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Partner-facing writing.

Four pillars. Integration and architecture (CTO-first). Compliance and regulation (MiCA, Travel Rule, VARA). Infra economics and partner success (build-vs-buy, TCO, partner retros). Market and category (state of Web3 finance infrastructure).

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Market & category · Founder thesis

Why we're building a MiCA-aligned Web3 infrastructure layer.

Founder · 8 min read · 2026-04-24

The EU has roughly 49 million crypto holders, MiCA, and SEPA Instant. What it doesn't have: consumer-facing crypto products that actually work. The honest pattern behind every call we have with a MiCA-licensed fintech, why specialist stacks aren't closing the gap, and why we took the opposite bet.

Read the thesis →

What's next on the calendar

One technical post every two weeks. Founder and CTO rotation, plus a monthly founder-voice piece on category direction. Up next:

  • "MiCA Article 4 for infrastructure vendors". Compliance deep-dive, counsel-reviewed.
  • "Travel Rule at the €1,000 threshold: what your EU TFR policy actually needs to do". Compliance and regulation pillar.
  • "State of Web3 finance infrastructure, mid-2026". Category report.
  • "Ramp success rates: what the ~50% single-ramp failure gap actually looks like". Infra economics.

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