Frontera

Who Wins the Neobank War in Mexico? @abrahamcr, @0xcush, and @realsimon analyze @RevolutApp ’s arrival in Mexico and its battle against Nubank, and why global fintechs are racing to launch stablecoins. Timestamps: 0:00 Intro 4:45 Crypto Events: Essential Networking or Time Sink? 8:58 Revolut Enters the Mexican Market 10:27 Revolut vs. Nubankmparison 20:58 Founder-Driven Culture vs. Corporate Structure 25:00 Mastercard, Visa, and Western Union Go All-In on Stablecoins 27:35 Stablecoins as American "Debt Export" 30:05 The Future of Stablecoins Links below 👇

Spotify 🔈: open.spotify.com/episode/5WbkXT… YouTube 📷: youtu.be/HWCHFuqrPyM

CETES vs T-Bills: The Trade the World Slept On This week on Frontera, @abrahamcr, @0xcush, and @realsimon break down why Mexican government bonds have outperformed the dollar for 15 years, what tokenized CETES unlock, and how AI is reshaping how founders build. Links below 👇

A trade the market slept on for a decade The world deserves to know CETES are outperforming TBills and the USD over a 5, 10, and 15 year timeframe

🐢🐇 In the fable, the tortoise wins through consistency. In fixed income, CETES did the same. 🇲🇽 Post-COVID, CETES averaged 7.89% vs 2.70% for T-bills, a 520 bps premium that allocators ignored. The yield was there, but access was not. Article by @FronteraEC and @BandoCool👇

We unpack this, plus LATAM payments, stablecoins, and Tether’s silent dominance. New episode is live ↓ bit.ly/epfrontera-06-…

Same pattern every cycle. Prices drop, attention disappears, builders stay. While everyone debates charts, Bitcoin gets wrapped, regulated, and normalized 👀

Every major platform shift creates a moment where companies either adapt or fall behind. @Stablecoin is featured in our Fintech 3.0: The Great Platform Shift in Mexico report. 🗣️ fintech3.bando.cool/feb4-x

In our latest episode with @gideongreaves, we kept coming back to a framework we wrote months ago: the LatAm Trilemma We revisited the problems–talent–capital gap in LatAm's crypto ecosystem and dug into what’s changing around capital and what it unlocks bit.ly/trilemma-p2-x

Good chat with @FronteraEC open.spotify.com/episode/1gaB48…

We unpack this in the latest Frontera episode with @gideongreaves ⬇️ bit.ly/frontera30

What really makes a startup grow in frontier markets isn’t speed or flashy narratives 🌩️ It’s tackling real pain points, working through scarcity, and building for actual usage from day one.

¿Es el inicio del Bear Market? | Status actual del Mercado x.com/i/broadcasts/1…

The Base Night Show: Mexico City Special x.com/i/broadcasts/1…

@abrahamcr If you're building or integrating new rails, you can't miss this episode ↓ bit.ly/fintechshiftfr…

Fintech 3.0 is opening new opportunities and exposing real gaps. Crypto-native fintechs → fast innovation, regulatory limits. Traditional fintechs → massive scale, no onchain rails. @abrahamcr breaks this down perfectly ↓

Read the full report to understand what this shift means and what it unlocks ↓ bit.ly/frontera3-0

This next wave isn’t just about better user experience, it’s about rethinking the rails themselves: → Money that moves instantly → Open infrastructure that anyone can build on → Financial products that are global and powered by code

Fintech has come a long way and we’re now stepping into its most transformative chapter  → Fintech 1.0 moved finance online → Fintech 2.0 improved products on bank rails → Fintech 3.0 rebuilds financial infrastructure with open and programmable rails

If you’re building or backing fintech in LATAM, you need to read this ↓ From mobile payments to stablecoin cards, the next wave of financial innovation is happening onchain and Mexico is at the center of it 🇲🇽

@fedeogue @buenbit @Nexo Full episode here ↓ bit.ly/frontera-ep

How do you turn a crypto startup into something big enough to get acquired? That’s exactly what @fedeogue shares with us, starting from early days of bitcoin arbitrage all the way to @buenbit getting becoming part of @Nexo  📈