Peter Thiel of Thiel Macro LLC has sold off his entire Nvidia holding (Wikipedia Creative Commons).
Added to that, billionaire Peter Thiel has dumped his entire Nvidia
holding, according to newly released regulatory filings, as anxiety over an
AI-driven tech bubble continues to swirl. Fresh 13F disclosures from Thiel
Macro LLC reveal that the fund exited all 537,742 Nvidia shares it owned in the
July to September period. The stake had previously made up about 40% of the
fund’s entire portfolio.
NVIDIA $NVDA reports earnings this week, I don’t mean to be dramatic but if they don’t beat and raise we are ALL FINISHED… 😱 pic.twitter.com/5ntcyT7mtp
So yes: “AI bubble” is not just clickbait any more—it’s how some
investors are literally positioning.
Nvidia’s Role: Why its Earnings Matter So Much
Enter Nvidia. Wall Street is treating the company’s upcoming quarterly
results (after market close on November 19) as more than just a single blip, it’s
a litmus test for the broader AI boom. There’s a good chance that Nvidia’s
report could well tell us how the market will move in the very near future.
Why? Because Nvidia is the biggest beneficiary of the infrastructure
build-out: the chips, servers and software that power generative AI,
large-scale models and data centers. Investors are watching ahead of its
earnings, and according
to analysts, firms expect it to report sales of about $56.8 billion versus
$54.6 billion consensus. So far, so good for bubble watchers.
WATCH: Nvidia, the world's first $5 trillion semiconductor company, will report earnings results next week, with investors watching for AI forecasts that could sway global tech markets and ease bubble concerns. Here is the top business news for next week https://t.co/RGzin6AMK9pic.twitter.com/YidJoitx53
In other words: if Nvidia delivers strongly, you could see the hype
cycle re-accelerate; if not, you might see the bubble pop.
What the Optimistic Case Looks Like
Imagine that Nvidia reports better-than-expected numbers, perhaps
raises forward guidance, convinces investors that AI infrastructure spending is
not only real but accelerating. There’s a good chance of this happening, 40
out of 47 analysists quizzed by Yahoo called Nvidia a “strong buy”, with
only 1 calling it a “strong sell”. Why the positivity? Q2 2026 revenue growth
of 56% year-on-year and earnings growth of 61%.
Plus, many analysts are bullish: per Yahoo Finance, Nvidia shares are
already priced for big growth and some analysts have raised targets
accordingly.
In that scenario: hype returns, valuations push higher, and the
“bubble” becomes less of a scary word and more of a bullish label.
But the flip side is very real. As Investopedia warned, investors are
worried that tech firms might be spending too fast on AI for returns that may
come much later, or possibly not at all. Interviews
with a series of AI CEOs indicate that they’re aware of the issue, but
optimistic.
If Nvidia misses expectations, or gives conservative guidance, two
things could happen: (1) A big chunk of the AI infrastructure narrative gets
questioned. (2) Broad AI-related valuations, already steep, come under
pressure. Given how many stocks ride the same wave, any pullback could be
sharp.
Also worth noting: speculative momentum is baked in here. Nvidia is
already pushing expectations and setting incredible numbers. It has been for a
while. With this comes high expectations. When you’re expected to execute
perfection, anything else can feel like failure. We’ve seen this before, but then
Nvidia continues to grow. Just see our reporting from
October of last year.
The overall sentiment appears to be: You don’t need Nvidia to prove the
AI boom exists, but you do need it to show the boom is sustainable. Without
that, the narrative weakens.
What Are Investors Watching For?
Here are key metrics and signals:
·
Revenue for the quarter
meeting or beating expectations.
·
Guidance for the next
quarter or year that points to continued growth in data-centre, AI-server
business.
·
Margin trends and cost
pressures: infrastructure is expensive and margins matter.
·
Any commentary on “power
wall” or infrastructure bottlenecks; will investments outrun the revenue curve?
Bubble Revival or Cautionary Flag?
If Nvidia hits and raises, we may see a fresh wave of AI hype in one
swoop. AI valuations could get a second wind, chip stocks surge and investors
shift back into “growth at any price” mode.
But if Nvidia guides cautiously, misses, or signals slower momentum,
the “bubble” label could go from metaphor to warning. AI-related stocks may
tumble, valuations compress, and investors rethink the timing of the mega
investments.
Given the stakes, November 19 is less “earnings day” and more “market
direction decision point.” Prepare accordingly.
With Nvidia about to report, the question isn’t just about growth, it’s whether
the AI boom is due for a second act or a sharp deflation.
