Allan Duarte
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Regulatory Risk Is a Sizing Problem: Applying the Kelly Criterion to Capital Allocation Under Uncertainty
11 posts · theirs
Lately
The Fintech Inversion: AI Just Handed Banks the Weapon That Kills Their Biggest Weakness
The Agentic Economy Has a $312 Billion Liability Problem. Stablecoins Are Winning by Default.
The AI Pricing Inversion: Why the Winners Won’t Sell Tokens
The Regulatory Intelligence Stack: How to Use AI to Monitor, Interpret, and Act on Rule Changes Before Your Competitors Do
Brazilian fintechs are clearing the two hardest gates in the US
An AI regulation war is coming, and it is a capital allocation problem
2026: Physical AI Becomes a Capital Allocation Problem
Regulatory M&A: buying a license became the fastest go-to-market in AI, finance, and deep tech
Speed, Safety, and the Economics of Existential Risk
The 5 global regulatory debates most likely to reshape tech and finance in 2026 (and how to turn them into a moat)
Regulatory Risk Is a Sizing Problem: Applying the Kelly Criterion to Capital Allocation Under Uncertainty
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