Sources

Feeds and people I actually read. Kept small on purpose.

These are the feeds, people, and podcasts behind the trends tracker on this site. Filings and primary sources first — SEC EDGAR, CFPB, the Federal Reserve, Nacha — then the media and analysts worth reading around them. If something stops changing a decision I'd make, it comes off.

Data & Regulatory

SEC EDGAR Form D
Venture filings. Cleanest early signal on who is raising.
Federal Reserve Press
Rate moves, payments policy, FedNow updates.
Nacha
ACH rules and risk notices.
CFPB
Consumer protection actions.
FDIC FILs
Bank supervision letters.
OCC Issuances
Comptroller guidance.
BIS Speeches
Central bank thinking on rails and CBDC.

Media & Research

PYMNTS
Payments data that isn't just press releases.
Crunchbase News
Deal flow, cleaner than most.
The Block
Institutional crypto and stablecoins.
CoinDesk
Crypto markets and infrastructure.
FT Partners Research
Payments M&A and sector maps.

Death Valley, California Primary sources first.

People I Watch

Patrick Collison — Stripe

Payments infrastructure and real economic thinking.

Max Levchin — Affirm

Consumer credit + what actually works with ML.

Frank Rotman — QED

Writes the clearest annual fintech letters.

Hans Morris — Nyca

Ex-Visa. Understands banking rails better than most.

Zach Perret — Plaid

The data layer bet that actually shipped.

Simon Taylor

Global operator view, no hype.

Alex Johnson — Fintech Takes

Sharp on consumer finance and regulation.

Podcasts

Payments on Fire
George Peabody. Deep payments conversation.
Acquired
Company histories done right (Stripe, Square...).
Fintech Insider (11:FS)
Simon Taylor + team. Weekly global lens.