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The Social Leverage Letter | Issue #219

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2 articles, 1 podcast & 1 video

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READING

Multicoin (SLAF) argues that prior waves of fintech mainly improved distribution and UX while relying on old banking rails, whereas stablecoins finally change the underlying financial infrastructure. Because settlement, custody, and compliance can be done on-chain, the cost of launching fintech drops dramatically—enabling niche, community-specific financial apps to become viable and more profitable than broad “one-size-fits-all” neobanks.

2025 was the year finance teams shifted from experimenting with AI to actually trusting autonomous agents to handle money-related workflows. StreamOS (Fund IV) highlights major adoption and efficiency gains (faster closes, eliminated roles, recovered revenue) and notes that trust, accuracy, and handling financial complexity—not just flashy features—are what made AI viable in finance going into 2026.

Jake Schuster, founder of Gemini Sports (Fund IV) uses a football story about Nottingham Forest signing goalkeeper Peter Shilton to illustrate that timing can matter more than persuasion—waiting for the right emotional and contextual moment made the deal inevitable. The broader point: success often depends not just on what you do, but when and under what circumstances you do it.

WATCHING

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