Strategy

March 5, 2025 @ 3:09 pm By Omar Faridi  |  

February 2025 marked a difficult month for fintech companies (even though tech stocks in general have been seeing downward price pressure as well), with Block (NASDAQ:SQ) – once a major player in the sector—leading the charge downward, plummeting 28% in its steepest decline since 2023…. Read More

February 27, 2025 @ 9:00 am By Omar Faridi  |  

As we look further toward 2025, crypto hedge fund founder CK Zheng has some predictions for what’s to come in the industry. For context, CK is the founder of ZX Squared and the former global head of risk for Credit Suisse. He has experience in digital assets and… Read More

February 25, 2025 @ 7:41 am By Omar Faridi  |  

Yieldstreet, a private market investment platform, has recently released “The Next Wave,” research conducted in partnership with a global management consulting firm. The research study reveals a fundamental transformation underway in “how retail investors approach and invest in private market opportunities.” The research, which surveyed… Read More

February 22, 2025 @ 12:24 pm By Omar Faridi  |  

While some of the largest banking institutions continue to support office mandates (and frustrate some workers who aren’t to keen about it), global Fintech Revolut appears to be headed in the opposite direction. Revolut, the London-based Fintech, told its 10,000 workers that it was planning… Read More

February 13, 2025 @ 7:45 am By Omar Faridi  |  

Research from PensionBee reveals that while UK savers are open to AI playing a role in pension customer support, they are not ready for a fully automated experience. PensionBee noted that 79% of survey respondents expressed preferences for “a mix of human and AI interaction… Read More

February 12, 2025 @ 11:30 am By JD Alois  |  

Private Credit is a growing market in the US and globally. A recent estimate places the US market at over $1.25 trillion. While still relatively small in comparison to bank lending and the bond market, private credit is an asset class that is gaining popularity… Read More

February 11, 2025 @ 10:21 pm By Omar Faridi  |  

Gemini, the cryptocurrency exchange led by Cameron and Tyler Winklevoss, is considering an initial public offering (IPO) as early as this year, according to sources familiar with the situation. As reported by Bloomberg, the company is currently in talks with potential advisors, although no final… Read More

February 10, 2025 @ 9:37 am By Tony Zerucha  |  

While some trends are unmistakable, the key is to identify them before the market does. Smart investors do that by leveraging data from private markets, which can identify trends by analyzing activity between IPOs and other key events. Forge serves accredited seed and angel investors,… Read More

February 10, 2025 @ 8:43 am By Omar Faridi  |  

Sebastian Siemiatkowski, CEO and co-founder of Klarna, announced on Saturday that the Swedish buy-now-pay-later (BNPL) Fintech is planning to integrate cryptocurrency into its services. Siemiatkowski acknowledged that Klarna was among the last major fintech players to enter the crypto space. Siemiatkowski, who founded Klarna in… Read More

February 9, 2025 @ 2:53 pm By Omar Faridi  |  

Several venture capital firms in Latin America are reportedly planning to increase their investments in startups offering loans and artificial intelligence products. According to a report from Bloomberg, these efforts are driven by the region’s potential for financial-technology growth. This focus on Fintech lending and… Read More

February 3, 2025 @ 8:45 am By Omar Faridi  |  

The private equity landscape is evolving rapidly, driven by shifting market dynamics, policy changes, and emerging investment opportunities. Factors like increased deal flow, advancements in AI and technology, and a renewed focus on sustainability are expected to shape investment strategies and competitive positioning. Cyrus Nikou,… Read More

January 29, 2025 @ 9:46 am By Omar Faridi  |  

Bitcoin (BTC), the flagship cryptocurrency, is holding steady around the $100,000 mark as investors await the Federal Open Market Committee (FOMC) meeting. After a modest 3-4% correction on Tuesday (January 28), the leading cryptocurrency rebounded, reflecting cautious optimism among investors ahead of key policy remarks…. Read More

January 23, 2025 @ 10:50 am By Omar Faridi  |  

The financial world has seen significant volatility and transformation over the past several years, with some sectors experiencing steady growth. Equities and crypto / digital assets markets, in particular, have seen a considerable surge, attracting a new generation of investors eager to capitalize on these… Read More

January 19, 2025 @ 10:12 pm By Omar Faridi  |  

As interest rates begin to decline, US retail investors plan to strategically adjust their portfolios, prioritizing growth sector stocks such “as healthcare & technology (24%), cash assets (22%), high-yield bonds (18%), and dividend yielding stocks (18%),” according to data from the Retail Investor Beat (RIB)… Read More

January 15, 2025 @ 12:04 pm By Omar Faridi  |  

Dr. Sean Dawson, Head of Research at the “decentralized” on-chain options AI-powered platform, Derive.xyz (TVL $128M, $12.3B trade volume), has shared key insights focused on Bitcoin (BTC) and Ethereum (ETH) markets. Dr. Sean Dawson, Head of Research at Derive.xyz noted that in the last 24… Read More

January 11, 2025 @ 11:19 am By Tony Zerucha  |  

As Bitcoin’s price surges, it is attracting more thieves. According to the FBI, in 2022, crypto scams resulted in north of $2.57 billion in losses. The average victim lost $54,000. The increasing intersection of cryptocurrency popularity and evolving fraud tactics highlights the critical need for… Read More

January 10, 2025 @ 6:22 am By Tony Zerucha  |  

Nigel Green sees, at most, one rate cut in 2025. The deVere Group CEO said that is based on a mounting realization that inflation remains dangerously sticky, and the interest rate needed to bring it fully under control needs to remain higher than many previously… Read More

January 7, 2025 @ 5:05 pm By Omar Faridi  |  

Bitcoin (BTC), the flagship cryptocurrency, started the first full week of 2025 with strong positive momentum, pushing through the key $100,000 mark on Monday and notching up a positive start to the new year. Ethereum (ETH), XRP, and other major crypto-assets have also delivered a… Read More

January 6, 2025 @ 9:30 am By Tony Zerucha  |  

deVere Group CEO Nigel Green believes the United States will acquire as many as 400,000 Bitcoin in 2025 as part of a strategic reserve. That will help propel a historic Bitcoin run while reinforcing the dollar’s dominance. Green, who predicted Bitcoin would top $100,000, believes… Read More

December 30, 2024 @ 1:28 pm By Nick Morgan  |  

Accredited Investor: Using the Series 65 to Become Accredited. In late 2020, over lunch with a friend, Nathan Leung discovered an unexpected path to becoming an accredited investor – one that didn’t require the traditional $200,000 annual income or $1 million net worth. Thanks to… Read More