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 👇

[Frontera @FronteraEC]

@EspacioMedia

[Frontera @FronteraEC]

@EspacioMedia @BuildOnStellar @myosin_xyz 👀👀👀

[Espacio @EspacioMedia]

We couldn't have asked for a better way to close out Stablecoin Conference by @Bitso 🪩

Superconductor III with @privy_io and @Stablecoin was a night of good music, great people and connections we won't forget anytime soon!

Thanks to everyone who showed up, see you at the next one 👀

[Espacio @EspacioMedia]

One of the most personal conversations from Stellar House CDMX is live 🌠

We sat down with @abrahamcr, co-founder of Espacio and @BandoCool, to talk about the decision he made last December: stepping back from Espacio to go all in on Bando.

What followed proved the point, Bando launched a new treasury management product, Espacio grew more in 40 days than in all of last year, and both teams are shipping faster than ever.

We also got into moats, focus, and why the relationship with your users is what competitors can't copy 👀

Episode 6 of Stellar House Sessions with @StellarOrg out now ↓

[Espacio @EspacioMedia]

.@Bitso's Stablecoin Conference 2026 is around the corner and we'll be in the room not only creating content, but also on stage 👀

@abrahamcr, our co-founder and co-founder of @BandoCool, will join a panel on how MXNB on Morpho is creating new possibilities for credit and liquidity in Mexico

If you're building in LATAM or want to understand where stablecoins are heading, this is the conversation you don't want to miss!

See you in Mexico City 🚀

[Frontera @FronteraEC]

If you were at SCP I or SCP II, you already know.
If you weren't, this is your sign ↓

https://t.co/4fuMO1WZDe

[Frontera @FronteraEC]

The conference ends. The night doesn't.

Our friends at @EspacioMedia, @Stablecoin & @privy_io are bringing you Superconductor Party III, the official wrap-up of the @Bitso Stablecoin Conference 2026

📅 June 17
📍Location coming soon

[Frontera @FronteraEC]

@EspacioMedia @alfredpayio @StellarOrg

[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