Good morning & happy Friday! This week in FinTech was just insane, and we're ending it with a very strong note ' Today we're looking at Revolut which is expanding into commercial real estate lending (what it's all about & why it matters + some bonus reads inside), Mastercard that continues being payments powerhouse with expanding moat & compelling growth runway (breaking down their latest numbers, what they mean & whether Mastercard is worth your time and money in 2025 + bonus deep dives into its competitors), and LendingClub's Q4 2024 (it's a digital banking evolution story with improving economics, though execution risks remain + bonus deep dive into its biggest competitor). So let's just jump straight into the amazing stuff ''
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