Fintech Blueprint 🤖🏦🧭

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Long Take: Carta's misstep and exit from secondary markets point to a bigger problem
A lesson in the complexities of private equity
Long Take: Will BlackRock, Fidelity, Bitwise or GBTC win the Bitcoin ETF launch?
GBTC is 5x more expensive than other products, sees major outflows
Long Take: The $2B of tokenized Real World Assets (RWAs) trading onchain in 2023
As well as another $100B in stablecoins, and $2B of MakerDAO RWA treasury
1
Long Take: JPMorgan's bank branch expansion mirrors Apple's retail magic
JPMorgan to add 500 branches and renovate 1,700 locations; 80,000 branches closed in Europe between 2008 and 2019
Long Take: Deciphering Solana's remarkable 700% rise, and why Ethereum lags behind
The best and the worst
6
Long Take: How can Farcaster avoid the death trap of decentralized social media?
The Pitfalls of Prioritizing Finance in Social Media Platforms
Long Take: The Chaos underneath Prime Trust's failure and $3B of TrueUSD
Prime Trust literally lost the keys to client funds and is now in receivership
Financial Analysis: Will $5B Trade Republic, Germany’s Robinhood, win the race for European wealth?
Navigating dooming PFOF regulations and a potential cut in interest rates
Long Take: How Wise disrupted $150T of Cross-Border Payments and earns $1B in revenue
The paradox of building value and reducing your margins
Long Take: Can Bunq, the $1.9B profitable European neobank, crack US consumer banking?
A bold ambition to win in a market where Goldman Sachs is retreating
Long Take: Growing financial engagement with messaging in Coinbase Wallet, Venmo, and the super apps
Is it messaging with finance, or finance with messaging?
Financial Analysis: Can Affirm beat Klarna in the BNPL market?
A Hail Mary with the Affirm Card and SMB financing
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