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Research & Insights

A digest of what our team is thinking, reading, and writing about crypto infrastructure, stablecoins, tokenization, and the latest conversations in DeFi and fintech. We select posts for founders in our network, but they're here for any builder navigating this space.

Tools for builders:

What has inspired us lately:

The Race to be the New Everything Bank

Fintech platforms and legacy banks are locked in a $300B race to become the "everything bank" through tokenization. The battlefield? Stablecoins. The stakes? 54% of JPMorgan's quarterly revenue. Here's what you need to know if you're building in the crossfire.

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A Lot of What People Think About Stablecoins Is Wrong

Circle and Tether haven't won—they've commoditized themselves. Here's why the real opportunity for founders is in distribution and infrastructure, not issuance.

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