Payments

40–50% will give an agent power of attorney by 2030, says Khosla Ventures' founder

7 predictions: why he says trust and not data is the only durable moat, where a personal agent actually has to live, and the one company he says starts…

3 hrs ago • The Scuttlebutt

Foreigners held most US Treasuries 10 years ago; now a minority — Berkeley economist

15 arguments: How the Treasury propped up the yen with euros and what reserve managers heard, why a Spanish silver coin was the first global currency…

Sep 21 • The Scuttlebutt

Zack Buckley: Priority trades at 4 to 5x free cash flow and he values it near $19

12 arguments: What the 84%-margin Treasury business is actually worth, why June's Payoneer deal reset the negotiation, and the risk-reward he frames as…

Sep 12 • The Scuttlebutt

Brian Armstrong: 88% of Coinbase's revenue is no longer Bitcoin trading

11 takeaways: Why he says AI agents need their own bank accounts, what a company "brain" does to code review, and the $20B liver drug behind his second…

Sep 12 • The Scuttlebutt

Nick Healy and Doug Isles: Visa is a network, and networks do not get disrupted

4 calls: Why Howard Lutnick's FMX taking 1% of the futures market counts as a failure, the credit-scoring fight the two cannot settle, and the engine…

Sep 11 • The Scuttlebutt

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