Archive: by Name
This is an organizing page of covered companies and projects. The website displays only the top 30 tags, and cuts off the long tail, so coverage is deeper than shown here. Further, some links take the reader to stub article pages. Select the title to route to the underlying content.
- Ethereum 42
- Bitcoin 33
- Ant Financial 19
- Robinhood 19
- Amazon 18
- Square 18
- Facebook 16
- Goldman Sachs 14
- Plaid 14
- Revolut 14
- Visa 14
- Coinbase 13
- ConsenSys 13
- Google 13
- SoFi 13
- Apple 12
- Libra / Diem 12
- Schwab 12
- Uniswap 12
- MakerDAO 11
- Marcus 11
- MetaMask 11
- PayPal 11
- Chime 10
- China 10
- Monzo 10
- Tencent 10
- Wealthfront 10
- Binance 9
- Gen Z 9
- SEC 9
- SoftBank 9
- TikTok 9
- Affirm 8
- Compound 8
- JP Morgan 8
- MasterCard 8
- USDT 8
- Betterment 7
- Citadel 7
- Fidelity 7
- Galileo 7
- Microsoft 7
- Starling 7
- Stripe 7
- TD Ameritrade 7
- Uber 7
- Covid 6
- Figure 6
- Fortnite 6
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Ethereum
42
- Dec 17, 2021 Pioneering Crypto ETPs to $3B in assets in 3 years, with 21Shares CEO Hany Rashwan
- Dec 8, 2021 What Goldman's institutional financial cloud on Amazon means for embedded finance
- Dec 3, 2021 Origins of Metamask's 20 million Web3 users, with co-founder Dan Finlay
- Oct 29, 2021 Chainlink Co-Founder Sergey Nazarov on building the global decentralized oracle network powering DeFi and Web3
- Oct 20, 2021 Scaling Web3 with the $10B+ Polygon protocol, with COO Sandeep Nailwal
- Sep 24, 2021 What's next in Web3? Tachyon Accelerator's MD Gabriel Anderson on early stage in NFTs, DeFi, & Crypto
- Sep 13, 2021 The principle behind Mastercard's CipherTrace acquisition, L1 growth, and IRS getting your bank data
- Sep 6, 2021 Financial Mythmaking with $200MM of Loot NFTs and their growing world
- Sep 3, 2021 Metaverse 101 with Lex Sokolin and Cris Sheridan, Sr. Editor of Financial Sense
- Aug 27, 2021 Is Fintech or DeFi Bigger? And Who eats Whom? Hosted by The Defiant
- Aug 16, 2021 Global and Crypto Macroeconomics in August 2021, from GDP to BTC to Web3
- Jul 19, 2021 The difference between Gen Z and Millennial online culture, resulting in DAOs, decentralization, and creative financial communities
- Jul 1, 2021 Building the best payments fiat to crypto onramp, with Ivan Soto-Wright of MoonPay
- Jun 21, 2021 What the market misses about Bitcoin and Ethereum in 2021
- Jun 4, 2021 Developing regenerative finance using memes for the public good, with Kevin Owocki of Gitcoin
- May 17, 2021 Marqeta's $300MM of revenue & Ethereum's $20B in ann. transaction fees highlight opportunity and industry structure
- May 7, 2021 Decentralized Identity and the Metaverse, with Michael Sena of The Ceramic Network
- Apr 30, 2021 Scaling B2B cross-border payments and the competition between global payment rails, with Marwan Forzley of Veem
- Apr 23, 2021 Building the foundational money DAO (Decentralized Autonomous Organization) in DeFi, with Rune Christensen of Maker Foundation
- Apr 12, 2021 The "fundamental" economic design driving crypto valuation to $2 trillion
- Mar 19, 2021 Camila Russo of The Defiant and author of The Infinite Machine discusses crypto journalism, writing about Ethereum's inception, $69M NFTs, and building a DeFi community
- Mar 12, 2021 Joe Lubin, ConsenSys CEO and Ethereum co-founder discusses AI, macroeconomics, philosophy, and the future of the $200 billion Ethereum network
- Mar 1, 2021 The Federal Reserve Payment Processor, its $100B of revenue, and whether blockchains and L2s can match the value it settles
- Feb 26, 2021 $60B digital capital markets, crypto law and regulation, and Ethereum Layer 2 scaling, with Pat Berarducci
- Jan 4, 2021 What do Bitcoin, Ethereum, GDP, unemployment, and Covid have in common in 2021?
- Dec 18, 2020 Connecting the $2T in Art owned by UHNW investors, with the rise of crypto art and Beeple's $3.5MM NFT digital art auction
- Dec 11, 2020 5 Reactions to Messari's 134 page crypto report
- Nov 9, 2020 Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?
- Oct 23, 2020 How IBM spinning-out $18B of managed infrastructure revenue, or Reliance Jio growing to 400MM mobile users, creates a chassis for digital finance
- Oct 2, 2020 Fintech in the Metaverse, plus NFTs, Crypto Art, and Epic Games
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Aug 21, 2020 Decentralized Finance 101 with Kerman Kohli
- Aug 3, 2020 The symbolic battle over TikTok, intellectual property, and blockchain-based finance
- Jul 6, 2020 The Soviet Pyramid Scheme eating 10% of Ethereum and 50% of Paxos Stablecoin
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- May 1, 2020 Libra, Stablecoins, CBDCs and the Need for Digital Money
- Apr 20, 2020 War over Money reaches new heights, as Libra opts into regulation, China launches national blockchain, and Financial Stability Board raises alarm
- Mar 30, 2020 Creativity and courage are the vaccine -- from molecular technology, to digital workspaces, to solving for global health data
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Dec 23, 2019 Top 5 Decentralized Finance predictions for 2020 and beyond
- Sep 2, 2019 Will Open Source business models rule the world, as Enterprise Ethereum Pantheon joins Hyperledger
-
Bitcoin
33
- Dec 17, 2021 Pioneering Crypto ETPs to $3B in assets in 3 years, with 21Shares CEO Hany Rashwan
- Nov 26, 2021 Powering the FX behind Africa's trillion-dollar growth, with Aza CEO Elizabeth Rossiello
- Oct 29, 2021 Chainlink Co-Founder Sergey Nazarov on building the global decentralized oracle network powering DeFi and Web3
- Aug 16, 2021 Global and Crypto Macroeconomics in August 2021, from GDP to BTC to Web3
- Jul 23, 2021 eToro CEO Yoni Assia on the purpose of investing, crypto assets, and building a $10B fintech
- Jul 1, 2021 Building the best payments fiat to crypto onramp, with Ivan Soto-Wright of MoonPay
- Jun 21, 2021 What the market misses about Bitcoin and Ethereum in 2021
- May 24, 2021 Bitcoin price falling doesn't mean what Paul Krugman claims
- Apr 30, 2021 Scaling B2B cross-border payments and the competition between global payment rails, with Marwan Forzley of Veem
- Apr 23, 2021 Building the foundational money DAO (Decentralized Autonomous Organization) in DeFi, with Rune Christensen of Maker Foundation
- Apr 12, 2021 The "fundamental" economic design driving crypto valuation to $2 trillion
- Apr 9, 2021 Building blockchain money and sustainable economies, with former Supervisory Board Chairman of the Icelandic Central Bank and Co-founder of Monerium, Jon Egilsson
- Apr 5, 2021 Getting paid now for future performance with Pipe's $150MM raise and BitClout's $200MM of Bitcoin
- Mar 19, 2021 Camila Russo of The Defiant and author of The Infinite Machine discusses crypto journalism, writing about Ethereum's inception, $69M NFTs, and building a DeFi community
- Mar 12, 2021 Joe Lubin, ConsenSys CEO and Ethereum co-founder discusses AI, macroeconomics, philosophy, and the future of the $200 billion Ethereum network
- Mar 1, 2021 The Federal Reserve Payment Processor, its $100B of revenue, and whether blockchains and L2s can match the value it settles
- Jan 4, 2021 What do Bitcoin, Ethereum, GDP, unemployment, and Covid have in common in 2021?
