Archive - Fintech Blueprint 🤖🏦🧭

Long Take: Carta's misstep and exit from secondary markets point to a bigger problem

A lesson in the complexities of private equity

Jan 10, 2024 •

Long Take: Will BlackRock, Fidelity, Bitwise or GBTC win the Bitcoin ETF launch?

GBTC is 5x more expensive than other products, sees major outflows

Jan 17, 2024 •

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

Dec 6, 2023 •

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

Feb 14, 2024 •

Long Take: Deciphering Solana's remarkable 700% rise, and why Ethereum lags behind

The best and the worst

Dec 20, 2023 •

Long Take: How can Farcaster avoid the death trap of decentralized social media?

The Pitfalls of Prioritizing Finance in Social Media Platforms

Feb 7, 2024

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

Jul 5, 2023 •

Analysis: How Trump's memecoin made and lost $40B for the new Crypto King

How TRUMP and MELANIA Coins Redefined Memecoin Economics

Jan 23 •

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

Jan 24, 2024 •

Michiel Milanovic

Long Take: How Wise disrupted $150T of Cross-Border Payments and earns $1B in revenue

The paradox of building value and reducing your margins

Oct 18, 2023 •

Michiel Milanovic

Research: Decentralized AI Overview (2024)

Performance, Investments, and Decentralized Growth

Jan 29 •

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

Aug 23, 2023 •

Michiel Milanovic

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