Metaverse/Fintech: Crypto Banks, An Attractive Mix Of Resilience And Growth In The Crypto Space

With a market cap that is down more than $2 trillion from peak last year, the cryptocurrency correction is sending shockwaves across the whole ecosystem. Digital asset brokerage Voyager filed for bankruptcy protection earlier this month, after Three Arrows Capital, the crypto hedge fund that saw its AUM go from $10 billion to zero, couldn’t…

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Metaverse/Fintech: Axie Crypto Hack Highlights The Importance of Metaverse Infrastructures

The crypto community has just been shattered by the biggest crypto heist to date: 173,600 ethereum and 25.5 million USDC (a U.S. dollar pegged stablecoin), or an equivalent of $622 million, have been stolen on the Ronin network. This network is a so-called sidechain used to settle crypto transactions on Axie Infinity’s video gaming platform.…

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Fintech: Brazilian Fintech In The Spotlight

We have built a material exposure to Brazilian Fintech names over recent months, considering that Brazil was likely to accelerate its digital shift as it was and still is one of the most severely pandemic-hit countries. The bet is paying off as confirmed last night by the impressive Q2 metrics reported by StoneCo, which offers…

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Fintech: B2B The Next Growth Engine

The success of Fintech firms in recent years has mainly been a consumer story: consumers increasingly pay with their digital wallets (Apple Pay, PayPal…), use their banking apps (Revolut, N26…) and send money to family through peer-to-peer apps (Square Cash…). Consumer payments & banking will undoubtedly keep growing over coming years thanks to the rising…

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