GLOBAL RESEARCH ARCHIVE
Perlin’s Ponderings
Research evidence excerpt
Perlin’s Ponderings
RBC Capital Markets, LLC
Daniel R. Perlin, CFA (Analyst)
(410) 977-0821, daniel.perlin@rbccm.com
Matthew Inglis (AVP)
(212) 558-0412, matthew.inglis@rbccm.com
Company Ticker Rating
July 8, 2026
Affirm AFRM SP
Broadridge Financial BR OP Perlin’s Ponderings
Corpay CPAY SPRESEARCH A daily digest of commentary and news Fidelity National Info FIS OP
Quick summary: financial technology; payment acceptance; crypto Fiserv FISV OP
Flywire FLYW OP
Financial technology Shift4 Payments FOUR OP
Coinbase has received a MiFID license in the UK, which will allow
UK users to trade derivatives, including crypto, equity and commodity Global Payments GPN SP
perpetual futures, along with retail users being able to trade equities HealthEquity HQY OP
on Coinbase. Stripe-owned Bridge has received a Crypto-Asset Service Jack Henry JKHY OPEQUITY Lightspeed LSPD OP Provider authorization under MiCA and EMI authorizations which allow
Bridge to expand the stablecoin services it offers to European businesses Mastercard MA OP
and end users using a trusted and compliant regulatory framework. PicS N.V. PICS OP
According to CoinDesk, Kracken is pursuing a full banking license in Paysafe PSFE SP
Europe, with Lithuania identified as the preferred jurisdiction. Source: PayPal PYPL OP
Finextra; The Paypers Q2 Holdings QTWO SP
Payment acceptance Rocket Cos RKT R
Visa (V: rated OP) has enabled live agentic commerce transactions SS&C SSNC OP
across Europe, letting AI agents complete purchases with participating Toast, Inc. TOST SP
merchants, with merchant participation facilitated through Visa's Trusted Visa V OP
Agent Protocol (TAP) and its Agent Directory. Adyen has partnered NCR Voyix VYX OP
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