- Dec 11, 2020 5 Reactions to Messari's 134 page crypto report
- Nov 9, 2020 Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?
- Oct 12, 2020 The Harvard Endowment and alternative assets, Square buys $50MM of Bitcoin, Killer Mike launching a Bank and Akon building a $6B smart city
- Sep 7, 2020 How signalling explains SoftBank's $4 billion call option trade, SushiSwap's vampire attack, and why we make Art
- Jul 10, 2020 Personal Capital is Acquired for $1 Billion, Lemonade IPOs and PayPal Joins the Crypto Club
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
- Jun 5, 2020 Cash App, Venmo, Digital Wallets and Challenger Banks with ARK Invest
- May 4, 2020 What Ray Dalio's new research says about American Empire, the US dollar, Gold, and Bitcoin
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Mar 2, 2020 How Coronovirus impacts Fintech, Financial Markets, and the global Economy
- Jan 27, 2020 How are Central Bank Digital Currencies like Lithium-ion Batteries, and how do you build a CBDC today?
- Dec 30, 2019 7,000 bank branches shut down and 425,000 jobs lost -- melting Banking into a glass half full
- Dec 23, 2019 Top 5 Decentralized Finance predictions for 2020 and beyond
- Dec 2, 2019 Shifting from Institutions to Retail Clients -- NYSE direct listings and Central Bank digital currencies
- Aug 27, 2019 Fighting Chinese Artificial Intelligence with lasers and American Crypto with European Central Banks
- May 27, 2019 How the SEC is wrong about the Internet and the Bitcoin ETF
-
Ant Financial
19
- Oct 22, 2021 How China is winning the race in Fintech, Payments, and CBDCs, with Fintech expert Richard Turrin
- Sep 29, 2021 Will Paypal's digital wallet beat Google Pay and Square Cash App on shopping & banking?
- Sep 20, 2021 Unlocking Demand-side growth with Square's payment network and Goldman's GreenSky acquisition
- Mar 15, 2021 The battle for Chinese Fintech as China highlights blockchain in Five Year Plan, ramps up Ant and Tencent regulation, phases in e-CNY
- Nov 20, 2020 How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management
- Nov 13, 2020 The system versus the individual -- a meditation on the American election, Alibaba's dethroning, and Fintech theater
- Nov 9, 2020 Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?
- Sep 21, 2020 Is Ant Financial the best Fintech in the world? Let's analyze the IPO!
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Aug 3, 2020 The symbolic battle over TikTok, intellectual property, and blockchain-based finance
- Jul 31, 2020 Growth of brand banking, tragedy of OnDeck vs. Kabbage, and the Indian Fintech war between WhatsApp and WeChat
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- Jun 5, 2020 Cash App, Venmo, Digital Wallets and Challenger Banks with ARK Invest
- Apr 20, 2020 War over Money reaches new heights, as Libra opts into regulation, China launches national blockchain, and Financial Stability Board raises alarm
- Jan 6, 2020 BBVA to sell chocolates on Amazon, while gamer hardware co Razer tries banking in Singapore
- Dec 30, 2019 7,000 bank branches shut down and 425,000 jobs lost -- melting Banking into a glass half full
- Aug 27, 2019 Fighting Chinese Artificial Intelligence with lasers and American Crypto with European Central Banks
- Jun 3, 2019 $20 Billion TSYS acquisition in the shadow of Alibaba's $500B SME aggregation
- May 13, 2019 What Uber's IPO means for Fintech and Banks
-
Robinhood
19
- Oct 1, 2021 Robinhood's order flow disrupting equities and crypto market structure, with Paul Rowady of Alphacution
- Aug 27, 2021 Is Fintech or DeFi Bigger? And Who eats Whom? Hosted by The Defiant
- Aug 2, 2021 What do SPACs and IPOs say about Coinbase, Robinhood, Lemonade, SoFi, and other fintech darlings?
- Jul 12, 2021 The fundamentals of Circle's $4.5B SPAC, Robinhood's IPO, and the $30B of fintech venture capital
- Jul 5, 2021 Luxury and Fashion market structure applied to finance, NFTs, and DAO
- Feb 12, 2021 How M1 Finance's $3B AUM super-app is outcompeting Wealthfront, Robinhood, and Schwab, with CEO Brian Barnes
- Feb 5, 2021 The post-FinTech New American Finance, and Robinhood’s $3.4B support of an 8MM-strong Reddit army that cost Wall Street $7B, with Will Beeson of Bella
- Feb 1, 2021 How the Internet/Reddit/GameStop broke our financial market structure, the social contract, and what comes next
- Jan 8, 2021 Lessons for banking and finance from video game interface design
- Nov 20, 2020 How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management
- Oct 30, 2020 Understanding Robinhood, Derivatives, and Market Makers with Paul Rowady of Alphacution
- Sep 18, 2020 Finance blood in the water ($900B wasted on digital transformation) is why neobank Chime is $15B, and why Uniswap could be next
- Aug 17, 2020 How Monzo, Revolut, and Starling get to break-even, and comparison with WeChat and Facebook
- Jul 20, 2020 How Robinhood makes $90MM from order flow, and how DeFi is different
- Mar 16, 2020 Slowing GDP growth by 1.5% is like another 10 million people getting infected with coronovirus, and other analysis on financial fragility
- Feb 17, 2020 Worldline's $8B acquisition of Ingenico's $3B revenue would barely pay for Robinhood or Revolut's valuations
- Jan 20, 2020 Is Plaid cheap at $5.3 billion for $500 billion Visa?
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
-
Amazon
18
- Dec 8, 2021 What Goldman's institutional financial cloud on Amazon means for embedded finance
- Nov 3, 2021 Why Facebook is domain squatting on the Metaverse
- Sep 29, 2021 Will Paypal's digital wallet beat Google Pay and Square Cash App on shopping & banking?
- Aug 27, 2021 Is Fintech or DeFi Bigger? And Who eats Whom? Hosted by The Defiant
- Aug 9, 2021 Acquisition arbitrage between public and private fintech revenues, highlighted by Figure and Starling
- Apr 12, 2021 The "fundamental" economic design driving crypto valuation to $2 trillion
- Jan 8, 2021 Lessons for banking and finance from video game interface design
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Aug 10, 2020 Google banking shows that tech giants are the storefront for everything, and other distributors will fade away
- Jul 27, 2020 OpenAI, backed with $1B+ by Elon Musk & MSFT, can now program SQL and write Harry Potter fan-fiction
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- May 29, 2020 Brex Raises Again, Shopify Launches Bank Accounts and M&A Ideas for Goldman
- Apr 27, 2020 Betterment launches bank accounts into a world that has changed completely
- Jan 13, 2020 Have Facebook Messenger Chatbots failed for Finance?
- Jan 6, 2020 BBVA to sell chocolates on Amazon, while gamer hardware co Razer tries banking in Singapore
- Jul 15, 2019 Deutsche Bank to fire 18,000 people while Amazon upskills 100,000
- Jul 8, 2019 Google and Amazon's mixed reality advertising could become digital lending and payments platforms
- Jun 10, 2019 JP Morgan's dead Neobank mistook Digital for a Channel, EOS Voice is $150MM in the wrong direction
-
Square
18
- Dec 1, 2021 What will Stripe do in crypto?
- Sep 29, 2021 Will Paypal's digital wallet beat Google Pay and Square Cash App on shopping & banking?
- Sep 20, 2021 Unlocking Demand-side growth with Square's payment network and Goldman's GreenSky acquisition
- Aug 9, 2021 Acquisition arbitrage between public and private fintech revenues, highlighted by Figure and Starling
- Jun 28, 2021 The Fintech tipping point is here -- Visa's $2B Tink acquisition, Dave neobank $4B SPAC, and Revolut's 15MM users in context
- Jun 14, 2021 The links between tech, commerce, and finance behind Klarna's $45B valuation and Pinduoduo's $150B marketcap
- May 17, 2021 Marqeta's $300MM of revenue & Ethereum's $20B in ann. transaction fees highlight opportunity and industry structure
- Mar 8, 2021 Why Square bought Jay Z's music service Tidal for $300MM, and how the NFT-driven transformation of music royalties and ownership can explain this future
- Feb 12, 2021 How M1 Finance's $3B AUM super-app is outcompeting Wealthfront, Robinhood, and Schwab, with CEO Brian Barnes
- Nov 23, 2020 Google has come to Banking. What does that mean, and what should we do about it?
