Operating at the Intersection of Technology and the Capital Markets
Tag: crypto
The Fed, Treasury and the SEC fired a shot at stablecoins. It feels to us that the three Federal agencies are clearing a path for the digital dollar. Stablecoins are crypto currencies that are pegged to a fiat currency and thus behave similarly to fiat currencies and therefore represent a potential threat to fiat currencies. … Continue reading The Fed & Treasury Are Clearing The Runway For The Digital Dollar
Tesla CEO Elon Musk (not a founder as he claims) admitted he does not enjoy being CEO today in the SolarCity trial. The Teflon will eventually wear off of pied piper Elon Musk. Mr. Musk was accused of fraud by the SEC in 2018 and was subsequently in violation of his SEC settlement. Mr. Musk … Continue reading Why Would Anyone Follow Elon Musk Into Battle?
Since last year we have held the view that the retail investor has piled into the riskiest assets whether they be cryptocurrencies or profitless, high-multiple Technology stocks. This retail phenomenon was powered in large part by Federal Pandemic Unemployment Compensation benefits (part of the CARES Act), which drew a new investor class into the market. … Continue reading What Will Happen to Crypto & Risk Assets When COVID Unemployment Benefits Expire?
A U.S. CBDC Means Less Privacy for Americans, More Competition for Banks, End of Days for Crypto. (Tickers mentioned: JPM, BAC, WFC) On Thursday Federal Reserve Chairman Jerome Powell made a statement about the Fed's progress in exploring a U.S. CBDC ("Central Bank Digital Currency", see the below video). Powell assured viewers that a U.S. … Continue reading A Digital Dollar Is Coming
Coinbase (tkr: COIN) prices today and company co-founder Brian Armstrong made the point that regulation and cybersecurity are two key threats to the crypto industry. We believe that the crypto industry will spearhead cybersecurity innovations that will eventually be adopted by many consumers and enterprises. Tickers mentioned: COIN, MSFT, ORCL, PYPL, SAP, SQ, TYL When … Continue reading Crypto To Drive Next-Gen Security
MicroStrategy (tkr: MSTR), founder and CEO Michael Saylor has consistently promoted Bitcoin for the past year plus. There is hardly a business network nor crypto-dedicated YouTube channel that hasn't had Mr. Saylor on to promote Bitcoin as MSTR has stockpiled more of the digital currency than any other public company. So what about MSTR's core … Continue reading Is Michael Saylor Running A Software Company Or A Bitcoin Fund?
More than a decade after the initial Tech media buzz digital wallets are enjoying adoption largely driven by stimulus check processing and more recently the cryptocurrency craze. The pace of innovation is accelerating as digital wallets incorporate equity trade execution, cryptocurrency transaction capabilities and more. Many will know of PayPal / Venmo, Square's Cash App, … Continue reading The Cryptocurrency Craze Is Driving Digital Wallet Innovation and Adoption
Gold prices ought to have climbed higher given the amount of money printing that took place in 2020 and that is likely to continue. What happened? Additional debt-funded "stimulus", QE and accompanying asset inflation should have pushed gold prices higher. After all, gold is a safe haven. What gives? (view a chart of the spot … Continue reading Where Is The Gold Rally?
We compared a number of Fintech apps in the Google Play Store. Square's Cash App ranked #7 (See our analysis for Fintech rankings). Venmo failed to rank in the top 600. Recent Cash App user reviews from the same Google Play Store analysis suggest Cash App is frequently hacked. View our analysis by clicking the … Continue reading Square’s Cash App Has A Fraud Problem
More precisely - "will central banks allow decentralized digital currencies to exist over the long-term?" The short answer is we do not know for sure, but there certainly is an incentive for the Federal Reserve and other central banks to want to tame any currency that falls outside of central banks' sphere of control. Central … Continue reading Will The Federal Reserve Allow Bitcoin to Exist Long-Term?
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