Frontera

Crypto insights from frontier markets, by @BandoCool & @odisealabs

[Frontera @FronteraEC]

Who Wins the Neobank War in Mexico?

@abrahamcr, @0xcush, and @realsimon analyze @RevolutApp ’s arrival in Mexico and its battle against Nubank, and why global fintechs are racing to launch stablecoins.

Timestamps:
0:00 Intro
4:45 Crypto Events: Essential Networking or Time Sink?
8:58 Revolut Enters the Mexican Market
10:27 Revolut vs. Nubankmparison
20:58 Founder-Driven Culture vs. Corporate Structure
25:00 Mastercard, Visa, and Western Union Go All-In on Stablecoins
27:35 Stablecoins as American "Debt Export"
30:05 The Future of Stablecoins

Links below 👇

[Espacio @EspacioMedia]

One of the conversations we were most excited about from Stellar House CDMX is finally live!

We sat down with @vogelito, CEO of @Bitso, to talk about his background and how, despite having every reason to stay in the United States and build a company there, he chose to come back to Mexico and build something that mattered for his country.

Today Bitso moves over 10% of all remittances between the US and Mexico and was the first crypto unicorn in Latin America 🇲🇽

Episode 3 of Stellar House Sessions with @StellarOrg out now ⬇️

[Frontera @FronteraEC]

@EspacioCripto 👀

[Espacio @EspacioMedia]

.@JoseFDaPonte has dedicated 20 years to watching fintech evolve from the inside, from his time at PayPal to leading growth at @StellarOrg.

He watched every trend come and go, DeFi, NFTs, meme coins. Throughout all of this, he held onto the same belief: payments are the most crucial thing you can create

We sat down with him at Stellar House CDMX and he took us through why staying true to one thesis for 12 years beats chasing every cycle and why LATAM is where the real shift in finance is happening right now.

Episode 1 of Stellar House Sessions is live ↓

[Espacio @EspacioMedia]

Get ready, because Stellar House Sessions feat @StellarOrg is coming tomorrow! 🇲🇽

Two days in CDMX, 11 conversations with the builders, founders and leaders building the future of finance in LATAM and we got it all on tape.

See you tomorrow... ⏰

[Espacio @EspacioMedia]

Something we've been putting together with @StellarOrg is almost ready 🇲🇽

Stellar Sessions, the conversations from Stellar House CDMX that you need to hear.

Coming soon 👀

[Frontera @FronteraEC]

Spotify 🔈: https://t.co/WuDHIkQFkA
YouTube 📷: https://t.co/BZkkOEUj8r

[Frontera @FronteraEC]

CETES vs T-Bills: The Trade the World Slept On

This week on Frontera, @abrahamcr, @0xcush, and @realsimon break down why Mexican government bonds have outperformed the dollar for 15 years, what tokenized CETES unlock, and how AI is reshaping how founders build.

Links below 👇

[Frontera @FronteraEC]

A trade the market slept on for a decade

The world deserves to know CETES are outperforming TBills and the USD over a 5, 10, and 15 year timeframe

[dave taylor @EtherfuseDave]

This latest post by @FronteraEC on how CETES consistently outperforms US Treasuries is a master class in emerging market yields and how non-US treasuries incentives the world to hold their treasuries

https://t.co/2uxwRmzLvK

[etherfuse @etherfuse]

🐢🐇 In the fable, the tortoise wins through consistency. In fixed income, CETES did the same. 🇲🇽

Post-COVID, CETES averaged 7.89% vs 2.70% for T-bills, a 520 bps premium that allocators ignored. The yield was there, but access was not.

Article by @FronteraEC and @BandoCool👇

[Frontera @FronteraEC]

We unpack this, plus LATAM payments, stablecoins, and Tether’s silent dominance. New episode is live ↓

https://t.co/OO6IvGxFbE

[Frontera @FronteraEC]

Same pattern every cycle. Prices drop, attention disappears, builders stay.

While everyone debates charts, Bitcoin gets wrapped, regulated, and normalized 👀

[Bando @BandoCool]

Every major platform shift creates a moment where companies either adapt or fall behind.

@Stablecoin is featured in our Fintech 3.0: The Great Platform Shift in Mexico report.

🗣️ https://t.co/zhdiFUdebG

[Frontera @FronteraEC]

In our latest episode with @gideongreaves, we kept coming back to a framework we wrote months ago: the LatAm Trilemma

We revisited the problems–talent–capital gap in LatAm's crypto ecosystem and dug into what’s changing around capital and what it unlocks

https://t.co/NkWFIIVdGr

[Gideon Greaves @gideongreaves]

Good chat with @FronteraEC https://t.co/p4pS2gzRZx

[Frontera @FronteraEC]

We unpack this in the latest Frontera episode with @gideongreaves ⬇️

https://t.co/6wchzbKIki

[Frontera @FronteraEC]

What really makes a startup grow in frontier markets isn’t speed or flashy narratives 🌩️

It’s tackling real pain points, working through scarcity, and building for actual usage from day one.

[Espacio @EspacioMedia]

¿Es el inicio del Bear Market? | Status actual del Mercado https://t.co/sD9jvtG2lA

[Espacio @EspacioMedia]

The Base Night Show: Mexico City Special https://t.co/Q1wj8wzfHd

[Frontera @FronteraEC]

@abrahamcr If you're building or integrating new rails, you can't miss this episode ↓

https://t.co/bVZqkW1gxx

[Frontera @FronteraEC]

Fintech 3.0 is opening new opportunities and exposing real gaps.

Crypto-native fintechs → fast innovation, regulatory limits.
Traditional fintechs → massive scale, no onchain rails.

@abrahamcr breaks this down perfectly ↓