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
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SEC EDGAR Form D
Venture filings. Cleanest early signal on who is raising.
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Federal Reserve Press
Rate moves, payments policy, FedNow updates.
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Nacha
ACH rules and risk notices.
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CFPB
Consumer protection actions.
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FDIC FILs
Bank supervision letters.
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OCC Issuances
Comptroller guidance.
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BIS Speeches
Central bank thinking on rails and CBDC.
Media & Research
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PYMNTS
Payments data that isn't just press releases.
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Crunchbase News
Deal flow, cleaner than most.
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The Block
Institutional crypto and stablecoins.
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CoinDesk
Crypto markets and infrastructure.
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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
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Payments on Fire
George Peabody. Deep payments conversation.
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Acquired
Company histories done right (Stripe, Square...).
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Fintech Insider (11:FS)
Simon Taylor + team. Weekly global lens.