/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Tracy Alloway

@tracyalloway
42 posts
2025-11-05
Deutsche Bank considering synthetic risk transfers (née reg cap trades) to hedge (or free up capital for) data center exposure: https://www.ft.com/...
2025-11-05 View on X
Financial Times

Sources: Deutsche Bank is exploring strategies to hedge its exposure to data centers, like shorting AI stocks, after extending billions in debt to hyperscalers

Executives discussing options including shorting basket of artificial intelligence stocks or using derivatives to transfer risk

2025-06-06
The Trump-Musk breakup isn't finalized until Pete Davidson enters the picture somehow.
2025-06-06 View on X
CNBC

Trump says Elon Musk “went CRAZY” and that canceling his government contracts is “the easiest way to save money”, as their One Big Beautiful bill feud escalates

Musk has gone to war with Donald Trump.  What happens next? Dan Milmo / The Guardian : Elon Musk signals he may back down in public row with Donald Trump Wired : Elon Musk's Feud W...

2023-06-01
The stock that has ‘AI’ as its ticker is plunging 20% in premarket. https://www.bloomberg.com/... by @BrodyFord_ [image]
2023-06-01 View on X
Bloomberg

C3.ai drops 20%+ after its FY revenue outlook of 11%-20% growth to a $307.5M midpoint fell below estimates; AI jumped 258% in 2023 and 45% since Nvidia earnings

Brody Ford / Bloomberg :

2023-03-15
The cognitive dissonance here is pretty stunning. https://twitter.com/...
2023-03-15 View on X
Washington Post

Interviews with 20 people detail the Biden admin's response to SVB's and Signature's collapse, as tech executives and investors lobbied to protect all deposits

It seemed like a simple question: Did the treasury secretary have any concerns about the economic risks posed by Silicon Valley Bank?

The cognitive dissonance here is pretty stunning. https://twitter.com/...
2023-03-15 View on X
Wall Street Journal

As SVB collapsed, prominent investors, internet provocateurs, and others helped fuel concerns over the US banking system, creating a “Twitter-fueled bank run”

Rapid spread of concerns prompts lawmaker to call it ‘Twitter-fueled bank run’  —  The Collapse of Silicon Valley Bank: What You Need to Know

2023-03-14
Internal Silicon Valley Bank documents show the bank debating whether to cut back on bond risk as early as 2020. The catch: millions of dollars worth of lost income. https://www.bloomberg.com/... with @jennysurane & @kjspeakstruth https://twitter.com/...
2023-03-14 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

Internal Silicon Valley Bank documents show the bank debating whether to cut back on bond risk as early as 2020. The catch: millions of dollars worth of lost income. https://www.bloomberg.com/... with @jennysurane & @kjspeakstruth https://twitter.com/...
2023-03-14 View on X
New York Times

Signature's and SVB's collapse was aided by GOP-led Dodd-Frank reforms that raised the “stress test” threshold from $50B to $250B, pushed for by SVB executives

Officials with Signature and Silicon Valley banks, which regulators seized in recent days, called for looser financial requirements for midsize banks.

2023-03-13
Two things Silicon Valley, Signature and Silvergate all had in common other than the first two letters of their names: - Concentrated exposure to tech/crypto - Rapid growth in deposits As @John_Hempton said in an Odd Lots, there's nothing more dangerous than a fast-growing bank
2023-03-13 View on X
Bloomberg

The closure of SVB, Silvergate, Silvergate Exchange Network, and Signature adds stress to a troubled crypto industry; fiat conversion costs may rise by 20%-40%

The digital-asset market is coming off of a turbulent year featuring a number of high-profile blowups.

Two things Silicon Valley, Signature and Silvergate all had in common other than the first two letters of their names: - Concentrated exposure to tech/crypto - Rapid growth in deposits As @John_Hempton said in an Odd Lots, there's nothing more dangerous than a fast-growing bank
2023-03-13 View on X
CNBC

New York shuts down Signature Bank as US regulators cite a “systemic risk exception” like for SVB, announcing all of Signature's depositors will be “made whole”

U.S. regulators said Sunday it shut down New York-based Signature Bank, a second financial institution …

2023-03-12
SILICON VALLEY BANK Some takeaways and thoughts regarding the SVB situation on a Friday afternoon before logging off for the weekend. First, what happened? 1/
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
SILICON VALLEY BANK Some takeaways and thoughts regarding the SVB situation on a Friday afternoon before logging off for the weekend. First, what happened? 1/
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB

2022-12-23
The fact that @matt_levine remembers the famous ‘box’ episode with Sam Bankman-Fried as having happened last year is indicative of just how quickly everything fell apart. https://www.bloomberg.com/... https://twitter.com/...
2022-12-23 View on X
CoinDesk

