Jan 19, 2025
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19 min read
Meet the hedge fund run entirely by AI Agents. Plus, Nubank does Stablecoin rewards, and Coinbase does Bitcoin-secured Stablecoin lending.
Jan 12, 2025
25 min read
Stablecoins won't be cheaper for US Domestic payments short term. Long term, they're building a layer above all rails, and *that* will compete out cost.
Dec 15, 2024
6 min read
A 111 page report into the big trends in Fintech. Wallet Wars, Klarna's Gen AI story, and the Stablecoin renaissance.
Dec 1, 2024
7 min read
2024 was the year of Wallet Wars, Underwriting with AI, Embedded Finance and Stablecoins. Your favorite Rants ranked and more.
Nov 24, 2024
26 min read
Is Finance, Fintech and Crypto so back and will we learn lessons from 2021? Plus, AML is still broken, Robinhoods largest acquisition & Revolut passes 50m users.
Nov 17, 2024
For AI Agents to work you need a secure place to store them, control them and give them an identity. Wallets will help us KYA. Know Your Agent.
Nov 10, 2024
Digital Identity is about to reshape finance. It's finally happening. Plus; Election analysis for Fintech, why Affirm launched in the UK.
Nov 3, 2024
18 min read
As consent orders have risen, the number of new Fintech companies has cratered. If this continues we'll lose on new financial inclusion, and financing start-ups that create jobs and growth. We must fix this.
Oct 27, 2024
29 min read
Because Stripe needs a paradigm shift to drive international growth. Stablecoins are exactly that.
Oct 20, 2024
22 min read
Would you ever trust an AI Agent to manage your finances? Plus; As the great de-risking of banks under consent orders continues, Column is a name that keeps popping up. My take inside.
Oct 13, 2024
28 min read
They're the perfect crime. Nobody is liable and with RTP they're easy to get away with. We can fix this, but we've got to up our game.
Oct 6, 2024
16 min read
They're motivated, Pay by Bank is increasingly regulated and the consumer experience has never been better. But this is a payments business not an aggregator business.
