All 18 Banking & Capital Markets posts we have indexed from venture capital blogs and newsletters, plus the highest-scoring pieces of the past year and the people who write about it most.
Blockchains eliminate the historical supply constraints on financial markets—listing gatekeepers and geographic fragmentation—enabling permissionless creation of both new risk units and novel transfer mechanisms, from prediction markets to perpetual futures on alternative assets.
As real-world assets move onchain, DeFi primitives designed for volatile cryptoassets will give way to new infrastructure—CLOBs, fixed-rate lending, options, dark pools, and portfolio margin—that better serve lower-volatility, institutional-grade assets and unlock orders of magnitude more financial activity per dollar deployed.
As blockchain throughput becomes commoditized, financial markets need stronger guarantees: predictable transaction inclusion and ordering, resilience against gatekeepers, and pre-execution privacy. A16Z Crypto examines what protocol designers must solve for blockchains to serve as core financial infrastructure.
At Newcomer's Machine Earning AI Summit, founders and investors debated the rapid rise of agentic commerce and personal AI assistants, with optimism tempered by early-stage regulatory and liability questions. Key themes: vertical agents will likely outpace horizontal ones, consumer comfort lags technical readiness, and courts—not Congress—may define agent liability.
Tokenized real-world assets (RWA)—stocks and commodities trading on blockchains—are growing at 53% monthly, outpacing AI startups, with major financial institutions and blockchain infrastructure like Allium powering institutional adoption.
Housing prices surged 55% in the 2020s without a bubble because constrained supply, responsible lending standards, demographic tailwinds, and locked-in low mortgage rates eliminated the speculation and excess that preceded the 2008 crash.
Financial institutions can build and transact on permissionless blockchains while satisfying BSA, AML, CFT, and sanctions compliance through risk-based controls at the application layer, not infrastructure ownership—a misconception driving costly adoption of permissioned alternatives.
A practical guide to negotiating investment banker engagement letters for M&A transactions, covering term length, cancellation/tail provisions, retainers, success fees, warrants, expense caps, and how to evaluate banker quality before signing.
A Wealth of Common Sense (12) · Net Interest (6) · A16Z Crypto (4) · Newcomer (2) · Conor Witt (2) · Tomasz Tunguz (1) · Multicoin Capital (1) · Radical VC (1) · Sammy Abdullah (1) · F Prime (1)
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