Edu's Podcast

Edu Moore
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Latin America fintech, product, and AI from an operator who's been building here for seven years. Each episode: where capital is moving, which products are working, what the region's biggest fintechs and banks do next, and what it means if you're building or investing here. No press releases. Deal flow, numbers that hold up, honest takes. Hosted by Edu Moore, who has led products and growth at Nubank, Bitso, Clara, Chubb and MetLife across Brazil and Mexico. Audio companion to Edu's Newsletter; full research reports live on Substack.

Episodes

  1. Aug 13

    Brazil's Stablecoin Crackdown: Volume Grew Anyway

    Brazil just tightened the rules on stablecoins — and volume grew right through it anyway. This episode breaks down two sides of the same story. Brazil spent the past year building Latin America's most credible regulated crypto framework, then closed one specific settlement corridor stablecoins could use. Adoption didn't slow down. Meanwhile, Wall Street spent the same few months racing to build the exact same rails: Circle got a federal bank charter, BNY put USDC into custody, and Samsung put stablecoin support on 241 million phones. What we cover: Why trade settlement and dollarization — not speculation — are the segments actually moving real stablecoin volume in Brazil todayWhat Resolution 561 actually shuts down (one settlement corridor) versus what it leaves fully legal (client custody) — and why most initial coverage got this wrongThe October 30 VASP licensing deadline that will consolidate the market around the players who can absorb a $2–7M capital requirementWhy Circle's bank charter, BNY's custody expansion, and Samsung's 241-million-phone rollout are the same institutionalization play as Brazil's crackdown — just from the opposite directionThe circumvention risk: what happens if friction pushes volume into self-custody the central bank can't see This episode is based on Edu's Newsletter — LatAm fintech, AI, and product leadership from the operator's seat. Subscribe for the full breakdown and future editions: eduardomoore.substack.com Chapters: (0:00) Welcome(0:32) About the Host(1:07) Cold Crypto, Hot Stablecoins(2:23) The Volume Numbers — And Why Headline Figures Lie(4:07) Trade Settlement — The Biggest Segment, and the Least Penetrated(7:10) Dollarization — Paying 9 to 10 Points of Yield for Peace of Mind(9:49) Freelancer Income — Real Demand, Early Days(10:37) Resolution 561 — One Corridor Closed, Not the Market(14:32) The US and Brazil — Same Move, Opposite Directions(16:42) The $2 to $7 Million Capital Bar — Consolidation Is the Resolution

  2. Aug 9

    LatAm Fintech H1 2026: $4.8B, 90+ Deals, and Mexico Overtakes Brazil

    Ninety-plus deals, $4.8B in tracked capital, and for the first time in over a decade, Mexico pulled ahead of Brazil in venture dollars. In this first episode, I break down the H1 2026 LatAm Fintech Investment Report: why CloudWalk's $1.1B FIDC issuance was larger than every equity round of the half combined, what Banco Plata's three-year run to a $5B valuation actually signals, and the four trends that defined the first half of the year. Full written report and research on Substack.

  • 2 Episodes

About

Latin America fintech, product, and AI from an operator who's been building here for seven years. Each episode: where capital is moving, which products are working, what the region's biggest fintechs and banks do next, and what it means if you're building or investing here. No press releases. Deal flow, numbers that hold up, honest takes. Hosted by Edu Moore, who has led products and growth at Nubank, Bitso, Clara, Chubb and MetLife across Brazil and Mexico. Audio companion to Edu's Newsletter; full research reports live on Substack.

Information

  • Creator
    Edu Moore
  • Years Active
    2026
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © Edu Moore
  • Show Website
    Edu's Podcast