Updated July 28, 2026

PipelineUpdate

This dashboard tracks movement from qualification to outreach to meetings to partnerships and serves as our repository of learnings.

Goal

8 qualified meetings and 2 design-partner commitments by the second half of August.

FunnelStatus

Hover or focus a stage for its definition

People in the prospect pool before qualification.People who match the approved targeting criteria.People reached at least once.People who replied after we contacted them.People arranging a meeting.Completed meetings now in follow-up.
1,548+37%930+22%95+12%11+22%7+17%2+100%

Workstreams

What matters, why it matters, what happens next

PipelineThe qualified pool expanded; the focus is now converting active conversations into meetings.

Since the last update, the prospect universe grew by 419 and the qualified pool by 170. Outreach is now 95, with 11 replies, 7 conversations moving toward a meeting, and 2 in follow-up.

Next step: Reconcile the remaining reply paths and focus follow-up on the people closest to a meeting.

The qualified pipeline grew 22% since the last update. The current focus is turning active conversations into meetings.

ResearchThe first buyer is becoming clearer: financial platforms serving stablecoin balance holders that need control over yield and access.
Confirmed Stack

Has implemented on-chain yield infrastructure with a named partner.

What remains unsolved: selection, governance, reporting, or risk.

Active Earn

Offers a yield or earn program to customers, but the partner is unnamed.

What caps the program's size: sourcing, approval, packaging, or yield.

Likely Evaluators

A payments, wallet, treasury or fintech platform that could benefit from on-chain yield.

What is the threshold to act: buyer urgency, implementation readiness, or a clear path to partnership.

Balance Surface

Holds meaningful customer or business balances.

What blocks adoption: liquidity needs, internal approval, or integration effort.

Signal: Recent market work points to fintechs, neobanks, wallets, and other financial platforms serving stablecoin balance holders—not broad traditional asset management—as the first buyer.

Next step: Validate a simple mandate: clear liquidity windows and risk limits across Treasury, lending and tokenized-credit exposure.

The recurring product signal is control: partners need clear access windows and risk limits, not a generic higher-yield selector.

Gauntlet ↗Steakhouse ↗Sentora ↗
ProductThe Yield Preview now makes the access-to-income tradeoff tangible.

The product site now lets a prospective partner see how a balance can be organized across instant, daily, monthly, and quarterly access windows, with the estimated blended yield changing alongside the mix.

Product Concept

Open question: Which liquidity promise and income range matters enough for a fintech to start a product conversation?

Next step: Use the preview as a concrete probe in the next customer conversations.

The current experience is a discussion tool, not a live investment offering. The next evidence is which access window, control, or trust question changes a buyer’s decision.

MarketingInitial outreach is underway with a focused shortlist of brand and product candidates.

Anne De Mello is the primary candidate, with four additional candidates contacted across fintech, crypto, and brand experience.

Next step: Expand outreach as needed and turn the strongest conversations into a focused marketing plan.

NextSteps

  1. 01Convert active conversations with financial platforms serving meaningful stablecoin balances into meetings.
  2. 02Use Balance to define each prospect’s liquidity windows, yield expectations, and integration needs.
  3. 03Turn those conversations into a small set of design-partner opportunities and a clear build path.

Call to action

Discussion Share your view on the new Auto Balance product concept and help prioritize Pipeline, Product, and Marketing.