Original research on AI infrastructure, agentic commerce, blockchain strategy, and fintech evolution — written for founders, investors, and enterprise decision-makers who need signal, not noise.
Stripe projects 1M–1B TPS for AI agent commerce. The fastest blockchain today manages 1,196. This report maps the infrastructure gap across five layers, models three scenarios through 2030, and delivers a strategic decision framework for institutional actors using the original ACSM framework.
Anthropic's Model Context Protocol is quietly becoming the API layer for the agentic web. This report maps adoption curves, enterprise implications, and who captures the orchestration layer.
US stablecoin regulation is arriving. This report models the post-regulation settlement stack, evaluates issuer positioning, and maps where traditional banks move first.
What does a bank look like when every function — underwriting, compliance, customer service, treasury — is agent-operated? A first-principles architecture report.
Each report is independently verified from primary sources. No filler, no recycled takes — only original analysis built for decision-makers.
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