Peter Thiel of Thiel Macro LLC has sold off his entire Nvidia holding (Wikipedia Creative Commons).
Added to that, billionaire Peter Thiel has dumped his entire Nvidia
holding, according to newly released regulatory filings, as anxiety over an
AI-driven tech bubble continues to swirl. Fresh 13F disclosures from Thiel
Macro LLC reveal that the fund exited all 537,742 Nvidia shares it owned in the
July to September period. The stake had previously made up about 40% of the
fund’s entire portfolio.
NVIDIA $NVDA reports earnings this week, I don’t mean to be dramatic but if they don’t beat and raise we are ALL FINISHED… 😱 pic.twitter.com/5ntcyT7mtp
So yes: “AI bubble” is not just clickbait any more—it’s how some
investors are literally positioning.
Nvidia’s Role: Why its Earnings Matter So Much
Enter Nvidia. Wall Street is treating the company’s upcoming quarterly
results (after market close on November 19) as more than just a single blip, it’s
a litmus test for the broader AI boom. There’s a good chance that Nvidia’s
report could well tell us how the market will move in the very near future.
Why? Because Nvidia is the biggest beneficiary of the infrastructure
build-out: the chips, servers and software that power generative AI,
large-scale models and data centers. Investors are watching ahead of its
earnings, and according
to analysts, firms expect it to report sales of about $56.8 billion versus
$54.6 billion consensus. So far, so good for bubble watchers.
WATCH: Nvidia, the world's first $5 trillion semiconductor company, will report earnings results next week, with investors watching for AI forecasts that could sway global tech markets and ease bubble concerns. Here is the top business news for next week https://t.co/RGzin6AMK9pic.twitter.com/YidJoitx53
In other words: if Nvidia delivers strongly, you could see the hype
cycle re-accelerate; if not, you might see the bubble pop.
What the Optimistic Case Looks Like
Imagine that Nvidia reports better-than-expected numbers, perhaps
raises forward guidance, convinces investors that AI infrastructure spending is
not only real but accelerating. There’s a good chance of this happening, 40
out of 47 analysists quizzed by Yahoo called Nvidia a “strong buy”, with
only 1 calling it a “strong sell”. Why the positivity? Q2 2026 revenue growth
of 56% year-on-year and earnings growth of 61%.
Plus, many analysts are bullish: per Yahoo Finance, Nvidia shares are
already priced for big growth and some analysts have raised targets
accordingly.
In that scenario: hype returns, valuations push higher, and the
“bubble” becomes less of a scary word and more of a bullish label.
But the flip side is very real. As Investopedia warned, investors are
worried that tech firms might be spending too fast on AI for returns that may
come much later, or possibly not at all. Interviews
with a series of AI CEOs indicate that they’re aware of the issue, but
optimistic.
If Nvidia misses expectations, or gives conservative guidance, two
things could happen: (1) A big chunk of the AI infrastructure narrative gets
questioned. (2) Broad AI-related valuations, already steep, come under
pressure. Given how many stocks ride the same wave, any pullback could be
sharp.
Also worth noting: speculative momentum is baked in here. Nvidia is
already pushing expectations and setting incredible numbers. It has been for a
while. With this comes high expectations. When you’re expected to execute
perfection, anything else can feel like failure. We’ve seen this before, but then
Nvidia continues to grow. Just see our reporting from
October of last year.
The overall sentiment appears to be: You don’t need Nvidia to prove the
AI boom exists, but you do need it to show the boom is sustainable. Without
that, the narrative weakens.
What Are Investors Watching For?
Here are key metrics and signals:
·
Revenue for the quarter
meeting or beating expectations.
·
Guidance for the next
quarter or year that points to continued growth in data-centre, AI-server
business.
·
Margin trends and cost
pressures: infrastructure is expensive and margins matter.
·
Any commentary on “power
wall” or infrastructure bottlenecks; will investments outrun the revenue curve?
Bubble Revival or Cautionary Flag?
If Nvidia hits and raises, we may see a fresh wave of AI hype in one
swoop. AI valuations could get a second wind, chip stocks surge and investors
shift back into “growth at any price” mode.
But if Nvidia guides cautiously, misses, or signals slower momentum,
the “bubble” label could go from metaphor to warning. AI-related stocks may
tumble, valuations compress, and investors rethink the timing of the mega
investments.
Given the stakes, November 19 is less “earnings day” and more “market
direction decision point.” Prepare accordingly.
Louis Parks has lived and worked in and around the Middle East for much of his professional career. He writes about the meeting of the tech and finance worlds.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
