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🏦 Finance has been torn apart by frontier tech.

From artificial intelligence, to decentralized finance (DeFi) and blockchain, to mixed reality, chatbots, neobanks, and roboadvisors — the finance industry will never be the same. Its fee pools are collapsing, big tech is aggregating billions of users, infrastructure is digitized and permissionless, and generational trust has cratered.

Our value proposition is simple — experienced judgment and accurate vision. We are here to understand the edge, and connect it to fundamental, rigorous analysis grounded in industry frameworks.

💸 Make decisions knowing the shape of the future.

There is a core logic to the vectors of change. We’ve spent over 15 years making sense of the noise.

• Roboadvisors in 2009

• Wealthtech in 2014

• Ethereum in 2016

• Neobanks, AI, AR/VR, paytech, and crypto/blockhain since 2016

• Coverage of DeFi and NFTs since 2019

• SPACs, the financial metaverse, and DAOs in 2020

• Financial AI in 2023

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