Feb 2, 2025
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27 min read
Plus; Trump's Fintech, X and Visa partnership announced & Robinhood wants Tokenization
Jan 26, 2025
24 min read
AI Agents break payments and identity security models. Plus; Crypto Executive Orders, Ramp Treasury and the coming age of Tokenization.
Jan 20, 2025
10 min read
A now sitting US President just turned a meme into $60bn of market cap. It's simultaneously a masterclass in attention economics, a warning sign for finance, and a glimpse of what's coming. You need to understand why.
Jan 19, 2025
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.