Finance has been torn apart by frontier tech.
From artificial intelligence, to decentralized finance (DeFi) and blockchain, to mixed reality, chatbots, neobanks, and roboadvisors — the finance industry will never be the same. Its fee pools are collapsing, big tech is aggregating billions of users, infrastructure is digitized and permissionless, and generational trust has cratered.
Our value proposition is simple — experienced judgment and accurate vision. We are here to understand the edge, and connect it to fundamental, rigorous analysis grounded in industry frameworks.
Make decisions knowing the shape of the future.
There is a core logic to the vectors of change. We’ve spent a decade making sense of the noise. Roboadvisors in 2009, wealthtech in 2014, Ethereum in 2016, fintech equity research of neobanks, AI, AR/VR, paytech, and crypto/blockhain since 2016, coverage of DeFi and NFTs since 2019, exploration of SPACs, the financial metaverse, and DAOs in 2020, and AI and Machine learning in 2023.
Join over 200,000 subscribers relying on us for their weekly fintech analysis, and get the mental models needed to operate at your peak, whether as an entrepreneur, investor, regulator, or senior executive.
Trusted by our Community
Our Research
Select Podcast Episodes
Join our Premium Community.
Free
$0/mo
1 newsletter per week, analyzing the latest Fintech and DeFi news, and a podcast with industry insiders
MONTHLY
$12/mo
2 newsletters per week, access to the full archive of expert analysis, and an enhanced podcast with annotated transcript
Weekly Long Takes with a deep and comprehensive analysis on Fintech, web3, and AI topics
Access to Bespoke Content and Campaigns
ANNUAL
$100/year
2 newsletters per week, access to the full archive of expert analysis, and an enhanced podcast with annotated transcript
Weekly Long Takes with a deep and comprehensive analysis on Fintech, web3, and AI topics
30% cheaper than subscribing monthly
Recommended by Industry Insiders