Felipe Montealegre(@TheiaResearch):A neobank that owns the float (Ethena / USDe) can charge less than a neobank that doesn't own the float. This is a classic strategy we see in across all types of financial businesses. You can only win this game with float and massive economies of scale.

2026.09.09 14:12

A neobank that owns the float (Ethena / USDe) can charge less than a neobank that doesn't own the float. This is a classic strategy we see in across all types of financial businesses. You can only win this game with float and massive economies of scale.

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