🇧🇷 Nubank Catches a Ballot Bump. Coinbase Catches a Lawsuit. Monarch Catches an Infrastructure Habit.

Brazil's first round blew past the polls and sent Nubank up more than 13%, so we break down what the runoff means for the stock. Then we dig into the community bankers' lawsuit against the OCC over crypto bank charters, and why Coinbase and Circle are in the middle of it. We finish with Monarch buying MBI, the budgeting app's move into the plumbing banks run on.