WORKWEEK

M&A All Eyes on the Future of Robo Advice 👀 TL;DR: UBS is acquiring Wealthfront in an all-cash transaction worth $1.4 billion. The exit isn’t bad. In fact, it’s good for Wealthfront. But it does place a ? on the future of fintech disruptors to challenge Wall Street instead of becoming a part of it.  What will keep…

DIGITAL ASSETS Bloomberg Terminal but Make It Crypto TL;DR: I’ve been asked in interviews what I believe is the biggest risk in digital assets. I never hesitate to say the sheer amount of content out there pulling investors into different directions.  Meet Defy Trends, an AI and data-driven crypto intelligence platform that provides retail and institutional investors with…

DIGITAL ASSETS Web3 Adoption Is ‘Not So Binary’ Does anyone else feel nostalgic for the simple pleasures of your past while the world around us changes so rapidly?  We Millennials are feeling it hard these days as digital assets and Web3 take over. Don’t get me wrong, we’re hella excited for Web3. But we also get that the inevitable shift…

WEB3 Web3 Meets Fintech  Overshadowed by topics like NFTs and DAOs, digital identity is a key component to how Web3’s decentralization and transparency will meet fintech and create financial inclusion.  Digital identity = the high value transactional data or credentials that get captured, shared, and stored to either identify, authenticate or authorize a transaction or an interaction.  Think of it like this:…

DIGITAL ASSETS Metaverse meets Investing 🤝 Social investing app eToro just rolled out its metaverse-themed smart portfolio called MetaverseLife. The smart portfolio is designed to offer investors long-term exposures to stocks, crypto-assets, and tech platforms that are creating virtual realities.  For example, investors have exposure to Meta Platforms (Facebook) and Roblox, but also blockchain-based platforms like Decentraland, Sandbox, and Enjin. Big tech like…