vs the crypto lobby round 2 is coming
14.8. klo 05.30
🇺🇸 UPDATE: The Bank Policy Institute urged Congress to close the GENIUS Act stablecoin interest loophole to prevent deposit flight.
1,54K
Simon Taylor kirjasi uudelleen
The latest Tokenized Newsletter is live!
Penned by @0xjpb1 & @sytaylor ✏️
𝗗𝗶𝘀𝗰𝘂𝘀𝘀𝗲𝗱:
🏗️ Stripe Building "Tempo" Blockchain with Paradigm
🚀 SEC Chairman Launches "Project Crypto" to Make America the Crypto Capital
🪙 Visa Doubles Down on Stablecoins as Strategic Growth Driver
All this and more!
Read the full piece in the comments below 👇
5,78K
The Chutzpah on @perplexity_ai tho
13.8. klo 08.22
Perplexity AI just made a $34.5b unsolicited offer for Google’s Chrome browser, attempting to capitalize on the pending antitrust ruling that could force Google to divest its browser business.
Comparing Chrome’s economics to Google’s existing Safari deal reveals why $34.5b undervalues the browser.
Google pays Apple $18-20b annually to remain Safari’s default search engine¹, serving approximately 850m users². This translates to $21 per user per year.
The Perplexity offer values Chrome at $32b, which is $9 per user per year for its 3.5b users³.
If Chrome users commanded the same terms as the Google/Apple Safari deal, the browser’s annual revenue potential would exceed $73b.
This data is based on public estimates but is an approximation.
This assumes that Google would pay a new owner of Chrome a similar scaled fee for the default search placement. Given a 5x to 6x market cap-to-revenue multiple, Chrome is worth somewhere between $172b and $630b, a far cry from the $34.5b offer.
Chrome dominates the market with 65% share⁴, compared to Safari’s 18%. A divestment would throw the search ads market into upheaval. The value of keeping advertiser budgets is hard to overstate for Google’s market cap & position in the ads ecosystem.
If forced to sell Chrome, Google would face an existential choice. Pay whatever it takes to remain the default search engine, or watch competitors turn its most valuable distribution channel into a cudgel against it.
How much is that worth? A significant premium to a simple revenue multiple.
¹ Bloomberg: Google’s Payments to Apple Reached $20 Billion in 2022 (
² ZipDo: Essential Apple Safari Statistics In 2024 (
³ Backlinko: Web Browser Market Share In 2025 (
⁴ Statcounter: Browser Market Share Worldwide (
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