Just wrote a little about why Agentic Commerce is a $0B market...and maybe always will be... linkedin.com/pulse/agentic-c…

1/ Stablecoins moved $9T in 2025 — 87% YoY growth, already over half of Visa’s volume. 🤯 Not a trend. A structural shift. Today @Paystand just acquired @Bitwage to bring stablecoins to B2B: programmable, borderless, always on. 🧵👇 axios.com/pro/fintech-deals/…

Would you sign up for the ChatGPT credit card? The co-branded credit card space is on fire - with the recently launched @coinbase One Card being the latest example of a modern program with a next-gen brand (launched via @CommerceVC portfolio company @cardless). Here's why we think the time has come for 1 or more consumer AI platforms to launch co-branded credit cards! linkedin.com/pulse/chatgpt-c…

This is really interesting news. @CommerceVC has been chasing tokenized securities as our latest theme, so it’s exciting to see @DinariGlobal & @SPGlobal launch this pioneering index!

Have been in SF for three weeks and taken an average of 5 in person meetings per day. Issued two terms sheets and walked 16k steps/day. There is no better place to be investing right now.

Hey SF Fintech Founders, I'll be running a short workshop on brand building in B2B for founders on August 26th. Wanna come? I've seen firsthand how LinkedIn, social, events, and consistently putting your voice out there can drive significant pipeline. Drop a message or DM me if you're interested :)

Check out the latest article in my newsletter: Why Tokenized Bank Deposits Could Redefine Digital Payments (and Banking) linkedin.com/pulse/why-token… via @LinkedIn

Have you been following stablecoins or exciting trends in cross-border payments? I shared some thoughts we have been developing on how stablecoins are reshaping the B2B cross-border payments market (deeper theme analysis to be published soon). linkedin.com/newsletters/fin…

🎉 I’m thrilled to announce Bureau’s $30m Series B round💰, led by @robrueckert at @SorensonCap , with participation from @PaypalVentures , led by Ashish Aggarwal. This isn’t just a milestone for @bureauidentity - it’s a strong validation fo our mission to protect and accelerate customer journeys against digital fraud. 🚀 Details in Forbes: bit.ly/3Dxs4qP Two topics dominate today's conversations: AI is everywhere. Fraud is everywhere. Soon, AI-powered fraud will be everywhere. This fundraise helps us fight back: • Tackling money mules🫏 • Stopping account takeovers 🔒 • Crushing AI deepfakes 🎭 • Blocking real-time payment fraud ⚡ Get in touch: - if you are ready to be a #FraudFighter (careers@bureau.id) 🥷 - if your business needs #FraudPrevention (sales@bureau.id)🛡️ A warm welcome to @robrueckert and Ashish Aggarwal, and a huge thanks to our early supporters: @VivekKri, @venturedan , @fubini , @grengaswamy, @adwane , @bencasnocha , @y_t_y_m_m_t_ , @BKartRed , @MelissaFrakman ,@Austinarensberg

Super excited about @CommerceVC's investment in @FinaloopTeam (see announcement below) aligned to our thematic excitement about fixing accounting for e-commerce and digital brands. Thanks for inviting us to get involved!

I finally got some respect from my son because of @venturedan and the team at @CommerceVC

My experience suggests that startups being named after one of its founders is a bad sign (rule doesn’t apply to temporary names or those that encompass two or more founders’ names). Agree or disagree?

Zelle does more volume than Venmo Clover does more volume than Square American Express & Chase have higher satisfaction than Klarna & Affirm Distribution & incumbency really matters in fintech, with markets so large but legacy and new can win. thefinancialbrand.com/news/p…

Excited to speak at FinovateSpring 2024 (May 21-23 at the Marriott Marquis San Francisco, CA)! If you want to join, feel free to use my code FKV2476SPK to save 20%: shorturl.at/abNRX #Finovate #FinTech

Also grateful that I get to continue working with some of my closest friends / THE best colleagues in venture - @venturedan, @mnichols47, @YsbrantM, @urkapov, @ReddyRima and many others who refuse to get X handles!

Excited for our firm (@CommerceVC) announcing our new, 5th fund today. Thanks so much to our team, investors and portfolio founders for helping us get here. Also thanks to @LuisaRBeltran for covering the story on @FortuneMagazine! fortune.com/2024/03/04/comme…

Last call for a chance to win a $50k uncapped SAFE!! If you're an early-stage #FinTech #founder building something exciting, be sure to submit an application! Hope to see you all at #FintechMeetup!!

Is it just me or is @Clear actually slower than normal Precheck?

Thanks so much for hosting me, @MiguelArmaza! I hate listening to myself speak, but hopefully some of the topics are useful for other #vcs and #founders!!

There are few #Founders who are as humble and as accomplished as @rlacerte. We at @CommerceVC are so grateful to have had the chance to work with and learn from him, and I feel really fortunate that Rene agreed to share some of his story and wisdom with me and our listeners. Hope you enjoy as well! 🙏🏻