This week, we look at:
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Chime, eToro, and Wise targeting the public markets through IPO and SPACs, and their operating performance
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The overall growth in fintech mobile apps, their install rates and market penetration (from 2.5 to 3.5 per person), and whether that growth is sustainable
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The implications for incumbents from this competition, and in particular the impact on money in motion vs. money at rest
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Broader financial product penetration and an anchoring in how the technology industry was able to get more attention that we had to give
