Exclusive Plaid interview, $50B in IPOs on pause, and seeing dead people is normal now

👋 Hi all! Welcome to another week of Fintech Stuff.

First up, the interview I mentioned last time with Jason Pate from Plaid is now live. Go check it out!

Second, a new episode of RSTF is live, and we’re in a new volatility regime—and that means different things for every corner of fintech.

In this episode, Simon and I break down which sub sectors are most vulnerable right now—and where opportunity might actually be hiding.

We cover: 

→ Why $50B in fintech IPOs are on pause→ How lending, payments, wealth, and crypto are holding up→ What stablecoins, debit-led neobanks, and compliance tools signal about the future

But my favorite part of this conversation?At the end, we talk directly to founders—whether you’re at idea stage, pre-seed, or IPO-ready—about how to think, build, and allocate your energy in this moment.

🎧 Give it a listen

3 links: 

1️⃣ Seeing dead people is normal now

2️⃣ Why the Webull IPO surprised me

3️⃣ JPM is so big they could lose the market cap of BofA and still be the biggest bank in the US