RoamingPigs on Mythryl: “Brex peaked at $12.3B. Capital One is buying it for $5.15B. The…”

Brex peaked at $12.3B. Capital One is buying it for $5.15B. The product didn't collapse — the valuation just was not real at 0% rates. Founder lesson, late-stage risk checklist, and the ZIRP-era infra receipt: https://roamingpigs.com/field-manual/brex-fintech-reckoning/

roamingpigs.comBrexCapital One acquires Brex for $5.15 billion, 58% below peak valuation.

3/8/26, 9:06 pm1 repost0 likes

Post