Archive - Fintech Blueprint 🤖🏦🧭

Analysis: A $4.4B Bank for the New Military–Tech Stack

Erebor secured OCC and FDIC approvals in just 9 months, without a public product

Jan 22 • Lex Sokolin

DeFi: Polygon’s $250MM play for the Stablecoin Rails, competing with Stripe

The chain acquires smart wallets and licensed onramps

Jan 20 • Laurence Smith

Analysis: Google, Shopify, and the Infrastructure Layer for AI Shopping

Exponential growth and power laws explain why Big Tech keeps winning

Jan 15 • Lex Sokolin

Fintech: Why Fintechs are Racing for Bank Charters again

A coming of age moment for fintech

Jan 13 • Michiel Milanovic

Analysis: Our 3 Trends to Watch in Fintech and AI for 2026

Seventeen fintech companies worth $280B may IPO in 2026, marking a coming-of-age moment for the sector.

Jan 8 • Lex Sokolin

Podcast: Building DeFi's $25B Liquidity Engine, with Curve Founder Michael Egorov

YieldBasis targets a $50B market by turning impermanent loss into impermanent gain

Jan 5 • Matt Low

48:31

December 2025

Podcast: Building a Top 5 Global Crypto Exchange with 120M Users, with Bitget CEO Gracy Chen

From memecoins to tokenized stocks, Bitget is targeting mainstream adoption through real product-market fit.

Dec 29, 2025 • Matt Low

43:53

Analysis: Learning from 2025 to win big in the 2026 machine economy

The machine economy year in review

Dec 23, 2025

Analysis: Coinbase's Super App to swallow Crypto, like Google ate the Internet

Free finance, infinite choice, and the rise of closed-loop financial fortresses.

Dec 19, 2025 • Lex Sokolin

DeFi: Coinbase Bets on Equity Tokens & Prediction Markets to fight Robinhood

From Trading Crypto to Trading Everything

Dec 16, 2025 • Laurence Smith

Analysis: Stripe's Tempo is building the Apple of payment blockchains

Tempo bets on vertically integrated control for fintech adoption

Dec 11, 2025 • Lex Sokolin

Fintech: Will KlarnaUSD save the BNPL lender's falling share price post IPO?

A bumpy shift away from interest free loans

Dec 9, 2025 • Michiel Milanovic

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