Exploring banks' key considerations around the impact of digital money on infrastructure, settlement and control.
Digital money doesn't eliminate banks—it forces them to pick a lane: settlement rails, custody, or distribution. Fence-sitting is the only losing move.
Pension funds suing over safety corners cut signals that compliance neglect is now a shareholder-value issue, not just a PR one. Boards elsewhere should take note.
An 85-5 vote burying CBDC in a housing bill is a political signal: dollar digitization is radioactive enough to be used as a poison pill across unrelated legislation.
Post-acqui-hire limbo resolved: Groq bets its inference chip advantage translates into a neocloud business that doesn't need Nvidia's ecosystem or margins.
A $2.7B valuation for ad-measurement tech signals the market believes privacy-era attribution is a durable business, not a dying one. IPO clock is ticking.
Declaring independence from OpenAI and Anthropic is a moat claim—Tandem is betting proprietary clinical data beats frontier model access as the real differentiator.
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