Sophie Vo

Hey fintech friends, Retail platforms are racing to launch prediction markets. Prediction markets want to become derivatives exchanges. Agentic payments infrastructure stack is splitting into two distinct stacks, and everything is going on-chain. Let’s break down where capital flowed in Q2, what launched, who exited, and what it all signals for players across the financial industry.

Hey fintech friends, What a busy start to 2026– between banks acquiring fintechs, fintechs acquiring banks, merchant acquirer PayPay's $12.7 billion IPO, and prediction markets platforms acquiring over 273,908 new users each month, the only thing left to acquire in Q1 is a sense of perspective on what’s trending across fintech. For new readers, Signals is the premium subscriber edition of TWIF designed to get you away from the headlines and to explore the larger trendlines.

On ne va pas vous le cacher : à Reporterre, on est inquiets. En France, l’extrême droite progresse dans de nombreuses villes. Ailleurs, un néofascisme assumé gagne du terrain : l’extrême droite poursuit son ascension sur le continent américain et pèse sur les décisions du Parlement Européen. Ici, on rase des hectares de forêts, on bétonne des montagnes, on éventre des collines. Là-bas, on bombarde des sites pétroliers, on extrait, on fore toujours plus.