Archive - Fintech Blueprint 🤖🏦🧭

DeFi: Do Prediction Markets Need a Prime Broker Yet?

26% of Gen Z investors treat sports betting as a deliberate part of their long-term financial strategy

Aug 18 • Laurence Smith

Analysis: Why Revolut Survived and the Metaverse Didn't, a Tale of Financial Fashions

Virtuals peaked at $16.5MM in monthly fees before falling more than 90% within four months, despite the underlying technology continuing to work.

Aug 13 • Lex Sokolin

Podcast: AI Distribution for 5000+ Banks, with Fiserv Co-Head of Financial Solutions Srini Krish

From mainframe MIPS to token budgets, why one of the original fintechs is betting on agents, and how 5,000 banks adopt AI without building it themselves

Aug 10 • Matt Low

40:40

Analysis: Where $25T of Machine Economy Value is Moving

Micron surged 166%, agent tokens fell 23%, and a $25.3T machine economy is increasingly rewarding businesses that can turn AI demand into revenue.

Aug 7 • Lex Sokolin

Fintech: Why X Money Is Willing to Lose Money Today

Unlocking a new monetization engine for X

Aug 4 • Michiel Milanovic

July 2026

Analysis: Stripe's $10B OpenRouter Bid and the AI Value Chain

The battle for AI profits is shifting from building models to owning distribution, enterprise deployment, and inference infrastructure.

Jul 30 • Lex Sokolin

AI: Your Pension is Long Data Center Depreciation

How $27B of AI data centre debt ended up backing retirement income, and the assumption holding it together

Jul 28 • Luke Spill

Analysis: The Age of the Disposable Company

We file Companies the way we post Content

Jul 23 • Lex Sokolin

Podcast: How Perplexity's Computer Is Replacing the Family Office, with Perplexity Finance’s Jeff Grimes

Multi-agent orchestration, traceability, and what the agent platform means for finance jobs

Jul 20 • Matt Low

49:02

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

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