Episode Details
Back to Episodes
🍷 Dave Is Not Just Overdraft for Gen Z Anymore. Riot Becomes an Energy Trade. StoneCo Shrinks to Grow.
Published 7 months, 2 weeks ago
Description
Dave announces a buyback and suddenly looks less like a cash advance app and more like a capital allocator. Riot posts record revenue and leans deeper into its energy infrastructure strategy. StoneCo trims distractions and doubles down on core fintech profitability.
Today we break down what these earnings really signal: fintech’s shift from hype to discipline.