Circle’s S-1 filing offers a window into the economics of the stablecoin industry.
The post dig deeper into Circle’s current success and explore if the same model can survive a changing financial topology.
Circle S-1 and the future of money
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Visa 10K: the mother of all protocols
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The post presents an analysis of Visa 2020 10K and uses it to give more context around Visa's history, growth opportunities and potential threats.
A tale of two ecosystems: Square 10K
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Starting from latest Square 10K, I investigate the dual nature of this business, analysing the 2 ecosystems that Square built: merchant and consumer.
Shopify, e-commerce eats finance
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The last session of the Fintech Product Guild `10k-a-month club` was centered around one the most interesting companies in circulation: Shopify. Shopify was established with the goal of making e-commerce very simple for anybody: the company provides a set of tools to bootstrap an online shop and essentially remove a lot of technical hurdles from the setup of an e-commerce, letting entrepreneurs...
Adyen, payments made easy
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As my fellow Product Peon taught me a long time ago, the best way to learn quickly how a specific company works, is to analyse its 10k. For this reason, in the Fintech Product Guild, we decided to start a ’10k-a-month’ club. This month we analyzed Adyen, a payment company. What does Adyen do? Adyen was founded around 15 years ago to facilitate the adoption for merchants of electronic...