Archive - Fintech Blueprint 🤖🏦🧭

Analysis: Why Silicon Valley Values Ramp at $44B and Bill at $3B

While Bill.com trades at roughly 2x revenue, Ramp continues to command AI-era multiples of 15–30x.

Jun 11 • Lex Sokolin

Fintech: Behind Deel’s Plan to Turn $22B of Payroll Flow Into Stablecoin Float

Fintechs discover DeFi markets

Jun 9 • Michiel Milanovic

Report: The State of Intelligent Finance, from Plaid

Will people trust AI agents to handle their finances?

Jun 5 • Lex Sokolin

Analysis: How an AI Insurer reached a $2.6B Valuation on $40MM of Premium

San Francisco based insurance carrier Corgi raised at a $1.3B valuation on 6 May and a $2.6B valuation on 28 May, from largely the same investors. How…

Jun 2 • Luke Spill

May 2026

Analysis: The Missing Half of Agentic Payments

The agent economy has built the buyer side. But the merchant side has barely started.

May 28 • Lex Sokolin

Podcast: How Marqeta Built the $400B Modern Card Issuing Platform, with CEO Mike Milotich

Lessons from Visa's mobile pivot, the multinational card issuer, and the path to personalised payments

May 25 • Matt Low

44:49

Analysis: A Psalm to the Machine Gods

The Feeling of 2026

May 22 • Lex Sokolin

DeFi: Circle takes shot at Stripe with stablecoin chain and AI payments

$3B valuation for Arc is all goes well, including agentic payments

May 19 • Laurence Smith

Podcast: The $6B Decentralized AI Network, with Yuma CRO Evan Malanga

Training 72B parameter models on-chain, building a Claude competitor for under $10M, and the future of permissionless AI

May 15 • Matt Low

36:54

Analysis: The Fintech Blueprint AI & Robotics Report Q1 2026

This 121 page report maps 95 companies across AI infrastructure, foundation models, robotics, agents, and decentralized networks

May 14 • Lex Sokolin

Fintech: The $12B hole in Coinbase and Robinhood's Q126 Earnings

The diversification challenge facing trading platforms

May 12 • Michiel Milanovic

Analysis: Coinbase and Ramp restructure as AI-Native Financial Companies

Coinbase now experiments with one-person product teams while Ramp says 99.5% of employees use AI daily

May 7 • Lex Sokolin