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Decentralized Diaries for the Week of 9/25/23

Should the current "rulers" of the cryptospace disappear forever? Custodia's Caitlin Long seems to think so. There's a new social login in the Web 3.0 space. Binance...

Advisor Tech Talk (Week of 9/25/23)

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Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

Publisher Notes For 9/20/23

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Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

Top 5 VC Deals of the Week in Fintech (9/18/23)

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Does valuation = profitability? This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...

The Week in Digital Wealth (9/18/23)

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  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

The Taylor Market Report (9/12/23)

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September and October (are notoriously "unfriendly" to the equity markets. Just a reminder if you have equity positions. You are part of a very bullish group, and very crowded trade.

Decentralized Diaries for the Week of 9/12/23

Is a storm coming for cryptospace? That is possible. With mass departures from Binance, increased centralization, and shadow moves by market makers. That said, Apple bought rights...

The Week in Digital Wealth (9/12/23)

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The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...