One of the reasons I like curating news on a daily basis is that it makes me see trends and themes develop. Sometimes it remains just the theme of that particular week. Other times it builds up into something more...
THURSDAY THREADS: When Genius Failed
One of my favorite books of all time is Roger Lowenstein’s “When Genius Failed” about the rise and fall of Long-Term Capital Management (LTCM). As the Archegos drama unfolded this past week, the media were quick to...
thursday threads: When Wall Street Me(e)t(s) Crypto
Wall Street is descending on crypto. Famous institutional investors declaring their love, bankers falling over themselves to get hired by a hot crypto firm, Goldman launching a desk, and the FT seemingly throwing in...
THURSDAY THREADS: Tokenized Toilet Paper? Find Yourself a Space on the Wagon
Athletes including Patrick Mahomes and Cristiano Ronaldo, Elon Musk (you know it’s a hype when…), mainstream media can’t stop talking about it, Damien Hirst, sneakers, Batman, Sotheby’s trying to one-up Christie’s,...
THURSDAY THREADS: THE ONE WHERE GRONK MADE IT INTO THE NEWSLETTER
Well, the NFT craze went to a whole new level this week. Beeple’s “Everyday: The first 5000 days” NFT artwork sold for $69.3M in Christie’s auction. It is the 3rd biggest sale of any artwork by a living...
Thursday Threads: The one where everybody finds out
Once upon a time when I was an analyst in Equity Capital Markets and people still had video recorders...I would get home from work very late at night and watch a few Friends episodes to relax after an 18-hour day in...
Thursday Threads: Coinbase S-1, a historic moment
I had a very different version of Thursday Threads ready to go when I woke up this morning, but what do you do when Coinbase drops its S-1? This is a historic moment for crypto. The document provides unique...
Thursday Threads: Like a snowball
Lots of snow and related inconveniences in the US this week so I hope those affected are staying well. Crypto seemed undisturbed by it all with both bitcoin and ether breaking fresh records. With that, the crypto...
Thursday Threads: Rookie of the year
Concurrent with the NFL’s announcement, Mike Novogratz pronounced Michael Saylor crypto’s Rookie of the Year during MicroStrategy’s bitcoin summit last week. If you are interested in what crypto firms had to say to...