Week’s Most Interesting
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
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
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
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
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
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
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
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 –
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,
Visa’s Al Kelly on Cryptocurrency Future
In my experience, it’s not unusual for CEOs to let loose a little (i.e. tell us how they really feel) when they’ve got one foot
TRANSACT Scores BIG (Apple) – Payments, Fintech, & Capital
Another week in November, another conference, or so it seems. This week’s travels took the Wellesley Hills Financial team to New York City for the
Venture Dallas – Plenty of Sizzle, Plenty of Steak
Venture Dallas 2022, a regional conference for technology startups – many in fintech and B2B software – and the financial sponsors who invest in them,