1. As a fintech analyst, the reported 8.5% Q1 revenue growth for BlockFi sounds solid, but here's the thing — their loan portfolio delinquency rates jumped 3 points versus last quarter. Growth is good, but rising credit risk might tell a more nuanced story.

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1. As a fintech analyst, the reported 8.5% Q1 revenue growth for BlockFi sounds solid, but here's the thing — their loan portfolio delinquency rates jumped 3 points versus last quarter