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george davis

T2 · manager / operator

George Davis is the CEO and founder of Lorum, a 100% reserve global clearing bank with direct central bank relationships. He previously founded a machine learning startup at 18, worked at TrueLayer (open banking), and co-founded BVNK as CPO in the crypto cross-border payments space.

5 calls·5 names·80% bull·last heard 6 months ago·Scaling Europe
track recordleaderboard →
hit rate
0%
avg alpha
-7.6pp
scored
2

top calls

highest conviction · one per company
1sthigh conviction
$LORUMLorumposition

Lorum hits 80% MoM growth for 6 months as 100% reserve global clearing bank

Lorum operates as a 100% reserve clearing institution with direct central bank relationships, replacing correspondent banks that delay payments for overnight interest. Achieved 80% month-on-month growth for six months (tripling quarterly) and 200% MoM on USD clearing, with only $4M spent of >$20M raised.

Scaling Europe2026-02→
2ndhigh conviction
$CCitigroup

Citi's Treasury and Trade Services called most valuable business unit

Citi's TTS (Treasury and Trade Services) is the most valuable part of their business and has kept their valuation high because it keeps treasury on-platform, enabling currency hedging, interest on T-bills, and wholesale FX liquidity globally.

Scaling Europe2026-02→
3rdhigh conviction
$BLKBlackRock

Tokenized BlackRock money market funds enable 24/7 treasury liquidity

Tokenized money market funds (e.g., BlackRock's) allow financial institutions to move in and out of funds 24/7, earning interest on FX liquidity pools without leaving the platform — a powerful complement to clearing infrastructure.

Scaling Europe2026-02→

most discussed · click a bar to filter

recurring themes

5 total
$C
···
Citigroup
HIGHgeorge davis·Scaling Europe·6 months ago
Citi's Treasury and Trade Services called most valuable business unit
Citi's TTS (Treasury and Trade Services) is the most valuable part of their business and has kept their valuation high because it keeps treasury on-platform, enabling currency hedging, interest on T-bills, and wholesale FX liquidity globally.
"if you look at city DTS Barclays wholesale JPM payments they are keeping the treasury within their books at all times. They're building out an entire treasury platform and as this…"
9:49
$BCS
···
Barclays
LOWgeorge davis·Scaling Europe·6 months ago
Barclays Wholesale cited as peer in treasury platform model
Barclays Wholesale is grouped with Citi and JPM as a bank building a treasury platform that retains client funds on-book for FX, hedging, and liquidity services.
"if you look at city DTS Barclays wholesale JPM payments they are keeping the treasury within their books at all times"
9:49
$LORUM
Lorum
HIGHgeorge davis·Scaling Europe·6 months ago· position
Lorum hits 80% MoM growth for 6 months as 100% reserve global clearing bank
Lorum operates as a 100% reserve clearing institution with direct central bank relationships, replacing correspondent banks that delay payments for overnight interest. Achieved 80% month-on-month growth for six months (tripling quarterly) and 200% MoM on USD clearing, with only $4M spent of >$20M raised.
"we now have a a monopoly on that Middle Eastern market and growing around the world. Growing I think at the moment 80% month on month for the last 6 months. So we kind of triple t…"
2:43
$JPM
···
JPMorgan Chase
MEDgeorge davis·Scaling Europe·6 months ago
JPM Payments building comprehensive treasury platform
JPMorgan is building a full treasury platform (JPM Payments) that keeps client treasury on-book, offering currency risk management, T-bill access, and wholesale FX liquidity — the same model Citi executes with TTS.
"if you look at city DTS Barclays wholesale JPM payments they are keeping the treasury within their books at all times. They're building out an entire treasury platform"
9:49
$BLK
···
BlackRock
HIGHgeorge davis·Scaling Europe·6 months ago
Tokenized BlackRock money market funds enable 24/7 treasury liquidity
Tokenized money market funds (e.g., BlackRock's) allow financial institutions to move in and out of funds 24/7, earning interest on FX liquidity pools without leaving the platform — a powerful complement to clearing infrastructure.
"Tokenized money market funds is something we're putting a lot of time into at the moment. Um, that allow our customers to get in and out of say a Black Rockck fund 24 hours a day,…"
12:52