Six Months Later… Grading our 2026 Predictions, Call by Call
In December 2025, our Managing Member, Adam T. Hark, published his end-of-year letter with a fresh set of predictions for 2026 on interest rates, stablecoins,
Meta’s Ingenious Prediction Market Play – Positioning for Agentic Commerce
This week the New York Times reported on Meta’s intended entry into the prediction markets business. Interestingly, many in the media efforted to point out
A Little Payments AI Company Hits It Big
Written By Adam T. Hark, Managing Member Back in the summer of 2023 I had the opportunity to evaluate a small company that used machine
Clarity Act Odds Improve, but Still in Doubt
This week, the Digital Asset Market Clarity Act cleared a major legislative hurdle, passing out of the Senate Banking Committee and advancing toward a full
Look Back, Look Forward
Interest Rates Look Back: Interest rates were a major backdrop (macro-economic) heading into 2025. As expected, the Fed continued its easing, completing three more 25
BIG Tech & BIG Retail Take On BIG Payments
We are revisiting an important payments industry subject previously covered by The Wall Street Journal on June 13th, 2025: the possibility of large, qualified businesses,