BREKING 🚨

Capital One’s $5.15B Brex acquisition highlights accelerating bank–fintech convergence, validating enterprise payments and expense-tech as core infrastructure. Big banks are buying, not building.

Market impact:

$SENT – Positive institutional confidence signal

$ENSO – Benefits from enterprise DeFi & fintech rails narrative

$STG – Cross-border and payments themes gain momentum

Takeaway: Institutional capital is rotating into financial infrastructure, a medium-term bullish signal.