Get smarter faster with our curated list of thought-provoking content for founders and investors:

4 articles, 3 podcasts & videos

Was this email forwarded to you? Sign up here.

READING

IIII. The $Cashtag is Exploding

Howard dives deep into the $Cashtag, social networks within brokerages such as $HOOD ( ▼ 0.05% ), the Degenerate Economy, and where Stocktwits is headed

III. Alpaca Enters Europe with WealthKernel

Alpaca.Markets(Fund IV) U.S. brokerage infrastructure provider Alpaca has completed its acquisition of UK fintech WealthKernel, rebranding it as Alpaca Europe and using the deal to establish a regulated brokerage and custody footprint across the UK and EU. The move allows Alpaca to combine its API-driven brokerage platform with WealthKernel’s local licenses and infrastructure—supporting products like ISAs and SIPPs—and launch European equities trading starting with Germany’s Xetra exchange, with additional markets planned. WealthKernel CEO Karan Shanmugarajah will lead the new European business, and the acquisition positions Alpaca to compete with other brokerage-as-a-service providers in Europe while enabling fintechs and financial institutions to build cross-border investment products through a single API integration

II. Prediction Markets are the Next Big Thing for Wall Street

Fiscal.ai (Fund IV) is live with their KPI prediction markets on Kalshi and soon to be on other prediction market exchanges. This new prediction market category should usher in institutional investors who want to predict or hedge exposure to KPIs like $UBER ( ▼ 0.01% ) deliveries per quarter or $HOOD ( ▼ 0.05% ) gold subscribers.

I. MCP MCP MCP

Model Context Protocol (MCP) is becoming one of the most important infrastructure layers in the AI ecosystem because it allows large language models and AI agents to securely connect to external tools, data sources, and workflows through standardized interfaces. The key insight is that AI is only as powerful as the data and systems it can access, and MCP acts as the bridge that lets models pull structured data, execute tasks, and interact with real-world applications instead of just generating text. As more companies launch MCP servers and connectors, the AI stack shifts from standalone chatbots to agentic systems that operate across software, data platforms, and business workflows, creating new opportunities for companies that control high-quality data or build the infrastructure that connects it to AI

LISTENING & Watching

III. The new rules of AI product management | Cat Wu (Head of Product, Claude Code)

II. Matt Ober- Data Strategies in the Financial Industry

I. Yoshi Yokokawa- What Happens When Trading Infrastructure Starts Changing

2017-2023 All Rights Reserved, Social Leverage LLC.

Affiliate Disclosure: Social Leverage Group, LLC ("SLG"), Social Leverage Capital Fund I, LP ("SLC"), Social Leverage Capital Fund II, LP ("SLCII"), Social Leverage Capital Fund III, LP ("SLCIII") and Social Leverage Capital Fund IV, LP ("SLCIV") are all distinct entities from Social Leverage, LLC ("SL"). Social Leverage is not a registered investment advisor. SLC, SLCII, SLCIII, SLCIV, SLG and SL have used the logo and branding of Social Leverage with the permission of Social Leverage Group, LLC.