Investment Thesis

Analysis: The Rise of Robot Money 🤖💰

Whoever owns the robots, rules the world

Dec 4, 2025 • Lex Sokolin

Analysis: Our 2025 Market Overview & Investment Outlook

Bitcoin, NVIDIA, and MicroStrategy lead Asset rally as USD devalues

Jul 16, 2025 • Lex Sokolin

Long Take: From Centralized AI to Personal Bots in the agentic economy

The Financialization of AI Companions

Aug 22, 2024 • Lex Sokolin

Long Take: How the Machine Economy combining AI, blockchain, and Fintech is growing

Examples of deeply innovative projects pushing at the frontier

Jan 31, 2024 • Lex Sokolin

Long Take: Dissecting the 2023 Macroeconomy, from personal savings to global politics

Revisiting our macroeconomic framework for the year to date

Oct 25, 2023 • Lex Sokolin

Long Take: Launching Generative Ventures, an engaged venture capital fund focused on the machine economy of Fintech, Web3, and AI

An optimistic investment thesis for our industry

Aug 16, 2023 • Lex Sokolin

Podcast Conversation: Lex Sokolin's 2022 investing and building thesis -- the evolutionary relationship between Tech, Finance, and Web3

Hi Fintech Architects,

Oct 28, 2022 • Matt Low

54:24

Why ConsenSys Codefi is the bridge to blockchain-based manufacturing for commerce and finance; plus 12 short takes on top developments

Hi Fintech futurists --

Sep 16, 2019 • Lex Sokolin

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