The SEC's complaint against Caroline Ellison and Gary Wang classifies FTX's FTT token as a security since it was “offered and sold as an investment contract”

The fact that @matt_levine remembers the famous ‘box’ episode with Sam Bankman-Fried as having happened last year is indicative of just how quickly everything fell apart. https://www.bloomberg.com/... https://twitter.com/...
2022-12-23 View on X
Reuters

Sam Bankman-Fried appears in NY federal court charged with wire fraud and other crimes; a judge grants a $250M bail confining him to his parents' Palo Alto home

Sam Bankman-Fried will be released on a $250 million bond package while he awaits trial on fraud charges related to the collapse …

2022-11-18
Here are the wildest parts from the FTX first day motion bankruptcy filing, featuring: - Scathing comments on SBF's tweeting - $5.5 billion of tokens now valued at $659k - A backdoor between FTX and Alameda - Personalized emojis https://www.bloomberg.com/...
2022-11-18 View on X
Bloomberg

The wildest parts of FTX's bankruptcy filing: its token holdings are worth $659K, Alameda loaned SBF $3.3B, SBF auto-deleted messages about decisions, and more

Lawyers for the bankrupt crypto exchange FTX filed today in Delaware, asking a federal judge to transfer a competing bankruptcy case filed …

Here are the wildest parts from the FTX first day motion bankruptcy filing, featuring: - Scathing comments on SBF's tweeting - $5.5 billion of tokens now valued at $659k - A backdoor between FTX and Alameda - Personalized emojis https://www.bloomberg.com/...
2022-11-18 View on X
CoinDesk

Filings: FTX CEO John Ray III, who ran Enron's bankruptcy process, slams SBF's “unprecedented” management, describing a “complete failure of corporate controls”

Programming note: Money Stuff will be off tomorrow, back on Monday. Rohan Goswami / CNBC : Bahamas regulators confirm they're holding some of FTX's assets Laurie Dunn / Crypto Dail...

2022-11-17
Here are the wildest parts from the FTX first day motion bankruptcy filing, featuring: - Scathing comments on SBF's tweeting - $5.5 billion of tokens now valued at $659k - A backdoor between FTX and Alameda - Personalized emojis https://www.bloomberg.com/...
2022-11-17 View on X
CoinDesk

Bankruptcy filings: FTX CEO John J. Ray III, who oversaw Enron, condemns SBF's “unprecedented” management, describing a “complete failure of corporate controls”

The former FTX CEO's unconventional style is under the spotlight as bankruptcy professionals pore over the exchange's collapse.

2022-07-21
New Odd Lots! @TheStalwart and I speak to @Jason about the expensive lesson coming to Silicon Valley. https://www.bloomberg.com/...
2022-07-21 View on X
Bloomberg

Jason Calacanis says litigation, and possibly criminal charges, await the companies and “grifting” VCs that knowingly flipped crypto tokens to retail investors

Watch out venture capital, the regulators are coming.  —  That's the warning from long-time angel investor Jason Calacanis … Tweets: @alex , @tracyalloway , @mdudas , @thestalwart ...

2022-06-14
Turns out avocados were the real inflation hedge all along. https://twitter.com/...
2022-06-14 View on X
CoinDesk

Binance paused bitcoin withdrawals for a few hours on Monday “due to a stuck transaction causing a backlog”; the company says BTC withdrawals have since resumed

CEO Changpeng Zhao attributed the issue to a “stuck transaction,” and promised a quick fix. Source: @cz_binance , @binance , and @cz_binance .

Turns out avocados were the real inflation hedge all along. https://twitter.com/...
2022-06-14 View on X
Bloomberg

Major cryptocurrencies crash as the crypto market cap falls below $1T: bitcoin drops 15%+ to ~$22K, ether drops 16%+ to ~$1.2K, and Solana drops 7%+ to ~$28

(Any views expressed below are the personal views of the author … Mitchell Clark / The Verge : BlockFi and Crypto.com lay off hundreds of staff as coins slump Dylan LeClair / Bitco...

2022-06-13
Turns out avocados were the real inflation hedge all along. https://twitter.com/...
2022-06-13 View on X
Bloomberg

Major cryptocurrencies are crashing: bitcoin drops by 17%+ to ~$23K, ether drops by 20%+ to ~$1.2K, and Solana drops 18%+ to ~$28

Bitcoin plunged to the lowest in about 18 months in Asia trading Monday as the impact of Friday's shock US inflation data continued to reverberate through global risk assets.