Good morning & happy end of the week! Fridays are for the good stuff, and today's newsletter is exactly like that ' We're diving into Stripe Agentic Commerce suite and the new era of AI-powered payments (what it's all about & why it's huge, why FinTech giant's strategy here is brilliant & what to expect next + bonus dive into Stripe's quest to become the financial backbone of the AI economy & 100+ battle'tested tools and frameworks to accelerate your AI projects insde), and Klarna, which is now moving deeper into digital assets (what their Privy parntership is all about & why it makes sense + bonus deep dives into Klarna & Affirm inside). So let's just jump straight into the finnovative stuff '' The BIG News '' $106 billion FinTech titan Stripe just introduced its Agentic Commerce Suite. And honestly, this isn't only big' More importantly, it represents a pivotal strategic initiative to establish the financial technology company as the foundational infrastructure layer for AI-driven commerce....

Good morning & happy Thursday! Today's issue is super interesting as we're diving deep into Gemini to see if it's the most interesting & appealing public stock in digital assets today (breaking down't their 3Q 2025 financials, understanding what they mean & what's next for Gemini + bonus deep dives into Coinbase, Robinhood & eToro inside), and Mollie, which is about to acquire GoCardless to create European payments powerhouse (what it's all about & why it makes a ton of sense + bonus dive into Stripe's recent M&A game, and how they want to own the full AI payments stack). So let's just jump straight into the fascinating stuff '' Following the money ' Gemini Space Station, Inc., or just Gemini GEMI 0.00%' has collapsed nearly 60% from its $28 IPO price to just ~$11 in just 3 months, creating what likely appears to be a contrarian opportunity in digital asset infrastructure....

The agreement will establish Utah Brands & Entertainment, a new for-profit entity that will manage the commercial operations of Utah's athletics department. The university will retain majority ownership and decision-making authority, while Otro contributes capital and operational expertise drawn from its global sports portfolio. The new company will oversee revenue streams including ticketing, concessions, corporate partnerships, sponsorships, and athlete revenue-share payments. Donors are being offered the opportunity to purchase equity stakes, contributing to the project's nine-figure capital pool. Fundraising functions will remain with the university. An external president will lead the business and report to a board chaired by athletic director Mark Harlan, with seats for trustees and Otro executives. The structure allows Utah athletics to operate with more flexibility than a traditional public-sector department, while remaining compliant with NCAA rules that require university leaders to retain majority control....

Sources cited in a Bloomberg report said Mollie could announce the transaction this week. The move follows GoCardless's decision to halt a secondary share sale for investors and early employees earlier this year and instead pursue a full sale. The valuation for the deal remains unclear, although GoCardless was valued at $2.1bn in 2022 and was reported in August to be in talks at about $1.5bn. The potential acquisition would bring together two sizeable venture-backed fintech platforms. GoCardless counts Permira, BlackRock Private Equity Partners, Accel, Balderton Capital, and GV among its shareholders. The firm posted a pretax loss of roughly '35m in the 12 months to June 2024 but narrowed losses after reducing headcount by about one fifth and relocating some roles to Eastern Europe. It serves nearly 95,000 customers worldwide and recently acquired Nuapay. Mollie, valued at $6.5bn in 2021, processes payments for more than 250,000 European businesses and employs around 900 staff. An agreement with GoCardless would expand its product capabilities and scale across recurring payments. Both companies declined to comment....