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Zwift

big techdigital lendingEmbedded Financepaytech
·Dec. 7, 2020

Who are the customers of Embedded Finance, and what do they reveal about Stripe, Affirm, DriveWealth, and Green Dot?

This week, we look at:

  • Embedded finance as a growing theme with the $10B Affirm IPO and Stripe's launch of Treasury

  • The customer types that each of these firms is attempting to convert into their product, and what this tells us about economic growth

  • A framework for understanding the emerging value chain of digital finance, and the role of platforms and marketplaces

Read Full Story
decentralized financedigital transformationMetaverse / xRNFTs and digital objects
·Oct. 16, 2020

Virtual communities and digital worlds are the difference between Finance Incumbents, Fintech, and DeFi

This week, we look at:

  • How the medical reality is accelerating remote work and digital commerce, including the success of buy-now-pay-later companies like Affirm and Klarna

  • The emergence of virtual worlds and video game environments that generate $ billions in revenue and have millions of participants, with examples of Zwift, Fortnite, Tomorrowland, Roblox, Genshin Impact

  • How to connect digital environments to digital communities and their economic activity, including through mechanisms like non-fungible-tokens in Rarible and Async Art

  • Advice for shifting thinking from manufacturing financial product, to starting with the customer, to leveraging the community

Read Full Story

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