Although many Latin American companies claim they have little exposure to FTX's digital token, a widespread loss of conviction in crypto poses a significant risk.
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Talking Web3 investing went from a niche topic to a crazy idea very quickly this fall. But Fin Capital is still excited about blockchain tech.
This week, we cover these ideas:
The difference between building a Fintech company, and building an empire to transform the world
How Warren Buffett is the best in the world at getting leverage through third party capital to grow
How Elon Musk is the best in the world at re-investing capital into his own judgment and view of the future
The $1.2B BitGo acquisition by Galaxy Digital, and the growing footprint of Alameda Research
DAOs as a way for all of us to participate
Tuesday afternoon Binance CEO Changpeng Zhao announced on Twitter an agreement to buy FTX.com, the non-U.S. section of FTX.
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The FTX debacle continues- when you thought it was all over, things just get weirder.
A casualty of FTX's "ripples" or another cog in a crypto's poorly regulated CeFi machine that is casting a shadow on the industry?
In this analysis, we explore an overarching framework for the M&A activity in the fintech, big tech, and crypto ecosystems. We discuss acquihiring, horizontal and vertical consolidation, as well as the differences between growth and value oriented acquisition rationales. The core insight, however, is about the arbitrage between the fintech and financial services capital markets, as evidenced by the recent transactions for Starling and Figure.
Sam Bankman-Fried became the regulators' "face of crypto" supposedly bringing clarity to the space - despite this, confusion is rife.
FTX led the news all week with the fastest fall in crypto history. This story crowded out any other major news story.
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