- Oct 12, 2020 The Harvard Endowment and alternative assets, Square buys $50MM of Bitcoin, Killer Mike launching a Bank and Akon building a $6B smart city
- Sep 21, 2020 Is Ant Financial the best Fintech in the world? Let's analyze the IPO!
- Sep 7, 2020 How signalling explains SoftBank's $4 billion call option trade, SushiSwap's vampire attack, and why we make Art
- Aug 17, 2020 How Monzo, Revolut, and Starling get to break-even, and comparison with WeChat and Facebook
- Aug 14, 2020 Millions of users and millions in losses -- analyzing neobanks Monzo, Starling, and Revolut
- Jun 5, 2020 Cash App, Venmo, Digital Wallets and Challenger Banks with ARK Invest
- May 18, 2020 Goldman is trying to build a Fintech powerhouse, and this is how they should do it
- Apr 6, 2020 Why Fintech Venture Capital firms are not returning your calls and emails
-
Facebook
16
- Nov 3, 2021 Why Facebook is domain squatting on the Metaverse
- Jul 26, 2021 Getting ahead in Facebook's Metaverse by earning the Harvard of NFTs
- May 21, 2021 Rob Leshner of Compound on creating a multi-billion DeFi lending protocol, and innovation under constraint
- Oct 23, 2020 How IBM spinning-out $18B of managed infrastructure revenue, or Reliance Jio growing to 400MM mobile users, creates a chassis for digital finance
- Jun 26, 2020 WhatsApp Payments Halted in Brazil, Stripe competitor Checkout.com is Worth $5.5B, Upgrade raises $40MM
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- May 29, 2020 Brex Raises Again, Shopify Launches Bank Accounts and M&A Ideas for Goldman
- May 25, 2020 Apple's augmented reality leak, and what Fintech should do for the coming Multiverse
- May 1, 2020 Libra, Stablecoins, CBDCs and the Need for Digital Money
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Jan 13, 2020 Have Facebook Messenger Chatbots failed for Finance?
- Sep 23, 2019 Facebook's Supreme Court is like Compliance in Banks, or Chinese Communist Party entities in joint ventures
- Aug 5, 2019 Losing our Sacred Data - how to make sense of Capital One, Equifax, and Facebook
- Jun 24, 2019 Lessons from Uber's JUMP bikes on evolution in capitalism, Facebook's crypto money monopoly
- Jun 10, 2019 JP Morgan's dead Neobank mistook Digital for a Channel, EOS Voice is $150MM in the wrong direction
- May 6, 2019 Facebook and Bitfinex both want $1 Billion for Crypto Stablecoins
-
Goldman Sachs
14
- Dec 10, 2021 Investing in real estate, crypto, and startups using your retirement account, with Rocket Dollar CEO Henry Yoshida
- Dec 8, 2021 What Goldman's institutional financial cloud on Amazon means for embedded finance
- Sep 20, 2021 Unlocking Demand-side growth with Square's payment network and Goldman's GreenSky acquisition
- Aug 14, 2020 Millions of users and millions in losses -- analyzing neobanks Monzo, Starling, and Revolut
- Jun 5, 2020 Cash App, Venmo, Digital Wallets and Challenger Banks with ARK Invest
- May 29, 2020 Brex Raises Again, Shopify Launches Bank Accounts and M&A Ideas for Goldman
- May 18, 2020 Goldman is trying to build a Fintech powerhouse, and this is how they should do it
- Feb 24, 2020 Financial Empires fall -- HSBC to fire 35,000; E*TRADE sells to Morgan Stanley for $13B
- Jan 20, 2020 Is Plaid cheap at $5.3 billion for $500 billion Visa?
- Dec 10, 2019 Neobank Chime valued at $6 billion with 7 million users, Goldman to launch roboadvisor with $5,000 minimum
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
- Aug 19, 2019 Robocop vs. Terminator in Fintech; Comparing DeFi originations to Digital Lenders in the early years
- May 20, 2019 Goldman pays $750M for wealth platform United Capital, Jefferies gives blockchain-lender Figure $1B
-
Plaid
14
- Nov 10, 2021 Plaid's payments ecosystem & Affirm's decoupled debit card reveal embedded finance Trojan Horse
- Sep 13, 2021 The principle behind Mastercard's CipherTrace acquisition, L1 growth, and IRS getting your bank data
- Aug 27, 2021 Is Fintech or DeFi Bigger? And Who eats Whom? Hosted by The Defiant
- Jan 15, 2021 Who wins and loses in the Plaid/Visa divorce, and the $10 Billion in new Fintech SPACs (Spakkt and Spofi), with Will Beeson
- Nov 9, 2020 Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?
- Sep 14, 2020 Learnings from Microsoft & Visa integrating personal financial data into Excel, and the open ecosystems of Google Sheets and MetaMask
- Jun 26, 2020 WhatsApp Payments Halted in Brazil, Stripe competitor Checkout.com is Worth $5.5B, Upgrade raises $40MM
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Apr 13, 2020 Apple and Google help with government contact tracing, setting stage for war over Data
- Jan 20, 2020 Is Plaid cheap at $5.3 billion for $500 billion Visa?
- Jan 13, 2020 Have Facebook Messenger Chatbots failed for Finance?
- Oct 28, 2019 Square's Robinhood competitor and Robinhood's Square competitor are rented from API providers, delegating billions
- Jun 3, 2019 $20 Billion TSYS acquisition in the shadow of Alibaba's $500B SME aggregation
-
Revolut
14
- Aug 2, 2021 What do SPACs and IPOs say about Coinbase, Robinhood, Lemonade, SoFi, and other fintech darlings?
- Jul 19, 2021 The difference between Gen Z and Millennial online culture, resulting in DAOs, decentralization, and creative financial communities
- Jun 28, 2021 The Fintech tipping point is here -- Visa's $2B Tink acquisition, Dave neobank $4B SPAC, and Revolut's 15MM users in context
- Dec 4, 2020 Anne Boden of Starling Bank on $4B of deposits, 1.8MM customers, and neobank profitablity
- Aug 17, 2020 How Monzo, Revolut, and Starling get to break-even, and comparison with WeChat and Facebook
- Aug 14, 2020 Millions of users and millions in losses -- analyzing neobanks Monzo, Starling, and Revolut
- Jun 8, 2020 What can Fintech learn from Elon Musk and SpaceX getting astronauts to space for 90% cheaper than NASA?
- May 5, 2020 Inside The Decision to Shutter Moven’s B2C Business, with Brett King
- Feb 17, 2020 Worldline's $8B acquisition of Ingenico's $3B revenue would barely pay for Robinhood or Revolut's valuations
- Dec 10, 2019 Neobank Chime valued at $6 billion with 7 million users, Goldman to launch roboadvisor with $5,000 minimum
- Oct 28, 2019 Square's Robinhood competitor and Robinhood's Square competitor are rented from API providers, delegating billions
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
- Jun 10, 2019 JP Morgan's dead Neobank mistook Digital for a Channel, EOS Voice is $150MM in the wrong direction
- Apr 29, 2019 Wealthfront's $1 Billion of Cash in Two Months
-
Visa
14
- Nov 10, 2021 Plaid's payments ecosystem & Affirm's decoupled debit card reveal embedded finance Trojan Horse
- Sep 20, 2021 Unlocking Demand-side growth with Square's payment network and Goldman's GreenSky acquisition
- Sep 13, 2021 The principle behind Mastercard's CipherTrace acquisition, L1 growth, and IRS getting your bank data
- Jul 30, 2021 Step CEO CJ MacDonald on building the leading Gen-Z bank, TikTok influencers, and money culture
- Jun 28, 2021 The Fintech tipping point is here -- Visa's $2B Tink acquisition, Dave neobank $4B SPAC, and Revolut's 15MM users in context
- Apr 30, 2021 Scaling B2B cross-border payments and the competition between global payment rails, with Marwan Forzley of Veem
- Jan 15, 2021 Who wins and loses in the Plaid/Visa divorce, and the $10 Billion in new Fintech SPACs (Spakkt and Spofi), with Will Beeson
- Nov 9, 2020 Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?
