Rebank: Fintech Analysis Will Beeson

Regan Bozman is co-founder of Lattice Capital, a crypto-focused VC firm, and an expert in token launches and secondary trading dynamics.
Lattice manages $80m across two funds, with a focus on early-stage crypto projects. Prior to founding Lattice, Regan and his partner Mike Zajko worked at CoinList, a leading platform for new token launches operating since 2017. 
In this conversation, Regan and Will Beeson discuss the current state of retail crypto trading, various interpretations of memecoin energy, lessons for building community with airdrops, tension between VCs and retail token investors, managing a venture fund in a narrative versus fundamentals driven market, the rationale for LP allocation to crypto and more.

Rob Hadick is a General Partner at Dragonfly, a $2.5bn crypto venture fund. Dragonfly’s portfolio is a who’s who of leading crypto projects including Anchorage, Ava Labs, Blur, DYDX, Lido, MakerDAO, Matter Labs, NEAR, Polygon, Starkware and many, many more.
In this conversation, Rob and Will Beeson discuss the recent change in tone in Washington regarding crypto, the implications for the industry as crypto goes mainstream, the next 2-3 years of stablecoin market development, investing in CeFi vs. DeFi, the state of the current crypto VC market, investment dynamics as a top 5 crypto fund by AUM and more.
Thank you very much for joining us today. Please welcome, Rob Hadick.

Anil Hansjee is a General Partner at Fabric, a UK-based blockchain VC.
Prior to joining Fabric, Anil ran Corporate Development EMEA at Google and then led PayPal Ventures in the region. He has tremendous experience investing in fintech and payments at the venture, strategic and angel level. 
In this conversation, we dive deep into payments, covering the existing legacy stack, initial waves of fintech innovation and more recent blockchain and stablecoin-based approaches to improving global commerce.
Anil is incredibly experienced, thoughtful and articulate, which made for a fantastic conversation.

Sunny Parikh is co-founder and Partner at Reflexive Capital, a fundamentals-driven investment firm focused on digital assets across two core strategies: Liquid Trading and Venture Investing. Sunny was previously with Point72, and his partners at Reflexive worked at Soros Fund Management, Thiel Macro and Goldman Sachs.
In this conversation, Sunny and Will Beeson discuss Reflexive’s approach to applying ecosystem to web3 venture, how liquid token and venture strategies can be complementary, valuations in early-stage web3, investing in equity versus token businesses and more.
Thank you very much for joining us today. Please welcome, Sunny Parikh.
Disclaimer: The information provided here is for general informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security. Nor shall it be viewed as an offer to provide investment or advisory services by Reflexive in any jurisdiction in which such offer, solicitation, purchase or sale would be considered unlawful, or be construed as investment or financial advice on any subject matter. While care has been taken to ensure the accuracy of information, Reflexive does not guarantee the accuracy or completeness of information herein or that it will be current at all times. Please see Reflexive for more details.

Jannick Malling is the co-founder and Co-CEO of the investing platform Public.com. Public has raised more than $300M from investors including Accel, Greycroft, Lakestar, and Tiger Global, as well as celebrities like Will Smith, The Chainsmokers, JJ Watt and Maria Sharapova.
In Public’s short life, Jannick and the company have experienced the COVID market crash, GameStop, the 2021-22 crypto meltdown and rapid interest rate hikes, all while building a community-led finance app for engaged retail investors.
In this conversation, Jannick and I discuss building a community-led business, fans versus users, counterintuitive learnings about retail investor psychology, the trajectory of retail trading activity, running a company that ships product fast and more.

Christian Faes is the founder of Faes & Co, a lending business builder and F2 Finance, a US bridging lender writing loans since 2023.
Prior to starting Faes & Co, Christian founded, ran and ultimately IPOed LendInvest, a UK mortgage lending fintech. Founded in 2008, LendInvest is an original fintech, having lent more than GBP 6 billion to individuals and property developers to date. 
In this conversation, we dive pretty deep into the bridge loan a.k.a. short-term mortgage market, the role of technology in lending businesses, Christian’s goal of building a business in the US, the differences between the US, UK, Irish and Australian markets, all countries in which Christian has real estate lending experience, the economics of different types of fintech lenders and more.