Past briefings

Settlement is being rebuilt with the incumbents inside it

The functions of a bank are being redistributed

Access to the US dollar is becoming a permission, not a product

The settlement layer is being rebuilt around stablecoins and tokenization

Control shifts across charters, settlement, and compliance

Finance converges on open money, onchain markets, and autonomous execution

Finance is being rebuilt around programmable infrastructure

Finance is converging around AI, markets, and execution

🤖 Robinhood’s AI agents

📊 Polymarket x Nasdaq

📈 Robinhood opens private markets

🚀 PayPal shakes up Venmo