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Long Take: Launching our AI indexes, and reflecting on the Web3 AI mega-merger
How SingularityNET, Fetch.ai, and Ocean Protocol aim to reshape the Web3 AI landscape.
9 hrs ago
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Long Take: Launching our AI indexes, and reflecting on the Web3 AI mega-merger
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Long Take: Stripe's $1 Trillion volume, and the promise of Internet GDP
A benchmarking to Adyen and PayPal, and a discussion of strategic opportunity
Mar 20
6
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Long Take: Stripe's $1 Trillion volume, and the promise of Internet GDP
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Long Take: 2024 market sentiment for banks and blockchains & Ethena's 50% yields
We consider Ethena's 50% interest rates, and report back from ETHDenver and Fintech Meetup
Mar 13
8
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Long Take: 2024 market sentiment for banks and blockchains & Ethena's 50% yields
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Financial Analysis: Dissecting Monzo’s new $5B valuation and 9MM UK customers
Breaking down the path to growth in the UK and overseas
Mar 6
9
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Financial Analysis: Dissecting Monzo’s new $5B valuation and 9MM UK customers
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February 2024
Analysis: Discovering the Bitcoin Miner opportunity, as BTC passes $60,000
Spot Bitcoin ETFs amass $5.5B in net inflows, heralding crypto's mainstream acceptance.
Feb 28
9
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Analysis: Discovering the Bitcoin Miner opportunity, as BTC passes $60,000
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Long Take: Can the $35B mega-merger of Capital One and Discover succeed?
Where FIS and Worldpay failed
Feb 21
7
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Long Take: Can the $35B mega-merger of Capital One and Discover succeed?
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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
42
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Long Take: JPMorgan's bank branch expansion mirrors Apple's retail magic
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Long Take: How can Farcaster avoid the death trap of decentralized social media?
The Pitfalls of Prioritizing Finance in Social Media Platforms
Feb 7
46
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Long Take: How can Farcaster avoid the death trap of decentralized social media?
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January 2024
Long Take: How the Machine Economy combining AI, blockchain, and Fintech is growing
Examples of deeply innovative projects pushing at the frontier
Jan 31
38
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Long Take: How the Machine Economy combining AI, blockchain, and Fintech is growing
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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
37
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Financial Analysis: Will $5B Trade Republic, Germany’s Robinhood, win the race for European wealth?
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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
111
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Long Take: Will BlackRock, Fidelity, Bitwise or GBTC win the Bitcoin ETF launch?
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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
Jan 10
111
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Long Take: Carta's misstep and exit from secondary markets point to a bigger problem
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