Jul 12, 2026
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16 min read
Circle's final approval drops. Klarna files in Utah, Sony's crypto bank wins conditional OCC approval, and four megabanks circle Fiserv's STAR network. Plus Kalshi loses in the SDNY and Ramp gives AI agents cards.
Jul 9, 2026
9 min read
The biggest capital boom ever measured has no unsold inventory. What that means for your dollars and your energy
Jul 5, 2026
8 min read
Plus: Plaid flirts with an IPO, Erebor 4x's deposits in a quarter, and Meta tried to buy Kalshi
Jul 2, 2026
11 min read
140 companies just agreed to share a stablecoin. OpenUSD is a play for the trillions of dollars that never came onchain.
Jun 28, 2026
Meta enters prediction markets; Polymarket's ad scandal; and Anthropic puts Claude in your Slack.
Jun 24, 2026
One Friday night in June, Anthropic locked its own engineers out of its best model.
Jun 21, 2026
Plus: Coinbase's SEC-registered AI investment advisor, and Karta raises $15m for an international travelers' credit card (but don't stay stablecoins)
Jun 18, 2026
The Clearing House reached for tokenized deposits, Zelle went stablecoin, and why stablecoins are the rail above the rails.
Jun 14, 2026
14 min read
AI will transform whatever we can measure first. And the first measures are here. Plus; Visa & Mastercard finally settle swipe fees lawsuit & Kalshi requires job disclosures.
Jun 11, 2026
3 min read
Why 99% AI adoption still produces almost no productivity, and what Anthropic, Ramp, and the 1% do differently.
Jun 7, 2026
15 min read
Uber burned their AI budget in 4 months. Fintech may have the answer. Plus; Ramp's $44bn valuation & mastercard settlement goes 7-days per week.
May 31, 2026
13 min read
The business case for banks to embrace, not fear, stablecoins. Plus; Robinhood lets agents trade for you, SoFi stablecoin goes live & Cash App stablecoins are live with USDC
