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Investing

CryptoInvestingroboadvisor
·Dec. 10, 2021

Investing in real estate, crypto, and startups using your retirement account, with Rocket Dollar CEO Henry Yoshida

In this conversation, we chat with Henry Yoshida – Co-Founder & Chief Executive Officer, Rocket Dollar. Prior to Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm. Henry shares his industry expertise as a speaker at several industry conferences, as well as having been featured or quoted in the Wall Street Journal, TechCrunch, Bloomberg Businessweek, and Financial Times. Henry has a passion for helping people be the best that they can be and contributes as a member in several financial and technology industry organizations. He graduated from The University of Texas at Austin and has an MBA from Cornell University.

More specifically, we touch on Henry’s career at BoA Merrill Lynch, his role at building a multi-billion dollar RIA business, how he started a digital retirement account platform called Honest Dollar which was sold to Goldman Sach’s neobank Marcus, the inception of Rocket Dollar, we talk IRAs and 401ks and how important these are for the current Gen-Z market, and so so much more!

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DAOsdecentralized financeInvestingIPO / SPAC
·Dec. 15, 2021

The State of Decentralized network M&A in 2021, with Polygon’s $650MM of acquisitions

We look at the state of M&A in decentralized protocols, and the particular challenges and opportunities they present. Our analysis starts with Polygon, which has just spent $400 million on Mir, after committing $250 million to Hermez Network, in order to build out privacy and scalability technology. We then revisit several examples of acquisitions and mergers of various networks and business models, highlighting the strange problems that arise in combining corporations with tokens. We end with a few examples that seem more authentic, highlighting how they echo familiar legal rights, like tag alongs and drag alongs, from corporate law.

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asset managementCryptodigital securities / STOInvesting
·Dec. 17, 2021

Pioneering Crypto ETPs to $3B in assets in 3 years, with 21Shares CEO Hany Rashwan

In this conversation, we chat with Hany Rashwan – the founder of Amun and 21Shares. Hany built the company that put out the first physically backed crypto Exchange Traded Product (ETP). In simpler terms, he created a vehicle for people to buy crypto assets, such as Bitcoin or Ethereum, on the stock market. Alongside Cathie Wood of ARK, 21Shares recently submitted a Bitcoin ETF to the SEC. While he waits for the US to get on board, Hany's products are already offered all over Europe, with more than $3 billion under management.

More specifically, we touch on his early entrepreneurial mindset which lead him to building successful businesses, how currency devaluation in Egypt pushed him to create 21Shares, what an Exchange Traded Product (ETP) is and how it related to Exchange Traded Funds (ETFs), the regulatory landscape for crypto-backed ETPs, and so so much more!

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Finance
·Nov. 16, 2023

TransUnion report questions FHFA bi-merge shift strategy

Research from TransUnion suggests that the Federal Housing Finance Agency’s (FHFA) move to a bi-merge system could significantly impact both consumers and lenders while providing little benefit.
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Investing
·Dec. 13, 2023

E-commerce fintech SellersFi closes $300M credit facility from Citi

E-commerce fintech SellersFi secured a $300 million credit facility from Citi, leveraging the increasing popularity of alternative payments.
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LatAm
·Dec. 19, 2023

Mexico’s fintech Kapital secures $165M in debt and equity to fuel LatAm expansion

Mexican fintech Kapital raised $40 million in a series-B funding this month and $125 million in debt financing to expand to new markets.
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LatAm
·Dec. 28, 2023

LatAm fintechs expect VC investments in 2024 as U.S. approaches rate cuts

Investments into Latin American fintechs are expected to pick up in 2024 amid rate cuts in the United States.
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Sponsored
·Jan. 25, 2024

Navigating the current fintech M&A environment: Top strategies for success

Interest rates remain high, valuations have fallen and overall deal volume is down across sectors — including fintech M&A activity. But deals are still getting done, albeit slowly and with more caution from investors. BPM Partners James Lichau and Craig Hamm outline their top strategies for navigating the current fintech M&A environment.
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Fintech
·Feb. 6, 2024

F-Prime releases the 2024 State of Fintech Report

F-Prime released their latest State of Fintech report and it shows an industry back on the upswing but with still a lot of work to do.
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LatAm
·Feb. 23, 2024

General Atlantic leads $50M investment in Colombia’s fintech Bold

Colombian fintech Bold secured $50 million in a series C round led by private equity firm General Atlantic.
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