- Jun 26, 2020 WhatsApp Payments Halted in Brazil, Stripe competitor Checkout.com is Worth $5.5B, Upgrade raises $40MM
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Jan 20, 2020 Is Plaid cheap at $5.3 billion for $500 billion Visa?
- Dec 2, 2019 Shifting from Institutions to Retail Clients -- NYSE direct listings and Central Bank digital currencies
- May 6, 2019 Facebook and Bitfinex both want $1 Billion for Crypto Stablecoins
-
Coinbase
13
- Dec 15, 2021 The State of Decentralized network M&A in 2021, with Polygon's $650MM of acquisitions
- Oct 8, 2021 CEO of Yield App, Tim Frost, on integrating DeFi Yield products into a regulated Fintech company
- Aug 9, 2021 Acquisition arbitrage between public and private fintech revenues, highlighted by Figure and Starling
- Aug 2, 2021 What do SPACs and IPOs say about Coinbase, Robinhood, Lemonade, SoFi, and other fintech darlings?
- Jul 12, 2021 The fundamentals of Circle's $4.5B SPAC, Robinhood's IPO, and the $30B of fintech venture capital
- Jul 1, 2021 Building the best payments fiat to crypto onramp, with Ivan Soto-Wright of MoonPay
- Feb 25, 2021 Why Coinbase's $100B+ valuation makes sense, and how to compare it to $60B Ethereum DeFi, and to crypto-king Binance
- Jul 13, 2020 How Coinbase Pre-IPO Economics Could Get a $15 Billion Valuation
- Jul 10, 2020 Personal Capital is Acquired for $1 Billion, Lemonade IPOs and PayPal Joins the Crypto Club
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
- May 1, 2020 Libra, Stablecoins, CBDCs and the Need for Digital Money
- Dec 23, 2019 Top 5 Decentralized Finance predictions for 2020 and beyond
- May 27, 2019 How the SEC is wrong about the Internet and the Bitcoin ETF
-
ConsenSys
13
- Sep 3, 2021 Metaverse 101 with Lex Sokolin and Cris Sheridan, Sr. Editor of Financial Sense
- May 10, 2021 Lessons from Elon Musk, Warren Buffett, Galaxy Digital, and the emerging DAOs for building a Fintech empire
- Mar 12, 2021 Joe Lubin, ConsenSys CEO and Ethereum co-founder discusses AI, macroeconomics, philosophy, and the future of the $200 billion Ethereum network
- Feb 26, 2021 $60B digital capital markets, crypto law and regulation, and Ethereum Layer 2 scaling, with Pat Berarducci
- Jan 29, 2021 The path from institutional finance (Goldman) to enterprise blockchain (PwC) to the $26B edge of DeFi innovation (Aave) with Ajit Tripathi
- Oct 23, 2020 How IBM spinning-out $18B of managed infrastructure revenue, or Reliance Jio growing to 400MM mobile users, creates a chassis for digital finance
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
- Apr 20, 2020 War over Money reaches new heights, as Libra opts into regulation, China launches national blockchain, and Financial Stability Board raises alarm
- Feb 10, 2020 Can the $4 Trillion municipal bond market be a digital asset in your pocket?
- Jan 27, 2020 How are Central Bank Digital Currencies like Lithium-ion Batteries, and how do you build a CBDC today?
- Sep 16, 2019 Fintech has democratized access to existing financial products, but not changed how they are manufactured
- Sep 2, 2019 Will Open Source business models rule the world, as Enterprise Ethereum Pantheon joins Hyperledger
-
Google
13
- Dec 8, 2021 What Goldman's institutional financial cloud on Amazon means for embedded finance
- Nov 3, 2021 Why Facebook is domain squatting on the Metaverse
- Sep 29, 2021 Will Paypal's digital wallet beat Google Pay and Square Cash App on shopping & banking?
- Sep 20, 2021 Unlocking Demand-side growth with Square's payment network and Goldman's GreenSky acquisition
- Nov 23, 2020 Google has come to Banking. What does that mean, and what should we do about it?
- Oct 23, 2020 How IBM spinning-out $18B of managed infrastructure revenue, or Reliance Jio growing to 400MM mobile users, creates a chassis for digital finance
- Sep 14, 2020 Learnings from Microsoft & Visa integrating personal financial data into Excel, and the open ecosystems of Google Sheets and MetaMask
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Aug 10, 2020 Google banking shows that tech giants are the storefront for everything, and other distributors will fade away
- May 5, 2020 Inside The Decision to Shutter Moven’s B2C Business, with Brett King
- Apr 13, 2020 Apple and Google help with government contact tracing, setting stage for war over Data
- Dec 16, 2019 Unicorn valuations are bad for your health -- the Prisoner's Dilemma of WeWork and Magic Leap
- Jul 8, 2019 Google and Amazon's mixed reality advertising could become digital lending and payments platforms
-
SoFi
13
- Oct 13, 2021 The Law of Unintended Consequences via Wells Fargo, Divergence Ventures, DeFi designs, and the Federal Reserve
- Aug 2, 2021 What do SPACs and IPOs say about Coinbase, Robinhood, Lemonade, SoFi, and other fintech darlings?
- Feb 15, 2021 How $12 Billion in Fintech SPAC capital is teaching us about the economics of target unicorns like Payoneer, Apex, SoFi, and MoneyLion
- Feb 12, 2021 How M1 Finance's $3B AUM super-app is outcompeting Wealthfront, Robinhood, and Schwab, with CEO Brian Barnes
- Jan 15, 2021 Who wins and loses in the Plaid/Visa divorce, and the $10 Billion in new Fintech SPACs (Spakkt and Spofi), with Will Beeson
- Dec 14, 2020 The 2020 guide to Fintech SPACs, and how to get them to like you
- Aug 17, 2020 How Monzo, Revolut, and Starling get to break-even, and comparison with WeChat and Facebook
- Jul 31, 2020 Growth of brand banking, tragedy of OnDeck vs. Kabbage, and the Indian Fintech war between WhatsApp and WeChat
- Jul 17, 2020 Figure, SoFi and the Disruption of Finance with Mike Cagney
- Apr 27, 2020 Betterment launches bank accounts into a world that has changed completely
- Feb 10, 2020 Can the $4 Trillion municipal bond market be a digital asset in your pocket?
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
- Apr 29, 2019 Wealthfront's $1 Billion of Cash in Two Months
-
Apple
12
- Dec 3, 2021 Origins of Metamask's 20 million Web3 users, with co-founder Dan Finlay
- Nov 3, 2021 Why Facebook is domain squatting on the Metaverse
- Sep 6, 2021 Financial Mythmaking with $200MM of Loot NFTs and their growing world
- Apr 19, 2021 Grab's $40 billion SPAC in the context of Uber's borked neobank, Apple's iOS, and Ant Financial's superapp
- Dec 7, 2020 Who are the customers of Embedded Finance, and what do they reveal about Stripe, Affirm, DriveWealth, and Green Dot?
- Aug 10, 2020 Google banking shows that tech giants are the storefront for everything, and other distributors will fade away
- Jul 27, 2020 OpenAI, backed with $1B+ by Elon Musk & MSFT, can now program SQL and write Harry Potter fan-fiction
- Jun 5, 2020 Cash App, Venmo, Digital Wallets and Challenger Banks with ARK Invest
- May 25, 2020 Apple's augmented reality leak, and what Fintech should do for the coming Multiverse
- May 5, 2020 Inside The Decision to Shutter Moven’s B2C Business, with Brett King
- Apr 13, 2020 Apple and Google help with government contact tracing, setting stage for war over Data
- Dec 16, 2019 Unicorn valuations are bad for your health -- the Prisoner's Dilemma of WeWork and Magic Leap
-
Libra / Diem
12
- Dec 1, 2021 What will Stripe do in crypto?
