Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Analysis: SharpLink's $425MM to build the Ethereum MicroStrategy with Joe Lubin
June 6, 2025, 1:11 p.m.
DeFi: Robinhood buys WonderFi for $179MM, Coinbase buys Deribit for $2B
June 3, 2025, 1:27 p.m.
Podcast: Forty Billion Reasons to Trust the Future of DeFi, with Aave Founder Stani Kulechov
May 30, 2025, 3:40 p.m.
Research: The 2025 Practitioner’s Guide to Stablecoins
May 29, 2025, 1:54 p.m.
Fintech: Chime IPO Primer - Can it hit $15B?
May 27, 2025, 1:03 p.m.
AI: Persona stopped 75+ million AI Face Spoofs in 2024 alone
May 23, 2025, 1:15 p.m.
Analysis: From Vanguard to Believe App, investing collapses into short form content
May 21, 2025, 4:37 p.m.
Podcast: Inside the Platform Powering +$171B in Private Capital, with AngelList CEO Avlok Kohli
May 19, 2025, 2:30 p.m.
Analysis: Coinbase unlocks HTTP 402 to beat Stripe at AI & Crypto Payments
May 15, 2025, 2:04 p.m.
AI: Investment Banking AI Analysts come to Wall Street, Rogo raises $50MM
May 13, 2025, 4:57 p.m.
Analysis: The end of Apple's 30% monopoly tax and $30B of revenue
May 8, 2025, 1:51 p.m.
DeFi: The rise of DeFi banks, and Ether.fi's strategy beyond $5B of assets
May 6, 2025, 4:43 p.m.
Podcast: 400 Startups Building the Post-Web Economy, with Outlier Ventures Founder Jamie Burke
May 2, 2025, 2:31 p.m.
Analysis: Mastercard, Visa & Stripe huge push into stablecoin and AI commerce
May 1, 2025, 1:17 p.m.
Fintech: Can Revolut beat Robinhood in the US and Nubank in LATAM?
April 29, 2025, 2:14 p.m.
Analysis: What Circle Payment Network can learn from Facebook, Plaid, & Wise
April 24, 2025, 2:31 p.m.
Podcast: The $500MM Startup Making Payroll Painless, with Gusto Co-Founder Joshua Reeves
April 22, 2025, 2:02 p.m.
Analysis: Our eToro IPO Primer, a global neobroker with $300MM in profit
April 17, 2025, 1:17 p.m.
AI: How Stripe, Block, and PayPal are using Model Context Protocol
April 15, 2025, 2:09 p.m.
Analysis: The $10T cost of ChatGPT's economic advice, and AI governance
April 10, 2025, 1:39 p.m.
DeFi: MicroStrategy's $35 Billion circular Bitcoin Bet
April 8, 2025, 5:16 p.m.
Podcast: Reinventing Traditional Services through Modern Platforms, with David Snider CEO of Harness Wealth
April 4, 2025, 2:03 p.m.
Analysis: Our Circle IPO Primer, $1.6B revenue reaching for $10B valuation
April 3, 2025, 1:05 p.m.
Fintech: Klarna IPO Primer; will it reach $30B?
April 1, 2025, 1:23 p.m.
Investing 101: DeFi Fixed Income Yields
March 27, 2025, 5:27 p.m.