Section 2 SQ-Form Tik Tok

Finance has been torn apart by frontier tech.

From artificial intelligence, to decentralized finance (DeFi), blockchain and crypto assets, to mixed reality, chatbots, neobanks, and roboadvisors — the finance industry will never be the same. Its fee pools are collapsing, big tech platforms are aggregating billions of users, infrastructure is digitized and permisionless, and generational trust has cratered.

We are rebuilding according to a new blueprint.

There is a lot going on in Fintech and Decentralized Finance, and more coming. It is exponential change in every sense. There is also a lot of conversation about it — in the media, on LinkedIn and Twitter, in Discords and Slacks, and across many emails and newsletters. But talk is cheap.

Our value proposition is simple — experienced judgment and accurate vision. 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, and exploration of SPACs, the financial metaverse, and DAOs in 2020. 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.

We’ve spent a decade making sense of the noise. Join over 150,000 readers 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. Join for free ?