According to Lex Sokolin, every major bank is building an AI strategy while AI companies are launching fintech products, setting up an inevitable collision that will determine which firms survive, source: Lex Sokolin on X, Nov 23, 2025. For traders, his thesis flags catalysts to monitor including bank AI product rollouts, AI–fintech partnerships, and regulatory developments that could reprice fintech and crypto infrastructure exposure tied to payments and tokenization, source: Lex Sokolin on X, Nov 23, 2025.