Long Take: The Fintech tipping point is here -- Visa's $2B Tink acquisition, Dave neobank $4B SPAC, and Revolut's 15MM users in context
Hi Fintech futurists --
This week, we cover the following:
Thesis: The fintech industry is coming up on the tipping point of funding, revenue generation, and user acquisition to rival traditional finance with $20 billion in YTD fintech financing, the several SPACs, and Visa’s $2B Tink purchased. Defensive barriers have eroded.
Companies: Dave, Revolut, Sta…