Just a place to write
I have been reading more about stablecoins and what are the mechanisms behind the scene. In this previous map I asked my question: what do these companies do with all these US dollars they have in custody? The answer before July 2025 was: where they obtain more benefits keeping the risk of lack of liquidity … Read more
Reading some news about the evolution of Roblox, I discovered they has developed the ability to: Long story short: they are exploring how to monetize and incorporate videos into their platform. It would be interesting to understand how Google profits from this. When looking at the P&L of the company, there are two things that … Read more
We did an event where we were discussing about sovereign debt. Very interesting conversation where we ended with this map. We discussed about many things, and for just 1 hour we did a lot. Is the map wrong? I’m sure it is, they all are wrong, some are useful.
Listening the this episode of Kapital’s podcast titled “Too big to bail” (it’s in Spanish), I took my time to draw some of the dependencies commented there. It’s interesting to see how capital flows move from one place to other. After 2008, the commercial banks saw how the regulation limited their ability to get loans … Read more
10 months ago I organized a session to discuss about weight loss drugs. I have followed this sector and I found many advance in just 10 months, so that I felt interested to discuss again with others about it. This was the result map. But I would like to add some comments we reviewed. Notes: … Read more
Coming from the idea that “Your new car is not 100% yours“ Tesla offers insurance based on telemetry data, enabling them to make discounts based on miles, driving patterns and other data extracted from the vehicle. Where? Some data they log Update 24/October/2025 I was wrong, Lemonade (Insurance company), is using the API to track … Read more
A Bitcoin treasury company is a firm that holds a significant portion of its corporate reserves or balance sheet assets in Bitcoin. More specifically, the term often refers to publicly traded companies that: Who are the main clients of these companies? Institutional Investors, specially Funds and Asset Managers, why? Many large institutions, such as retirement … Read more
This company became public in June, and I was curious about what they do and how they make profits. They do not attend final users, they reach them through exchange markets, payment processors or specific FinTech companies. I did a map to visualize what they do. Who are these clients? Category Examples of Clients / … Read more
AI is in the portfolio, and now it’s time to think about the next big thing. There are many advances in many fields but they are too far away to my knowledge, the closer one where I have some literacy is technology, so I have picked Quantum Computing as a field where to read. When … Read more
When operating in a competitive space without a clear business case, where should you invest? Rather than chasing specific opportunities, focus on identifying the patterns and characteristics that signal where investment makes sense. Once you recognize these patterns, seek out the providers that deliver those unusual characteristics—ones that may not yet be mainstream. If we … Read more