Dec 21, 2025
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6 min read
The year of Agentic Commerce, Stablecoins and Prediction Markets did not disrupt the banks, but they changed everything else.
Dec 7, 2025
5 min read
Banks multiply money. Stablecoins move it. We need both.
Nov 30, 2025
20 min read
Plus; Why Klarna's stablecoin is anything BUT bandwagon jumping & Robinhood is doubling down on prediction markets for everything.
Nov 23, 2025
15 min read
It's cheaper to cover a hole in the wall with a flat screen TV than fill it. Stuff is cheap, services are expensive. AI is about to fix that.
Nov 16, 2025
21 min read
Also: JPM Coin on Base, and Coinbase walked from BVNK
Nov 9, 2025
26 min read
Co-branded stablecoin cards sound like a fever dream, but there's a compelling business case.
Nov 2, 2025
Plus, Nubank is distributing ChatGPT and stablecoin-linked cards are growing rapidly
Oct 26, 2025
25 min read
Stablecoin-linked cards bringing the ultra-wealthy playbook to the mass market. Plus; Govenor Waller on Fed "Payments Accounts" and why Claude Skills matter.
Oct 19, 2025
Love them or hate them. They're growing in importance. Here's how we get it right. Plus; Erebor's charter, an accidental $300 trillion and Visa's Trusted Agent Protocol
Oct 12, 2025
27 min read
A regulatory 'loophole' built Chime and Cash App. The same pattern is bootstrapping onchain finance. Plus; Mastercard vs Coinbase to Acquire BVNK?
Oct 5, 2025
22 min read
Plus; Nubank files for a National US Charter, and Brex launches its stablecoin capabilities
Sep 28, 2025
Plus; Tether to raise at $500bn, Zerohash raises $104m and why Apple Pay is iterating nicely, but not innovating at all.
