Addepar — Fintech and DeFi Research Archive

Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?

This week, I grapple with the concepts of financial centralization and decentralization, anchoring around custody, staking, and DeFi examples. On the centralized side, we look at BitGo's acquisition of Lumina, Coinbase Custody and its similarity to Schwab and Betterment Institutional. On the decentralized side, we examine the recent $500 million increase in value within the Compound protocol, as well as the recursive loops that could pose a broader financial risk to the ecosystem.

crypto, decentralized finance, DAOs, digital securities / STOLex SokolinJune 22, 2020BitGo, Coinbase, Lumina, Addepar, Fidelity, Betterment, Schwab, Ethereum, Bitcoin, ConsenSys, Institutional Shareholder Services, Compound, Balancer, PieDAO

Goldman is trying to build a Fintech powerhouse, and this is how they should do it

This week, we put on the Goldman hat and go shopping for companies. We buy a little bit of Folio and sell some Motif. We look at Personal Capital and the $1 billion it wants for its $12 billion of assets. We examine the private markets with Addepar / iCapital and SharesPost / Forge, and then move over to the banking sector. Should we buy Wells Fargo, as rumored, or some digital wallet apps? Read on for how to acquire a best-in-class Fintech.

Fintech & DeFi Research Archive🔄

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