Archive - Victaurs

August 2025

So Apparently Affirm Wasn’t Dead After All

The hardest thing in markets, and in life, is to keep growing.

Aug 30 •

9 Things The Stablecoin People Are Getting Wrong

Stablecoins are sweeping the hearts and minds of people everywhere.

Aug 28 •

Flagstar: A Dumpster Fire Or Discarded Gem?

There's just something about dumpster fire names.

Aug 26 •

Powell Spoke, A Bunch of People Misread an AI Headline, and Banks Exploded

Markets don’t crash or rally on truth.

Aug 24 •

Margins, Growth, and Monetization: NU’s Next Leg Higher

Not sure how to start this one, so we’ll just jump right in.

Aug 19 •

Circle Fade Update: Told You So

Back on June 10th, I wrote up Circle with a simple message, fade it.

Aug 15 •

Originate to Sell: The Fragile Foundation of Upstart’s Revenue Surge

When the tide’s coming in, everything floats and in bull markets blind monkey’s can throw darts and hit bullseye’s.

Aug 13 •

The Quiet Deposit Bill That Could Reshape Banking, Kill Stablecoins, and Boost Regional Banks Stocks

A dangerous idea is floating around the Hill right now that should terrify stablecoin disruptors.

Aug 11 •

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