Become a world-class financial services investor and operator, using our deep research on Fintech, DeFi, and AI to improve your strategy and succeed.
🏦 Finance has been torn apart by frontier tech.
From artificial intelligence, to decentralized finance (DeFi) and blockchain, to chatbots, neobanks, and roboadvisors — the finance industry will never be the same. Its fee pools are collapsing, big tech is aggregating billions of users, and infrastructure is digital and permissionless.
Our value proposition is experienced judgment and accurate vision. We 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 logic to the vectors of change. We’ve spent over 15 years making sense of the noise.
Roboadvisors in 2009
Wealthtech in 2014
Ethereum in 2016
Neobanks, AI, AR/VR, paytech, and crypto/blockhain since 2016
Coverage of DeFi and NFTs since 2019
SPACs, the financial metaverse, and DAOs in 2020
Financial AI 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 Products
📈 All the Fintech IPO primers that matter. Every month a new Fintech company goes public. We cover them in detail and ahead of the curve.
Our analysts include fundamental charts that explain the companies and their trajectories. We interpret the data, rather than describe it, so you can develop a consistent view beyond the headlines.
👷 The Building Company Playbook series, 10 editions of strategy on how to launch your Fintech or DeFi project. We cover everything from business model to fundraising to exit and tokenomics.
If I were an entrepreneur today building a financial business, this would be an invaluable resource. It is based on actual experience in the field, not ChatGPT.
Detailed research reports and Fintech 101 publications, and annotated podcast transcripts with experts and key industry leaders.
Our research reports cover entire industries and make connections between sectors in a way that nobody else has done to date. Our podcasts explain how founders created their companies and are blueprints to multi-billion dollar businesses. All the secrets are transcribed out for you.
Plus a weekly analysis of the most pressing news that week with clear articulation of what matters with over 5 years of consistent archived analysis.
There are lots of places where you can get aggregation of news or reflections on incremental progress. We differentiate by having a vision and providing you with a guide on navigating the industry from a place of experience and expertise.
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