…continued from Part 1. Trough of (Banking) Sorrows What is the Trough of Sorrow, Anyway? There is a glamour associated with being a startup founder. Successful game-changing tech companies like Airbnb and…medium.com As the crypto industry finishes the tail end of the “post-Gox” stage, things are relatively quiet. Less drama surfaces than during the previous few years, but it’s still extraordinarily difficult to get banking traction.

Lies, damned lies, and statistics - Wikipedia " Lies, damned lies, and statistics" is a phrase describing the persuasive power of statistics to bolster weak…en.wikipedia.org This quote (sometimes attributed to Mark Twain) is one of my favorites to keep in mind when you start using statistics in algorithmic / high frequency trading. It’s one of the most common traps quantitative traders fall into. Here I just want to make a few comments about nice looking…

Banks Are Fleeing Crypto. Bitcoin Investors Should Be Worried. Metropolitan Bank Holding (ticker: MCB), one of the earliest banks to delve into digital assets, says it’s closing out…www.barrons.com US bank Silvergate hit with $8bn in crypto withdrawals The bank has had to sell $5.2bn in assets to cover two-thirds of its customers withdrawing their deposits.www.bbc.com Here are a few thoughts of mine on some of the recent developments within the banking system vis a vis crypto companies.

This will be short form from me — we don’t need more regulation, we need more competent regulators. The former problem will be easy to solve once the latter one is. The latter problem is way harder to solve, in my view. P.S. Matt Damon: Do you know who else fortune favors, outside of the brave? People who know something about the topic they’re talking about.

Inspired by this Tweet by someone named Juthica, I wanted to make some comments on the nature of 24/7 trading during volatile environments. One can reasonably ask, if you were to design a modern 21st century financial market, what would it look like? The answer was simple to me…

This saga has been endlessly fascinating and especially interesting to watch unfold on Twitter in literal real time. I am absolutely certain this is one of the most complicated Mergers and Acquisitions deals to befuddle Wall Street in a in quite awhile. This deal dynamic has an interesting twist…

Florida pension fund sues Elon Musk over Twitter deal | Engadget Elon Musk's $44 billion buyout of Twitter is facing its first legal challenge. A Florida pension fund is suing Musk and…www.engadget.com “The Orlando Police Pension Fund says the deal can’t close until 2025.” This article caught my eye as I’ve been closely following the ongoing Elon Musk drama with Twitter. …

Obviously this has been a volatile year so far for every asset class, whether in technology, or crypto, or oil, or bonds, or the S&P 500, or even cash! …

This is a great topic that I think needs to be discussed for sure. In 2006 at MIT, the finance and economics gospel was always passive investing. The market is all mighty, all efficient, you can never beat it, etc. …