Stripe’s Collison on AI, Crypto, and Valuations
On Wednesday I got the chance to listen to one of Stripe’s ‘Brothers Collison’ (John) live at AXIOS’s BFD event in San Francisco. It was
May 14, 2023
Bravo Orlando! Bravo!
Amid another week of chaos in the US banking sector, a market watcher could be forgiven for not having his or her attention captured by
May 7, 2023
MiCA Passage is Indictment of U.S. Leadership Failure on Crypto/Web3 Policy
With this week’s passage of the EU’s Markets in Crypto Assets (MiCA) regulation on Thursday, in one fell swoop the EU advanced a legal framework
April 23, 2023
Lookout for Blackrock’s 3rd Domino – Liquidity Mismatch
The CEO of the world’s largest asset manager released a 9,000 word missive to investors on Wednesday that brought to the fore a nuance of
March 19, 2023
Google – Still the King of Search
OpenAI’s generative AI chatbot, ChatGPT, has made a lot of noise since its release this past November. But nothing as loud as the recent to-do
February 26, 2023
JPMorgan Gets Pantsed by Frank
JPMorgan Gets Pantsed by Frank In a perverse development this week, the cohort of high profile venture investors whose gross negligence in due-diligencing their respective
January 15, 2023
Crypto Carnage: A Tale of Two Crypto Banks
Crypto carnage continued this week as one of the pioneering banks in cryptographic asset custodianship, Silvergate Capital Corporation (NYSE: SI) d/b/a Silvergate Bank, pre-announced select
January 8, 2023
When Market Forces Collide, New Market Dynamics Appear
It was the reporting of two occurrences this week that, taken together, took the honor of ‘the week’s most interesting’. In an unusual move –
December 11, 2022
Wall Street’s 2023 Bets – Markets Tumble
This week, two of Wall Street’s top equities analysts placed their bets on markets for the first half of 2023, and in no uncertain terms,
December 4, 2022