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Analysis: Launching a $201MM SPAC for Fintech, AI, and Crypto
The next SPAC cycle is being built around companies with real revenue, not pandemic-era projections.
Jun 29
•
Lex Sokolin
29
3
Report: The State of Finance for Marketers, and where Banks are beating Fintechs
Where is Europe's finance marketing budget actually going?
Jun 26
•
Lex Sokolin
28
2
Podcast: Inside the $1B-a-Day Stablecoin Market Maker for 1,500 Institutions, with B2C2's Cactus Raazi
440 exchanges and a multi-stablecoin bet: The plumbing behind institutional crypto
Jun 22
•
Matt Low
6
1
1
43:31
Analysis: From Roboadvisors to AI Advisors at Coinbase and Mercury
Coinbase launched an SEC-registered AI advisor while Mercury embedded AI across a banking platform serving more than 300,000 businesses.
Jun 19
•
Lex Sokolin
6
DeFi: Why Coinbase and Apollo Are Building on $2B Morpho
After Aave faced up to $236M in bad debt and $6B in withdrawals, Morpho’s isolated-market design suddenly looked far more valuable.
Jun 16
•
Laurence Smith
39
2
Analysis: Why Silicon Valley Values Ramp at $44B and Bill at $3B
While Bill.com trades at roughly 2x revenue, Ramp continues to command AI-era multiples of 15–30x.
Jun 11
•
Lex Sokolin
9
2
Fintech: Behind Deel’s Plan to Turn $22B of Payroll Flow Into Stablecoin Float
Fintechs discover DeFi markets
Jun 9
•
Michiel Milanovic
17
1
Report: The State of Intelligent Finance, from Plaid
Will people trust AI agents to handle their finances?
Jun 5
•
Lex Sokolin
44
1
Analysis: How an AI Insurer reached a $2.6B Valuation on $40MM of Premium
San Francisco based insurance carrier Corgi raised at a $1.3B valuation on 6 May and a $2.6B valuation on 28 May, from largely the same investors. How…
Jun 2
•
Luke Spill
4
1
May 2026
Analysis: The Missing Half of Agentic Payments
The agent economy has built the buyer side. But the merchant side has barely started.
May 28
•
Lex Sokolin
41
2
4
Podcast: How Marqeta Built the $400B Modern Card Issuing Platform, with CEO Mike Milotich
Lessons from Visa's mobile pivot, the multinational card issuer, and the path to personalised payments
May 25
•
Matt Low
9
3
3
44:49
Analysis: A Psalm to the Machine Gods
The Feeling of 2026
May 22
•
Lex Sokolin
28
1
1
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