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.
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