Nik Milanović combines operator experience from Google Pay and Petal with his role as GP at The Fintech Fund, while also founding This Week in Fintech, a global newsletter and events platform that gives him unusually broad deal flow and access to practitioners. He regularly challenges common venture capital thinking through his Forbes column and podcast appearances, arguing against metrics like total addressable market and focusing instead on second-order effects and nuanced market evaluation over 12-18 month horizons.

• Deep focus on stablecoins and the tokenization of real-world assets. Frequently highlights global adoption milestones, such as the growth of the stablecoin market in Hong Kong and the specific revenue figures Coinbase generates solely from stablecoin products.
• Interest in the intersection of Artificial Intelligence and financial services, specifically regarding automation and infrastructure. Pointed out how Ramp is using AI to solve manual bookkeeping and how legacy banking providers like Fiserv might use AI to manage technical debt.
• Strong attention to B2B fintech infrastructure and banking-as-a-service. Regularly shares growth metrics for major platforms, such as Mercury reaching significant transaction volumes and Nubank receiving regulatory approval to form a national bank.
• Coverage of fraud prevention and risk management within the financial sector. Warned about the rise of AI-driven scams in financial services and promoted a newsletter dedicated specifically to analyzing financial crime and deepfake-driven fraud.
• Enthusiasm for high-growth fintech companies in emerging markets, particularly Latin America. Celebrated the Nasdaq IPO of the Brazilian digital wallet PicPay and the expansion of crypto payments network Mesh into regions like LatAm and Asia.
• Tracks significant valuation shifts and funding rounds for late-stage fintech companies. Noted the recovery in Stripe's valuation during tender offer talks and highlighted large Series C rounds for payment networks to illustrate market resilience.