- Nov 3, 2021 Why Facebook is domain squatting on the Metaverse
- Dec 21, 2020 Crypto regulatory wargames with FinCen, FCA, and the US House of Reps, impacting Paxos, Compound, BBVA, and Northern Trust
- May 29, 2020 Brex Raises Again, Shopify Launches Bank Accounts and M&A Ideas for Goldman
- May 1, 2020 Libra, Stablecoins, CBDCs and the Need for Digital Money
- Apr 20, 2020 War over Money reaches new heights, as Libra opts into regulation, China launches national blockchain, and Financial Stability Board raises alarm
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Jan 27, 2020 How are Central Bank Digital Currencies like Lithium-ion Batteries, and how do you build a CBDC today?
- Oct 14, 2019 The political limits of commerce -- Telegram's $1.7B US offering and NBA's $1.5B China deal
- Aug 27, 2019 Fighting Chinese Artificial Intelligence with lasers and American Crypto with European Central Banks
- Jun 24, 2019 Lessons from Uber's JUMP bikes on evolution in capitalism, Facebook's crypto money monopoly
- May 6, 2019 Facebook and Bitfinex both want $1 Billion for Crypto Stablecoins
-
Schwab
12
- Sep 3, 2021 Metaverse 101 with Lex Sokolin and Cris Sheridan, Sr. Editor of Financial Sense
- Aug 20, 2021 Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
- Jul 12, 2021 The fundamentals of Circle's $4.5B SPAC, Robinhood's IPO, and the $30B of fintech venture capital
- Nov 20, 2020 How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management
- Aug 17, 2020 How Monzo, Revolut, and Starling get to break-even, and comparison with WeChat and Facebook
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
- May 29, 2020 Brex Raises Again, Shopify Launches Bank Accounts and M&A Ideas for Goldman
- May 18, 2020 Goldman is trying to build a Fintech powerhouse, and this is how they should do it
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
- Jul 15, 2019 Deutsche Bank to fire 18,000 people while Amazon upskills 100,000
-
Uniswap
12
- Oct 27, 2021 DeFi 2.0 Primer (part 2): Tokemak aims to aggregate and improve market making, like a decentralized Citadel Oct 27 3
- Oct 21, 2021 DeFi 2.0 Primer (part 1): Rise of Protocol Owned Liquidity and Olympus DAO mechanics
- Jul 12, 2021 The fundamentals of Circle's $4.5B SPAC, Robinhood's IPO, and the $30B of fintech venture capital
- Jun 4, 2021 Developing regenerative finance using memes for the public good, with Kevin Owocki of Gitcoin
- Mar 26, 2021 Uniswap's V3 upgrade, the future of Automated Market Makers, and the financial compression algorithm
- Feb 25, 2021 Why Coinbase's $100B+ valuation makes sense, and how to compare it to $60B Ethereum DeFi, and to crypto-king Binance
- Nov 30, 2020 Mergers and Acquisitions in open-source Decentralized Finance, and its $5 billion market capitalization
- Sep 18, 2020 Finance blood in the water ($900B wasted on digital transformation) is why neobank Chime is $15B, and why Uniswap could be next
- Sep 7, 2020 How signalling explains SoftBank's $4 billion call option trade, SushiSwap's vampire attack, and why we make Art
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Dec 23, 2019 Top 5 Decentralized Finance predictions for 2020 and beyond
- Dec 2, 2019 Shifting from Institutions to Retail Clients -- NYSE direct listings and Central Bank digital currencies
-
MakerDAO
11
- Nov 17, 2021 The role of Alameda and Cumberland as USDT market makers
- Apr 23, 2021 Building the foundational money DAO (Decentralized Autonomous Organization) in DeFi, with Rune Christensen of Maker Foundation
- Dec 21, 2020 Crypto regulatory wargames with FinCen, FCA, and the US House of Reps, impacting Paxos, Compound, BBVA, and Northern Trust
- Nov 30, 2020 Mergers and Acquisitions in open-source Decentralized Finance, and its $5 billion market capitalization
- Aug 21, 2020 Decentralized Finance 101 with Kerman Kohli
- Jul 24, 2020 The evolution of DeFi with Steven Becker of MakerDAO and Lucas Vogelsang of Centrifuge
- Jul 20, 2020 How Robinhood makes $90MM from order flow, and how DeFi is different
- Mar 16, 2020 Slowing GDP growth by 1.5% is like another 10 million people getting infected with coronovirus, and other analysis on financial fragility
- Dec 23, 2019 Top 5 Decentralized Finance predictions for 2020 and beyond
- Nov 11, 2019 Blockchain progress through the lens of Binance's $180MM profit and Greensill's $1.5B SoftBank raise
- Jul 1, 2019 $1B moved for $0.02 fee on Binance, $600M of Tether printed, $200M in DeFi lending
-
Marcus
11
- Dec 10, 2021 Investing in real estate, crypto, and startups using your retirement account, with Rocket Dollar CEO Henry Yoshida
- Dec 8, 2021 What Goldman's institutional financial cloud on Amazon means for embedded finance
- Dec 4, 2020 Anne Boden of Starling Bank on $4B of deposits, 1.8MM customers, and neobank profitablity
- Aug 14, 2020 Millions of users and millions in losses -- analyzing neobanks Monzo, Starling, and Revolut
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- May 29, 2020 Brex Raises Again, Shopify Launches Bank Accounts and M&A Ideas for Goldman
- May 18, 2020 Goldman is trying to build a Fintech powerhouse, and this is how they should do it
- Feb 24, 2020 Financial Empires fall -- HSBC to fire 35,000; E*TRADE sells to Morgan Stanley for $13B
- Feb 10, 2020 Can the $4 Trillion municipal bond market be a digital asset in your pocket?
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
- May 20, 2019 Goldman pays $750M for wealth platform United Capital, Jefferies gives blockchain-lender Figure $1B
-
MetaMask
11
- Dec 3, 2021 Origins of Metamask's 20 million Web3 users, with co-founder Dan Finlay
- Sep 3, 2021 Metaverse 101 with Lex Sokolin and Cris Sheridan, Sr. Editor of Financial Sense
- Jun 4, 2021 Developing regenerative finance using memes for the public good, with Kevin Owocki of Gitcoin
- Feb 26, 2021 $60B digital capital markets, crypto law and regulation, and Ethereum Layer 2 scaling, with Pat Berarducci
- Nov 20, 2020 How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management
- Oct 12, 2020 The Harvard Endowment and alternative assets, Square buys $50MM of Bitcoin, Killer Mike launching a Bank and Akon building a $6B smart city
- Sep 14, 2020 Learnings from Microsoft & Visa integrating personal financial data into Excel, and the open ecosystems of Google Sheets and MetaMask
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Jul 10, 2020 Personal Capital is Acquired for $1 Billion, Lemonade IPOs and PayPal Joins the Crypto Club
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- Apr 20, 2020 War over Money reaches new heights, as Libra opts into regulation, China launches national blockchain, and Financial Stability Board raises alarm
-
PayPal
11
- Dec 17, 2021 Pioneering Crypto ETPs to $3B in assets in 3 years, with 21Shares CEO Hany Rashwan
- Nov 26, 2021 Powering the FX behind Africa's trillion-dollar growth, with Aza CEO Elizabeth Rossiello
- Sep 29, 2021 Will Paypal's digital wallet beat Google Pay and Square Cash App on shopping & banking?
- Nov 23, 2020 Google has come to Banking. What does that mean, and what should we do about it?
- Nov 9, 2020 Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?
- Sep 7, 2020 How signalling explains SoftBank's $4 billion call option trade, SushiSwap's vampire attack, and why we make Art
- Aug 10, 2020 Google banking shows that tech giants are the storefront for everything, and other distributors will fade away
- Jul 10, 2020 Personal Capital is Acquired for $1 Billion, Lemonade IPOs and PayPal Joins the Crypto Club
- Jun 5, 2020 Cash App, Venmo, Digital Wallets and Challenger Banks with ARK Invest
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Jul 8, 2019 Google and Amazon's mixed reality advertising could become digital lending and payments platforms
-
Chime
10
- Sep 29, 2021 Will Paypal's digital wallet beat Google Pay and Square Cash App on shopping & banking?
