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Why Switzerland Matters in Digital Assets
What made Switzerland unusually consequential was not regulatory absence, but institutional usability: recognised legal forms, early supervisory…
Apr 30
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From Charge Plates to Stablecoin Credit
How cards evolved from portable trust to programmable settlement
Apr 23
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Venture Capital: From Doriot to the Power Law
The history of venture capital is fundamentally a history of the institutionalization of risk.
Apr 16
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Erebor: A Stablecoin-Native U.S. Bank for the Innovation Economy
Erebor Bank is one of the clearest early tests of whether a newly chartered U.S. bank can combine specialized commercial banking for frontier-technology…
Apr 9
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AI Captured 80% of Global Venture Funding
Venture capital entered 2026 looking less like a broad startup financing market and more like a late-stage capital allocation machine built around a…
Apr 2
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March 2026
Revolut: $6B Revenue, 70M Customers, and Digital Assets Strategy
Few private fintech companies have combined scale, growth, and profitability as convincingly as Revolut.
Mar 26
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Inside Circle’s Stablecoin Economics
Circle should still be understood primarily as a reserve-income business, not yet as a scaled software or payments-fee platform.
Mar 19
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The State of Onchain Real-World Assets
The most important fact about “RWAs” in March 2026 is that the market is not one market.
Mar 12
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Stablecoins in Agentic Commerce
The global financial landscape as of March 2026, is characterized by the systemic transition from human-centric digital commerce to a paradigm of…
Mar 5
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February 2026
Crypto Venture Capital in Early 2026
The state of venture capital as 2025 concluded was one of stark contrasts, increasingly defined by a “haves and have-nots” market structure.
Feb 26
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From Friction to Standard: Unlocking $50T+
The global financial system is currently operating on an infrastructure that is architecturally incompatible with the requirements of the next…
Feb 19
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Bitcoin Mining’s AI Pivot: 2026 Thesis Update
The transformation of the Bitcoin mining industry into a specialized tier of the artificial intelligence (AI) data center market has reached a critical…
Feb 11
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