Good morning & happy Tuesday! FinTech M&As are back, so today we're diving into Nuvei's $2.75 billion acquisition of payments heavyweight Payoneer (what it's all about, why it makes sense & why it's actually a Private Equity M&A masterclass disguised as a payments deal + bonus deep dive into Capital One's acquisition of Brex, & M&A resources to save you from bad deals inside), Zelle, which just made stablecoins a banking feature (why Zelle's expansion into India '' and ZelleUSD is a very calculated bet & what it means for their competitors in the space + bonus dive into why Coinbase, Visa, Mastercard, & Stripe are thinking of launching their own stablecoin & the ultimate list of stables resources inside), and Adyen that just spent $1.2B in 2 months on M&As (what their acquisition of Orb is all about, & how it strengthens Adyen's positions for the AI-first era + bonus deep dive into Coatue, which just told founders exactly where the next $12 trillion in AI spend is going inside). So...
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