- Mar 22, 2021 Understanding the Fintech user growth behind the $10.4 billion eToro SPAC and coming Chime IPO vs. the melting Megabanks
- Sep 18, 2020 Finance blood in the water ($900B wasted on digital transformation) is why neobank Chime is $15B, and why Uniswap could be next
- May 5, 2020 Inside The Decision to Shutter Moven’s B2C Business, with Brett King
- Apr 6, 2020 Why Fintech Venture Capital firms are not returning your calls and emails
- Dec 10, 2019 Neobank Chime valued at $6 billion with 7 million users, Goldman to launch roboadvisor with $5,000 minimum
- Nov 4, 2019 Understanding Uber Money and its threat to the financial industry
- Oct 21, 2019 Double Standards -- Fortnite game praised for black-out, neobank Chime upsets 5 million customers
- Jun 10, 2019 JP Morgan's dead Neobank mistook Digital for a Channel, EOS Voice is $150MM in the wrong direction
- Apr 29, 2019 Wealthfront's $1 Billion of Cash in Two Months
-
China
10
- Oct 22, 2021 How China is winning the race in Fintech, Payments, and CBDCs, with Fintech expert Richard Turrin
- Jun 7, 2021 Purpose of Identity, its connection to finance, and implementations in the Euro digital wallet and DeFi protocols
- Mar 15, 2021 The battle for Chinese Fintech as China highlights blockchain in Five Year Plan, ramps up Ant and Tencent regulation, phases in e-CNY
- Nov 9, 2020 Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?
- Sep 21, 2020 Is Ant Financial the best Fintech in the world? Let's analyze the IPO!
- Aug 3, 2020 The symbolic battle over TikTok, intellectual property, and blockchain-based finance
- Jul 27, 2020 OpenAI, backed with $1B+ by Elon Musk & MSFT, can now program SQL and write Harry Potter fan-fiction
- May 1, 2020 Libra, Stablecoins, CBDCs and the Need for Digital Money
- Apr 20, 2020 War over Money reaches new heights, as Libra opts into regulation, China launches national blockchain, and Financial Stability Board raises alarm
- Mar 2, 2020 How Coronovirus impacts Fintech, Financial Markets, and the global Economy
-
Monzo
10
- Aug 2, 2021 What do SPACs and IPOs say about Coinbase, Robinhood, Lemonade, SoFi, and other fintech darlings?
- Dec 4, 2020 Anne Boden of Starling Bank on $4B of deposits, 1.8MM customers, and neobank profitablity
- Oct 9, 2020 Why Peer-to-Peer models fail against oligopoly, with Lending Club shutting down p2p platform, Seedrs/Crowdcube merging, and Morgan Stanley buying Eaton Vance for $7B
- Aug 17, 2020 How Monzo, Revolut, and Starling get to break-even, and comparison with WeChat and Facebook
- Aug 14, 2020 Millions of users and millions in losses -- analyzing neobanks Monzo, Starling, and Revolut
- May 29, 2020 Brex Raises Again, Shopify Launches Bank Accounts and M&A Ideas for Goldman
- May 18, 2020 Goldman is trying to build a Fintech powerhouse, and this is how they should do it
- May 5, 2020 Inside The Decision to Shutter Moven’s B2C Business, with Brett King
- Apr 27, 2020 Betterment launches bank accounts into a world that has changed completely
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
-
Tencent
10
- Oct 22, 2021 How China is winning the race in Fintech, Payments, and CBDCs, with Fintech expert Richard Turrin
- Jan 22, 2021 Embedded Finance as a $7 trillion market opportunity for banks in the business of suffering, with Simon Torrance
- Nov 20, 2020 How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management
- Oct 5, 2020 Is Finance asking *interesting* questions? Exploring startups, industries, and the nature of work.
- Aug 10, 2020 Google banking shows that tech giants are the storefront for everything, and other distributors will fade away
- May 25, 2020 Apple's augmented reality leak, and what Fintech should do for the coming Multiverse
- Oct 14, 2019 The political limits of commerce -- Telegram's $1.7B US offering and NBA's $1.5B China deal
- Aug 12, 2019 Real Estate Tech brokerage Compass earns its $6.4 billion valuation from smart arbitrage
- Jul 19, 2019 Big Fintech: LSE's $27B for Refinitiv, Softbank's second $108B vision, Ping An's $160B Revenue
- May 13, 2019 What Uber's IPO means for Fintech and Banks
-
Wealthfront
10
- Aug 20, 2021 Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
- Feb 12, 2021 How M1 Finance's $3B AUM super-app is outcompeting Wealthfront, Robinhood, and Schwab, with CEO Brian Barnes
- Jan 8, 2021 Lessons for banking and finance from video game interface design
- Dec 7, 2020 Who are the customers of Embedded Finance, and what do they reveal about Stripe, Affirm, DriveWealth, and Green Dot?
- Nov 23, 2020 Google has come to Banking. What does that mean, and what should we do about it?
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Feb 24, 2020 Financial Empires fall -- HSBC to fire 35,000; E*TRADE sells to Morgan Stanley for $13B
- Jan 13, 2020 Have Facebook Messenger Chatbots failed for Finance?
- Dec 10, 2019 Neobank Chime valued at $6 billion with 7 million users, Goldman to launch roboadvisor with $5,000 minimum
- Apr 29, 2019 Wealthfront's $1 Billion of Cash in Two Months
-
Binance
9
- Dec 8, 2021 What Goldman's institutional financial cloud on Amazon means for embedded finance
- Aug 9, 2021 Acquisition arbitrage between public and private fintech revenues, highlighted by Figure and Starling
- Jul 1, 2021 Building the best payments fiat to crypto onramp, with Ivan Soto-Wright of MoonPay
- Feb 25, 2021 Why Coinbase's $100B+ valuation makes sense, and how to compare it to $60B Ethereum DeFi, and to crypto-king Binance
- Aug 21, 2020 Decentralized Finance 101 with Kerman Kohli
- Jul 10, 2020 Personal Capital is Acquired for $1 Billion, Lemonade IPOs and PayPal Joins the Crypto Club
- Apr 6, 2020 Why Fintech Venture Capital firms are not returning your calls and emails
- Nov 11, 2019 Blockchain progress through the lens of Binance's $180MM profit and Greensill's $1.5B SoftBank raise
- Jul 1, 2019 $1B moved for $0.02 fee on Binance, $600M of Tether printed, $200M in DeFi lending
-
Gen Z
9
- Sep 3, 2021 Metaverse 101 with Lex Sokolin and Cris Sheridan, Sr. Editor of Financial Sense
- Jul 30, 2021 Step CEO CJ MacDonald on building the leading Gen-Z bank, TikTok influencers, and money culture
- Jan 8, 2021 Lessons for banking and finance from video game interface design
- Jan 4, 2021 What do Bitcoin, Ethereum, GDP, unemployment, and Covid have in common in 2021?
- Jun 12, 2020 Varo's $240M and Marqeta's $150M Rounds, Should Digital Banks Lend? and Fintech Gets Meta
- Jun 5, 2020 Cash App, Venmo, Digital Wallets and Challenger Banks with ARK Invest
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Feb 17, 2020 Worldline's $8B acquisition of Ingenico's $3B revenue would barely pay for Robinhood or Revolut's valuations
- Nov 19, 2019 Ok, Boomer -- a meme for the broken political economy
-
SEC
9
- Oct 8, 2021 CEO of Yield App, Tim Frost, on integrating DeFi Yield products into a regulated Fintech company
- Oct 1, 2021 Robinhood's order flow disrupting equities and crypto market structure, with Paul Rowady of Alphacution
- Dec 21, 2020 Crypto regulatory wargames with FinCen, FCA, and the US House of Reps, impacting Paxos, Compound, BBVA, and Northern Trust
- Oct 5, 2020 Is Finance asking *interesting* questions? Exploring startups, industries, and the nature of work.
