Archive - Fintech Blueprint 🤖🏦🧭

Analysis: From Boom to Bust in the $30B DAT Trade

With $14.46B in unrealized losses and multiple firms down 80 percent plus, the DAT sector faces its first real downturn.

Apr 17 • Lex Sokolin

Fintech: Why Iran demands crypto for ships crossing the Strait of Hormuz

Rising demand for a global neutral settlement layer

Apr 14 • Michiel Milanovic

Analysis: Why Agentic Finance is not the Metaverse all over again

Meta shut down metaverse Horizon efforts after $84B in losses, while agentic systems plug into $10B monthly spend and $1.9T of commerce

Apr 9 • Matt Low

AI: The End of the Inertia Premium

How AI agents are about to abolish the hidden subsidy behind global banking

Apr 6 • Luke Spill

March 2026

Podcast: How Polygon Became the Payments Chain Moving $2.3T in Stablecoins, with CEO Marc Boiron

Enterprise trust, the end of generalist chains, and Polygon's all-in payments pivot

Mar 30 • Matt Low

49:46

Analysis: NASDAQ and NYSE enter the $1B+ Onchain Capital Markets Race

NYSE and Nasdaq are realy to build the infrastructure for tokenized securities markets

Mar 26 • Lex Sokolin

Report: Plaid research on evolution of identity fraud in the AI era

Fraud losses are projected to reach $40 billion globally

Mar 23 • Lex Sokolin

Analysis: Mastercard Buys BVNK for $1.8B as Stripe Launches Machine Payments Protocol

Are you tired of AI robots winning yet?

Mar 19 • Lex Sokolin

AI: Ramp and Stripe Race to Bank the Bots

Who wins when AI agents start spending money?

Mar 17 • Laurence Smith

Podcast: Building Privacy Infrastructure for 35+ Global Financial Institutions, with Matter Labs CEO Alex Gluchowski

Zero knowledge proofs, enterprise adoption, and the post-Trump crypto landscape

Mar 13 • Matt Low

40:28

Analysis: Robot Money and the Financial System for AI

From AI Employees to AI Economies

Mar 12 • Lex Sokolin

Fintech: What does Stripe at $160B mean for traditional IPOs?

The rise of private markets cast a shadow on traditional Fintech exits

Mar 10 • Michiel Milanovic

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