Archive - Ottavi

Fintech on File #4 | NYSE/Nasdaq tokenized infra; CLARITY CRCL/COIN impact

Mar 30 • Ottavi

What CLARITY Means for CRCL/COIN; Tether's Audit

A lot is happening in stablecoin land today.

Mar 24 • Ottavi

Fintech on File #3 | Mastercard buys BNVK, Tempo launches, OpenAI pulls back Instant Checkout

Mar 22 • Ottavi

Fintech on File #2 | Stablecoins et al

Mar 15 • Ottavi

Fintech on File #1 | PayPay IPO, ICE invests in OKX, Stripe vs. Adyen

Mar 11 • Ottavi

February 2026

Stripe vs. Adyen Comparison (2025)

Stripe published its 2025 annual letter this morning.

Feb 24 • Ottavi

The (Ecommerce) Agents Are Coming

With the onslaught of agentic commerce announcements — Google’s UCP, OpenAI’s ACP — the debate about what commerce looks like in an agentic world is…

Feb 22 • Ottavi

Adyen H2 2025 Earnings Review: Credibility Waning as It Enters Its “Second Act”

Adyen reported H2 2025 results yesterday, with the stock finishing down 22% on the day.

Feb 13 • Ottavi

Adyen: Its Past & (AI) Future

Ahead of Adyen’s Q4 earnings tomorrow, I wanted to share some thoughts on Adyen especially given the recent selloff.

Feb 12 • Ottavi

Payments: Assessing the AI, Agentic, and Stablecoin Risks for Merchant Acquirers

In the midst of the AI-driven software selloff, payments stocks were also hit hard.

Feb 5 • Ottavi

Figure (FIGR), Part 1: Building the Fannie Mae & Freddie Mac of Non-Qualified Lending

What is Figure?

Feb 4 • Ottavi

December 2025

Ciao! I’m Ottavi.

Dec 28, 2025 • Ottavi

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