- Jul 20, 2020 How Robinhood makes $90MM from order flow, and how DeFi is different
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
- Oct 14, 2019 The political limits of commerce -- Telegram's $1.7B US offering and NBA's $1.5B China deal
- May 27, 2019 How the SEC is wrong about the Internet and the Bitcoin ETF
- Apr 29, 2019 Wealthfront's $1 Billion of Cash in Two Months
-
SoftBank
9
- Jul 19, 2021 The difference between Gen Z and Millennial online culture, resulting in DAOs, decentralization, and creative financial communities
- Sep 7, 2020 How signalling explains SoftBank's $4 billion call option trade, SushiSwap's vampire attack, and why we make Art
- Mar 23, 2020 Why $2 trillion is barely enough for the coming unemployment spike, expected 20%+ GDP slow-down, and small business crunch
- Dec 16, 2019 Unicorn valuations are bad for your health -- the Prisoner's Dilemma of WeWork and Magic Leap
- Nov 19, 2019 Ok, Boomer -- a meme for the broken political economy
- Nov 11, 2019 Blockchain progress through the lens of Binance's $180MM profit and Greensill's $1.5B SoftBank raise
- Nov 4, 2019 Understanding Uber Money and its threat to the financial industry
- Jul 19, 2019 Big Fintech: LSE's $27B for Refinitiv, Softbank's second $108B vision, Ping An's $160B Revenue
- Jun 17, 2019 The Ethics of $2B Lemonade, $100B Softbank Visions, and $500MM of Binance IEOs
-
TikTok
9
- Oct 6, 2021 User-Generated Finance and Cultural Financial Instruments, via Snoop Dogg, Dapper Labs, and $1.5B Decentralized Social
- Sep 20, 2021 Unlocking Demand-side growth with Square's payment network and Goldman's GreenSky acquisition
- Jul 30, 2021 Step CEO CJ MacDonald on building the leading Gen-Z bank, TikTok influencers, and money culture
- Jun 11, 2021 From ecommerce to a million+ global financial community, with Maximilian Rofagha of Finimize
- Apr 26, 2021 What TikTok's GenZ financial influencers mean for RIAs, wealthtech, and financial advice
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- Jun 12, 2020 Varo's $240M and Marqeta's $150M Rounds, Should Digital Banks Lend? and Fintech Gets Meta
- Mar 30, 2020 Creativity and courage are the vaccine -- from molecular technology, to digital workspaces, to solving for global health data
- Jan 13, 2020 Have Facebook Messenger Chatbots failed for Finance?
-
Affirm
8
- Nov 10, 2021 Plaid's payments ecosystem & Affirm's decoupled debit card reveal embedded finance Trojan Horse
- Aug 2, 2021 What do SPACs and IPOs say about Coinbase, Robinhood, Lemonade, SoFi, and other fintech darlings?
- Jan 22, 2021 Embedded Finance as a $7 trillion market opportunity for banks in the business of suffering, with Simon Torrance
- Jan 18, 2021 Explaining ~100x revenue multiples for Affirm, Checkout, Rapyd, and other fintech companies using systems theory
- Dec 7, 2020 Who are the customers of Embedded Finance, and what do they reveal about Stripe, Affirm, DriveWealth, and Green Dot?
- Oct 16, 2020 Virtual communities and digital worlds are the difference between Finance Incumbents, Fintech, and DeFi
- Aug 10, 2020 Google banking shows that tech giants are the storefront for everything, and other distributors will fade away
- Jul 8, 2019 Google and Amazon's mixed reality advertising could become digital lending and payments platforms
-
Compound
8
- Oct 27, 2021 DeFi 2.0 Primer (part 2): Tokemak aims to aggregate and improve market making, like a decentralized Citadel Oct 27 3
- Oct 21, 2021 DeFi 2.0 Primer (part 1): Rise of Protocol Owned Liquidity and Olympus DAO mechanics
- Oct 13, 2021 The Law of Unintended Consequences via Wells Fargo, Divergence Ventures, DeFi designs, and the Federal Reserve
- May 21, 2021 Rob Leshner of Compound on creating a multi-billion DeFi lending protocol, and innovation under constraint
- Dec 21, 2020 Crypto regulatory wargames with FinCen, FCA, and the US House of Reps, impacting Paxos, Compound, BBVA, and Northern Trust
- Nov 30, 2020 Mergers and Acquisitions in open-source Decentralized Finance, and its $5 billion market capitalization
- Oct 9, 2020 Why Peer-to-Peer models fail against oligopoly, with Lending Club shutting down p2p platform, Seedrs/Crowdcube merging, and Morgan Stanley buying Eaton Vance for $7B
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
-
JP Morgan
8
- Aug 30, 2021 OnlyFans bank-forced adult content ban, its failure, and the Metaphysics of Finance
- Sep 28, 2020 DeFi should take the middle road between the extremes of QAnon and J.P. Morgan
- Jul 17, 2020 Figure, SoFi and the Disruption of Finance with Mike Cagney
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Feb 24, 2020 Financial Empires fall -- HSBC to fire 35,000; E*TRADE sells to Morgan Stanley for $13B
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
- Jun 10, 2019 JP Morgan's dead Neobank mistook Digital for a Channel, EOS Voice is $150MM in the wrong direction
-
MasterCard
8
- Nov 10, 2021 Plaid's payments ecosystem & Affirm's decoupled debit card reveal embedded finance Trojan Horse
- Sep 20, 2021 Unlocking Demand-side growth with Square's payment network and Goldman's GreenSky acquisition
- Jun 28, 2021 The Fintech tipping point is here -- Visa's $2B Tink acquisition, Dave neobank $4B SPAC, and Revolut's 15MM users in context
- Apr 30, 2021 Scaling B2B cross-border payments and the competition between global payment rails, with Marwan Forzley of Veem
- Jun 26, 2020 WhatsApp Payments Halted in Brazil, Stripe competitor Checkout.com is Worth $5.5B, Upgrade raises $40MM
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
- Dec 30, 2019 7,000 bank branches shut down and 425,000 jobs lost -- melting Banking into a glass half full
- May 6, 2019 Facebook and Bitfinex both want $1 Billion for Crypto Stablecoins
-
USDT
8
- Nov 17, 2021 The role of Alameda and Cumberland as USDT market makers
- Aug 27, 2021 Is Fintech or DeFi Bigger? And Who eats Whom? Hosted by The Defiant
- Jul 12, 2021 The fundamentals of Circle's $4.5B SPAC, Robinhood's IPO, and the $30B of fintech venture capital
- Dec 11, 2020 5 Reactions to Messari's 134 page crypto report
- Apr 20, 2020 War over Money reaches new heights, as Libra opts into regulation, China launches national blockchain, and Financial Stability Board raises alarm
- Dec 23, 2019 Top 5 Decentralized Finance predictions for 2020 and beyond
- Jul 1, 2019 $1B moved for $0.02 fee on Binance, $600M of Tether printed, $200M in DeFi lending
- May 6, 2019 Facebook and Bitfinex both want $1 Billion for Crypto Stablecoins
-
Betterment
7
- Aug 20, 2021 Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
- Feb 12, 2021 How M1 Finance's $3B AUM super-app is outcompeting Wealthfront, Robinhood, and Schwab, with CEO Brian Barnes
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Apr 27, 2020 Betterment launches bank accounts into a world that has changed completely
- Feb 24, 2020 Financial Empires fall -- HSBC to fire 35,000; E*TRADE sells to Morgan Stanley for $13B
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
-
Citadel
7
- Nov 17, 2021 The role of Alameda and Cumberland as USDT market makers
- Oct 27, 2021 DeFi 2.0 Primer (part 2): Tokemak aims to aggregate and improve market making, like a decentralized Citadel Oct 27 3
- Oct 1, 2021 Robinhood's order flow disrupting equities and crypto market structure, with Paul Rowady of Alphacution
- Jul 12, 2021 The fundamentals of Circle's $4.5B SPAC, Robinhood's IPO, and the $30B of fintech venture capital
- Feb 1, 2021 How the Internet/Reddit/GameStop broke our financial market structure, the social contract, and what comes next
- Oct 30, 2020 Understanding Robinhood, Derivatives, and Market Makers with Paul Rowady of Alphacution
- Jul 20, 2020 How Robinhood makes $90MM from order flow, and how DeFi is different
-
Fidelity
7
- Dec 10, 2021 Investing in real estate, crypto, and startups using your retirement account, with Rocket Dollar CEO Henry Yoshida
- Aug 20, 2021 Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
- Jun 22, 2020 Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?
