Latest / The Payments Corner · Weekly Pulse
Yields Rise as Stablecoins Claim Settlement Ground · Week ending 2026-09-04
The payments sector came unstuck from a nearly flat broad market this week, with meaningful sorting across archetypes: card networks and buy-now-pay-later platforms absorbed rate-driven pressure while stablecoin infrastructure, LatAm fintech, and consumer fintech rails surged. FICO posted one of the sharpest single-week drops in the universe, reflecting growing regulatory and competitive scrutiny of its credit-scoring monopoly. Robinhood and Circle both gained more than 17 percent, signaling that alternative settlement rails are attracting serious institutional attention.
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