Archive - Fintech Blueprint 🤖🏦🧭

Analysis: Stripe bids $53B for PayPal; and the DeFi Post-Mortem

A funeral, a simulation, and the Phoenix

Jul 16 • Lex Sokolin

DeFi: Should prediction markets get $40B valuations?

Is it sports betting or a new financial market?

Jul 14 • Laurence Smith

Analysis: Architect and the $11 Trillion AI Capital Markets

The next frontier in AI may not be better models, but better financial markets for compute

Jul 9 • Lex Sokolin

Fintech: Robinhood launches Eth chain for Stock tokens

And the crypto stack powering it

Jul 7 • Michiel Milanovic

AI: Are AI employees more expensive than humans?

Finance departments need to have serious conversations around weighing costs of tokens against human payroll.

Jul 2 • Luke Spill

June 2026

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

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

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

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

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

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

Fintech: Behind Deel’s Plan to Turn $22B of Payroll Flow Into Stablecoin Float

Fintechs discover DeFi markets

Jun 9 • Michiel Milanovic

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