I started looking at Western Union because I thought stablecoins would kill it. Then I realized WU is better positioned than almost anyone to leverage them. Brand, distribution, 200 countries, $923M in EBITDA. The key risk was management. They had been skeptical of stablecoins. I placed the bet in November. Since then WU has not only outperformed Solana but the broader market: WU 2.14% / SPX -6.76% / Nasdaq -11.66% / SOL -56.15% WU is a $2.8B market cap business trading at 6x earnings with a 10% dividend yield. Remitly trades at 50x on a 2.3% operating margin. Wise at 23x. The discount exists because WU revenue is declining 3.8% while both are growing 25% . I am not fighting that. But at 6x earnings you are paying for zero recovery, zero tech adoption, zero optionality. That is the margin of safety. I was at the @blockworksDAS this week. The WU CEO was on the same stage. Very different energy from the one I had been following. Clear on the stablecoin strategy, talking about flipping negative float into positive float. They have since announced USDPT, their own stablecoin on Solana. For a 175-year-old company to go from skepticism to launching on Solana in under a year is a meaningful shift. Of course, there is plenty of execution risk. The bear case was always that they would not act. They are acting - and that alone warrants a repricing. The math I ran back in November when I placed the bet was: lose ~20-30%, cushioned by $500M in net income and a 10% dividend. Re-rate to Wise multiples and it is 4 to 5x. I am not betting on convergence. I am betting the market prices zero probability of it, and I will get paid for getting a free option. WU is part of a broader thesis that led me to start @inversion_cap: acquiring businesses with distribution at attractive prices. There is a lot of embedded optionality in those businesses. Not all will act in time. Some will die. But the ones that do will meaningfully outperform, and those gains will more than outweigh the losses. You reduce that risk meaningfully when you control that business. The greatest beneficiaries of cost-reducing technology like AI and crypto are not the startups building it. They are the incumbents with distribution that adopt it. WU is one of many. Full piece on Substack: open.substack.com/pub/obviou… @HadickM double or nothing? Market settles November 1, 2026. DISCL: Long WU. Long SOL. NFA.

Hot take: Your AI coding agent has no idea what your project actually does. AGENTS.md doesn't help if the docs underneath are garbage. DocGuard enforces Canonical-Driven Development: → Generate docs from code → Validate them on every commit → Score your "doc tax" Like ESLint, but for your documentation. github.com/raccioly/docguard #DevTools #AIAgents #CDD

🚀 Just shipped DocGuard v0.7.0 — the CLI that enforces documentation-as-code 6 new features inspired by peer-reviewed AI research from U of Arizona Zero dependencies. Pure Node.js. 15 commands. npm install -g docguard-cli 🧵👇 What's new in v0.7.0: ✅ docguard guard now shows [HIGH/MED/LOW] quality labels per validator ✅ docguard trace — traceability matrix (ISO 29119) ✅ docguard score --signals — multi-signal quality breakdown ✅ docguard diagnose --debate — 3-agent AI prompts All grounded in CJE research ↓ The research behind it: AITPG (IEEE TSE 2026) — Multi-agent test plan generation RAG TRACE (IEEE TMLCN 2026) — Calibrated quality evaluation We cited them properly. Open source. Academic rigor meets developer tooling. GitHub: github.com/raccioly/docguard #OpenSource #DevTools #DocumentationAsCode #AIResearch

Read the full press release: blog.crossmint.com/crossmint…

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How does #leadership style impact team productivity? Find out in the latest Exit Interview, where we explore the costs of workplace incivility and how proactive leadership can make all the difference. Also, catch up on the latest #HR tech developments. cvsoci.al/nOyRiHRm?cv=172523…

Don’t let a weak link compromise your organization’s security. Discover actionable steps to bolster your cybersecurity in our new article. #DataProtection #Cybersecurity #SEIInsights cvsoci.al/GcJc~MtO?cv=172512…

Proud moment for #SEICincinnati! They’ve been named as a finalist for the Cincinnati Business Courier's Best Places to Work 2024 in the Large Company category. #BestPlacesToWork #LifeAtSEI cvsoci.al/cccn1NsN?cv=172502…

AI isn’t just about hitting home runs; singles and doubles matter too. That’s one of the many insights from the recent panel hosted by SEI Atlanta. Stay tuned for details on their upcoming Q4 event! #TechTalks #AI #LifeAtSEI cvsoci.al/eo328rjZ?cv=172495…

We #hire seasoned professionals. Our #consultants are driven, ambitious, and experienced. They bring both industry and domain-specific expertise to every project. #Consulting cvsoci.al/dMnV3PHn?cv=172390…

Mark your calendars! SEI will be at IM-TECH 2024 on September 12, hosting a free panel on how Immersive Technology is transforming industries. #ImmersiveTech #AI #SEI cvsoci.al/Zp6b2dHq?cv=172381…

Our very own Kait Collins and Jena Clark hosted an exciting Bingo game at our Summer Picnic for SEI Cincinnati and our Services team! We love seeing everyone come together and enjoy these special moments. #LifeAtSEI #TeamBuilding #SummerFun cvsoci.al/NL6SFmtV?cv=172381…

The women of SEI Atlanta had an amazing time at their inaugural Women’s Wellness Retreat at Lake Oconee! SEI is proud to foster a culture that values both professional and personal well-being. #LifeAtSEI #SEIWellness #WorkLifeBalance cvsoci.al/8tDtWguQ?cv=172381…

We’re proud to share that #SEIWashingtonDC has earned a place on the Inc. 5000 list of Fastest Growing Companies in America for 2024! This honor is thanks to the hard work of our team and the unwavering support of our clients. #Inc5000 #LifeAtSEI cvsoci.al/IcKvxGId?cv=172376…

We are thrilled to announce that #SEIMiami has earned a spot on the Inc. 5000 list of Fastest Growing Companies in America for 2024! This honor wouldn’t be possible without the dedication of our team and the support of our clients. #Inc5000 #LifeAtSEI cvsoci.al/y2SaHo9L?cv=172376…

Proud moment: SEI Dallas has been honored with a spot on the Inc. 5000 list of Fastest Growing Companies in America! Thanks to our team and the support of our clients for this amazing achievement. #SEIDallas #Inc5000 #LifeAtSEI cvsoci.al/7DINhGiy?cv=172376…

Big news: SEI New York has earned a spot on the Inc. 5000 list of Fastest Growing Companies in America! We’re endlessly appreciative to our team and clients for making this possible. #SEINewYork #Inc5000 #LifeAtSEI cvsoci.al/2xBk0vfZ?cv=172374…

#DEIB at a crossroads: some companies are pulling back, but many are advancing these values with concrete actions. See how Forbes HR members like Patrick Donegan are making a difference. #Inclusion #HR cvsoci.al/vGHyScEo?cv=172272…