- May 18, 2020 Goldman is trying to build a Fintech powerhouse, and this is how they should do it
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Feb 24, 2020 Financial Empires fall -- HSBC to fire 35,000; E*TRADE sells to Morgan Stanley for $13B
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
-
Galileo
7
- Apr 16, 2021 Building global paytech companies and communities with Anil Aggarwal of TxVia, Money2020, and Fintech Meetup
- Jan 15, 2021 Who wins and loses in the Plaid/Visa divorce, and the $10 Billion in new Fintech SPACs (Spakkt and Spofi), with Will Beeson
- Dec 7, 2020 Who are the customers of Embedded Finance, and what do they reveal about Stripe, Affirm, DriveWealth, and Green Dot?
- Jul 31, 2020 Growth of brand banking, tragedy of OnDeck vs. Kabbage, and the Indian Fintech war between WhatsApp and WeChat
- Apr 27, 2020 Betterment launches bank accounts into a world that has changed completely
- Oct 28, 2019 Square's Robinhood competitor and Robinhood's Square competitor are rented from API providers, delegating billions
- Oct 21, 2019 Double Standards -- Fortnite game praised for black-out, neobank Chime upsets 5 million customers
-
Microsoft
7
- Dec 8, 2021 What Goldman's institutional financial cloud on Amazon means for embedded finance
- Oct 2, 2020 Fintech in the Metaverse, plus NFTs, Crypto Art, and Epic Games
- Sep 14, 2020 Learnings from Microsoft & Visa integrating personal financial data into Excel, and the open ecosystems of Google Sheets and MetaMask
- Sep 1, 2020 J.P.Morgan's Quorum becomes part of ConsenSys, putting Ethereum at heart of commercial and financial infrastructure
- Aug 3, 2020 The symbolic battle over TikTok, intellectual property, and blockchain-based finance
- Jul 27, 2020 OpenAI, backed with $1B+ by Elon Musk & MSFT, can now program SQL and write Harry Potter fan-fiction
- May 25, 2020 Apple's augmented reality leak, and what Fintech should do for the coming Multiverse
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Starling
7
- Aug 9, 2021 Acquisition arbitrage between public and private fintech revenues, highlighted by Figure and Starling
- Jun 28, 2021 The Fintech tipping point is here -- Visa's $2B Tink acquisition, Dave neobank $4B SPAC, and Revolut's 15MM users in context
- Dec 4, 2020 Anne Boden of Starling Bank on $4B of deposits, 1.8MM customers, and neobank profitablity
- Aug 17, 2020 How Monzo, Revolut, and Starling get to break-even, and comparison with WeChat and Facebook
- Aug 14, 2020 Millions of users and millions in losses -- analyzing neobanks Monzo, Starling, and Revolut
- Jun 15, 2020 Amazon/Goldman partnership, TikTok banking license, and Ethereum fintech through the lens of Aggregation Theory & Super Apps
- Oct 7, 2019 Fintech Price War -- Goldman's $1.3B Marcus burn, Neobank £200MM loss, ETrade's $75MM trading fees
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Stripe
7
- Dec 17, 2021 Pioneering Crypto ETPs to $3B in assets in 3 years, with 21Shares CEO Hany Rashwan
- Dec 1, 2021 What will Stripe do in crypto?
- Jul 30, 2021 Step CEO CJ MacDonald on building the leading Gen-Z bank, TikTok influencers, and money culture
- Dec 7, 2020 Who are the customers of Embedded Finance, and what do they reveal about Stripe, Affirm, DriveWealth, and Green Dot?
- Jun 26, 2020 WhatsApp Payments Halted in Brazil, Stripe competitor Checkout.com is Worth $5.5B, Upgrade raises $40MM
- Apr 27, 2020 Betterment launches bank accounts into a world that has changed completely
- Mar 9, 2020 Why Facebook's Libra needs to change course, Ethereum's Fintech promise, and a look at JP Morgan's blockchain analysis
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TD Ameritrade
7
- Dec 10, 2021 Investing in real estate, crypto, and startups using your retirement account, with Rocket Dollar CEO Henry Yoshida
- Aug 20, 2021 Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
- Nov 20, 2020 How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management
- Oct 30, 2020 Understanding Robinhood, Derivatives, and Market Makers with Paul Rowady of Alphacution
- Jul 20, 2020 How Robinhood makes $90MM from order flow, and how DeFi is different
- May 11, 2020 $700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting
- Nov 25, 2019 Implications of Schwab's $26 billion acquisition of TD Ameritrade, and Tesla's black swan truck
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Uber
7
- Apr 19, 2021 Grab's $40 billion SPAC in the context of Uber's borked neobank, Apple's iOS, and Ant Financial's superapp
- Jan 22, 2021 Embedded Finance as a $7 trillion market opportunity for banks in the business of suffering, with Simon Torrance
- Dec 7, 2020 Who are the customers of Embedded Finance, and what do they reveal about Stripe, Affirm, DriveWealth, and Green Dot?
- Nov 19, 2019 Ok, Boomer -- a meme for the broken political economy
- Nov 4, 2019 Understanding Uber Money and its threat to the financial industry
- Jun 24, 2019 Lessons from Uber's JUMP bikes on evolution in capitalism, Facebook's crypto money monopoly
- May 13, 2019 What Uber's IPO means for Fintech and Banks
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Covid
6
- Nov 24, 2021 World Economic Forum CBDC analysis in the era of Populism, Institutionalism, and Hofstede's Cultural DNA
- Apr 13, 2020 Apple and Google help with government contact tracing, setting stage for war over Data
- Apr 6, 2020 Why Fintech Venture Capital firms are not returning your calls and emails
- Mar 23, 2020 Why $2 trillion is barely enough for the coming unemployment spike, expected 20%+ GDP slow-down, and small business crunch
- Mar 16, 2020 Slowing GDP growth by 1.5% is like another 10 million people getting infected with coronovirus, and other analysis on financial fragility
- Mar 2, 2020 How Coronovirus impacts Fintech, Financial Markets, and the global Economy
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Figure
6
- Aug 9, 2021 Acquisition arbitrage between public and private fintech revenues, highlighted by Figure and Starling
- Jul 17, 2020 Figure, SoFi and the Disruption of Finance with Mike Cagney
- Feb 10, 2020 Can the $4 Trillion municipal bond market be a digital asset in your pocket?
- Dec 23, 2019 Top 5 Decentralized Finance predictions for 2020 and beyond
- Dec 10, 2019 Neobank Chime valued at $6 billion with 7 million users, Goldman to launch roboadvisor with $5,000 minimum
- May 20, 2019 Goldman pays $750M for wealth platform United Capital, Jefferies gives blockchain-lender Figure $1B
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Fortnite
6
- Jan 8, 2021 Lessons for banking and finance from video game interface design
- Oct 16, 2020 Virtual communities and digital worlds are the difference between Finance Incumbents, Fintech, and DeFi
- Oct 2, 2020 Fintech in the Metaverse, plus NFTs, Crypto Art, and Epic Games
- Aug 7, 2020 How should Fintech react to Epic raising $2B on Fortnite's 350MM users, NY Times photogrammetric environments, and Apple's AR glasses
- May 25, 2020 Apple's augmented reality leak, and what Fintech should do for the coming Multiverse
- Oct 21, 2019 Double Standards -- Fortnite game praised for black-out, neobank Chime upsets 5 million customers