925. News: Current eyes profitability, VRPs, ...

About this episode: Host Benjamin Ensor - Director of Research and Strategy at 11:FS is joined by some great guests to discuss the biggest stories from the world of financial services over the past week. This week's guests: Dave Morris - CEO of FoundryOS Veronica Glab - Strategic ...  Show more

About this episode: For years, banking has been framed as a battlefield: incumbents defending their turf while fintech challengers attack with better tech and customer experience. But in 2026, that picture may have changed. Ross Gallagher and David M. Brear (11:FS) are joined by ...  Show more

It’s no secret that Stripe has doubled down on its crypto offerings, enabling crypto purchases in the EU back in July and announcing a Pay with Crypto feature earlier this month. This week, the fintech giant made its dedication to crypto even clearer with its largest deal to date ...  Show more

  As Bitcoin nears $100,000, Trump’s pro-crypto policies, including a proposed Crypto Czar and a U.S. “Bitcoin stockpile,” are reshaping global sentiment about this asset class. The EU and UK are advancing crypto regulations, while India’s capital markets regulator SEBI hints at ...  Show more

Bitcoin’s Lightning Network is evolving into a global payments system, with over 21,000 active nodes enabling fast, low-cost transactions. Tether’s integration of USDT via the Taproot Asset Protocol could disrupt traditional finance, lowering transaction costs and increasing effi ...  Show more

(0:00) Introducing Eli Lilly CEO Dave Ricks

(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China

(7:08) GLP-1 pricing and capital allocation after a breakout pharma product

(12:56) Why Biotech VC has plummeted, " ...