Newsletter

One idea on blockchain venture, every Friday, from the team.

Three payment giants, one direction16 October 29 versions of Apple9 October What 350 global allocators learned in Amsterdam2 October Legends4Legends 2026 – the inflection point25 September Clarity without the Clarity Act18 September Ethena Pay: onchain finance takes on everyday banking11 September Tokenized stocks: from local shares to global collateral4 September Western Union has launched a stablecoin-powered card28 August Regulatory clarity is solving blockchain’s distribution problem21 August The Robinhood playbook: when incumbents embrace blockchain protocols10 July Open USD, a stablecoin owned by its distributors3 July Two models for digital money26 June Decentralized AI – Part II19 June The $50bln AI opportunity nobody is talking about12 June How to protect code from AI5 June Why stablecoins are a dollar story29 May Stock markets, redrawn onchain22 May The other 90% of crypto is about to be regulated15 May The race to tokenizing everything8 May The stablecoin layer is integrating rapidly in the real economy1 May DeFi had a bank run24 April Crypto exchanges are now strategic infrastructure17 April Blockchain is now JPMorgan's competitive threat10 April From retail speculation to institutional adoption3 April Stablecoins are now a P&L decision27 March The regulatory perimeter finally arrives20 March The weekend the blockchain became the oil market13 March Toward an internet built for machines4 March The race for the financial superapp27 February The emergence of a new asset class20 February Value capture in the new financial stack13 February Why AI needs blockchain6 February One exchange, any asset30 January NYSE is moving to 24/7 trading of tokenized equities23 January CLARITY Act: progress, pushback, and the shape of the compromise16 January Privacy is emerging as a defining blockchain theme for 20269 January