Good morning & happy Tuesday! Today, we're diving deep into the latest 2026 fintech funding trends (deep dive into where fintech capital actually went in H1 2026, which categories earned valuation premiums and which got starved, what founders and investors need to understand before raising in H2 2026 + full playbook on How to Build a Monopoly in the AI Age, and the list of Top 100 investors of 2026 inside), and Robinhood, which finally launched its agentic trading MCP (how this truns the WealthTech giant into a backend for AI Agents, why it matters and what it tells us about the future + bonus deep dive into Robinhood's latest financials, and the end-to-end guide to buiding Agentic OS with Claude Fable 5 inside). So let's just jump straight into the fascinating stuff '' The first impression simply reads recovery. But the reality here is all about consolidation: capital is concentrating into a shrinking set of fintech startups at a pace that should worry anyone not already winning...
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