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VOICE ARCHIVE

@matthew_sigel

@matthew_sigel
18 posts
2026-03-04
Kraken gets Fed master account in crypto first “a watershed milestone in the history of digital assets” 👍 [image]
2026-03-04 View on X
Wall Street Journal

Kraken says its banking unit won “master account” access to the US Fed's core payment systems, making it the first crypto company that can move money like banks

‘Master account’ approval gives firm access to the same payment rail as thousands of banks and credit unions

2026-02-18
“Many of the duties previously performed by Mr. Beard, including revenue-generating responsibilities, will be assumed by @Cameron Winklevoss in addition to his existing responsibilities.”
2026-02-18 View on X
CoinDesk

Filing: Gemini says its COO, CFO, and chief legal officer are leaving; Cameron Winklevoss will take on many of the COO's duties; GEMI closes down 12.9%

2026-02-10
GOOGL selling 100-year debt 😯 [image]
2026-02-10 View on X
Financial Times

Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996

Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds  —  Alphabet has lined up banks to sell …

GOOGL selling 100-year debt 😯 [image]
2026-02-10 View on X
Bloomberg

Alphabet raised $20B in its biggest ever US dollar bond sale, more than the $15B initially expected, after drawing more than $100B of orders

Here's all we knowErin Woo /The Information:Alphabet Reportedly Set for $20 Billion US Bond SaleEstefano Gomez /Crypto Briefing:Alphabet draws $100B+ demand for $15B bond sale to f...

2026-02-09
GOOGL selling 100-year debt 😯 [image]
2026-02-09 View on X
Bloomberg

Alphabet raised $20B in its biggest ever US dollar bond sale, more than the $15B initially expected, as it seeks to finance $185B in 2026 capex

Alphabet Inc. is looking to raise about $15 billion from a US high-grade dollar bond sale, according to people with knowledge of the matter …

GOOGL selling 100-year debt 😯 [image]
2026-02-09 View on X
Financial Times

Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996

Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds  —  Alphabet has lined up banks to sell …

GOOGL selling 100-year debt 😯 [image]
2026-02-09 View on X
Financial Times

Sources: Alphabet plans to sell a rare 100-year sterling bond, as it steps up borrowing to fund its capex growth; IBM sold a 100-year bond back in 1996

Financial Times:

2026-01-27
🚨NVDA buys more CRWV stock at $87, adds $2B to existing $2.4B stake ($39 cost basis). Will strengthen collaboration to accelerate AI factory buildout. Ownership stake likely approaches 10%. CRWV +8% CORZ +2% [image]
2026-01-27 View on X
Bloomberg

iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%

2026-01-26
🚨NVDA buys more CRWV stock at $87, adds $2B to existing $2.4B stake ($39 cost basis). Will strengthen collaboration to accelerate AI factory buildout. Ownership stake likely approaches 10%. CRWV +8% CORZ +2% [image]
2026-01-26 View on X
Bloomberg

Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%

Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …

2026-01-13
At least it's on Solana?
2026-01-13 View on X
Decrypt

The NYC token, launched by former New York City Mayor Eric Adams on January 12, saw its market cap drop from ~$600M to ~$110M, after USDC liquidity manipulation

2025-04-02
🚨 Circle Files for IPO $1.7B revenues (+16% y/y) $285M EBIDTA (-29% y/y) $155M Net Income (-42%) [image]
2025-04-02 View on X
CNBC

Circle files for a US IPO, with plans to list on the NYSE under CRCL; Circle, which issues the USDC stablecoin, is reportedly seeking a $4B to $5B valuation

Circle, the company behind the USDC stablecoin, has filed for an initial public offering and plans to list on the New York Stock Exchange.

Circle's revenues grew 16% but EBITDA and Net Income fell sharply. Why? Four main reasons —> Increased Partner Costs: A significant rise in distribution and transaction costs driven by higher fees paid to partners like Coinbase, due to increased reserve income and strategic
2025-04-02 View on X
CNBC

Circle files for a US IPO, with plans to list on the NYSE under CRCL; Circle, which issues the USDC stablecoin, is reportedly seeking a $4B to $5B valuation

Circle, the company behind the USDC stablecoin, has filed for an initial public offering and plans to list on the New York Stock Exchange.

2025-02-13
$HOOD says would like to support crypto staking in US. Already offering in EU with Strong Demand. CEO says more regulatory clarity needed to support tokenized securities. @DavidSacks
2025-02-13 View on X
Bloomberg

Robinhood reports Q4 revenue up 115% YoY to $1.01B, vs. $940.8M est., crypto transaction revenue up 700%+ to $358M, above est.; HOOD jumps 15%+

almost 40% from crypto Coinbase due up tomorrow. Look for more of the same https://fortune.com/... Patrick McKenzie / @patio11 : The company whose literal name references their gre...

2025-01-07
Getty & Shutterstock merge, timing it smartly to sidestep the antitrust agitation of the current administration. Both stocks up. Shutterstock's take rate, the highest among internet peers at 65-80%, squeezes contributors. Blockchain-based content networks look better by the day [image]
2025-01-07 View on X
Axios

Getty Images Holdings and Shutterstock agree to merge in a deal that creates a $3.7B company; Getty CEO Craig Peters will remain CEO of the combined business

- Shutterstock shareholders get one of the following: $28.84 per share in cash ($1.03 billion based on Shutterstock's outstanding shares) …

2024-12-19
🚨IMF Reaches Agreement with El Salvador for $1.4B Loan that Includes Scaling Down “Bitcoin Project” Deal comes after four year negotiation; aims to strengthen fiscal & external sustainability through an ambitious and growth-friendly fiscal consolidation. IMF says in statement [image]
2024-12-19 View on X
Decrypt

El Salvador plans to scale back its bitcoin efforts under an IMF deal for a $1.4B loan; bitcoin acceptance will no longer be mandatory for the private sector

Vince Dioquino / Decrypt :

2024-12-14
Saylor's MicroStrategy Scores Again With Nasdaq 100 Addition. QQQs Will Fund #Bitcoin Congrats @saylor 🥳 [image]
2024-12-14 View on X
CNBC

MicroStrategy, Palantir, and Axon will join the Nasdaq 100 index, effective before the market open on December 23; Super Micro will be removed from the index

MicroStrategy, the preferred high beta play on the price of bitcoin, will join the Nasdaq 100 index, a move that could further increase demand …

2024-11-29
Australia Passes Social Media Ban for Minors (but Pornhub is Exempt) Corporations could be fined up to 49.5 million Australian dollars (about $32 million) for “systemic” failures to implement age requirements. Options for enforcement include age estimation where a user's video [image]
2024-11-29 View on X
New York Times

Details of Australia's social media ban for kids remain unclear, such as how to enforce it and what platforms it covers; kids and parents won't face punishment

The law sets a minimum age for users of platforms like TikTok, Instagram and X. How the restriction will be enforced online remains an open question.

Australia Passes Social Media Ban for Minors (but Pornhub is Exempt) Corporations could be fined up to 49.5 million Australian dollars (about $32 million) for “systemic” failures to implement age requirements. Options for enforcement include age estimation where a user's video [image]
2024-11-29 View on X
Bloomberg

Experts worry about the unintended consequences of Australia's controversial but popular social media ban on under-16s; Meta, TikTok, and X expressed concerns

- Children under 16 barred from popular social media sites  — Politicians under pressure to stem online bullying, grooming