Learning how financial systems are changing & sharing what I find. Follow the money. Understand the system. Educational, not financial advice.
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I've started looking at finance differently.
I used to see stocks, banks, companies & markets as separate.
The more I follow the money, the more connected they become.
I think we're entering a major transition:
Human → Digital → AI → Tokenized
My goal? Follow the money.
Made with AI
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Before July 2025, no nationally chartered bank had a clear legal path to issue a stablecoin. One law changed that, and almost everything we've covered on this channel traces back to it: the GENIUS Act.
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That's why this September has been so busy — new OCC charters, banks racing to launch, a 21-bank consortium forming. None of it required believing in crypto. It required one law removing years of "is this even legal" uncertainty, for every bank at once.
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Everyone's asking if $SOFI is "the everything app." Wrong question. The real story is older and bigger: is the "AWS of financial services" dream dead, or did it just get rejuvenated?
@Tim_Sweeney_TAR @marketswithmay @Futurenvesting @StockMarketNerd @stevenfiorillo
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So: dead or rejuvenated? V1 failed because fintechs wanted to own their stack, not rent it. Merchant demand is real, but it doesn't settle that question — only another bank choosing Galileo over building in-house does. Nobody has done that yet. That's the number to watch.
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