Fintech Blueprint 🤖🏦🧭

Fintech Blueprint 🤖🏦🧭

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Guide: Navigating the Build vs. Buy decision for Fintechs
And the difference between white label, source code, and product licenses
 • Lex Sokolin
Recent posts
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Analysis: The Economics of a Digital Asset Treasury
Is there a difference between DATs, ETFs, SPACs, and the underlying assets?
 • Lex Sokolin
1
41:26
Podcast: Managing $2B+ in On Chain Assets, with KPK Co-Founder Marcelo Ruiz de Olano
Inside the Playbook for Risk Aware, Non Custodial Treasury Strategy at Scale
 • Matt Low
AI: China's answer to NVIDIA trades at 550x P/E ratio
A relatively small Chinese AI Chip designer has become one of the biggest AI winners of 2024 and 2025.
 • Luke Spill
Analysis: Rewiring the money stack with MetaMask Dollars
The stablecoin stack is going modular, breaking up issuance, infrastructure, and UX
 • Lex Sokolin and Luca Prosperi
AI: GPU-Backed Stablecoins blend AI infrastructure with DeFi at 8% APR
Tokenized compute may become a foundation of the AI-powered machine economy.
 • Matt Low
3
50:49
Podcast: Building the $130B global payments platform, with Airwallex’s Ravi Adusumilli
Inside Airwallex’s plan to reach $1 trillion in transaction volume
 • Matt Low
Fintech: Nubank's stellar Q2 makes the case for a $250B valuation
17% Net Interest helps a lot
 • Matt Low
1
Analysis: Stripe, Circle, and Tether launching their own L1 money chains
Why Ethereum’s Biggest Threat Is Appchain Splintering
 • Lex Sokolin
2
52:24
Podcast: How to Invest in the best Crypto Funds, with Matthew Le Merle CEO of Blockchain Coinvestors
Over 110 blockchain unicorns backed by investing through top-tier VCs.
 • Matt Low
AgentFi 101: The Definitive Guide to Decentralized Financial Agents
Lending, Farming, Arbitrage AgentFi’s First Real Use Cases
 • 0xjacobzhao and Lex Sokolin
2
AI: The Secret to Lovable's $100MM ARR and Unicorn status
A new GTM strategy is changing the way companies are pulling in customers.
 • Luke Spill
Analysis: Robots, Crypto, and the Collapse of Old Systems
Ethereum, Washington, and Robots Walk Into a Future
 • Lex Sokolin
2
Company Financials
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Fintech: Figure's $8B IPO rewiring HELOCs and prime brokerage
From HELOCs to the $2T consumer lending market
 • Michiel Milanovic
2
Analysis: The Economics of a Digital Asset Treasury
Is there a difference between DATs, ETFs, SPACs, and the underlying assets?
 • Lex Sokolin
1
Analysis: Hyperliquid prints $550MM revenue and $40B valuation with no VCs
With $300B in monthly volume, this small team may have created the next Binance onchain.
 • Lex Sokolin
4
Fintech: Chime IPO Primer - Can it hit $15B?
Winning the primary bank customer is not enough
 • Michiel Milanovic
1
Fintech: Can Revolut beat Robinhood in the US and Nubank in LATAM?
The trade-off between product expansion and overseas growth
 • Michiel Milanovic
Analysis: Our eToro IPO Primer, a global neobroker with $300MM in profit
With $300M in EBITDA, eToro’s IPO may rival Webull, Robinhood, and Coinbase.
 • Lex Sokolin
Analysis: Our Circle IPO Primer, $1.6B revenue reaching for $10B valuation
Interest rates all the way down
 • Lex Sokolin
Fintech: Klarna IPO Primer; will it reach $30B?
Benchmarking the category-defining Swedish BNPL against Affirm
 • Michiel Milanovic
1
AI: Is CoreWeave’s $35B IPO an AI Hyperscaler or a GPU Debt Trap?
CoreWeave is set to be the most anticipated tech IPO of the last few years as investors prepare for the first pure play AI IPO opportunity available to…
 • Luke Spill
1
Analysis: Will Revolut’s Gamble on Investment and Stablecoins Pay Off?
Revolut’s new investment app targets eToro and Robinhood with €8.5B AUM.
 • Lex Sokolin
Analysis: Monetization of financial data at $4B Envestnet, $170B Intuit, and $7B SoFi
Why Envestnet's Data Potential Falls Short Amid $3.5B Sale
 • Lex Sokolin
1
Financial Analysis: Understanding Revolut's $2.2B revenue & $540MM+ profits
Higher interest rates have significantly boosted the profitability of leading neobanks.
 • Lex Sokolin
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