Industry commentary

In an Agentic world, data is the kingmaker

in payments, who really has proprietary data?

Apr 22 • Andrew M. Dresner

Merchant Acquiring league tables are deceptive

TPV is concentrated but revenue is fragmented

Apr 20 • Andrew M. Dresner

Guest Post: The Coldest Startup Ecosystem in Europe Might Also Be Its Sharpest

Apr 15 • Ilona Limonta-Volkova

Is “A2A” a thing?

A fuzzy term masks the opportunity

Apr 13 • Andrew M. Dresner

EU opts for blockchain

Is the ECB's blockchain-centric strategy correct?

Apr 6 • Andrew M. Dresner

The end game for Cash & Checks?

Government is both protecting them and phasing them out

Mar 30 • Andrew M. Dresner

Agentic Commerce hits speed bumps

It looks increasingly limited to Agentic Search

Mar 25 • Andrew M. Dresner

Winners and losers in the Illinois interchange law

The law hurts top credit issuers and small debit issuers but may help networks

Mar 23 • Andrew M. Dresner

Stablecoin market fit depends on the market

A new survey measures who uses stablecoins in 15 countries

Mar 20 • Andrew M. Dresner

Interchange arbitrage facing push-back

Challenges for a common Fintech revenue model

Mar 18 • Andrew M. Dresner

Credit Cards are thinning out the herd

The Top 3 are capturing most of the growth

Mar 16 • Andrew M. Dresner

ACH data reveals trends in banking

The industry is both concentrating and fragmenting

Mar 11 • Andrew M. Dresner

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