Insights

Examining the Embedded Finance Value Chain in a Moment of Market Dislocation

Today, I’m joined by fintech and web3 luminary Lex Sokolin, Head Economist at ConsenSys and author of the Fintech Blueprint, for a discussion about the embedded finance value chain. As listeners know, this is a topic of great interested to me, and I was happy to have the opp...

Analyzing the Banking-as-a-Service Value Chain

Listen to this article in podcast form: Banking-as-a-Service (BaaS) has been the subject of much excitement in fintech over the past few years,...

Raising a $20m VC Fund as a Solo GP with Rex Salisbury

Rex Salisbury is the Founder of Cambrian and GP of Cambrian Ventures. Rex is a key figure in the Fintech ecosystem, having started Cambrian as a prod...

Competing to Win as an Emerging L1 Blockchain with NEAR

Recently, we wrote a deep dive analysis of NEAR Protocol, an emerging L1 blockchain, available to Premium subscribers. Today, we're releasing a conver...

Financializing NFTs & Why It Matters

I’m not a financialization maxi. Without a doubt, financial innovation and responsible and appropriately supervised financial engineering unlock ...

Fintech Valuations in a Macro Hurricane

Fintech valuations have gotten crushed over the past few months, with growth capital availability and public market comps plummeting due to macro cond...

Deep Dive: NEAR Protocol

Setting the Scene Before digging into NEAR specifically, let's start with the higher level question of how L1s should be evaluated. NEAR isn't a comp...

Seed Investing in a Bear Market with 186 Ventures

Giuseppe Stuto is Managing Partner of 186 Ventures, a $37m seed fund launched in late-2021. 186 has made 10 investments since inception, following on ...

Checking in after a year of building

We paused our regular programming a year ago while I worked on BELLA. It was right after Gamestop. Bitcoin was spiking to $60k, Dogecoin was minting m...

Purpose Driven Investing for Financial Return with Flourish Ventures

It’s great to be back after taking nearly a year off from regular content to build and launch BELLA. The break wasn’t really planned, but betwe...