Captain Planet

[Captain Planet @captainplanet21]

@positivelyforth @blocks When will shareholders win? Looks like everyone in the block ecosystem wins (employees, customers, management) except shareholders

[Captain Planet @captainplanet21]

@nachunja It’s seems like a wand with NFC. Gimmicky but might drive eyeballs and headlines to cashapp.

[Captain Planet @captainplanet21]

@emcross23 @TempletonThomas Hoping this is not just another Proto.
Also - we investors needs some clarity on whether Proto has been deemed a misadventure and if the company has decided to shut it down to cut losses.

[Captain Planet @captainplanet21]

@owenbjennings @_SeanDavid The inflection point for Neighborhoods will be when a medium/big merchant (like Boba Guys) ditches their own app or loyalty program and signs up for Neighborhoods. To enable that, you need Neighborhoods to work outside of Square as well.
cc @nmolnar @jack

[Captain Planet @captainplanet21]

@nachunja Once upon a time, Googlers and Facebookers were scrambling to join Square. How far the company has fallen that they hired an executive from another failed company!

[Captain Planet @captainplanet21]

@nachunja @Venmo Oh ok. Good for her, but I wouldn’t call this a loss for Square. She was GM of Square’s point of sale business at a time when growth slid down over multiple years.

[Captain Planet @captainplanet21]

@BlockWhaleXYZ No

[Captain Planet @captainplanet21]

@owenbjennings - WTF?
Cashtags should be synonymous with CashApp, not X.

[Nikita Bier @nikitabier]

𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline.

Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data to X.

Here's how it works:

1. When you search for or post a cashtag (or contract address), X will automatically suggest matching stocks or crypto tokens, so you can select the exact asset you had in mind.

2. Anyone who taps a Cashtag will see posts mentioning it along with its price chart—without ever leaving X.

This ensures that you're always matched to the chatter for the right stock or token.

Cashtags are just the first step in our commitment to be the best destination for the finance and crypto community.

[Captain Planet @captainplanet21]

@mork1e @jack @owenbjennings FYI- someone has already accessed the https://t.co/cBZanzgNZJ live webpage

[Captain Planet @captainplanet21]

@chhddavid @claudeai SHIPPER

[Captain Planet @captainplanet21]

The higher end variant of the @Apple MacBook Neo is $599 at education prices and comes with 16GB ram and Touch ID. This is the BEST LAPTOP DEAL.
Lot of people are not realizing how important Touch ID is. #MacBookNeo

[Captain Planet @captainplanet21]

@BarnieTaintpipe @blocks @jack Why does it matter what the reason for the layoffs was? Everyone agrees it was the right decision. Let’s just move on.

[Captain Planet @captainplanet21]

@The_Real_Fly @jack could have easily cited overhiring as the reason for the layoffs instead of AI. He was not obligated to give any reason at all. Fixating on the rationale is useless. The layoffs are done.. both current and former employees should focus on next steps.

[Captain Planet @captainplanet21]

Hot take - even after 40% layoffs, Block is still bloated.

[Barnacle Taintpipe @BarnieTaintpipe]

$XYZ

People please please please stop overreacting when you don't know fintech. Block's headcount bloat is LITERALLY A JOKE IN THE INDUSTRY.

[Captain Planet @captainplanet21]

Block needs to be <4000 employees

[Austin Rief ☕️ @austin_rief]

Everyone is talking about the Square layoffs but just a reminder...

- Robinhood has 2500 employees (market cap of $70b)
- Coinbase has 4500 employees (market cap $50b)

Square (market cap $30b) just cut to 6000 employees. I wouldnt say this is all the sudden a symbol of AI transformation and leanness.

[Captain Planet @captainplanet21]

@nachunja @jack - which executives (L9, L10) are being let go? Especially on the Square side.

[Captain Planet @captainplanet21]

@nachunja Some good things. 2 bad things:
1. What the actual FUCK happened to Square? GPV growth was accelerating and now we are back to Square One.
2. CashApp growth is not going to sustain year over year. Unless MAUs increase, Borrow growth will flatline by EOY2026.

[Captain Planet @captainplanet21]

@nachunja It’s a BrianG and Block problem. As usual, a family of so-called leaders is blocking neighborhood launch.

[Captain Planet @captainplanet21]

Block’s peers are growing far faster at similar or larger scale, yet management is guiding to just 15% gross profit growth for the next two years - despite prior claims that Block could double its growth rate. This guidance signals that management is prioritizing margin optics over growth while Block is losing ground competitively. Investors increasingly see this not as discipline, but as a lack of confidence to execute, gain share, and compete at scale. What is Block's plan to close the competitive gap and openly set aggressive growth targets that don't concede leadership to faster-executing rivals?