Fintech Blueprint 🤖🏦🧭

Fintech Blueprint 🤖🏦🧭

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42:54
Podcast: From $12.5M ICO to $100B+ in On-Chain Infrastructure, with Gnosis Co-Founder Friederike Ernst
Gnosis turned a $12.5M ICO into a $450M treasury fueling Web3 infrastructure.
 • Matt Low
Analysis: Schwab buys private shares broker Forge for $660MM, down from $2B SPAC price
SPVs Multiply as Pre-IPO Valuations Race Beyond $100B
 • Lex Sokolin
AI: Oracle's Credit Default Swaps and the AI Hedge
Oracle’s exploding CDS price shows traders are using Oracle as a safe haven against AI.
 • Luke Spill
Robotics 101: Understanding the Robotics economy and its financial applications
How Web3 could power autonomous labor
 • 0xjacobzhao and Lex Sokolin
DeFi: JP Morgan and Block/Cash App roll out stablecoins on Base & Solana
Focus on traction
 • Laurence Smith
45:23
Podcast: Building the $500MM+ Binance-based Digital Asset Treasury, with BNB Network CEO David Namdar
Hi Fintech Architects,
 • Matt Low
Fintech: Who are the Crypto Neobanks doing $5B in on-chain card volumes?
Here come the new new non-bank banks
 • Michiel Milanovic
Research: Plaid's 2025 Fintech Consumer Report
Consumers now expect their apps to be smarter and more connected
 • Lex Sokolin
Analysis: Inside the x402 Startup Gold Rush
Plus what the Flash Crash and Fed Pause Mean for Digital Assets
 • Lex Sokolin
Analysis: How 2017 startups Securitize and Zerohash became 2025 Billion-Dollar Exits
Securitize goes public at $1.25B; Zerohash rumored to sell to Mastercard for $2B
 • Lex Sokolin
41:44
Podcast: How WalletConnect Became the $400B Web3 Connectivity Layer, with CEO Jess Houlgrave
The Network Connecting 700+ Wallets to over 70,000 Apps
 • Matt Low
Analysis: Coinbase acquires Echo in $400MM Bet on Tokenized IPOs
The $400MM Echo deal may be less about cash flow, more about capturing community and distribution.
 • Lex Sokolin
Fintech Blueprint 🤖🏦🧭
Fintech Blueprint 🤖🏦🧭
Become a world-class financial services investor and operator, leveraging our deep research on Fintech, DeFi, and AI to improve your strategy and achieve success.
Podcasts
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Podcast: From $12.5M ICO to $100B+ in On-Chain Infrastructure, with Gnosis Co-Founder Friederike Ernst

Company Financials

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Analysis: Schwab buys private shares broker Forge for $660MM, down from $2B SPAC price
SPVs Multiply as Pre-IPO Valuations Race Beyond $100B
 • Lex Sokolin
Fintech: Figure's $8B IPO rewiring HELOCs and prime brokerage
From HELOCs to the $2T consumer lending market
 • Michiel Milanovic
Analysis: The Economics of a Digital Asset Treasury
Is there a difference between DATs, ETFs, SPACs, and the underlying assets?
 • Lex Sokolin
Analysis: Hyperliquid prints $550MM revenue and $40B valuation with no VCs
With $300B in monthly volume, this small team may have created the next Binance onchain.
 • Lex Sokolin
Fintech: Chime IPO Primer - Can it hit $15B?
Winning the primary bank customer is not enough
 • Michiel Milanovic
Fintech: Can Revolut beat Robinhood in the US and Nubank in LATAM?
The trade-off between product expansion and overseas growth
 • Michiel Milanovic
Analysis: Our eToro IPO Primer, a global neobroker with $300MM in profit
With $300M in EBITDA, eToro’s IPO may rival Webull, Robinhood, and Coinbase.
 • Lex Sokolin
Analysis: Our Circle IPO Primer, $1.6B revenue reaching for $10B valuation
Interest rates all the way down
 • Lex Sokolin
Fintech: Klarna IPO Primer; will it reach $30B?
Benchmarking the category-defining Swedish BNPL against Affirm
 • Michiel Milanovic
AI: Is CoreWeave’s $35B IPO an AI Hyperscaler or a GPU Debt Trap?
CoreWeave is set to be the most anticipated tech IPO of the last few years as investors prepare for the first pure play AI IPO opportunity available to…
 • Luke Spill
Analysis: Will Revolut’s Gamble on Investment and Stablecoins Pay Off?
Revolut’s new investment app targets eToro and Robinhood with €8.5B AUM.
 • Lex Sokolin
Analysis: Monetization of financial data at $4B Envestnet, $170B Intuit, and $7B SoFi
Why Envestnet's Data Potential Falls Short Amid $3.5B Sale
 • Lex Sokolin

Research

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Robotics 101: Understanding the Robotics economy and its financial applications
How Web3 could power autonomous labor
 • 0xjacobzhao and Lex Sokolin
Research: Plaid's 2025 Fintech Consumer Report
Consumers now expect their apps to be smarter and more connected
 • Lex Sokolin
Fintech 101: The Tokenization of Real World Financial Assets
How asset management is moving onchain at scale
 • Will Beeson
AgentFi 101: The Definitive Guide to Decentralized Financial Agents
Lending, Farming, Arbitrage AgentFi’s First Real Use Cases
 • 0xjacobzhao and Lex Sokolin
Fintech 101: Money Movement reimagined with Stablecoins
How stablecoins are rebuilding global finance and commerce
 • Lex Sokolin and Marc Baumann
AI 101: How financial companies can build AI Agents
60% of Finance already is subscribed to AI services according to Ramp
 • Luke Spill
Research: The 2025 Practitioner’s Guide to Stablecoins
Stablecoins have quietly become the most used product in crypto for their practical utility
 • Will Beeson
Investing 101: DeFi Fixed Income Yields
Three Low-Risk DeFi Strategies Yielding Above Fed Rates
 • Lex Sokolin
Fintech 101: Neobanks
Introduction to core sectors
 • Lex Sokolin
Research: Decentralized AI Overview (2024)
Performance, Investments, and Decentralized Growth
 • Lex Sokolin
Greatest Hits Report: DAOs
Hi Fintech Architects —
 • Laurence Smith
Greatest Hits: Stablecoins & CBDCs
Hi Fintech Architects —
 • Lex Sokolin
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