Operating at the Intersection of Technology and the Capital Markets
Category: Cybersecurity
Crypto currency will become a mainstream accepted form of payment when the Federal Reserve rolls out its central bank digital currency ("CBDC"), or FedCoin. Not before then. The Fed and the SEC would never allow a third-party crypto currency to replace the U.S. Dollar. The only commodity that will ever replace the Dollar (every fiat … Continue reading Here’s When Crypto Currency Will Work
What does the U.S. hope to achieve in the Russia Ukraine conflict? What is the endgame? Russia Ukraine is a regional border war that has been off/on again for years. If you game theory this conflict out, the risk of tactical nuke deployment is real. I know, I know, Ukraine are the good guys and … Continue reading Russia Ukraine – What Is The Endgame?
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
Coinbase up 12% because the company is cutting staff? They can't cut quick enough as crypto trading falls off. ChatGPT at 145x revenue? There are plenty of Technology companies that continue to trade at 20x revenue. Despite the pronounced pullback in Tech valuations over the course of 2022, there is further room for valuations to … Continue reading Rates Going Higher. Equities Going Lower.
We recently wrote that there were more Tech-related layoffs in Q4 2022 than during the COVID trough in Q2 2020. Approximately 23% more Tech-related layoffs (73,899) occurred during Q4 2022 versus the COVID trough (60,141), in Q2 2020. There is plenty more room to cut. One thing is for sure - there is more room … Continue reading Was Q4 The Bottom For Tech Layoffs?
They are rolling over at FTX. Sam Bankrun-Fraud gets to stay at his parents' house (what did they know?), for the time being, but with his co-founders rolling over and admitting guilt in the FTX fraud, I can't imagine Bankrun-Fraud not being locked up for the rest of his life. The real question is will … Continue reading Crypto Crumbles
...Not even for Sam Bankrun Fraud. Good to see that Sam Bankrun Fraud was arrested tonight around 6pm ET at his residence in the Bahamas. The U.S. Attorney for the Southern District of New York will unseal the indictment on Tuesday morning. You leave yourself exposed to fraud when you pass on due diligence. Fraud … Continue reading Fraud Usually Does Not Pay…
50/50 odds on Bankrun-Fraud's freedom. 40/60 odds on his long-term survival. Corzine got away with it. Will Bankrun-Fraud? Former Goldman Senior Partner Jon Corzine commingled funds at his hedge fund - MF Global - a decade ago losing $1.6 billion in customer funds (they were recovered), and got away with a slap on the wrist. … Continue reading 50/50 Odds On Bankrun-Fraud’s Freedom
More Technology-related layoffs have occured in Q4 2022 than at the COVID economic trough in Q2 2020 (51,048 employees in the month of November 2022). Technology layoffs continue to mount as: interest rates climb; inflation remains elevated; global demand sputters and; as macro-economic uncertainty remains high. Check out Layoffs.fyi (created by Roger Lee), to track … Continue reading Technology Layoffs Continue To Climb
Coinbase (COIN), is a walking bankruptcy absent an immediate, dramatic recovery in Retail customer sentiment. The probability of an imminent resurgence in Retail enthusiasm for Crypto is close to zero given 2022's various Crypto failures including the recent FTX fraud (FTX founder Sam Bankrun Fraud needs to be arrested ASAP). It hardly bodes well for … Continue reading Coinbase Is A Bankruptcy Waiting To Happen
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